$克羅格(KR.US)$I think this is getting ready for a big drop , but I believe their is a huge chance the merger will happen with$艾伯森(ACI.US)$.. These two are hedged against each other based on their % change ...Albertsons price will rock to the 30S if merger happens !!
Kroger's CEO remains confident that the merger with Albertsons will secure a future for union jobs and improve the customer experience. Interim CFO expects growth in revenue for 2024 by enhancing the shopping experience, balancing investments with productivity and cost savings initiatives.
Colorado's Attorney General sued to block$克羅格(KR.US)$'s $24.6 billion acquisition of Albertsons, alleging that deal would hurt competition and consolidate an already heavily concentrated market. The consolidation of Kroger and$艾伯森(ACI.US)$stores would create significant market power to raise prices and reduce quality and services, according to a press release issued by Colorado Attorney ...
Kroger promises lower prices and more choices for customers post-merger, with a $500M immediate price reduction and $1.3B for enhancing customer experience. No store closures or layoffs are planned, with an additional $1B investment for wage and benefit increases.
Albertsons Companies expects continued outsized growth and margin impact in the pharmacy and digital operations in FQ4. However, no specific guidance was issued with the earnings release.
Albertsons' Q3 results may reveal consumer behavior during holidays and the effect of retail price inflation on sales. The company's gross margin might decline due to lower pharmacy business margins and loss of food inflation benefits.
艾伯森股票討論區
專欄Kroger's $24.6 Billion Albertsons Acquisition Faces Lawsuit Seeking to Block Deal
The consolidation of Kroger and $艾伯森(ACI.US)$ stores would create significant market power to raise prices and reduce quality and services, according to a press release issued by Colorado Attorney ...
新增數據:23Q2,23Q3,營收持續增長,營業利潤和淨利潤持續萎縮,
2023前3季度營收增長2.5%,營業利潤萎縮12.3%,淨利潤萎縮13%到10.5億,利息費用佔營業利潤的23.3%,負擔增加很多。
資產負債率略微下降到90.5%,應收款項和存貨比例都很低,長期借款增加到78億,是25.3億淨資產的3.1倍,槓桿率極高,流動比率降到了0.81,速動比率0.13,現金流非常緊張
現金流經營淨額持續高於投資淨額,持續產生股東盈餘。
目前市盈率10.11,如果全年淨利萎縮13%,市盈率將提高到11.6%,考慮到營收增長緩慢,利潤持續萎縮,現金流又非常緊張,暫時退出觀望。
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