Non-Discretionary Retail Q1 Earnings: Grocery Outlet Leads Guidance Raise, Walmart Weakest

Earnings
โดย Yahoo Finance·Read original
Summary · why it matters

Non-discretionary retail stocks reported a satisfactory first quarter, with revenues beating analysts' consensus estimates by 1.5% and next quarter's revenue guidance in line. Grocery Outlet posted revenues of $1.17 billion, up 3.6% year on year, and scored the highest full-year guidance raise of the group, sending its stock up 26.6% since reporting. Target delivered the best quarter with revenues of $25.44 billion, up 6.7% year on year, beating expectations by 3.4%. Walmart, despite revenues of $177.8 billion up 7.3% year on year, was the weakest performer after issuing full-year EPS guidance that missed analysts' expectations, causing its stock to fall 12.4%. Dollar Tree reported revenues of $4.98 billion, up 7.2% year on year, and delivered the highest guidance raise but the weakest full-year guidance update among its peers, while Kroger's revenues of $46.12 billion, up 2.2% year on year, represented the slowest revenue growth in the group.

Impact on stocks 5

Consumer Staples± Mixed · 5 stocks
Grocery Outlet Holding Corp
GO
▲ PositiveCapitalrelevance

Grocery Outlet posted revenues up 3.6% and scored the highest full-year guidance raise, sending stock up 26.6%.

Walmart Inc.
WMT
▼ NegativeCapitalrelevance

Walmart issued full-year EPS guidance that missed analysts' expectations, causing stock to fall 12.4%.

Target Corporation
TGT
▲ PositiveCapitalrelevance

Target delivered the best quarter with revenues up 6.7%, beating expectations by 3.4%.

Dollar Tree Inc
DLTR
± MixedCapitalrelevance

Dollar Tree reported revenues up 7.2% and had the highest guidance raise but weakest full-year guidance update among peers; mixed signals.

Kroger Company
KR
± MixedCapitalrelevance

Kroger's revenues of $46.12B up 2.2% represented the slowest revenue growth in the group; no clear positive or negative.

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