Non-Discretionary Retail Q1 Earnings: Kroger Revenue Up 2.2%, Stock Down 12.2%

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

Kroger reported first-quarter revenues of $46.12 billion, a 2.2% year-on-year increase that beat analyst estimates by 1.4%, but its stock has fallen 12.2% since the announcement amid mixed results including a miss on gross margin estimates. Among the nine non-discretionary retail stocks tracked, the group overall beat revenue consensus by 1.5% and provided in-line next-quarter guidance, with average share prices up 4.5% since earnings. Target delivered the best performance with revenues of $25.44 billion, up 6.7% and beating estimates by 3.4%, while Walmart posted the weakest guidance update despite revenues of $177.8 billion, up 7.3%, leading to a 17% stock decline. Costco achieved the fastest revenue growth at 11.6% to $70.53 billion, and Dollar General met expectations with $10.79 billion in revenue, up 3.4%.

Impact on stocks 5

Consumer Staples± Mixed · 5 stocks
Kroger Company
KR
▼ NegativeCapitalrelevance

Kroger reported mixed results including a miss on gross margin estimates, and its stock fell 12.2%.

Costco Wholesale Corp
COST
▲ PositiveDemandrelevance

Costco achieved the fastest revenue growth at 11.6% to $70.53 billion, indicating strong customer demand.

Dollar General Corporation
DG
± MixedDemandrelevance

Dollar General met expectations with $10.79 billion in revenue, up 3.4%, but no clear positive or negative impact.

Target Corporation
TGT
▲ PositiveDemandrelevance

Target delivered the best performance with revenues of $25.44 billion, up 6.7% and beating estimates by 3.4%.

Walmart Inc.
WMT
▼ NegativeCapitalrelevance

Walmart posted the weakest guidance update despite revenues of $177.8 billion, up 7.3%, leading to a 17% stock decline.

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