此次裁员发生在克罗格寻求新的增长途径之际。此前，克罗格与艾伯森(ACI.US)的合并计划被美国联邦 贸易委员会(FTC) 阻止。克罗格仍在特拉华衡平法院对艾伯森继续寻求的6亿美元合并终止费的有效性 提出质疑。克罗格声称，该交易是被艾伯森和C&S批发杂货公司破坏的。克罗格最近与C&S批发杂货 公司达成了一项和解协议，金额未披露。 智通财经APP获悉，根据媒体看到的一份备忘录，美国零售商克罗格(KR.US)将裁员1000人，以削减成 本并简化业务。该公司临时首席执行官Ron Sargent表示："这些决定从来都不容易，但深思熟虑的选择 对于让我们的组织继续取得成功是必要的。" 据悉，克罗格将把节省下来的资金将用于开设新门店、创造更多门店层面的就业岗位，以及降低食品杂 货价格。除了裁员，该公司还在叫停那些"无助于其核心业务"的项目。 ...

Financial Data and Key Metrics Changes - Total revenues increased by 38.3% year-over-year, reaching 18.8 billion pesos [7][9] - Same store sales grew by 17.7%, compared to 10.7% in the same quarter last year [7][9] - EBITDA increased by 22.5% to 844 million pesos, with a potential increase of 32% when excluding non-cash share-based payment expenses [7][15] Business Line Data and Key Metrics Changes - The company opened 142 net new stores in Q2, bringing the total to 3,031 stores [6] - In the first half of the year, 259 stores were opened compared to 215 in the same period last year [8] - On a twelve-month basis, 528 stores were opened versus 460 in the previous twelve months [9] Market Data and Key Metrics Changes - The company continues to be one of the fastest-growing retailers in Mexico and possibly globally [9] - Cash flow generated by operating activities reached 1.9 billion pesos, a 56% increase compared to 2024 [8] Company Strategy and Development Direction - The company is focused on accelerating store openings and investing in new regions, with plans to open four new distribution centers in the second half of the year [6][19] - The management emphasizes a value proposition that continuously improves product quality, price, and assortment to drive customer traffic [23][24] Management Comments on Operating Environment and Future Outlook - Management remains cautiously optimistic about sustaining same store sales growth, with no immediate signs of moderation [87] - The company plans to continue its growth strategy, focusing on internal funding from increasing cash flows [19][90] Other Important Information - The company has a net local cash position of approximately 1.1 billion pesos and a cash position of $150 million from IPO funds [8] - The management team has been expanded with new members to enhance operational capabilities [5] Q&A Session Summary Question: What do you attribute the acceleration in same store sales to? - Management attributes the acceleration to an improved value proposition, leading to increased customer traffic and higher ticket sizes [23][24] Question: How are the meat and produce pilots developing? - Management is cautiously optimistic about the pilots but emphasizes that they are still in the testing phase and not yet impacting overall sales [26][28] Question: What are the implications of opening new regions? - Management stated that opening new regions is done strategically to mitigate risks and ensure efficient logistics, with no significant changes in ramp-up times expected [34][36] Question: How is private label penetration evolving? - Management noted a significant increase in private label penetration, which is a key driver of same store sales growth [45] Question: What is the outlook for gross margin pressure? - Management acknowledged gross margin pressure due to new regional expansions but expects to grow into these expenses as sales materialize [70][73] Question: Is there a plan for marketing to increase brand awareness? - Management indicated that word-of-mouth and social media have been effective marketing tools, but formal marketing spending is not currently prioritized [88][90] Question: How are private label suppliers keeping up with expansion? - Management confirmed that suppliers are being managed long-term to ensure they can meet the growing demand as the company expands [96] Question: What will happen to management compensation after the 2024 equity incentive plan ends? - Management stated that equity-linked compensation will continue to be a key strategy for attracting and retaining talent [101][102]

Financial Data and Key Metrics Changes - Net sales for the second quarter reached $1,180 million, reflecting a 4.5% increase year-over-year [5][29] - Adjusted EBITDA was $67.7 million, slightly down from $67.9 million last year, with an adjusted EBITDA margin of 5.7% [33] - Adjusted EPS decreased to $0.23 from $0.25 year-over-year [33] - Gross margin was reported at 30.6%, down 30 basis points from last year but up 20 basis points from the previous quarter [30][33] Business Line Data and Key Metrics Changes - Comparable store sales increased by 1.1%, driven by a 1.5% rise in transactions, partially offset by a 0.4% decrease in average transaction size [29][30] - The company opened 11 new stores and closed 2, maintaining a target of 33 to 35 net new stores for the year [5][30] Market Data and Key Metrics Changes - The company operates 552 stores across 16 states as of the end of the second quarter [30] - The Pacific Northwest region has seen improvements in service levels and variety due to consolidation efforts [44] Company Strategy and Development Direction - The company is focusing on four strategic imperatives: improving new store performance, securing top talent, addressing execution gaps, and enhancing execution at scale [6][7] - A disciplined approach to store expansion is being adopted to ensure higher returns on invested capital [28][29] - The introduction of a new arrivals guide and real-time order guide aims to enhance inventory management and improve sales planning for independent operators (IOs) [12][70] Management's Comments on Operating Environment and Future Outlook - Management expressed confidence in achieving comp growth in the second half of the year, supported by improved inventory management and pricing strategies [41][44] - The company is preparing for potential economic challenges, emphasizing its historical resilience during recessions [61][62] - Management reaffirmed the full-year guidance, increasing adjusted EPS due to favorable interest expenses [36][37] Other Important Information - The company raised over $5 million through its Independence for Hunger campaign, providing over 10 million meals to local organizations [26][27] - The restructuring plan is nearing completion, with charges incurred during the second quarter related to asset impairments and lease terminations [32][33] Q&A Session Summary Question: Can you discuss the comp guidance and confidence level for the second half? - Management is optimistic about comp growth, citing improvements in inventory and pricing strategies, as well as positive feedback from IOs regarding new tools [41][44] Question: What are the drivers behind the performance of newer store cohorts? - The company is focusing on infill markets and enhancing site selection criteria, which has led to better performance in new stores [51][53] Question: How is the health of the consumer and potential impacts from SNAP changes? - Currently, there are no significant changes in consumer behavior, and the company is well-positioned to attract value-seeking customers [60][62] Question: What are the expectations for gross margin evolution? - Management is confident in maintaining gross margins within the 30% to 30.5% range, with ongoing improvements in shrink and operational efficiencies [55][56] Question: Can you elaborate on the new arrivals guide and its impact? - The new arrivals guide allows IOs to reserve products outside their ordering windows, enhancing their merchandising capabilities and expected to drive sales [70][71] Question: What is the current health of the IO base? - The voluntary attrition rate among IOs remains below 10%, indicating a healthy balance between supply and demand [64][66]

以下文章来源于财联社 ，作者潇湘 财联社 . 财联社是上海报业集团主管主办，定位资本市场报道财经通讯社，以"准确、快速、权威、专业"为准则，提供7x24小时金融信息服务。 来源|财联社 随着特朗普的对等关税"黑天鹅"，在隔夜彻底令全球市场陷入了灾难性的"黑色星期四"，今晚这个美国"非农夜"，华尔街或许已再也经受不起任何 意外的打击…… 周四美股市场的大跌无疑是史诗级的 ——标普500指数全天下跌了4.8%，为2020年6月11日以来的最大单日跌幅，当时人们对第二波新冠肺炎疫情 的担忧粉碎了迅速恢复疫情前生活的希望。而除那一天外，本世纪只有4天抛售幅度比昨日更严重，而且全部发生在疫情初期的2020年3月。目前， 标普500指数已经跌至了去年8月份以来的最低水平。 可以说，在经历了昨日的关税暴击后，投资者的交投信心眼下已变得格外敏感而脆弱。 贸易战引发的全球经济衰退威胁，已被认为是当前金融市场 上主要的尾部风险。而假如在关税噩耗传出前，美国经济数据就已经呈现滑坡态势，则无疑可能进一步激发市场人士的抛售意愿。 那么，今晚的美 国3月非农就业报告，又是否会扮演类似落井下石、火上浇油的角色呢？ 01 非农前瞻：今晚市场 ...