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Carrefour SA (CRRFY) Q3 2025 Sales Call Transcript
Seeking Alpha· 2025-10-22 18:53
PresentationGood day, and thank you for standing by. Welcome to the Carrefour Q3 2025 Sales Conference Call. [Operator Instructions]. Please be advised that today's conference is being recorded. I would now like to hand the conference over to your speaker today, Matthieu Malige, CFO. Please go ahead, sir.Matthieu MaligeChief Financial Officer Thank you. Good afternoon to all of you, and thank you for attending our 2025 Q3 sales call. I'm here with Sebastien Valentin, Head of Investor Relations and our IR te ...
Fall in Love with Lower Prices at Kroger
Prnewswire· 2025-10-22 13:00
*Some restrictions apply. Some Pharmacy exclusions apply. Some items, including adult beverages and tobacco, are not eligible to earn Fuel Points. Prices may vary by geography. Accessibility StatementSkip Navigation Retailer lowers prices across the store to help customers save; discounts include beef, Halloween essentials and more CINCINNATI, Oct. 22, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today shared it is helping customers save at checkout and at the pump. Offering discounts on items that matter ...
GRUPO COMERCIAL CHEDRAUI, S.A.B. DE C.V. THIRD QUARTER 2025 RESULTS
Prnewswire· 2025-10-22 00:17
Core Insights - Grupo Comercial Chedraui reported a 13.3% growth in consolidated net income for the third quarter of 2025, reflecting strong performance despite a challenging consumer environment [5][7] - The company achieved a significant milestone by opening its 1,000th store, with a total of 32 new stores opened in Mexico during the quarter [4][7] - Same Store Sales (SSS) in Mexico grew by 2.8%, outperforming ANTAD's growth by 183 basis points, marking the twenty-first consecutive quarter of exceeding ANTAD [3][7] Financial Performance - Consolidated EBITDA increased by 3.2% year-over-year, with a consolidated EBITDA margin of 8.5%, up by 28 basis points [7] - Chedraui Mexico's EBITDA margin rose to 9.9%, while Chedraui USA's EBITDA margin improved to 7.3%, reflecting operational efficiencies [7] - The net debt to EBITDA ratio stood at -0.03x at the end of the third quarter of 2025, indicating a strong financial position [7] Strategic Initiatives - The company emphasized its commitment to investment and organic growth, as evidenced by the opening of 32 stores in Mexico and the ongoing expansion in the U.S. [4][7] - The strategic pillars of Lowest Price, Best Assortment per Store, and Best Shopping Experience were highlighted as key factors in customer retention and attraction [3]
Walmart's Annual Thanksgiving Meal Returns — Serving 10 people for Less than $4.00 Per Person1
Businesswire· 2025-10-21 09:00
BENTONVILLE, Ark.--(BUSINESS WIRE)--Walmart today announced the return of its beloved annual Thanksgiving meal, with its best offer yet. This incredible basket offers over 20 national and private brand items – including a Butterball turkey for $.97 per pound, its lowest price since 2019 – as a one-click basket serving 10 people for less than $40. It's also offering free express delivery on the meal basket for first-time Pickup and Delivery customers. This year, Walmart is raising the standard e. ...
京东七鲜11.11行业首推“24小时菜” 全程溯源保障极致新鲜“看得见”
Zhong Jin Zai Xian· 2025-10-21 07:33
今年以来,京东七鲜通过对北京、天津、河北张家口等多个华北核心蔬菜种植产地到七鲜各地门店的流 通链路进行全面优化,将叶菜、有机菜、结球、茄果、瓜果五大核心品类的超百款蔬菜,整体流通时效 提升30%-50%,实现"24小时内从田间到货架"。相较于行业对"采收到仓"环节缺乏明确时效的常态,京 东七鲜不仅精准锁定24小时全链路时效,更为每款蔬菜根据其自身特性设定严格的流通环节时间规范。 从产地采收、地头短驳(即采摘后快速、平稳到第一个转运点)、加工分选,到装卸上车、送货至仓、加 工包装,再到最终的分拣配送——每一个环节都在时效与温控上经历了系统性优化。如前述"晨采晚 达"的绿色韭菜,通常在每日早上8点前完成采收,10:30前完成地头短驳与加工打包,12:30前运抵七鲜 天津武清的核心冷藏加工大仓;经下午的验收、分拨与装车,19:00起陆续送达京津冀各大七鲜门店。 甚至最快12小时,这株蔬菜已经完成从离开土壤到货架售卖的"角色转换"。 在生鲜超市挑选蔬菜时,"新不新鲜"始终是消费者最核心的关切。然而传统认知中的"新鲜",往往局限 于货架上的陈列时间。一捆蔬菜从田间地头到最终上架,其间究竟流转了多久,对消费者而言始终是一 ...
3 Stocks Hitting New 52-Week Highs And Whether They’re Worth Buying
The Smart Investor· 2025-10-20 23:30
Several Singapore household names have pushed past their 52-week highs in recent months, climbing to fresh peaks with renewed investor confidence.New peaks can spark both excitement and hesitation for investors. You might wonder, is this the start of sustained momentum, or is it time to tread carefully?Hitting high does not automatically mean a stock is overvalued. Sometimes, this new peak signals strength. Today, we examine three standout stocks: DBS Group Holdings Ltd (SGX: D05), SBS Transit Ltd (SGX: S61 ...
Kroger Family of Companies Hiring 18,000 Associates for Roles that Enhance the Customer Experience
Prnewswire· 2025-10-20 15:45
Accessibility StatementSkip Navigation Retailer invites prospective associates to unwrap a career this holiday season CINCINNATI, Oct. 20, 2025 /PRNewswire/ -- The Kroger Co. (NYSE: KR) today announced its Family of Companies are seeking to hire more than 18,000 associates to prepare for the busy holiday season and beyond. Explore fulfilling customer-facing roles like cashiers, baggers, deli bakery clerks, pharmacy technicians and more. "Our incredible associates are the heart of Kroger, serving our custom ...
This week in business: Cinnamon scares, AI badges, and gold's big glow-up
Fastcompany· 2025-10-20 12:17
Group 1: FDA and Consumer Safety - The FDA has expanded its warning on ground cinnamon products due to elevated lead levels, urging consumers to discard affected items. Sixteen products are now on the list, with specific lots and best-by dates identified [6][7]. Group 2: Financial Services and Credit Cards - Fintech startup Karta has launched a premium credit card with a $300 annual fee for affluent non-residents, which does not require a Social Security number. The card offers perks similar to high-end travel cards and is managed via WhatsApp with AI assistance, backed by $5.4 million in seed funding [8]. Group 3: Education and Student Loans - Notices for student loan forgiveness under the Income-Based Repayment plan have resumed for eligible borrowers who have reached the 20- or 25-year payment thresholds, following a pause due to system updates and litigation [9]. Group 4: Retail and Technology - Walmart is enhancing its shopping experience by integrating AI through a partnership with OpenAI, allowing customers to make purchases via natural language in ChatGPT. This initiative aims to streamline the checkout process and improve personalization [14]. - Additionally, Walmart plans to deploy millions of battery-free IoT sensors across its supply chain to track inventory, which will enhance data accuracy and operational efficiency [16]. Group 5: Market Trends - Bitcoin has experienced a significant decline, reaching a four-month low, while gold has gained traction as a preferred investment amid macroeconomic uncertainties [12]. - Zillow indicates that the average 30-year mortgage rate would need to drop to approximately 4.43% to make median homes affordable for median-income buyers, highlighting ongoing challenges in the housing market [13].
Tesco Share Price: As High As It Gets For Now
Forbes· 2025-10-20 06:25
Core Viewpoint - Tesco's interim results showed a positive surprise primarily on the bottom line, but the share price appears to have peaked with limited upside potential at this time [2][3]. Financial Performance - Group revenue increased by 3.6% to £36.04 billion, driven by UK and ROI sales growth of 5.6% to £24.67 billion and 6.4% to £1.54 billion, respectively [3]. - Gross margin improved by 6 basis points to 7.88%, although EBIT margin declined by 9 basis points to 4.65% due to higher labor costs [4]. - Pre-tax profits rose by 2.3% to £1.41 billion, with attributable profit increasing by 2.1% to £1.03 billion, and EPS grew by 6.8% to 15.43p due to share buybacks [5]. Guidance and Market Outlook - Management upgraded its guidance for the year from £2.7-3.0 billion to £2.9-3.1 billion, reflecting stronger-than-expected performance [6]. - The outlook remains contingent on market competition, with expectations of less favorable gross margin growth in H2 due to various external factors [7][8]. - Forecasts for FY26 through FY28 have been slightly reduced due to anticipated slower market share gains and a competitive environment in ROI [9]. Future Projections - Despite the reduction in revenue forecasts, bottom line EPS upgrades are expected due to a favorable margin mix and efficiencies from AI and digital initiatives [9]. - EBIT is projected to be slightly above guidance at £3.13 billion, with EPS CAGR estimated at 11.2% [10]. - The current PEG ratio of 1.4 suggests limited upside for Tesco's share price, maintaining a price target of 450p [10].
Great News for Walmart Stock Investors as It Inks Deal With OpenAI for Shoppers to Buy on ChatGPT
The Motley Fool· 2025-10-18 12:00
Core Insights - Walmart is making strategic moves to adapt to advancing technology and changing consumer habits [1] - The management team of Walmart is recognized for its rapid innovation in technologically advanced categories [1] Company Strategy - Walmart is taking innovative steps to maintain its competitive edge in the retail industry [1] - The company is focusing on integrating technology to enhance customer experience and operational efficiency [1] Market Position - Walmart's proactive approach in innovation is aimed at keeping up with industry trends and consumer preferences [1] - The company's efforts are likely to strengthen its market position amidst evolving retail dynamics [1]