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乐购Tesco plc(TSCO)2024-2025财年第三季度财报电话会议纪要「LSE」(英文版)(15页).pdf

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1、Tesco PLC Q3&Christmas Trading Statement 2025/26 8 January 2026 Investor&analyst call Transcript Disclaimer This transcript is derived from a recording of the event.Every possible effort has been made to transcribe accurately.However,neither Tesco PLC nor BRR Media Limited shall be liable for any in

2、accuracies,errors,or omissions.Ken Murphy:Good morning,everyone,and a very happy New Year.Thank you for joining us today for our Quarter Three and Christmas Trading Update.As usual,Im here in Welwyn with Imran.And Ill start with a brief overview of our performance before opening the line for your qu

3、estions.We are delighted with the way the customers have responded to our continued investments in value,quality,and service.Group like-for-like sales grew by 2.9%over the 19 weeks,including 3.7%growth in the UK.Customer satisfaction improved.And our UK market share is at its highest level in more t

4、han a decade,following 32 consecutive periods of gains.We set ourselves a challenging plan for Christmas and we delivered in line with that plan.With over 2 billion products going through our tills and more than 6 billion of sales in the four weeks to Christmas Eve,our teams right across the group w

5、orked hard to deliver the outstanding service that customers have come to expect from Tesco.I would like to start the call today by saying a huge thank you to them for delivering a Christmas we can all be proud of.Our performance builds on last years successful results and reflects the strength of o

6、ur core Food offer.In a highly competitive market and with customers looking to make their money go further,we saw particularly strong growth in fresh food,with like-for-like sales up 6.6%in the UK.Running alongside familiar festive favourites,we launched 340 new and improved own-brand Christmas pro

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1. **业绩表现**:19周集团同店销售额增长2.9%,英国市场增长3.7%,市场份额达十年来最高水平,连续32个周期增长。 2. **圣诞季亮点**:四周销售额超60亿英镑,超20亿件商品结账;推出340款自有品牌圣诞新品;Finest系列销售额增长13%(派对食品增22%)。 3. **数字化与效率**:线上渠道增长11%,圣诞周平均每秒处理2单;AI调度工具增加10万配送档位。 4. **价格策略**:通胀率持续低于市场,推出3000款品牌产品"天天低价",叠加Aldi价格匹配及Clubcard优惠。 5. **财务预期**:调整后营业利润将达29亿-31亿英镑区间上限,自由现金流维持14亿-18亿英镑区间。
市场份额新高? 圣诞销售亮点? 通胀如何影响?
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