-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师的观点总结如下：我们将L公司12个月的目标股价从74加元下调至69加元，相当于2027年每股收益2.88加元（此前预期为2.95加元）的约24倍（此前预期为2.88加元；2026年每股收益此前预期为2.66加元，此前预期为2.61加元）。这一倍数高于该公司过去五年的平均预期市盈率18倍，但我们注意到，L公司在2000年代初期的市盈率曾超过20倍。鉴于其强劲的营收和利润增长，我们认为这一溢价是合理的。此外，L公司近年来加快了新店开业（包括食品和药品零售），随着这些门店的成熟，其营收贡献将日益增长。东吉姆伯里配送中心投产带来的当前盈利阻力预计将在今年晚些时候缓解，但随着新的卡利登配送中心于2027年投产，类似的拖累可能会再次出现。尽管如此，L公司仍有望在未来几年实现令人瞩目的高个位数每股收益增长。我们还预计，在第三季度完成对PC Financial的收购后，公司将进行大规模的股票回购。
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