-- 独立研究机构CFRA向提供了以下研究报告。CFRA分析师总结如下：L公司第一季度营收为144亿加元（同比增长4%），低于市场预期9000万加元；调整后每股收益为0.49加元（同比增长9%），低于0.52加元的预期。不过，我们认为PC Financial在终止经营业务中的列报方式可能会影响可比性。食品零售同店销售额增长2.4%，较第四季度的1.5%有所提升；药品零售同店销售额增长4.1%。我们认为强劲的同店销售增长势头令人鼓舞，尤其考虑到内部食品通胀率远低于4.4%的CPI，这表明L公司具有强大的价值主张。管理层重申了2026年每股收益实现高个位数增长以及总资本支出24亿加元的预期。门店扩张加速，净增13家门店，其中包括5家折扣店，这与消费者偏好转向高性价比门店的趋势相符。强劲的自由现金流达6.21亿加元（同比增长189%），为6.48亿加元的积极股票回购提供了支持。我们相信，预计于2026年第三季度完成的PC Financial剥离将简化运营，并为核心零售业务增长提供更大的资金灵活性。
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