-- 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：MRU公布的2026财年第二季度（截至9月）业绩符合预期，营收为51.13亿加元（+4%），超出预期3400万加元；调整后每股收益为1.11加元（+9%），与市场预期一致。食品零售同店销售额增速放缓至1.8%（经圣诞节调整后为1.5%），低于上一季度的强劲表现；但药房同店销售额增速依然保持强劲，达到5.1%，其中处方药销售额增长6.1%。我们认为，增速放缓反映了更具挑战性的经营环境，但线上销售额依然保持强劲增长，达到19.8%。管理层预计，季度末拉瓦尔农产品配送中心的罢工将影响第三季度业绩，目前门店库存普遍充足。毛利率提升10个基点至20.1%，而运营费用下降10个基点至10.5%，这表明公司能够提高运营效率并保持定价纪律。我们认为，尽管短期内劳资纠纷带来的不利影响与之前多伦多配送中心的问题类似，但MRU仍展现出韧性，食品篮子价格通胀率与4.3%的CPI基本一致。
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