저자: JimCramer · 외국인
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결론: 오늘 시장은 성장주에는 가혹했고 크로거 같은 실적 개선 기대주에는 자비를 베풀었다. [크로거] 주가 11% 상승. 경영진 애널리스트데이에서 2020년 EPS 목표를 2.90달러가 아닌 3.20~4.00달러로 제시했고, 시장 컨센서스는 2.19달러 수준이었다. 'Restock Kroger' 계획과 식품 중심 전략, 오프라인 점포 경쟁력, 퍼스널 파이낸스 이니셔티브, 소비재 자문 사업이 긍정 요인으로 언급됨. 1.5조 달러 규모 식품 산업에서 성장 여지가 크다고 봄. [우버] 주가 약 10% 하락. 분기 실적은 괜찮았으나 우버이츠 배달 사업의 적자와 매출총이익률 악화가 문제. 배달 업계 경쟁이 치열해 수익성 확보가 어렵다고 평가. 락업 해제로 약 10억 주가 거래 가능해지며 25달러 이하 원가 투자자들의 차익실현 매물 우려. 2021년 흑자전환 목표는 회의적으로 봄. [출연자 전망] 크로거는 긍정적 전망, 우버는 락업 해제 이후 결과를 지켜봐야 한다는 신중한 입장. 시장이 우버에 자비가 없다고 결론.
다듬은 글
let's play again let's call it mercy and no mercy as in markets showing mercy towards some stocks and no mercy toward others why is this matter because today was a virtual mosaic day they were lots of stocks went their own way based on the whims of traders not investors even as it's out gained 31 points this would be dropped point 1 2% that's that climb point o 2 percent so let's get right to it we're gonna start with the stock of Kroger up 11% today for ages the markets been brutal this supermarket chain writing it off as an also-ran but today Krueger has nails pity and mercy mercy me the company finally got it up after what feels things been guiding down for years just when everyone had started give up on this one fleeing from the stocks because of competition costco from Walmart from Amazon by Aldi from traders I don't know all this you know what we get this incredibly bullish analyst day where management tells us that they're gonna earn not 290 dr.
Troy but to 32 to 40 the street was only looking for 219 considering all the competition that's extraordinary and it makes sense the Kroger stock roared higher when I spoke to CEO Rodney MacMullen this afternoon a true gentleman by the way he made it clear that many of his long-term initiatives that he's talking about from multiple years to win back customers and retain customers are now working especially the restock Kroger plan I know it sounds simple but Rodney said they're telling the story about food Kroger is food first he told me and he regards his company strong brick-and-mortar presence as a distinct competitive advantage they've had some success with their personal finance initiative to when they came up with one of my favorite banks US Bancorp they've also developed a terrific consumer packaged goods advisory business that helps US consumers its customers sell more product in the stores oh and Kroger's are now rolling out its master brands fresh food initiative you to see a lot about that they're coming days I think it could be a big hit but Bolin told me that there's tons of room for Kroger to thrive in the 1.5 trillion dollar food industry and after a hideous hiatus the momentum has returned tons Mersey on the other hand no mercy for twit no mercy for uber let's see my no mercy uber chart this is no mercy I love this quit yeah hi you bet yes this is the ride sherry ok ok ok that was not that that was ill-advised ok this is a ride-sharing company that reported decent quarter but it it could have been a great one if it weren't willing to lose so much money on uber eats because food delivery has become the Bataan Death March for everyone in this industry the competitiveness of this delivery space has crushed all the Capone players and unless someone blinks like I am cuz I have something in my eye on whether it's uber eats or GrubHub or post mates are poor - no one's going to make any money in this crummy barmageddon' filled business I think this was the quarter where everyone including uber realize held devastating - gross margins the old delivery see bang release it's not an industry people it's a bunch of guys running around with place stuff I see molester all the time guys picking up stuff that's a pressing business okay I'll get in that now that's one reason why you bro got slammed down 10% today but I only get too caught up in the fundamentals because the main reason is that the lockup on inside our cell expires tomorrow okay this the rap scene is as many as a billion shares will suddenly be free to trade a 1 billion given that the company seems committed to losing money who reads I suspected many of these investors with a cost basis below $25 will be eager to take whatever profits they can get and watch the hell is that poop my nail now uber is promising it'll reach profitability in 2021 bold claim I just don't see how they can get there call me skeptical or sceptic Alif you listen to wolf today speak to chamber diamond that said even if you believe them you should wait to see what happens after the lockup ends because right now the market is showing uber no mercy
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