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乐购Tesco plc(TSCO)2024-2025财年第三季度业绩报告「LSE」(英文版)(3页).pdf

上传人: 1****1 编号:1059544 2026-01-19 3页 114.34KB

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1、 Serving our customers,communities and planet a little better every day.Q3 AND CHRISTMAS TRADING STATEMENT 2025/26.Like-for-like sales(exc.VAT,exc.Fuel)Q3 covers the 13 weeks to 22 November 2025 and Christmas covers the 6 weeks to 3 January 2026 Q3+Christmas=19 weeks -UK+3.9%+3.2%+3.7%-ROI+5.0%+3.8%

2、+4.6%UK&ROI+4.0%+3.3%+3.8%Booker(0.9)%(2.1)%(1.3)%Central Europe+1.2%+0.8%+1.0%Group+3.1%+2.4%+2.9%Ken Murphy,Chief Executive:“I am delighted with the strong Christmas we delivered for our customers.Our investments in value,quality and service drove further gains in customer satisfaction and strong

3、growth in fresh food,contributing to our highest UK market share in over a decade.In addition to further strengthening our price position,we launched 340 new and improved own-brand Christmas products including 180 in Finest,which once again delivered double-digit sales growth.We also recruited 28,50

4、0 additional colleagues for the festive period and offered an extra 100,000 online delivery slots in the week before Christmas,enabled by AI-powered scheduling tools developed by our technology and logistics teams.Online sales grew double-digit and Whoosh also performed strongly,with more than 250,0

5、00 new customers over the period.Competition is as intense as ever and we know value remains a priority for customers.We are determined to help customers make their money go further,and earlier this week expanded our Everyday Low Prices commitment to over 3,000 branded products,sitting alongside Ald

6、i Price Match on more than 650 lines and thousands of exclusive offers through Clubcard Prices.I would like to thank all our colleagues for the exceptional service they have given to our customers over this important period;this has been a real team effort.We are well positioned for the year ahead a

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1. **整体业绩**:2025/26财年Q3+圣诞季(19周)集团销售额达249.69亿英镑,同比增长3.6%(实际汇率+4.3%),其中英国与爱尔兰市场(UK & ROI)销售额199.81亿英镑,+4.6%。 2. **区域表现**: - **英国**:同店销售+3.7%,市场份额升至28.7%(12周),创十年来新高;生鲜食品销售+6.6%,线上销售+11.2%。 - **爱尔兰**:同店销售+4.6%,市场份额+41bps至24.0%,生鲜食品表现强劲。 - **Booker**:销售额32.31亿英镑,同店销售-1.3%(核心餐饮+2.4%抵消烟草下滑)。 3. **战略亮点**:推出340款自有品牌圣诞产品(Finest系列销售+13%),新增28,500名员工,AI调度支持10万线上配送;扩展3,000款商品"天天低价"承诺。 4. **展望**:预计全年调整后营业利润将达29亿至31亿英镑区间上限。
**圣诞销售亮点?** **市场增长秘诀?** **利润预期上调?**
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