
家乐福股价有望录得自全球金融危机以来最差单周表现,此前这家超市运营商警告称,法国各地的暴力抗议和抢劫将严重拖累其全年业绩展望。
SA shares are poised to log their worst week since the global financial crisis after the supermarket operator warned that violent protests and looting across France will weigh heavily on its full-year outlook.
该股五个交易日累计下跌17%,市值蒸发逾20亿欧元(约合22亿美元)。
The stock has sunk 17% over five days, erasing more than €2 billion ($2.2 billion) from the company’s market value.
这其中包括周三创下的有记录以来最大单日跌幅,当时家乐福表示,法国的社会动荡正在削弱消费者信心,导致购物者减少进店。这将是该股自2008年10月金融危机高峰期以来最陡峭的单周跌幅。
That included the steepest one-day drop on record on Wednesday, after Carrefour said social unrest in France is undermining consumer confidence and keeping shoppers away. It would be the stock’s steepest weekly decline since October 2008, the height of the financial crisis.
家乐福是首家披露骚乱财务影响的零售商,由于其在巴黎及其他城镇拥有市中心和郊区门店,极有可能是受影响最严重的企业之一。本周发布业绩的其他法国公司则表示,为时过早,尚难以判断影响程度。
Carrefour was the first retailer to disclose the financial impact of the riots, and is likely one of the most affected because of its city-center and suburban shops in Paris and other towns. Other French companies reporting this week have said it’s too soon to say what the impact will be.

家乐福因法国骚乱抢劫下调利润预期 首席执行官亚历山德雷·邦帕尔在电话会议上告诉分析师,抢劫第一天就有约50家家乐福门店受损。公司表示,对盈利能力的最大潜在影响约为2亿欧元(约合2.24亿美元)。
READ: Carrefour Cuts Profit Forecast on Riots, Looting in France Chief Executive Officer Alexandre Bompard told analysts that around 50 Carrefour stores were hit on the first day of looting. The company has said it sees a maximum possible impact on profitability of around €200 million ($224 million).
晨星公司分析师韦鲁什卡·谢蒂通过电子邮件表示:“我们认为此次下调指引属于审慎之举,但也是恰当的。” 其他分析师则给出了更为悲观的评估。开普勒·谢弗的弗朗索瓦·迪加德表示,该集团“给人一种正走进死荫幽谷的印象”,并将其股票评级从“买入”下调至“持有”。他写道:“遗憾的是,在这样的情况下,谁愿意投资法国?”
“We view the guidance cut as cautious, but appropriate,” Morningstar Inc. analyst Verushka Shetty said by Other analysts gave more sobering assessments. Kepler Cheuvreux’s Francois Digard said the group “gives the impression of entering the Valley of the Shadow of Death” as he downgraded his stock recommendation to hold from buy. “Unfortunately, who wants to invest in France under such circumstances?” he wrote in a research note.
迪加德并非唯一对该股持更负面看法的分析师。摩根士丹利、CIC Market Solutions和瑞银集团也下调了评级,据彭博汇编数据,家乐福目前剩下5个“买入”评级、11个“持有”评级和2个“卖出”评级。分析师们还下调了盈利预测。
Digard wasn’t alone in taking a more negative view of the shares. Morgan Stanley, CIC Market Solutions and UBS Group AG also lowered their ratings, leaving Carrefour with five buy recommendations, 11 holds and two sells, according to data compiled by Bloomberg. Analysts also cut their earnings forecasts.
家乐福的预警让此前表现良好的股价蒙上阴影。截至上周末,该股2026年以来已上涨17%,有望创下自2013年以来的最佳年度表现。
Carrefour’s warning took the shine off what until then had been a good year for the shares. Through the end of last week, the stock was up 17% in 2026, which had it on track for its best year since 2013.
