异动解读 | 好时股价盘中大跌5.09%,万圣节销售季开局缓慢引发担忧

异动解读
Oct 30

美国知名巧克力制造商好时(Hershey)周四盘中股价大跌5.09%,引发市场广泛关注。这一跌幅主要源于投资者对公司万圣节销售季表现的担忧,以及零售商增加促销力度可能影响利润的预期。

据悉,好时CEO在准备发言中表示,由于天气偏暖和万圣节在周五,万圣节季节销售开局慢于预期。这一消息引发了投资者对公司短期业绩的担忧。同时,有报道称,美国零售商正在对好时的糖果产品提供更多折扣,以刺激万圣节期间的销售。这种做法虽然可能提高销量,但也可能压缩利润空间。

尽管面临短期挑战,好时公司最新公布的第三季度业绩表现亮眼。公司净销售额达31.8亿美元,超过分析师预期的31.1亿美元;调整后每股收益为1.3美元,同样高于预期的1.07美元。基于强劲的糖果和零食需求,好时上调了全年业绩指引,预计全年净销售额增长约3%,高于此前至少增长2%的预期。然而,这些积极因素似乎未能抵消投资者对短期销售压力的担忧。在当前经济环境下,消费者对支出更加谨慎,这可能会影响包括好时在内的糖果制造商的销售表现。

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