莫库酒业(Molson Coors,代码TAP)2024年11月7日盘中股价大跌7.02%,报56.25美元,引起市场广泛关注。主要原因是公司持续提高产品价格以抵消通胀高涨的成本压力,导致在美国市场的主打品牌蓝月亮和高士淡啤酒的需求受到影响。
根据公司第三季度财报,由于价格上涨,公司美国市场啤酒销量同比下滑5.4%。此外,净销售额较上年同期下降7.8%至30.4亿美元,远低于分析师预期的31.3亿美元。不过,在严控成本的情况下,每股收益1.80美元好于预期。
面对行业整体高通胀环境,莫库酒业不得不提高价格以维持利润,但相应地也拖累了销量。面对成本高企的压力,公司下调了全年净销售额预期,由之前预计的低个位数百分比增长调低至约1%的下降。投资者担心通胀及成本压力超出预期,因而令股价大幅下挫。
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