味好美（MKC）今日盘中大跌7.29%，引发了市场广泛关注。
消息面上，该公司预计2026财年调整后利润增长仅为2%至5%，低于分析师预期的约7%。同时，其第四季度调整后每股收益为86美分，也未达到市场预期的88美分。公司表示，消费者支出压力、激烈竞争以及关税和投入成本增加，导致对其香料和调味品的需求疲软，是利润预期走弱的主要原因。
具体而言，公司预计2026财年关税带来的增量成本影响约为5000万美元。此外，通胀、大宗商品成本波动以及宏观环境造成的增量成本也影响了利润率。摩根大通分析指出，成本环境是第四季度盈利不及预期以及2026财年展望弱于预期的关键驱动因素。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.