异动解读 | 亿滋夜盘大跌5.85%,下调年度利润预期,美国零食需求疲软

异动解读
Oct 29

亿滋(MDLZ)股价在夜盘交易中大跌5.85%,引发市场广泛关注。这一跌幅主要源于公司下调了2025年度利润预期,反映出其面临的经营压力。

根据公司最新财报,亿滋将2025年调整后每股收益的预期下降幅度从此前的10%上调至约15%。同时,公司还将全年有机净收入增长目标从约5%下调至4%以上。这一调整主要是由于北美和欧洲市场消费者需求疲软,尤其是对公司高价零食和巧克力产品的购买减少。

亿滋高管在财报电话会议上指出,美国市场面临多重挑战。第三季度出现了大规模去库存,零售商降低了营运资本。此外,促销活动未能带来预期的投资回报,消费者对价格上涨感到不满,更加注重性价比。公司还提到,美国政府停摆加剧了经济不确定性,进一步影响了消费者信心。为应对这些挑战,亿滋正在加快新产品推出步伐,特别是优质饼干和更健康的零食选择,并努力扩大在折扣、会员和便利店的市场份额。

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