食品巨头斯马克公司近日披露，其2026财年净销售额预测已纳入两项资产剥离交易的财务影响。根据公告，公司出售Voortman®业务线及部分甜烘焙零食价值品牌组合，预计将合计对净销售额产生1.347亿美元的减项影响。
此次战略调整凸显斯马克正聚焦核心产品矩阵的优化，通过剥离非核心资产重新配置资源。值得注意的是，Voortman®品牌作为曲奇与威化细分市场的知名业务板块，其剥离意味公司正在精简产品组合结构。
分析师指出，这类资产剥离虽短期内会压低营收规模，但长期有望提升整体利润率与资本效率。斯马克在最新财务指引中明确将上述交易影响量化纳入，为投资者提供了更透明的业绩预期框架。
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