Modelo制造商遭受关税冲击

投资观察
Oct 08, 2025

关税成本正在给星座品牌带来压力。

这家Modelo啤酒制造商目前预计本财年啤酒业务将面临7000万美元的关税相关成本,酒类业务则将承担2000万美元的费用。

星座品牌首席执行官Bill Newlands在接受采访时表示,不断上升的关税成本主要与铝材征收有关,啤酒制造商使用铝材制作啤酒罐。6月份,特朗普总统对进口铝材实施了50%的关税。

该公司此前表示将因关税而面临2000万美元的损失。

星座品牌第二季度净销售额为24.8亿美元,较去年同期的29.2亿美元有所下降。消费者正在收紧钱包,特别是拉美裔消费者——这是星座品牌啤酒的核心消费群体。

不过,该公司的啤酒出货量好于预期。股价在午后交易中上涨0.6%。

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