全球酒业巨头帝亚吉欧(DEO)今日盘中股价大跌13.32%，引发了市场的广泛关注。
消息面上，此次股价大幅下挫主要与公司发布的最新财务指引和股息政策调整有关。帝亚吉欧下调了2026财年的销售与盈利预期，并将中期股息大幅削减至每股0.20美元。公司将业绩疲软归咎于北美和中国市场的需求不振。
具体而言，美国市场表现尤为疲软，消费者可支配收入承压冲击了烈酒市场。其中，高端龙舌兰酒（如唐·胡里奥和卡萨米戈斯品牌）的销售热情明显降温，成本意识增强的消费者转而选择更便宜的产品。北美和中国市场的疲软完全抵消了公司在欧洲和拉丁美洲的销售增长。公司管理层表示，下调股息是为了加速强化资产负债表并提高财务灵活性。
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