伊朗战事推高猪肉巨头燃料成本

投资观察
12 hours ago

培根与火腿供应商Smithfield Foods Inc.股价大跌约8%,该公司表示伊朗战事引发的柴油价格飙升,正导致其生猪运输至加工厂、猪肉配送至超市的物流成本急剧攀升。

"最新CPI数据显示能源价格显著波动,这对我们影响重大,"Smithfield包装肉类业务总裁史蒂夫·弗兰克在投资者电话会议中坦言。这家弗吉尼亚州企业正通过成本削减、效率提升及价格调整等多重举措应对压力——其披露截至3月29日的三个月内平均售价上涨2.6%。

尽管成本持续走高,消费者对猪肉产品的购买热情未减。Smithfield本季度销售额实现增长,录得2.46亿美元盈利,表现优于华尔街分析师预期。过去12个月内,该股累计涨幅已超30%。

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