异动解读 | 需求疲软拖累营收,卡夫亨氏股价盘中重挫

异动解读
Oct 30, 2024

10月30日,包装食品巨头卡夫亨氏公司季度财报营收不及预期,导致其股价当日盘中重挫逾5%。

卡夫亨氏公司公布的第三财季净销售额为63.8亿美元,低于分析师预期64.2亿美元。公司表示,这主要是由于消费者对其主打品牌产品如Lunchables餐包和Oscar Mayer冷盘等的需求持续疲软所致,转而购买价格更低的自有品牌替代品。

面临通胀压力,卡夫亨氏近年不断提高产品价格。但过高的定价阻碍了需求恢复,特别是在美国零售业务。卡夫亨氏首席执行官卡洛斯-艾布拉姆斯-里维拉表示,该公司预计相关品类的复苏将更加漫长。为刺激销量,卡夫亨氏还不得不对部分产品如酱料和蛋黄酱在美国市场降价促销。

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