异动解读 | 丘奇&德怀特股价盘中大跌6.52%,下调全年业绩预期并宣布战略调整

异动解读
01 May

丘奇&德怀特(Church & Dwight,股票代码:CHD)今日盘中大跌6.52%,引发市场关注。该公司因受到关税挑战的影响,下调了全年增长预期,并宣布了一系列战略调整措施。

根据公司最新公告,丘奇&德怀特将全年有机销售额增长预期从此前的3%-4%下调至持平到2%之间。同时,公司还将年度调整后每股收益增长预期从此前的7%-8%下调至持平或最多增长2%。为应对挑战,公司计划采取战略行动,包括关闭或出售利润较低的业务,预计在第二季度将产生6000万至8000万美元的费用。

丘奇&德怀特面临的主要挑战来自关税压力。公司从中国向美国市场采购Waterpik冲牙器等产品,受到全球贸易战的影响。公司估计,按12个月的运行率计算,关税总风险约为1.9亿美元。此外,美国第一季度经济出现三年来的首次萎缩,消费者削减了在昂贵商品上的支出,这也对公司业绩产生了负面影响。丘奇&德怀特表示,将通过供应链调整和选择性定价来抵消剩余的关税影响。

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