亿滋国际（MDLZ）股价在盘前大跌5.90%，主要受公司下调2025年度利润和销售增长预期的影响。这一调整反映了公司在北美和欧洲市场面临的严峻挑战。
据公司最新财报显示，亿滋将2025年调整后每股收益的预期下降幅度从此前的10%上调至约15%。同时，公司还将全年有机净收入增长目标从约5%下调至4%以上。这一调整主要源于北美和欧洲市场消费者需求疲软，尤其是对公司高价零食和巧克力产品的购买减少。
亿滋高管在财报电话会议上指出，美国市场面临多重挑战。第三季度出现了大规模去库存，零售商降低了营运资本。此外，促销活动未能带来预期的投资回报，消费者对价格上涨感到不满，更加注重性价比。公司还提到，美国政府停摆加剧了经济不确定性，进一步影响了消费者信心。为应对这些挑战，亿滋正在加快新产品推出步伐，特别是优质饼干和更健康的零食选择，并努力扩大在折扣、会员和便利店的市场份额。
Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.