卡夫亨氏:预计Q2所见库存提前效应将在Q3成为合并业绩的80个基点逆风——准备发言稿

美股速递
Aug 05

卡夫亨氏在准备发言稿中表示,预计第二季度(Q2)出现的库存提前拉动效应,将对第三季度(Q3)的合并业绩构成80个基点的逆风影响。这一情况源于此前经销商或客户在Q2提前采购,从而削弱了Q3的正常需求。公司指出,这种库存调整预计会显著拖累整体表现,但管理层已将其纳入前瞻性评估中。

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