味好美（MKC）今日盘前股价大跌5.35%，引发了市场关注。
消息面上，该公司预计2026财年调整后利润增长仅为2%至5%，低于分析师预期的约7%。同时，其第四季度调整后每股利润为86美分，也未达到市场预期的88美分。公司表示，消费者支出压力、激烈竞争以及关税和投入成本增加，导致对其香料和调味品的需求疲软，是利润预期走弱的主要原因。
持续的通货膨胀和政策不确定性使得美国消费者更注重预算，并寻求更便宜的选择。此外，消费者对健康食品偏好的变化以及减肥药物的普及，也对包装食品需求构成进一步压力。这些因素共同影响了味好美的业绩展望，导致其股价在盘前交易中显著下挫。
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