北京时间 3 月 25 日下午,农夫山泉发布了 2024 年 H2 业绩,各项核心业务均不及市场预期。简单说,水茅深陷价格战,掉血惨重。具体要点如下:1、包装水下滑幅度扩大:24H2 包装水业务实现营收 74.2 亿元,同比下滑 24%,环比上半年(-18%)持续降速,大幅不及市场预期(100.9 亿元)。市场本来的预期是下半年随着舆论影响减弱、扩大绿瓶水投放、包装水业务能大幅修复,但实际的情况是...
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