可口可乐(纪要):25Q2 或面临高基数压力

海豚投研
01 May

以下是可口可乐 FY25 一季度的财报电话会纪要,财报解读请移步《可口可乐:关税越猛,“快乐肥宅水 “越金贵?》一、财报核心信息回顾1. 整体业绩:a. 营收:有机收入增长 6%,达到长期增长预期上限。浓缩液销量落后单位箱销量 1 个百分点;价格 / 产品组合增长 5% ,主要由价格端推动。b. 利润:可比毛利率提升约 30 个基点,可比营业利润率提升约 130 个基点 ,第一季度可比每股收益 ...

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