荷兰啤酒酿造商喜力（Heineken）因去年啤酒销售疲软，计划裁员最多占其员工总数的7%，以期通过 人工智能实现增效。这家全球第二大啤酒制造商周三公布财报，业绩表现平平。 喜力公司2025年全年啤酒总销量下降2.4%，调整后营业利润增长4.4%。公司还表示，计划在未来两年 内裁减5000至6000个岗位，并设定今年的营业利润增长目标为2%至6%。喜力股价最新上涨3.4%，今年 迄今累计涨幅近7%。 即将卸任的首席执行官范登布林克周三对媒体表示，业绩受到"充满挑战的市场环境"影响，但总体表现 均衡。瑞银分析师在报告中指出，喜力2026年业绩指引低于常规区间，但"符合买方预期，与同业嘉士 伯一致，且在新任领导层接手的背景下显得谨慎。" 关于裁员，范登布林克表示："增效是我们长青战略的首要任务……我们承诺每年节省4亿至5亿欧元， 这是落实该承诺的第一步。"他表示，裁员将有助于公司投资增长和高端品牌建设。 范登布林克承认，裁员"部分也归因于人工智能，或者说数字化"。他解释道："这是我们'长青2030'战略 中非常重要的一部分，约3000个岗位将转移至业务服务部门，整体技术数字化、特别是人工智能，将成 为持续增效的重要 ...

Core Insights - The article focuses on the recent corporate earnings reports from various companies, highlighting significant financial updates and market reactions [1][11]. Group 1: Corporate Earnings Reports - Heineken announced plans to lay off 5,000 to 6,000 employees over the next two years due to a challenging market environment, while aiming for accelerated growth by 2030. The company reported a 1.2% decline in production for 2025 but a 4.4% increase in operating profit year-on-year, with a projected operating profit growth rate of 2% to 6% for 2026. Following this news, Heineken's stock rose by 4% in early trading [5][14]. - Dassault Systèmes experienced a significant stock drop of 19.6% after reporting flat annual revenue of €6.24 billion (approximately $7.43 billion), which fell short of market expectations. The software business revenue also showed weak growth at €5.64 billion [7][15]. - Siemens Energy reported a nearly threefold increase in net profit to €746 million (approximately $889 million) for the first quarter of fiscal year 2026, driven by strong demand from data center expansions, resulting in a 6% stock increase [8][16]. - Deutsche Bank announced record operating profit of €4.5 billion, with net profit reaching €2.6 billion, exceeding the target of €2.5 billion. However, the stock price fell by 4.2% despite the positive earnings report [9][17]. - Lufthansa's stock fell by 3.3% due to an impending 24-hour strike called by pilots over pension disputes [9][17]. Group 2: Market Reactions - European stock markets saw a slight decline, with the STOXX Europe 600 index down approximately 0.2%. However, the London FTSE 100 index rose by 0.3% as investors shifted towards mining and energy stocks amid risk-averse sentiment [4][13]. - Global investors are closely monitoring the upcoming U.S. non-farm payroll data, with U.S. stock futures rising as they await the report [10][18].

2月11日，荷兰啤酒巨头喜力集团（Heineken N.V.）发布2025年全年业绩报告。在披露核心财务数据的同时，其宣布未来两年全球裁员 5000至6000人，并将2026年营业利润增长预期下调至2%至6%，低于去年预测的4%至8%的增幅。 从财报数据来看，喜力整体呈现"利润稳健、销量微降"的态势。按BEIA口径（剔除特殊项目及收购相关无形资产摊销），净收入达288.9 亿欧元，有机增长1.6%；营业利润43.85亿欧元，有机增长4.4%，营业利润率提升41个基点至15.2%；稀释每股收益4.78欧元，同比增 长3.6%。利润增长主要依赖价格策略与成本控制，净收入每百升提升3.8%，同时全年实现超5亿欧元毛节约（未扣除执行成本前的净成本 减少），有效对冲了通胀压力。 不过，喜力全球总销量下降1.2%，其中合并销量下降2.1%，授权销量增长17.8%。 | | | IFRS Measures | | | BEIA Measures | | --- | --- | --- | --- | --- | --- | | (in € million) | | Total growth | (in € million) ...

来源：智通财经 图片来源：界面图库 智通财经记者 | 宋佳楠 2月11日，荷兰啤酒巨头喜力集团（Heineken N.V.）发布2025年全年业绩报告。在披露核心财务数据的 同时，其宣布未来两年全球裁员5000至6000人，并将2026年营业利润增长预期下调至2%至6%，低于去 年预测的4%至8%的增幅。 从财报数据来看，喜力整体呈现"利润稳健、销量微降"的态势。按BEIA口径（剔除特殊项目及收购相 关无形资产摊销），净收入达288.9亿欧元，有机增长1.6%；营业利润43.85亿欧元，有机增长4.4%，营 业利润率提升41个基点至15.2%；稀释每股收益4.78欧元，同比增长3.6%。利润增长主要依赖价格策略 与成本控制，净收入每百升提升3.8%，同时全年实现超5亿欧元毛节约（未扣除执行成本前的净成本减 少），有效对冲了通胀压力。 | 不过，喜力全球总销量下降1.2%，其中合并销量下降2.1%，授权销量增长17.8%。 | | --- | | | | IFRS Measures | | | BEIA Measures | | --- | --- | --- | --- | --- | --- | | (in ...

Core Viewpoint - Heineken N.V. reported a significant increase in profit for fiscal 2025 despite lower revenues, leading to a rise in share prices and an anticipated growth in operating profit for fiscal 2026. Financial Performance - For fiscal 2025, net profit on an IFRS basis surged 92.7% to 1.89 billion euros, with earnings per share increasing by 94.3% to 3.38 euros [4] - On a beia basis, net profit was 2.66 billion euros, reflecting a 4.9% increase, while earnings per share rose by 3.6% to 4.78 euros [5] - IFRS operating profit decreased by 3.2% year-over-year to 3.41 billion euros, whereas beia operating profit grew by 4.4% to 4.39 billion euros [5] - IFRS revenue fell by 4.7% to 34.26 billion euros, and net revenue dropped by 3.6% to 28.75 billion euros [5] Dividend Announcement - The company proposed a total cash dividend of 1.90 euros per share for fiscal 2025, marking a 2.2% increase from the previous year [4] Job Cuts and Productivity Initiatives - Heineken plans to cut up to 6,000 jobs globally over the next two years to enhance productivity amid challenging market conditions [2][3] - The company aims to achieve annual gross savings of 400 million euros to 500 million euros through these workforce reductions and operational optimizations [3] Market Conditions and Future Outlook - Heineken anticipates an unchanged consumer environment and remains cautious in its expectations for 2026 based on current macroeconomic conditions [2] - The company is accelerating the execution of its EverGreen 2030 strategy to adapt to market challenges [2]

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美股频道更多独家策划、专家专栏，免费查阅>> 责任编辑：山上 2月11日，荷兰啤酒制造商喜力(Heineken)宣布，将在全球范围内裁减最多6000个职位，并下调2026年利 润增长预期，低于一年前的预测。喜力承诺将在2030年前实施的新战略下，以更少资源实现更高增长。 此次生产率提升计划将在未来两年内实现显著成本节约，并在全球削减5000至6000个职位。 受消费者财务紧张、地缘政治动荡及恶劣天气等多重因素影响，各大啤酒厂商正面临啤酒需求疲软的困 境，并正苦于推动销售增长。该公司下调了2026年利润增长率预期区间，较上年预测有所收窄；2026年 利润增长率预计在2%-6%之间，低于此前2025年设定的4%-8%增长目标。 ...

Investment Rating - The report maintains an "Overweight" rating for the food and beverage industry [9] Core Insights - The report highlights a structural differentiation in consumer recovery across various segments, with high-end consumption showing signs of recovery while mid-range and mass-market segments lag behind [1] - Foreign brands are facing challenges due to weak demand and a trend towards "de-branding," which has led to overall performance pressure [1] - Companies achieving growth are primarily relying on their own brand strength and channel strategies [1] Alcoholic Beverages - The overseas spirits giants are experiencing performance pressure in China, with Pernod Ricard and Diageo reporting significant declines in sales [2][13] - Diageo's management remains cautious, expecting continued challenges in the market, particularly in the white liquor segment [2][14] - Rémy Cointreau's sales in China have stabilized, but internal performance shows structural differentiation [2][15] Dairy Products - Foreign brands in the dairy sector, particularly in milk beverages and nutritional products, are performing well due to strong brand management and product innovation [3][22] - The market for dairy products is expected to continue growing, especially in segments like low-temperature fresh milk and cheese [3][32] - The high import dependency in certain dairy categories presents opportunities for domestic alternatives [3][32] Soft Drinks - The soft drink industry is experiencing varied performance across segments, with carbonated drinks under pressure while energy drinks and sugar-free tea are expanding [4][33] - Coca-Cola and PepsiCo maintain high market shares in carbonated drinks but face increasing competition from local brands [4][33] - Monster's sales in China are growing rapidly, indicating a positive outlook for the energy drink segment [4][44] Beer - The beer market is under pressure due to weakened dining demand, with Budweiser experiencing a significant decline in sales [5] - Carlsberg has stabilized its performance through product adjustments, while Heineken benefits from partnerships with local brands [5] Snacks - The snack sector is seeing a weak recovery, with foreign brands struggling against local competitors [6] - Mondelez has managed to maintain steady growth in China through localized marketing strategies [6] Condiments - Foreign condiment brands are focusing on improving product value and adapting to changing consumer preferences [7] - The market is shifting towards value-oriented consumption, prompting companies to adjust their strategies [7]

Hundreds of football fans turned up at Central Park Tavern in New York City to make sure one fan didn’t have to watch the UEFA Champions League alone, after a simple flyer reading ‘’Have A Beer With Me’’ was posted around the city - a powerful reminder of how fandom is one of the most powerful ways to spark instant connection. [Credit: Weston Kloefkorn] NEW YORK, Jan. 29, 2026 (GLOBE NEWSWIRE) -- Heineken® today launches Fans Have More Friends, a new global sponsorship platform built on the belief that fand ...

Group 1 - Heineken's CEO, Dolf van den Brink, will step down on May 31, 2026, after over 28 years with the company, amid performance pressures [2] - The company's beer sales have faced significant declines, particularly in Europe and the US, leading to a drop in market confidence and stock price [2] - Following the announcement, Heineken's stock price fell by more than 4%, highlighting its underperformance compared to competitors Anheuser-Busch InBev and Carlsberg [2] Group 2 - The board has officially begun the search for a new CEO, with speculation about potentially breaking the tradition of internal promotions to bring in an external leader for a fresh perspective [2] - The new CEO will be tasked with executing the "Evergreen Strategy 2030," focusing on core brands and market re-engagement to meet sales and profit targets amid changing consumer demands and cost pressures [3]