关键市场需求疲软,澳大利亚葡萄酒生产商富邑集团股价持续下跌
Sou Hu Cai Jing·2025-12-17 11:36

Group 1 - The core issue affecting the company is weak demand in key markets, leading to a significant drop in the stock price of Treasury Wine Estates, the parent company of the well-known Australian wine brand Penfolds, which saw a nearly 17% decline after resuming trading on the 17th [1][3] - Treasury Wine Estates announced the freezing of a $200 million AUD (approximately 930 million RMB) stock buyback plan and is reassessing its capital investment strategy in light of the challenges posed by weak market demand [3] - The newly appointed CEO, Fisher, indicated that sales growth is sluggish in critical markets like the United States, which will impact the company's performance in the short term. He plans to cut costs by $100 million AUD annually over the next two to three years [5] Group 2 - The company expects to record a non-cash impairment of $687 million AUD (approximately 3.2 billion RMB) against its Americas business due to a weakening outlook for the U.S. wine market, which may also affect other assets [7] - Following the announcement of the impairment, the company's stock began to decline, leading to a trading halt on the 15th, with the stock price having dropped over 50% in the past 12 months [7]

关键市场需求疲软,澳大利亚葡萄酒生产商富邑集团股价持续下跌 - Reportify