喜力拟裁员超5000人

Core Viewpoint - Heineken N.V. reported a resilient performance for 2025, but announced a global workforce reduction of 5,000 to 6,000 employees and lowered its 2026 operating profit growth forecast to 2% to 6% from the previous 4% to 8% [3][5]. Financial Performance - Heineken's net revenue reached €28.89 billion with an organic growth of 1.6%, while operating profit was €4.385 billion, showing an organic growth of 4.4% and an operating profit margin increase of 41 basis points to 15.2% [4]. - The diluted earnings per share (EPS) was €4.78, reflecting a year-on-year increase of 3.6% [4]. - The overall sales volume declined by 1.2%, with a consolidated sales drop of 2.1%, although licensed sales grew by 17.8% [3][4]. Strategic Initiatives - The workforce reduction is part of the "EverGreen 2030" strategy, aimed at addressing slowing global beer demand and improving operational efficiency through digital supply chain initiatives and closing underperforming breweries [5]. - Heineken aims to achieve annual cost savings of €400 to €500 million through these measures [5]. Market Position and Growth - Heineken's market share increased in the Americas, Africa, the Middle East, and Asia-Pacific, offsetting slight declines in Europe, with premium brands like Heineken® and Amstel showing strong growth [3][6]. - The company has completed the acquisition of FIFCO's beverage and retail business in Central America, which is expected to enhance EPS by 2% to 3% [6]. Shareholder Returns - Heineken announced a €1.5 billion share buyback program, having completed the first tranche of €750 million, and plans to distribute a dividend of €1.90 per share for 2025, maintaining a payout ratio of 39.3% [6].