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。 ...

Core Viewpoint - Heineken plans to cut up to 6,000 jobs globally due to slowing beer demand and a more cautious growth outlook, while also revising its profit growth guidance for 2026 downwards [1][1][1] Workforce Cuts Under 2030 Strategy - The job reductions will occur over the next two years as part of Heineken's strategy through 2030, aimed at improving efficiency and competitiveness [1][1] - The company aims to unlock significant savings and support higher growth with fewer resources, resulting in a global workforce reduction of 5,000 to 6,000 roles [1][1] - The specific regions or divisions affected have not been detailed, but the move is described as a structural step to enhance operational efficiency [1][1] Earnings Beat Expectations - Heineken reported a 4.4% increase in organic operating profit for 2025, surpassing analyst expectations of around 4% growth [1][1] - The profit increase was attributed to pricing discipline, cost management, and strong performance in key markets [1][1] - The company's portfolio includes brands such as Heineken, Tiger, and Amstel, with a focus on premiumisation and margin protection despite uneven demand trends [1][1] Trimmed Profit Guidance for 2026 - Heineken revised its profit growth expectations for 2026, now forecasting an operating profit increase of 2% to 6%, down from the previous guidance of 4% to 8% [1][1] - This narrower range indicates a more cautious expansion pace as beer volumes face pressure in certain regions [1][1] - The company is preparing for ongoing volatility in consumer spending, input costs, currency movements, and competitive dynamics [1][1] Industry Recalibration - Heineken's actions reflect a broader recalibration in the brewing sector, driven by rising input costs, changing drinking habits, and competitive pricing [1][1] - By cutting jobs and adjusting growth assumptions, Heineken aims to protect margins while continuing to invest in core brands and strategic priorities [1][1] - Despite stronger profit growth in 2025 than anticipated, management's updated guidance suggests a cooling growth momentum in the near term due to subdued demand [1][1]

Group 1: Heineken - Heineken announced it will cut between 5,000 and 6,000 jobs over the next two years due to "challenging market conditions" as part of a turnaround strategy aimed at accelerating growth by 2030 [3] - The company reported a 1.2% decline in total production volumes for 2025, while operating profit increased by 4.4% compared to the previous year [3] - Heineken expects operating profit growth in the range of 2% to 6% for the current year [3] Group 2: Siemens Energy - Siemens Energy reported a nearly tripled net profit of 746 million euros ($889 million) for its fiscal first quarter, driven by robust demand from data center expansion [4] - The company's stock rose by 5.3% following the earnings update [4] Group 3: Commerzbank - Commerzbank achieved a record operating profit of 4.5 billion euros, supported by net commission income and strong performance from its Polish subsidiary mBank [5] - The bank's net profit reached 2.6 billion euros, surpassing its target of 2.5 billion euros [5] - Commerzbank anticipates that net profit in 2026 will likely exceed its original target of 3.2 billion euros [5] Group 4: Lufthansa - Lufthansa's shares fell by 3.5% amid news of impending staff strikes, with pilots' union VC calling for a 24-hour strike over a pensions dispute [6] Group 5: Market Overview - European equities opened mixed as investors assessed a wave of corporate earnings, with the pan-European Stoxx 600 marginally lower [1] - Global investors are closely monitoring U.S. nonfarm payrolls data for January, scheduled for release at 8:30 a.m. ET [6]

Heineken will cut 5,000 to 6,000 jobs as the Dutch brewer faces a slump in demand for alcohol. Read more: https://t.co/NBCCFUbWbN📷️: Jasper Juinen/Bloomberg https://t.co/87MDkMY7L5 ...

Core Viewpoint - The brewer plans to eliminate between 5,000 and 6,000 jobs over the next two years due to declining sales volumes at the end of 2025 [1] Group 1 - The company is responding to a continued slide in sales volumes [1] - Job cuts are expected to occur over a two-year period [1] - The total number of roles to be removed is significant, ranging from 5,000 to 6,000 [1]

Heineken’s beer volumes fell less than expected last year in a sign consumers are becoming more willing to spend on alcohol again https://t.co/Y9Wpcy6CYt ...

Core Viewpoint - Heineken announced plans to cut up to 6,000 jobs globally and has lowered its profit growth expectations for 2026 compared to the previous year as the company and its industry peers face ongoing challenges [1] Group 1: Job Cuts - Heineken will reduce its global workforce by up to 6,000 positions [1] Group 2: Profit Growth Expectations - The company has set lower expectations for profit growth in 2026 than it did a year earlier [1]

Core Viewpoint - Glass House Brands Inc. has appointed Alison Payne to its Board of Directors, effective January 27, 2026, to enhance its branding and marketing capabilities as it prepares for the rescheduling of cannabis [1][3]. Company Overview - Glass House Brands is recognized as one of the fastest-growing, vertically integrated cannabis companies in the U.S., focusing primarily on the California market [4]. - The company aims to build leading brands and offers a portfolio that includes Glass House Farms, PLUS Products, Allswell, and Mama Sue Wellness, along with a network of retail dispensaries [4]. Appointment Details - Alison Payne fills the vacant seat on the Board left by the passing of long-term member George Raveling in September 2025 [2]. - Payne has extensive international marketing experience, having held senior roles at Heineken, PepsiCo, Kellogg, and Diageo, and currently serves as the Chief Marketing Officer of Heineken, USA [3]. Strategic Importance - The appointment of Payne is seen as pivotal for Glass House as it prepares for potential growth and expansion opportunities, including geographic and product line diversification [3]. - Payne expressed her enthusiasm for joining the Board and contributing to the company's innovation and leadership in the cannabis market [4].

Core Insights - Heineken® launches a new global sponsorship platform called "Fans Have More Friends," emphasizing the role of fandom in fostering connections among people [1][2] - The platform integrates Heineken®'s sponsorships across football, Formula 1®, and music festivals, aiming to enhance social experiences in an increasingly lonely world [2][17] Research Findings - A commissioned study reveals that 75% of fans believe their fandom has helped them meet new people, highlighting its effectiveness in creating social bonds [3] - 59% of fans report that fandom has led to some of their closest friendships, and 75% feel that watching sports with other fans enhances the experience [4] Social Experiment - Heineken® partnered with YouTuber Zac Alsop to conduct a social experiment where fans were invited to watch a UEFA Champions League match together, demonstrating the power of fandom in building community [5][6] - The event attracted hundreds of fans in New York, showcasing the willingness of strangers to connect over shared interests [9] Campaign Launch - The "Fans Have More Friends" campaign includes a television advertisement debuting in the USA, with plans to expand to 50 additional markets [10][11] - The campaign features prominent brand ambassadors and aims to celebrate the spontaneous friendships formed during sports and music events [11] Future Plans - Heineken® plans to continue rolling out the platform throughout 2026, aligning with key events in football, Formula 1®, and music festivals [13] - The initiative is designed to leverage shared passions to foster real-world connections among fans globally [15][17]

Core Insights - Heineken launches a new global sponsorship platform called "Fans Have More Friends," emphasizing the role of fandom in fostering connections among people [2][3] - The initiative is inspired by the book "Fans Have More Friends" and aims to unite Heineken's sponsorships across various domains like football, Formula 1, and music festivals [3][17] - Research indicates that 75% of fans believe their fandom has helped them meet new people, highlighting the social benefits of shared interests [4][5] Company Initiatives - Heineken conducted a social experiment in New York City, where fans were invited to watch a UEFA Champions League match together, demonstrating the power of fandom to create community [6][10] - The event attracted hundreds of fans, showcasing the effectiveness of the campaign in bringing people together [10][11] - The campaign will feature a multi-channel launch, including a television advertisement debuting in the USA and expanding to 50 additional markets [11][12] Research Findings - A commissioned survey revealed that 59% of fans have formed close friendships through their fandom, and 75% believe that watching sports with others enhances the experience [4][5] - Football is identified as a significant social connector, with 72% of fans stating that language barriers do not hinder their ability to make friends in sports settings [5] Future Plans - The "Fans Have More Friends" platform will continue to roll out throughout 2026, aligning with major events in football, Formula 1, and music festivals [14] - Heineken aims to leverage the emotional connections fostered by fandom to enhance social experiences globally [15][17]