有机销售

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雀巢(NSRGY.US)三季度销售额超预期增长,并计划未来两年全球裁员16000人
Zhi Tong Cai Jing· 2025-10-16 07:08
智通财经APP获悉,雀巢(NSRGY.US)周四公布了好于预期的销售增长,这主要得益于其糖果和咖啡产 品因提价带来的收入增长。第三季度实际内部增长(RIG,衡量销售量的指标)上升了1.5%,远高于分析 师预期的0.3%的增幅。 雀巢表示,第三季度有机销售(剔除汇率变动和收购影响)增长了4.3%,高于分析师预期的3.7%的增幅。 该公司维持其2025年展望,强调有机销售增长应较2024年有所改善,并预计基本营业利润率将达到或高 于16%。 这也是自菲利普·纳夫拉蒂尔出任雀巢CEO以来,这家全球最大包装食品公司的首次公布销量。 曾担任奈斯派索(Nespresso)业务主管的纳夫拉蒂尔,于九月接替了因与直接下属存在未公开关系而被解 雇的前任首席执行官洛朗·弗莱克斯。 本次裁员将裁减1.2万名白领岗位,此外,作为制造和供应链持续改进举措的一部分,还将进一步裁员 4000人。雀巢在全球拥有约27.7万名员工。 雀巢经历了一段前所未有的管理层动荡时期,董事长保罗·布尔克 (Paul Bulcke)提前卸任,两周后由前 Inditex 首席执行官巴勃罗·伊斯拉 (Pablo Isla) 接任。 该公司周四表示,裁员人数约占 ...
Why Is Kraft Heinz (KHC) Up 0.7% Since Last Earnings Report?
ZACKS· 2025-08-29 16:36
Core Insights - Kraft Heinz reported second-quarter 2025 results with adjusted earnings of 69 cents per share, surpassing the Zacks Consensus Estimate of 64 cents, but reflecting an 11.5% year-over-year decline [3] - The company generated net sales of $6,352 million, down 1.9% year over year, yet exceeding the Zacks Consensus Estimate of $6,286 million [4] - Organic sales decreased by 2% year over year, with a projected decline of 3.2% [4][12] Financial Performance - Adjusted gross profit was $2.17 billion, a decrease of 5.6% from the previous year, with an adjusted gross margin contraction of 140 basis points to 34.1% [6] - Adjusted operating income fell 7.5% year over year to $1.3 billion, primarily due to higher commodity cost inflation [7] - Cash and cash equivalents at the end of the quarter were $1.57 billion, with long-term debt of $19.3 billion and total shareholders' equity of $41.4 billion [10] Segment Performance - North America: Net sales of $4.76 billion declined 3.3% year over year, with organic sales down 3.2% [8] - International Developed Markets: Net sales of $897 million increased by 1.3% year over year, but organic sales declined by 2.2% [9] - Emerging Markets: Net sales of $698 million rose by 4.2% year over year, with organic sales growing by 7.6% [9] Future Outlook - For 2025, Kraft Heinz expects organic net sales to decline between 1.5% and 3.5% year over year, with management anticipating sequential improvement in organic sales [12] - The company projects adjusted earnings per share in the range of $2.51 to $2.67 [12] - Recent estimates have shown a downward trend, with a consensus estimate shift of -8.25% [13]
财报前瞻 | 百事可乐(PEP.US)北美业务疲软拖累Q2盈利预期 国际业务或成破局之道
Zhi Tong Cai Jing· 2025-07-14 08:11
智通财经APP获悉,百事可乐(PEP.US)将于7月17日美股盘前公布2025年第二季度财报。在持续宏观经 济逆风下,该公司营收与盈利预计将双双下滑,业绩表现承压明显。市场普遍预期,百事可乐Q2营收 将达224亿美元,同比下降0.5%,每股收益为2.04美元,同比下降10.5%。 美国银行在最近发表的一份研报中表示,维持对百事可乐"中性"评级,但将目标股价从150美元下调至 145美元,同时下调了二季度的盈利预期。该行指出,百事可乐北美零食业务持续疲软、利润率承压, 是此次评级调整的核心原因,但国际市场表现或成为潜在缓冲。 Evercore ISI还特别指出Frito-Lay业务板块的问题,并因此将目标价从155美元下调至140美元,理由包括 财务指引疲软和消费端压力。 美银表示,百事可乐北美食品业务(PFNA)和北美饮料业务(PBNA)的销售增长呈现放缓趋势,最新的扫 描数据显示其表现低于此前预期。其中,报告重点警示了PFNA的利润率压力。尽管财务历史有限,但 PFNA在毛利率和营业利润层面似乎具有较高的递增/递减利润率。为降低成本,百事可乐近期关闭了拥 有55年历史的加州Frito-Lay工厂,美银预计未 ...