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掌权者5200|带你进入一个不一样的夜生活世界!
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掌权者5200|带你进入一个不一样的夜生活世界!

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  百事公司周四下调了其年度利润预期,并警告称,由于唐纳德・特朗普总统推行的大规模关税引发了全球贸易战,生产成本将会上升,且市场会出现波动。

  这家菲多利(Frito-Lay)薯片制造商还公布了至少五年来首次季度利润未达预期的情况,其股价在盘前交易中下跌了近1%。

  首席执行官拉蒙・拉瓜尔塔在一份声明中表示:“展望未来,我们预计会出现更多的波动和不确定性,尤其是与全球贸易发展相关的方面。我们预计这将增加我们的供应链成本。”

  百事公司预计,2025财年的核心每股收益将下降3%,而此前公司预期的是个位数的小幅增长。该公司去年的每股收益为8.16美元。

  拉瓜尔塔称,公司计划采取缓解措施,尽可能应对更高的供应链成本,并补充说这将包括调整关键原材料的采购来源。

  百事公司在墨西哥有两家食品工厂,在爱尔兰有两家浓缩液工厂。美国于3月生效的对钢铁和铝征收25%的关税,也可能会压缩该公司的利润空间。

  拉瓜尔塔周四还提到,许多市场的消费者状况存在不确定性且较为低迷。

  消费品行业的风向标宝洁公司及其竞争对手金佰利公司,都因持续的贸易战带来的不确定性而下调了利润预期。

  百事公司表示,由于零食和汽水的促销活动需要更长时间才能拉动需求,第一季度的有机销量下降了2%。

  在截至3月22日的三个月里,平均价格上涨了3%。

  哈格里夫斯・兰斯多恩(HargreavesLansdown)的股票分析师阿林・奇克里表示:“提价起到了重要作用,但像百事、佳得乐、乐事和多力多滋等深受喜爱的品牌,其销量增长难以获得动力。”

  在过去几个季度里,为抵消最初因新冠疫情和供应链中断导致的成本上升而进行的提价,使百事公司及其同行受益。

  奇克里说:“由于短期内几乎没有积极因素的迹象,对百事公司的投资者来说,今年可能会是艰难的一年。”

  根据路孚特(LSEG)汇编的数据,经调整后,百事公司第一季度每股收益为1.48美元,未达到预期的1.49美元。

  这家汽水和零食巨头的营收下降了1.8%,至179.2亿美元。分析师的平均预期为177.7亿美元。

  与此同时,百事公司和其竞争对手可口可乐公司都在增加更健康的零食和能量饮料的选择,以应对其传统汽水产品需求放缓的情况。

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