卡夫亨氏公司（纳斯达克股票代码：KHC）报告称，2024财年第四季度销售额同比下降4.1%，至65.8亿美元，未达到分析师共识预期的66.6亿美元。 北美地区销售额下降3.9%，国际发达市场下降3.6%。有机净销售额下降3.1%。 毛利润下降了3.1%，至22.4亿美元，但利润率提高了30个基点，达到34.1%。本季度营业收入暴跌103.1%，至负4000万美元。 剔除减值损失后的销售、一般和管理费用下降了11.7%，至8.98亿美元。调整后的每股收益为0.84美元，超过了共识预期的0.78美元。 截至12月28日，卡夫亨氏持有现金及等价物15亿美元。全年运营现金流总计42亿美元，自由现金流为32亿美元。 截至2024年12月29日，该公司在公开宣布的股票回购计划下还有约19亿美元的普通股回购授权。 “虽然2024年是挑战的一年，我们的顶线业绩低于预期，但我们在保护盈利能力方面保持了纪律性，同时推动行业领先的利润率，产生了强劲的现金流，并向股东返还了27亿美元”，CEO Carlos Abrams-Rivera表示。 卡夫亨氏宣布定期季度股息为每股普通股0.40美元，将于2025年3月28日支付给截至2025年3月7日的登记股东。 前景：卡夫亨氏预计2025财年调整后的每股收益为2.63至2.74美元，低于共识预期的3.04美元。 该公司预计2025财年有机净销售额将同比下降2.5%至持平。 价格走势：周三最后一次检查时，KHC的股价下跌了4.90%，至28.13美元。

以上内容来自Benzinga Earnings专栏，原文如下：

Kraft Heinz Company (NASDAQ:KHC) reported a fourth-quarter FY24 sales decline of 4.1% year-on-year to $6.58 billion, missing the analyst consensus estimate of $6.66 billion.

Sales in North America declined 3.9% and International Developed Markets dropped 3.6%. Organic net sales slipped 3.1%.

Gross profit decreased by 3.1% to $2.24 billion, with the margin expanding 30 points to 34.1%. The operating income for the quarter plunged 103.1% to $(40) million.

Selling, general and administrative expenses, excluding impairment losses, declined 11.7% to $898 million. Adjusted EPS of $0.84 beat the consensus estimate of $0.78.

Kraft Heinz held $1.5 billion in cash and equivalents as of December 28. Operating cash flow for year totaled $4.2 billion, with a free cash flow of $3.2 billion.

As of December 29, 2024, the company had remaining authorization to repurchase approximately $1.9 billion of common stock under the publicly announced share repurchase program. 

“Although 2024 was a challenging year with our top line results coming in below our expectations, we remained disciplined in protecting profitability while driving industry-leading margins, generating strong cash flow, and returning $2.7 billion in capital to stockholders,” said CEO Carlos Abrams-Rivera.

Kraft Heinz declared a regular quarterly dividend of $0.40 per share of common stock payable on March 28, 2025, to stockholders of record as of March 7, 2025.

Outlook: Kraft Heinz expects FY25 adjusted EPS of $2.63 – $2.74, below the consensus estimate of $3.04.

The company sees FY25 organic net sales to be down 2.5% to flat versus the prior year.

Price Action: KHC shares are trading lower by 4.90% at $28.13 at the last check Wednesday.

Image via Shutterstock.