卡夫亨氏公司（納斯達克股票代碼：KHC）報告稱，2024財年第四季度銷售額同比下降4.1%，至65.8億美元，未達到分析師共識預期的66.6億美元。 北美地區銷售額下降3.9%，國際發達市場下降3.6%。有機淨銷售額下降3.1%。 毛利潤下降了3.1%，至22.4億美元，但利潤率提高了30個基點，達到34.1%。本季度營業收入暴跌103.1%，至負4000萬美元。 剔除減值損失後的銷售、一般和管理費用下降了11.7%，至8.98億美元。調整後的每股收益爲0.84美元，超過了共識預期的0.78美元。 截至12月28日，卡夫亨氏持有現金及等價物15億美元。全年運營現金流總計42億美元，自由現金流爲32億美元。 截至2024年12月29日，該公司在公開宣佈的股票回購計劃下還有約19億美元的普通股回購授權。 “雖然2024年是挑戰的一年，我們的頂線業績低於預期，但我們在保護盈利能力方面保持了紀律性，同時推動行業領先的利潤率，產生了強勁的現金流，並向股東返還了27億美元”，CEO Carlos Abrams-Rivera表示。 卡夫亨氏宣佈定期季度股息爲每股普通股0.40美元，將於2025年3月28日支付給截至2025年3月7日的登記股東。 前景：卡夫亨氏預計2025財年調整後的每股收益爲2.63至2.74美元，低於共識預期的3.04美元。 該公司預計2025財年有機淨銷售額將同比下降2.5%至持平。 價格走勢：週三最後一次檢查時，KHC的股價下跌了4.90%，至28.13美元。

以上內容來自Benzinga Earnings專欄，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.