人造肉制造商Beyond Meat(BYND)今日盘中股价大跌10.29%,引发了市场的广泛关注。此前该公司公布了2024财年第三季度财报,虽然营收同比增长7.6%达到8100万美元,超出市场预期,但公司同时下调了全年净营收预期上限,从之前的34亿美元降至33亿美元。
Beyond Meat表示,受通胀影响,注重成本的消费者减少了对其昂贵的仿肉制品的消费,转而选择更便宜的替代品,导致需求疲软。虽然公司已上调了产品价格以应对原材料成本上涨,但仍无法挽回营收的下滑态势。Beyond Meat CEO伊桑-布朗指出,展望未来,公司预计将在年底前增加现金储备,并在2025年进一步调整资产负债表,以应对持续的通胀压力。
与此同时,Beyond Meat还宣布了一项最多2亿美元的股票发行计划,以补充公司的现金储备。一些分析师认为,虽然Beyond Meat作为植物肉类市场的先行者,理论上具有广阔的增长空间,但在当前的高通胀环境下,公司能否保持较高的定价能力并持续吸引消费者,仍面临着严峻挑战。未来公司如何控制成本、优化产品结构并维持高端消费群体,将决定其能否渡过当前的难关。
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