零食巨头亿滋国际公司(MDLZ)周三在盘前交易中大幅下跌5%,引发市场广泛关注。这一暴跌的主要原因是公司警告,前所未有的可可成本上涨将导致2025年业绩大幅下滑。
亿滋在发布的第四季度财报中披露,销售额和调整后每股收益均低于市场预期。尽管销售额同比增长3.1%至96亿美元,但调整后每股收益下降16%至0.65美元,未达分析师预期的0.66美元。
更糟的是,亿滋预计2025财年调整后每股收益将大约下降10%,主要原因在于可可成本的极端通胀。数据显示,自2023年底以来,可可豆价格已飙升超过100%,给亿滋这家以巧克力产品为主的公司带来了巨大的成本压力。
面对这一挑战,亿滋国际表示将在2025年下半年和2026年进一步提高产品定价,以缓解可可通胀对利润的冲击。不过分析师认为,即便如此,可可成本的持续高企仍将在一定程度上抑制需求增长。
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