异动解读 | 亿滋连锁反应:可可豆价格涨超100%致业绩下滑 股价夜盘狂泻5%

异动解读
05 Feb

亿滋(MDLZ)公司股价在夜盘交易中大跌5.02%,引发市场广泛关注。

公司此前公布的2024年第四季度财报显示,受可可豆价格飙升的影响,公司营收及盈利均低于市场预期。季度营收为96亿美元,低于预期的96.4亿美元;每股收益为0.65美元,低于预期的0.66美元。

更糟的是,亿滋警告称2025年调整后利润或将下滑约10%,原因是前所未有的可可成本上升。根据数据,自2023年底以来,可可豆价格已涨超100%。巨大的成本压力迫使公司提高产品定价,进而损害了需求。

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