2024年11月7日,啤酒制造商莫库酒业(Molson Coors Beverage Company,代码TAP)盘中一度重挫7.02%,报56.25美元。此前该公司发布了2024年第三季度财报,结果显示营收和年度营收预期不及预期,引发投资者关于公司应对通胀高涨环境下成本压力的担忧。
财报数据显示,第三季度莫库酒业净销售额同比下滑7.8%至30.4亿美元,远低于分析师预期的31.3亿美元。不过该公司通过控制成本,每股收益1.80美元好于1.67美元的预期水平。
莫库酒业不得不将高昂的生产成本转嫁给消费者,持续提高产品价格。但这一做法同时也影响了该公司在美国市场主打品牌蓝月亮和科尔斯淡啤的销售,导致第三季度美国市场啤酒销量同比下滑5.4%。
在通胀成本压力的持续影响下,莫库酒业下调了全年净销售额预期,由此前预计的低个位数增长调整为约1%的下降。分析师指出,高通胀已经开始改变消费者行为,消费者开始压缩支出,转向低价产品。
尽管如此,莫库酒业盈利能力依然强劲,第三季度亏损幅度也超出市场预期。与此同时,该公司还宣布收购能量饮料品牌ZOA Energy公司股权,旨在扩展酒精饮料之外的产品线。
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