Clorox提昇利潤預測!強勁需求推動銷售增長




Clorox 提升年度盈利預測,季度業績因需求強勁而超預期

(路透社)——Clorox 在週三公佈季度業績後,上調了其年度盈利預測,該公司押注於其清潔和家居護理產品的強勁需求,這是在去年一次網絡攻擊影響後的反彈。

這家漂白水生產商的第一季度銷售額激增,這得益於其在不同產品類別中加大廣告投資,引入新產品和改良產品,以吸引重視價值的消費者。

Pine-Sol 的生產商在增加促銷活動後,銷量大幅增長,進一步推動了銷售,這是在連續兩個季度銷量下降後的回升。

公司在健康與健康業務領域的淨銷售額上升了38%,該業務佔總收入的35%,而該領域的銷量上升了38個百分點。

隨著供應鏈中斷影響的減退,Clorox(紐約證券交易所代碼:CLX)的利潤率因較高的銷量和成本節省效益而得到提振。

「我們看到上個財年末消費放緩,」首席財務官Kevin Jacobsen告訴路透社,並補充說公司預計今年消費者仍將面臨壓力。

儘管折扣和促銷幫助Clorox在報告季度中贏回了顧客,但這一策略有其局限性,因為該公司與其他消費品品牌一樣,「在一個價值意識強烈的消費者環境中面臨挑戰,」eMarketer的分析師Zak Stambor表示。

Clorox的季度毛利率擴大了740個基點,達到45.8%。

雖然Clorox和Colgate-Palmolive(紐約證券交易所代碼:CL)報告銷售量上升,但Kimberly-Clark(紐約證券交易所代碼:KMB)則受到消費者轉向便宜替代品的影響。

截至9月30日的季度,Clorox的收入上升了27%,達到17.6億美元,超過了市場預期的18.8%增長至16.5億美元。

在調整基礎上,其每股收益為1.86美元,而分析師預期為1.39美元,根據LSEG匯編的數據。

對於2025財年,公司預計每股收益將在6.65至6.90美元之間,相比之前的預測範圍6.55至6.80美元。

編者評論:

Clorox的業績反彈,顯示出在面對供應鏈挑戰和消費者行為變化時,企業靈活應變和市場策略的重要性。該公司透過增加廣告和促銷活動來吸引消費者,特別是在健康與健康領域的增長,表明消費者對於提高生活質量的產品仍有強烈需求。然而,折扣策略的持續性和有效性可能會受到挑戰,尤其是在消費者對價格越來越敏感的環境中。長遠來看,Clorox需要在創新產品和成本控制之間取得平衡,以保持市場競爭力和盈利能力。這樣的策略不僅對Clorox,也對其他面臨類似挑戰的消費品公司具有借鑒意義。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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