新品熱銷,可口可樂股價創出歷史新高
在可口可樂上調全年營收預期,并稱正在通過低糖汽水和冰咖啡等新飲料贏得消費者后,股價創下歷史新高。 上周二早盤可口可樂股價上漲5.5%,至54.07美元。6月初,可口可樂股價首次升至50美元以上。 公司董事長兼首席執行官詹鯤杰表示,產品創新正在幫助該公司贏得全球市場份額。詹鯤杰稱,例如 “可口可樂咖啡”和低卡Simply果汁這樣的新品和新配方產品,其營收現已經占到公司營收的25%,高于兩年前的15%。 這家全球最大的飲料公司也已經看到了更大的增長空間。詹鯤杰表示,占世界80%人口的非洲、印度和中國等發展中市場,其商業飲料僅占飲料消費量的四分之一。而在發達市場,這一比例為四分之三。 “擺在我們面前的是一個巨大的機會。”詹鯤杰表示,“可以看到本季度我們實現了良好的增長,而且這種增長也已經持續了一段時間。” 可口可樂第二季度盈利達26.1億美元,合每股61美分。經一次性收益和成本調整后的每股收益為63美分,較接受Zacks投資研究公司調查的分析師的預期高出1美分。 100億美元的營收也超出了預期。 可口可樂表示,今年有機營收將可增長5%,與2018年的增長率相當,好于公司1月4%的增長預測。 公司全年盈利增長預計仍將在-1%到1%之間。 可口可樂稱,第二季度在歐洲推出了第一款能量飲料Coca-Cola Energy,并在銷量上取得了一些成功。公司計劃在今年年底前將這款新飲料推廣至全球20個市場。詹鯤杰表示,公司尚未決定何時在美國推出這款飲料。 今年早些時候,可口可樂完成了對英國咖啡連鎖店CostaCoffee的收購,該項收購也已經為其帶來了回報,“可口可樂咖啡”和冰鎮低糖Costa咖啡等新飲料在第二季度都實現了增長。 同期“可口可樂零糖”和“可口可樂橙子香草”等新品也取得了兩位數的增長,并推動該季度可口可樂軟飲飲料的銷售額增長了3%。 美中不足的是Dasani瓶裝水和美汁源果汁等老式產品表現不佳,好在Smartwater和Simply果汁等高端產品的銷售增長,在一定程度上彌補了缺口。 除北美市場銷售量下降1%以外,其他所有市場的整體銷售量都有所上升。詹鯤杰表示,改用小罐就意味著價格提高,這也是銷售量下降的原因之一。在北美地區,價格上漲了4%。 隨著消費者轉向更健康、價格也更高的飲料和零食,可口可樂主要競爭對手百事可樂的股價也接近歷史高位。百事可樂在本月早些時候公布了第二季度財報,其盈利和營收也超過華爾街的預期。(財富中文網) 譯者:艾倫 審校:夏林 |
Coca-Cola shares hit a record high after the company upped its full-year revenue expectations and said it’s winning customers with new drinks like low-sugar sodas and iced coffees. Shares of Coca-Cola Co. rose 5.5% to $54.07 in early trading last Tuesday. Coke’s shares first rose above $50 in early June. Chairman and CEO James Quincey said product innovation is helping the company gain global market share. New and reformulated products — like Coca-Cola Plus Coffee and lower-calorie Simply juices — now account for 25% of the company’s revenue, up from 15% two years ago, Quincey said. The world’s largest drink company also sees plenty of room for growth. Quincey said 80% of the world’s population lives in developing markets like Africa, India and China, where commercial beverages make up just one-quarter of drink consumption. In developed markets, commercial beverages account for three-quarters of consumption. “That’s a huge opportunity in front of us,” Quincey said. “We’re seeing good growth this quarter and have been seeing it for a while.” Coke posted second quarter earnings of $2.61 billion, or 61 cents. Earnings, adjusted for one-time gains and costs, came to 63 cents per share, which is a penny better than expected, according to analysts surveyed by Zacks Investment Research. Revenue was $10 billion, also beating expectations. The Atlanta company projected organic revenue growth of 5% for the year. That’s equal to its growth in 2018 and better than the 4% organic revenue growth the company initially forecast in January. Coke said it still expects full year earnings growth between 1% and negative 1%. Coke said its first energy drink, Coca-Cola Energy, launched in Europe during the quarter and saw some sales success. The company plans to expand sales of the new product to 20 markets by the end of this year. Quincey said the company hasn’t yet said when the drink will come to the U.S. Coke’s acquisition of British coffee shop chain Costa Coffee — which was completed earlier this year — is also paying off. New drinks like Coca-Cola Plus Coffee and chilled, low-sugar Costa Coffee beverages saw growth in the April-June period. Sales of Coke’s namesake soft drinks rose 3% in the quarter, thanks to double-digit growth of Coca-Cola Zero Sugar and new products like Coca-Cola Orange Vanilla. Coke recorded some softness in older products like Dasani bottled water and Minute Maid juices. But in those cases, higher sales of premium products like Smartwater and Simply juices made up for some of the shortfall. Overall volume was up in every market but North America, where it fell 1%. Quincey said a transition to smaller can sizes — which command higher prices — is one reason for the decline. Pricing rose up 4% in the region. Shares of Coke’s archrival PepsiCo Inc. are also trading near record highs as consumers transition to healthier drinks and snacks that command higher prices. Pepsi’s second-quarter earnings and revenue also beat Wall Street’s forecasts earlier this month. |