财务数据和关键指标变化 - 公司第二季度有机销售额同比下降2.4%,主要受到持续的消费者压力和谨慎情绪的影响,以及Lunchables销售的意外影响 [14][17] - 公司调整后毛利率同比扩大210个基点,主要得益于更快的效率释放超过通胀 [15] - 公司调整后营业利润同比增长2.0%,但调整后每股收益同比下降1.3%,主要受到去年一次性税收优惠的影响 [15][64] - 公司上半年自由现金流转换率为65%,同比提升6个百分点,主要得益于营运资金改善 [62] 各条业务线数据和关键指标变化 - 北美零售业务有机销售额下降2.4%,主要受到消费者环境恶化、Lunchables销售下降和退出亏损的大宗醋业务的影响 [17] - 国际发达市场有机销售额下降3.9%,主要由于英国提高促销力度导致价格下降 [54] - 新兴市场有机销售额增长3.4%,但中国和巴西消费者环境恶化限制了增长 [55] - 全球餐外业务销售额同比下降,主要受到美国餐饮流量下降、临时工厂停产和退出两个利润率较低的业务的影响 [20][25] 各个市场数据和关键指标变化 - 北美市场调整后营业利润同比增长7.5%,主要得益于生产效率提升 [56] - 国际发达市场调整后营业利润同比下降10.0%,主要受到去年一次性因素的不利影响 [57] - 新兴市场调整后营业利润下降,主要由于销售增长低于预期,但下半年有望逐步改善 [58] 公司战略和发展方向及行业竞争 - 公司坚持执行既定战略,专注于发展具有领导地位的品牌,通过创新和翻新来满足消费者需求 [12][13][75] - 公司正在加大在营销、研发和技术方面的投资,以提升品牌竞争力 [32] - 公司正在加快创新步伐,创新占有机销售额的比重已达2.4% [38] - 公司正在加强与Taco Bell的合作,推出家庭餐厅体验产品 [39] - 公司正在加大在价格较低的渠道如Dollar General的投资力度 [40][41] 管理层对经营环境和未来前景的评论 - 消费者环境持续恶化,收入增长放缓、储蓄下降和通胀担忧导致消费者更加注重价值 [10] - 公司预计下半年销售增长将逐步改善,但恢复速度将比原预期更为缓慢 [10][66] - 公司有信心通过提高生产效率、加大营销投入和创新来推动长期可持续增长 [11][75] 其他重要信息 - 公司正在通过敏捷方式of工作和战略合作伙伴关系来提高生产效率 [31] - 公司正在加大在营销、技术和研发方面的投入,以提升品牌竲争力 [32] - 公司正在提高促销力度来应对消费者对价值的关注,但同时也在通过创新、翻新和营销等方式来与私有品牌竞争 [59][60] 问答环节重要的提问和回答 问题1 **Ellie Jiang 提问** 公司为什么下调了2024年全年有机销售额和调整后营业利润的增长预期? [68] **Jiazhen Zhao 回答** 公司下调预期主要是由于美国和新兴市场的销售恢复速度低于原先预期。但公司仍有信心通过创新、营销投入和渠道拓展等措施来推动下半年的销售改善。[69] 问题2 **Yang Bai 提问** 公司如何看待当前的消费者环境,以及如何应对消费者对价值的关注? [72] **Jiazhen Zhao 回答** 公司认为消费者环境仍然充满挑战,消费者对价值的关注度很高。公司正在通过提高促销力度、同时加大创新和营销投入来应对这一趋势,以满足消费者的需求。[73] 问题3 **Joyce Ju 提问** 公司未来的发展战略和信心如何? [75] **Lei Chen 回答** 公司有信心并对未来感到兴奋。公司拥有一系列领先的知名品牌,处于有吸引力的消费品类,并通过敏捷方式of工作和创新引擎来推动长期可持续增长。[76]

About this content About Angela Harmantas Angela Harmantas is an Editor at Proactive. She has over 15 years of experience covering the equity markets in North America, with a particular focus on junior resource stocks. Angela has reported from numerous countries around the world, including Canada, the US, Australia, Brazil, Ghana, and South Africa for leading trade publications. Previously, she worked in investor relations and led the foreign direct investment program in Canada for the Swedish government ...

Kraft Heinz (KHC) came out with quarterly earnings of $0.78 per share, beating the Zacks Consensus Estimate of $0.73 per share. This compares to earnings of $0.79 per share a year ago. These figures are adjusted for non-recurring items.This quarterly report represents an earnings surprise of 6.85%. A quarter ago, it was expected that this the processed food company with dual headquarters in Pittsburgh and Chicago would post earnings of $0.68 per share when it actually produced earnings of $0.69, delivering ...

财务业绩 - 第二季度销售额下降3.6%，有机销售额下降2.4%[3] - 毛利率增加180个基点至35.4%，调整后毛利率增加210个基点至35.5%[4] - 营业利润下降62.1%，调整后营业利润增加2.0%[5] - 每股摊薄收益下降90.1%至0.08美元，调整后每股收益下降1.3%至0.78美元[6] - 年初至今经营活动产生的净现金增加8.1%至17亿美元，自由现金流增加8.7%至12亿美元[7] 未来展望 - 预计2024年全年有机销售额下降2%至持平，调整后营业利润增长1%至3%，调整后每股收益增长1%至3%[26] - 预计2024年调整后毛利率扩张75至125个基点[26] 资本运营 - 公司回购了5.37亿美元的普通股，截至2024年6月29日剩余24亿美元的回购授权[23] - 公司支付了9.69亿美元的现金股利[23] 分部业绩 - 2024年第二季度北美地区有机销售额下降2.9%[50] - 2024年上半年北美地区有机销售额下降2.1%[55] - 2024年第二季度新兴市场有机销售额增长3.4%[50] - 2024年上半年新兴市场有机销售额增长4.4%[55] - 北美地区营业收入为1,341百万美元，同比增长7.5%[62,64,65] - 国际发达市场营业收入为126百万美元，同比下降10.0%[62,64,65] - 新兴市场营业收入为66百万美元，同比下降32.7%[62,64,65] - 北美地区上半年营业收入为2,556百万美元，同比增长4.0%[67,69,70] - 国际发达市场上半年营业收入为262百万美元，同比增长6.4%[67,69,70] - 新兴市场上半年营业收入为148百万美元，同比下降25.4%[67,69,70] 财务指标 - 公司第二季度营业收入为1,380百万美元，同比增长2.0%[72] - 公司上半年营业收入为2,645百万美元，同比增长1.9%[67,69,70] - 公司第二季度营业利润包含854百万美元的减值损失[72] - 公司第二季度调整后营业利润为1,380百万美元[72] - 公司上半年调整后营业利润为26.45亿美元[81] - 公司上半年调整后每股收益为1.48美元[91] - 公司上半年调整后毛利率为35.0%[85] - 公司二季度调整后每股收益为0.78美元[87] - 公司二季度调整后毛利率为35.5%[85] - 公司二季度营业利润为26.19亿美元[82] - 公司二季度净利润为18.35亿美元[82] - 公司二季度现金及现金等价物为9.00亿美元[94] - 公司二季度总资产为888.0亿美元[94] - 公司二季度总负债为397.7亿美元[94] - 净收入为9.04亿美元，同比下降50.7%[96] - 资本支出为5.43亿美元，同比增加6.9%[96] - 自由现金流为11.7亿美元，同比增加8.7%[98] - 自由现金流转换率为65%，同比提高6个百分点[99] - 商誉和无形资产减值损失为8.54亿美元[96] - 出售业务产生的损失为0.79亿美元[96] - 应收账款减少1.13亿美元，存货减少1.01亿美元[96] - 偿还长期债务6.06亿美元，发行新债5.93亿美元[96] - 支付股息9.69亿美元，回购股票5.37亿美元[96]

The Kraft Heinz Company KHC is scheduled to release its financial results for the second quarter, before the opening bell on Wednesday, July 31.Analysts expect the Pittsburgh, Pennsylvania-based company to report quarterly earnings at 74 cents per share, down from 79 cents per share in the year-ago period. Kraft Heinz expects to post revenue of $6.55 billion, compared to $6.81 billion a year earlier, according to data from Benzinga Pro.On May 1, the company reported a first-quarter FY24 sales decline of 1.2 ...

The Kraft Heinz Company (KHC) is likely to register top and bottom-line declines when it comes out with second-quarter 2024 earnings on Jul 31. The Zacks Consensus Estimate for revenues is pegged at $6.54 billion, which indicates a 2.8% dip from the year-ago period. Image Source: Zacks Investment Research The consensus mark for earnings has dropped by a penny in the past 30 days to 73 cents per share, which implies a 7.6% decline from the year-ago quarter's figure. However, KHC has a trailing four-quarter e ...

In recent trading days, investors have been rotating from growth stocks to value stocks, creating a fertile ground for overlooked dividend stocks. With the spotlight having shone brightly on growth stocks during last year’s rally, many dividend stocks have been left in the shadows.This situation has created a golden opportunity for investors looking for a robust income and potential appreciation.Dividend stocks, especially those bypassed in recent months, are now trading at attractive valuations. As the mar ...

Kraft Heinz (KHC) closed the latest trading day at $32.84, indicating a +1.7% change from the previous session's end. This change outpaced the S&P 500's 0.64% gain on the day. Meanwhile, the Dow gained 1.85%, and the Nasdaq, a tech-heavy index, added 0.2%.Shares of the the processed food company with dual headquarters in Pittsburgh and Chicago have depreciated by 1.91% over the course of the past month, underperforming the Consumer Staples sector's gain of 0.85% and the S&P 500's gain of 3.82%.Analysts and ...

The Kraft Heinz Company (KHC) has not been in its best shape lately as it navigates the pressures of a difficult consumer environment and underlying commodity cost inflation. This food and beverage giant has seen its shares slide 10.7% in the past three months. Finishing the last trading session at $32.07, the stock stands perilously close to its 52-week low of $30.68 and 17.7% below its 52-week high of $38.96.Image Source: Zacks Investment ResearchAdditionally, this Pittsburgh, PA-based company’s stock has ...

This blue chip stock has market-beating potential after a disastrous decade.Stocks you can buy and hold forever must be resilient businesses, with the staying power to last decades. The problem is that these no-brainer winners are seldom cheap. Kraft Heinz (KHC -0.34%), down a whopping 67% from its high, looks like a rare deal.However, blue chip stocks like Kraft Heinz don't lose over half their value by accident; the company has battled through some serious challenges that prospective investors should know ...