潜水简介:
- 麦考密克公司说在第四季度,销售额上升至14.99亿美元,而一年前同期为14.91亿美元。销售落后于寻求15.5亿美元的分析师的估计,根据MarketWatch。Net income increased to $214 million, compared with $176 million in the same three-month period last year.
- 马里兰州香料制造商表示,其消费市场的销售额不到1%,至9.84亿美元,由美洲的平坦销售带领。麦考密克说,由于库存减少了更高利润的假日产品,该细分市场放缓了。
- “Our focus on profitable growth and strengthening our organization is the foundation of our future,"麦考密克CEO Lawrence Kurzius在一份声明中说。“In 2019, we expect to deliver another strong year while continuing to make targeted investments and fuel our growth to build the McCormick of the future."
Dive Insight:
麦考密克(McCormick)长期以来一直是原本陷入困境的CPG空间中的一个亮点,消费者希望在不牺牲自己喜欢的食物中饮食更健康的情况下吃得更健康。麦考密克说销售额上升在其2018财政年度中,12%至54亿美元,为许多大牌食品公司的收入滑倒,随着消费者涌向更较小,更敏捷的新贵的新鲜食品和产品,销售正在放缓。
While the spice and flavoring company expects sales growth to slow this year to between 1% and 3% through the roll out ofnew products, brand marketing and expanded distribution, the company's CEO said McCormick remains on solid footing.
我们“进入2019年有坚实的动力”,”库祖斯说。“我们将继续利用全球和不断增长的消费者在健康,美味饮食,食材的来源和质量以及可持续实践中的利益。”
除了拥有旧湾等品牌的商店架子之外劳里的,,,,Zatarain's麦考密克(McCormick)和它的同名红色封面产品还拥有强大的业务,向其他食品公司和快速服务餐厅销售调味剂,该餐厅约占其销售额的三分之一。在本季度,该细分市场的销售额比去年同期高至5.148亿美元。
Though the results were solid, McCormick's stock fell sharply in early trading on Thursday, plunging 11% to $123.84. The drop was tied to the fact that sales during the quarter grew less than 1%, falling short of Wall Street predictions. McCormick attributed challenges during the period to currency impacts and fewer higher margin holiday products at retailers in the Americas.
该公司的温和前景可能表明其中一些挑战可能会持续存在,或者,其他CPG公司以及可能的整个美国经济的销售放缓正在开始对McCormick进行权衡。这家调味公司还面临着上涨的费用。Similar to other companies in the CPG space, McCormick expects to increase prices and lower expenses to offset a "low-single digit increase in costs."
Still, the spice and flavoring giant remains in a favorable position compared to its peers. Its $4.2 billion purchase in 2017 ofReckitt Benckiser食品部, 这历史上最大的交易被广泛认为是成功。它扩大了公司在杂货店的货架上的覆盖范围,并给了他们扩大产品阵容的进攻。麦考密克拿到了弗兰克的红螺旋酱,添加了Reckitt Benckiser购买,到the frozen foods space through the引入鸡翅。During the quarter, McCormick said Frank's在最近时期,法国品牌贡献了8%的销售额。
展望未来,麦考密克将继续创新其现有产品基础。库尔祖斯去年秋天说公司仍在寻找更多交易到随着消费者对风味的需求不断增长,增强其投资组合。麦考密克aims to achieve其从获得的品牌中增长的三分之一。
“Every now and then we'll do a big one like (ReckittBenckiser),but that's ourlong-termoutlook,"去年10月Kurzius告诉《食品潜水。“For the near-term, ... we're going to spend a little bit more time偿还债务和deleveraging,,,,but we absolutely will be back on the market, and frankly for the对assets,我们今天要回到市场。”









