潜水简介:
- TreeHouse Foods' first quarter net sales were $1.5 billion, an increase year-over-year of 20.9%, according to its latest收益报告.
- 2017年第一季度的净收入为2820万美元，增加了大幅增长，而同比净收入为320万美元。尽管取得了积极的效果，但收益却降低了分析师的估计值4美分。
- Selling and distribution expenses saw a sharp increase of $19.1 million, or 22.3%, compared to last year. According to the report, this takes into account an extra month of business in 2017 as well as temporarily higher freight costs associated with one customer.
Dive Insight:
The nation's largest private-label manufacturer has been buoyed by an increased interest in the kinds of brands it produces, whichcontinue to grow in popularity.
“This quarter we took meaningful actions to deliver on our transformation,” Sam K. Reed, TreeHouse Foods’ chairman and CEO, said in the report. “We are particularly pleased with the excellent progress we have made toward the integration of Private Brands. Our information technology work is progressing ahead of schedule and will strengthen our ability to support our customers' private label growth initiatives.”
该公司的净销售额从13亿美元增加到15亿美元，最佳归因于收购Conagra品牌的私人品牌业务的额外销售额。此外，该公司宣布了有利的卷/混音，主要是在饮料领域中，部分被较低的定价所抵消。
整个销售对树屋食品看起来很有希望。在一年的时间里，其烘焙食品领域增长了55.4％；饮料细分市场增长了19.2％；它的调味品细分市场的上升幅度为4.9％；它的餐点增长了18.9％；它的零食细分市场增长了12.7％。
In the midst of the explosive growth, the company has recently worked to focus on core segments. Last week, the company announced it wasselling its soup and infant feedingbusiness到拥有的Riverbend Foods LLC。
In trading Thursday morning, TreeHouse'sshares fell sharply，下降多达12％。寻求Alpha分析师将这些下降归因于销售和分散费用的大幅增长，以及整个空间中的“贫血和不均匀”情绪。
