Campbell Soup (CPB)

原料成本高漲影響獲利，CPB盤前大跌7%

Campbell Soup slumps after warning on inflation and supply chain costs

Campbell Soup (NYSE:CPB) slumps in premarket trading after the food giant lowers guidance and misses sales estimates with its FQ3 report.
The company says it faced additional challenges during the quarter on top of the difficulty in matching the comparison from a year ago during the consumer stocking up phase of the pandemic. "Our results were impacted by a rising inflationary environment, short-term increases in supply chain costs, and some executional pressures as we continued to advance our transformation agenda, primarily in our Snacks division," notes CEO Mark Clouse.

Gross margin was down to 31.7% of sales from 34.% of sales in the quarter due to higher cost inflation and other supply chain costs.

On the positive side, CPB gained or held market share for about 75% of its portfolio in the quarter, with most core categories having grown at higher rates than pre-pandemic levels.

Looking ahead, Campbell Soup sees FY21 revenue growth of -3.5% to -3.0% vs. a prior outlook for -3.5% to -2.5%. EPS of $2.90 to $2.93 is anticipated vs. $3.07 consensus. A new $250M buyback plan was authorized by the company's board.

金寶湯在對通脹和供應鏈成本發出警告後暴跌

金寶湯（紐約證券交易所代碼：CPB）在這家食品巨頭降低指引並低於其第三季度報告的銷售預期後，在盤前交易中下滑。
該公司表示，除了在大流行的消費者囤積階段難以與一年前的比較進行匹配之外，它還在本季度面臨更多挑戰。 “我們的業績受到不斷上升的通脹環境、供應鏈成本的短期增加以及我們繼續推進轉型議程的一些執行壓力的影響，主要是在我們的零食部門，”首席執行官 Mark Clouse 指出。

由於更高的成本通脹和其他供應鏈成本，毛利率從本季度銷售額的 34.% 降至銷售額的 31.7%。

從積極的一面來看，CPB 在本季度的投資組合中獲得或保持了約 75% 的市場份額，其中大多數核心類別的增長速度高於大流行前的水平。

展望未來，金寶湯預計 21 財年收入增長 -3.5% 至 -3.0%，而之前的預期為 -3.5% 至 -2.5%。每股收益預計為 2.90 美元至 2.93 美元，而普遍預期為 3.07 美元。公司董事會批准了一項新的 2.5 億美元回購計劃。

a. 問個股請先貼上盈再表，只准貼新聞不歡迎外人東西，違者刪文。
b. 申請發言請出示【發言內容】及藝名，核准後2小時內未自行貼上者無效。
c. 到了貴淑價之後何時該賣或買？不可知也無標準答案，請自己決定，別再問了。