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Earnings Call Summary | NESTLE S.A SPONS(NSRGY.US) Q1 2024 Earnings Conference

Earnings Call Summary | NESTLE S.A SPONS(NSRGY.US) Q1 2024 Earnings Conference

業績電話會議摘要 | 雀巢 S.A SPONS (NSRGY.US) 2024 年第一季度業績發佈會
富途資訊 ·  04/27 16:12  · 電話會議

The following is a summary of the Nestlé S.A. (NSRGY) Q1 2024 Earnings Call Transcript:

以下是雀巢有限公司(NSRGY)2024年第一季度業績電話會議記錄摘要:

Financial Performance:

財務業績:

  • Nestle had an organic sales growth of 1.4% in Q1 2024, with reported sales being CHF 22.1 billion.

  • Sales were adversely affected by a 0.6% decrease due to Nestle's frozen pizza business joint-venture and a 6.7% negative impact of foreign exchange owing to the strengthening of the Swiss franc.

  • The company's sales growth was particularly challenged in North America.

  • Despite lower than anticipated performance in Q1 2024, Nestle confirmed its full-year guidance, indicating about 5% of organic sales growth for the rest of the year.

  • 雀巢在2024年第一季度的有機銷售增長了1.4%,報告的銷售額爲221億瑞士法郎。

  • 由於雀巢的冷凍披薩業務合資企業,下降了0.6%,瑞士法郎走強導致的外匯負面影響爲6.7%,銷售受到不利影響。

  • 該公司的銷售增長在北美尤其受到挑戰。

  • 儘管2024年第一季度的業績低於預期,但雀巢確認了其全年預期,表明今年剩餘時間的有機銷售增長約爲5%。

Business Progress:

業務進展:

  • Nestle is overcoming challenges in North America with a robust innovation pipeline and the planned launch of over 100 new products, especially in the U.S Purina PetCare market.

  • The integration plan for the vitamin, mineral, and supplement business remains on track, promising momentum in the second half of 2024.

  • Nestle's Waters business is demonstrating progress and likely to build growth momentum by Q2.

  • The company continues focusing on frozen food innovation, competitive pricing strategies, increased investment in 'Billionaire brands', and the release of new flavored Maison Perrier products to ramp up its presence in the U.S. market.

  • Nestle also plans to launch new products in Nespresso and soluble coffee, with increased spending for these launches. It also plans to bolster its position in the digital marketplace for Nespresso.

  • The company expects a significant rebound in North American RIG and overall improvement in organic growth due to easing of supply chain pressures and product innovation.

  • Despite past service interruptions, Nestle is gradually regaining shelf space due to strong brand resonance and continues focusing on organic improvement and ongoing portfolio rotation.

  • 雀巢正在通過強大的創新渠道克服北美的挑戰,並計劃推出超過100種新產品,尤其是在美國Purina PetCare市場。

  • 維生素、礦物質和補充劑業務的整合計劃仍在按計劃進行,2024年下半年勢頭良好。

  • 雀巢的沃特斯業務正在取得進展,並可能在第二季度建立增長勢頭。

  • 該公司繼續專注於冷凍食品創新、有競爭力的定價策略、增加對 “億萬富翁品牌” 的投資,以及發佈新口味的Maison Perrier產品,以擴大其在美國市場的影響力。

  • 雀巢還計劃推出Nespresso和可溶性咖啡的新產品,並增加這些產品的投入。它還計劃鞏固其在奈斯派索數字市場的地位。

  • 該公司預計,由於供應鏈壓力緩解和產品創新,北美RIG將大幅反彈,有機增長的整體改善。

  • 儘管過去的服務中斷,但由於強烈的品牌共鳴,雀巢正在逐步收回貨架空間,並繼續專注於有機改進和持續的產品組合輪換。

More details: NESTLE S.A SPONS IR

更多詳情: 雀巢S.A SPONS IR

Tips: For more comprehensive details, please refer to the IR website. The article is only for investors' reference without any guidance or recommendation suggestions.

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譯文內容由第三人軟體翻譯。


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