share_log

Earnings Call Summary | Brown-Forman-B(BF.B.US) Q4 2024 Earnings Conference

Earnings Call Summary | Brown-Forman-B(BF.B.US) Q4 2024 Earnings Conference

業績會重點 | 百富門-b(BF.B.US) 2024年第四季度業績發佈會
富途資訊 ·  06/06 05:49  · 電話會議

The following is a summary of the Brown-Forman Corporation (BF.B) Q4 2024 Earnings Call Transcript:

以下是百富門公司(BF.B)2024財年業績會簡報摘要:

Financial Performance:

金融業績:

  • Reported a slight decline in organic net sales by 1% and a 2% decrease in organic operating income for fiscal 2024.

  • Gross margin expanded by 150 basis points, primarily due to favorable price mix and growth of super-premium brands, mitigating higher input costs and negative foreign exchange impacts.

  • Asserted long-term growth consistency with a five-year organic net sales compound annual growth rate at 6%.

  • 報告顯示,2024財年買斷純銷售額微降1%,買斷運營利潤下降2%。

  • 毛利率擴大150個點子,主要是由於有利的價格組合和超級高端品牌增長,減輕了較高的輸入成本和負面外匯影響。

  • 宣稱長期增長的一致性,五年買斷純銷售額複合年增長率爲6%。

Business Progress:

業務進展:

  • Notable growth drivers included Jack Daniel's Tennessee Apple and super-premium expressions, New Mix, and Glenglassaugh, with strong double-digit organic net sales growth.

  • Expanded and diversified global portfolio, focusing on premiumization and geographic expansion.

  • 值得關注的增長動力包括傑克丹尼的田納西蘋果和特級品牌,新混合飲料和Glenglassaugh,具有強勁的兩位數買斷純銷售增長。

  • 擴大和多樣化全球組合,專注於高檔化和地理擴張。

Opportunities:

機會:

  • Emphasis on pricing strategy and revenue growth management capabilities to drive future growth.

  • Continued focus on premium and super-premium brand segments across various categories, leveraging brand strength and innovation.

  • Plans to capitalize on a full year of contributions from Gin Mare and Diplomatico in fiscal 2025.

  • 強調定價策略和營收增長管理能力,以推動未來增長。

  • 繼續專注於各種類別的高檔和超豪華品牌細分市場,利用品牌實力和創新。

  • 計劃利用2025財年Gin Mare和Diplomatico的一整年貢獻。

Risks:

風險:

  • Experienced downturns in established markets such as the U.S., with declines driven by shifts in distributor and consumer behavior due to higher inflation and interest rates.

  • Noted ongoing global macroeconomic and geopolitical uncertainties that could continue influencing consumer and trade behaviors.

  • 在美國等成熟市場遭遇低迷,下降是由於經銷商和消費者行爲轉變引起的,受高通脹和利率期貨影響。

  • 注意持續存在的全球宏觀經濟和地緣政治不確定性,這可能繼續影響消費者和貿易行爲。

More details: Brown-Forman-B IR

更多詳情:百富門-b 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.

提示:如需更全面的詳情,請參閱投資人關係網站。本文僅供投資者參考,不作任何指引或建議。

譯文內容由第三人軟體翻譯。


以上內容僅用作資訊或教育之目的,不構成與富途相關的任何投資建議。富途竭力但無法保證上述全部內容的真實性、準確性和原創性。
    搶先評論