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
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。