Earnings Call Summary | The Kraft Heinz(KHC.US) Q1 2024 Earnings Conference
Earnings Call Summary | The Kraft Heinz(KHC.US) Q1 2024 Earnings Conference
The following is a summary of the The Kraft Heinz Company (KHC) Q1 2024 Earnings Call Transcript:
以下是卡夫亨氏公司（KHC）2024年第一季度業績電話會議記錄摘要：
Financial Performance:
財務業績：
Kraft Heinz aims to generate $2 billion incremental net sales from innovation despite a slowdown in North America retail.
They've reported a negative impact from commodity inflation, especially in categories like cheese, meat, and coffee.
The unplanned shutdown of plant maintenance in Q2 for the Away From Home business will have a temporary topline impact estimated between 50-100 bps to total company growth.
A 4% overall decline was reported in the quarter for their BALANCE portfolio, however, gross profit dollars grew by 5%.
Impacts on the Q2 due to plant shutdowns are expected, with projections of 50 to 100 basis point expansion, which is not expected to impact H2.
儘管北美零售業放緩，但卡夫亨氏的目標是通過創新實現20億美元的增量淨銷售額。
他們報告了大宗商品通脹的負面影響，尤其是在奶酪、肉類和咖啡等類別中。
第二季度Away From Home業務的工廠維護計劃外關閉，將對公司的總體增長產生暫時性的影響，估計在50-100個點子之間。
據報道，其BALANCE投資組合在本季度總體下降了4％，但是，毛利潤增長了5％。
預計工廠停產將對第二季度產生影響，預計將擴張50至100個點子，這預計不會影響下半年。
Business Progress:
業務進展：
The company was named one of the world's Top 50 Most Innovative Companies by Fast Company.
Expansion of offerings to consumers includes greater value through multipacks, plant-based options, and expanding choices in its iconic brands.
Improvement in the Away From Home business is expected in Q3 with extensive portfolio renovation.
Collaborations and partnerships with key retailers are planned for the imminent holiday season.
The company has started deploying their brand growth system to improve marketing efforts and aims to bring in new innovations as a growth strategy.
Kraft Heinz is targeting brand renovation to protect profitability and drive growth. Brands set for improvement include the Oscar Mayer, and beverage business brands like MiO and Crystal Light.
Growth improvement is expected across emerging markets, North America Retail, and Away From Home segment, with a strategy to navigate impacts from plant shutdowns in Q2.
該公司被Fast Company評爲全球50家最具創新力的公司之一。
擴大向消費者提供的產品包括通過多件裝、植物基選項以及擴大其標誌性品牌的選擇來增加價值。
隨着投資組合的全面更新，預計第三季度外出業務將有所改善。
計劃在即將到來的假日季與主要零售商建立合作和合作夥伴關係。
該公司已開始部署其品牌增長系統以改善營銷工作，並旨在引入新的創新作爲增長戰略。
卡夫亨氏的目標是進行品牌改造，以保護盈利能力並推動增長。有待改進的品牌包括奧斯卡梅耶以及MiO和Crystal Light等飲料商業品牌。
預計新興市場、北美零售和出門在外的細分市場的增長將有所改善，其戰略是應對第二季度工廠停產的影響。
More details: The Kraft Heinz IR
更多詳情： 卡夫亨氏 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：欲了解更多詳情，請訪問投資者關係網站。本文僅供投資者參考，不構成任何投資建議。
譯文內容由第三人軟體翻譯。