share_log

Earnings Call Summary | JDE PEETS N.V.(JDEPF.US) Q2 2024 Earnings Conference

Earnings Call Summary | JDE PEETS N.V.(JDEPF.US) Q2 2024 Earnings Conference

業績會總結 | JDE PEETS N.V.(JDEPF.US) 2024 年第二季度業績會
富途資訊 ·  08/04 20:18  · 電話會議

The following is a summary of the JDE Peet's NV (JDEPF) Q2 2024 Earnings Call Transcript:

以下是JDE Peet's NV(JDEPF)2024年Q2業績會通話記錄摘要:

Financial Performance:

金融業績:

  • JDE Peet's reported a robust financial performance in H1 2024 with broad-based organic sales growth of 3.6%, driven primarily by premium product lines such as Peet's and L'OR Barista in the US.

  • Gross profit increased by 9%, reflecting effective cost control and a strong price mix.

  • Adjusted EBIT saw a 17% organic rise, contributing to a strong free cash flow of EUR 315 million.

  • Net leverage improved, moving down close to 3 times adjusted EBITDA.

  • JDE Peet的2024年上半年財務業績表現強勁,有機銷售增長3.6%,主要得益於美國的Peet's和L'OR Barista等高端產品線。

  • 毛利潤增長9%,反映了有效的成本控制和強勁的價格組合。

  • 調整後EBIT有機增長17%,有利於獲得31500萬歐元的強勁自由現金流。

  • 淨槓桿率改善,接近3倍調整後EBITDA。

Business Progress:

業務進展:

  • Successfully integrated Marata's coffee and tea business and Caribou CPG business, with performance in line with acquisition rational.

  • Launched diverse new coffee and tea products to cater to changing consumer preferences.

  • Bolstered sustainability initiatives, achieving recognition from EcoVadis.

  • Raised greenhouse gas emission reduction targets, setting a new goal of reaching net zero by 2060.

  • 成功整合了Marata的咖啡和茶葉業務以及Caribou CPG的業務,並實現了收購理念的良好表現。

  • 推出多樣化的新咖啡和茶產品,以迎合不斷變化的消費者喜好。

  • 加強可持續性倡議,獲得EcoVadis的認可。

  • 提高溫室氣體排放減少目標,制定了2060年實現淨零排放的新目標。

Opportunities:

機會:

  • Adjusted focus to premium product lines, which are performing strongly even in soft market conditions.

  • Forward-looking leveraging of scale advantages by addressing decentralized operation inefficiencies.

  • 調整重點關注高端產品線,在軟市場環境下表現強勁。

  • 通過解決分散的業務操作低效性,前瞻性地利用規模優勢。

Risks:

風險:

  • Confronting ongoing inflation and volatility in green coffee prices, which necessitate subsequent price increases and rigorous cost management to maintain profitability and investment levels.

  • 應對持續存在的綠色咖啡價格的通貨膨脹和波動,需要隨後進行價格上漲和嚴格成本管理以維持盈利和投資水平。

More details: JDE PEETS N.V. IR

更多詳情:JDE PEETS N.V. 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