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Listerine And Tylenol Maker Kenvue's Q3 Earnings: Revenue Miss On Weak Skin Health And Beauty Sales

Listerine And Tylenol Maker Kenvue's Q3 Earnings: Revenue Miss On Weak Skin Health And Beauty Sales

Kenvue的第三季度收益:營業收入未達預期,皮膚護理和美容產品銷售疲軟
Benzinga ·  11/07 23:57

Consumer health company Kenvue Inc. (NYSE:KVUE) reported third-quarter sales of $3.89 billion, down 0.4% year-over-year (up 0.9% organically), slightly below the consensus of $3.93 billion.

消費健康公司肯維股份有限公司(NYSE: KVUE)報告第三季度銷售額爲38.9億美元,同比下降0.4%(有機增長0.9%),略低於39.3億美元的共識。

Kenvue's some of the iconic brands include Aveeno, BAND-AID Brand, Johnson's, Listerine, Neutrogena, and Tylenol.

肯維的一些標誌性品牌包括雅漾、邦迪、強生、李施德林、露得清和泰諾。

Also Read: Tylenol, Listerine Maker Kenvue Under Activist Spotlight With Starboard Value Stake — Overhaul Ahead For The Johnson & Johnson Spinoff?

此外閱讀:泰諾、露得清製造商肯維引來Starboard Value持有的激進投資者關注 — 約翰遜 & 約翰遜分拆公司將面臨重組?

Value realization was driven by a combination of carry-over pricing and price actions taken this year. The volume decline was driven primarily by Skin Health and Beauty and Self Care, partially offset by growth in Essential Health.

價值實現主要受到本年度持續定價和價格調整的推動。成交量下降主要由皮膚健康和美容以及自我保健帶來,部分抵消了基本健康方面的增長。

Adjusted gross profit margin expanded 130 basis points to 60.7% from 59.4% in the prior year, reflecting productivity gains attributable to global supply chain efficiency initiatives and benefits from value realization.

調整後的毛利率從去年的59.4%上升130個點子,達到60.7%,反映了全球供應鏈效率倡議的生產力收益,以及價值實現所帶來的好處。

Third quarter adjusted operating income margin was 22.1% vs 23.3% in the prior year.

第三季度調整後的營業利潤率爲22.1%,低於去年的23.3%。

The self-care segment recorded $1.63 billion in net sales, up 0.7% year over year. The skin health and beauty segment recorded a 4.2% drop in second-quarter net sales to $1.07 billion. Essential Health segment sales increased around 1.6% to $1.20 billion.

自我護理領域的淨銷售額爲16.3億美元,同比增長0.7%。皮膚健康和美容領域的淨銷售額下降了4.2%,至10.7億美元。必需品業務部門銷售額增長約1.6%,至12億美元。

"During the third quarter, we continued to drive strong productivity and realize efficiency benefits from Our Vue Forward, which we are reinvesting behind our iconic brands to unleash the full potential of our business and fulfill our commitment to create long-term shareholder value," said Thibaut Mongon, Chief Executive Officer. "This reinvestment is enabling us to continue to drive share gains in Self Care, deliver broad-based growth across the Essential Health categories, and build the right foundation in Skin Health and Beauty, where we are seeing early signs of recovery.

"在第三季度,我們繼續推動強勁的生產力,並從我們的Vue Forward中實現效率收益,我們正在將這些收益重新投資到我們的標誌性品牌中,釋放我們業務的全部潛力,並履行我們創造長期股東價值的承諾,"首席執行官席博·蒙貢(Thibaut Mongon)說。"這種再投資使我們能夠在自我護理方面繼續贏得份額,實現必需品業務類別的廣泛增長,並在皮膚健康和美容領域建立正確的基礎,在那裏我們看到復甦的初期跡象。

Guidance: Kenvue expects 2024 net sales growth and organic growth toward the low end of its outlook of 1.0%-3.0% and 2.0%-4.0%, respectively.

肯維預計2024年淨銷售增長和有機增長將在其1.0%-3.0%和2.0%-4.0%的展望範圍的低端。

The consumer health giant reaffirms 2024 adjusted EPS of $1.10-$1.20 versus consensus of $1.14

這家消費健康巨頭重申2024年調整後的每股收益爲1.10美元至1.20美元,比市場預期的1.14美元。

Price Action: KVUE stock is up 3.44% at $23.28 at the last check on Thursday.

價格走勢:KVUE股票在週四最後一次檢查時上漲了3.44%,報23.28美元。

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譯文內容由第三人軟體翻譯。


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