-- 百威英博(Anheuser-Busch InBev,股票代码:ABI.BR,ANH.JO)周二公布了稳健的第一季度业绩,主要得益于其啤酒和无酒精产品线需求的增长。 截至3月31日的三个月内,这家比利时啤酒商的总收入有机增长5.8%,达到152.7亿美元,这主要得益于每百升收入增长4.5%。百威英博表示,收入管理以及高端化和“超越啤酒”(Beyond Beer)产品组合的积极表现,都提振了其营收。 销量较上年同期增长0.8%,其中啤酒销量增长1.2%,而无酒精产品销量下降1.9%。这家拥有Stella Artois、Corona和Michelob Ultra等品牌的公司指出,其在墨西哥、哥伦比亚、巴西、南非和秘鲁的第一季度销量均创历史新高。百威英博估计,凭借旗下超级品牌和“超越啤酒”(Beyond Beer)系列的加速发展,该公司在75%的市场份额实现了增长或保持稳定。 本季度归属于股东的利润为25.6亿美元,高于去年同期的21.5亿美元。基本每股收益从1.08美元增至1.30美元,而基础每股收益从之前的0.81美元增至0.97美元。 在此背景下,这家啤酒商重申了其2026年全年EBITDA增长目标为4%至8%,与其中期展望一致。 “我们之前一直担心ABI第一季度的业绩无法与其强劲的股价相匹配。但最终,业绩表现良好,有机销售增长比市场预期高出280个基点——这主要得益于销量和价格的双赢——而且每个地区的业绩都超出了预期,”加拿大皇家银行资本市场在财报发布后的简报中表示。
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