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紐威品牌調高2026年銷售預期，退稅緩和宏觀經濟壓力

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-- 紐威品牌（Newell Brands，股票代號：NWL）上調了其2026年的銷售預期，主要得益於退稅、營運改善以及好於預期的消費者需求。 該公司目前預計全年淨銷售額將持平或成長2%，而先前的預期為下降1%至成長1%。 FactSet調查的分析師預期銷售額為72.3億美元。 紐威也將2026年每股盈餘預期下限從0.54美元上調至0.56美元，上限維持在0.60美元。分析師預計每股收益為0.56美元。 根據FactSet的財報電話會議記錄，首席執行官克里斯托弗·彼得森在會上表示：“我們相信關稅優惠將抵消此前提及的大宗商品價格上漲帶來的約50%的額外損失，其餘部分將通過提高生產效率以及在必要時進行有針對性的價格和促銷調整來抵消。” 紐威股價在周五的交易中上漲了9.4%，今年以來累計上漲了20%。 該公司表示，退稅有效地抵消了燃油和能源價格上漲帶來的壓力。 「退稅款項，其中大部分在3月和4月流入市場，似乎確實抵消了汽油和能源價格上漲對消費者的影響，」彼得森說。 第一季營收從去年同期的15.7億美元降至15.5億美元，但仍高於華爾街預期的15.1億美元。每股虧損從0.01美元擴大至0.05美元，而市場普遍預期虧損為0.09美元。 彼得森表示，關鍵品類的消費者支出超出公司預期，高收入消費者的成長有助於抵銷低收入族群的疲軟。 「由於銷售點和市場份額趨勢的改善，我們產品的消費者需求好於預期，」他說。

Price: $4.47, Change: $+0.39, Percent Change: +9.44%

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