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February 28, 2024
財經

Beyond Meat股價大漲 因毛利估值勝預期

美國植物肉公司 Beyond Meat 公布上季度財報,季度營收好於預期,全年毛利率指引遠勝預期,公司股價一度飆升60%。

經營陷入困難的 Beyond Meat 週二盤後公布第四財季,凈營收雖然下降 7.8% 至 7370 萬美元,但高於分析師預期的6680 萬美元。第四財季折舊攤銷調整後虧損 1.251 億美元,高於分析師預期虧損 0.471 億美元。

然而,公司預計 2024 年的毛利率將在 10% 至 15% 之間,大幅高於 2023 年 -24.1% 的毛利率。展望 2024 年,公司預估銷售將在 3.15 億至 3.45 億美元間。

在公司的財報電話會議上,首席執行官布朗(Ethan Brown)列出了在未來 12 至 18 個月內重新定位 Beyond Meat 發展軌跡並恢覆增長的戰略。

他指出,在繼續實施精益管理原則的同時,大幅降低運營成本和現金使用,收縮生產網絡以實現質量和利潤增長,以及實施價格調整以支持利潤擴張。

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