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Constellation Brands | 10-Q: Q2 2025 Earnings Report

Constellation Brands | 10-Q: Q2 2025 Earnings Report

星座品牌 | 10-Q：2025财年二季报
美股SEC公告 ·  2024/10/04 02:06

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Constellation Brands reported Q2 FY2025 net sales increased 3% to $2.92 billion, driven by 6% growth in Beer segment sales to $2.53 billion on 4.6% higher shipment volumes and favorable pricing. However, the company recorded a $2.25 billion goodwill impairment charge in its Wine and Spirits segment due to declining mainstream wine market trends, resulting in a net loss of $1.2 billion.The Beer segment operating income rose 13% to $1.08 billion, benefiting from cost savings initiatives, volume growth and favorable pricing. Wine and Spirits segment sales declined 12% to $388.7 million due to lower shipment volumes and unfavorable product mix, with operating income down 13% to $70.5 million. The segment continues to face headwinds from mainstream wine market weakness and retailer inventory destocking.The company maintained strong cash flow with $1.87 billion provided by operating activities in the first half. Management reaffirmed focus on premiumization and efficiency initiatives while executing Mexico beer capacity expansion projects. The company repurchased $449.2 million of shares during the first half and declared a quarterly dividend of $1.01 per Class A share.
Constellation Brands reported Q2 FY2025 net sales increased 3% to $2.92 billion, driven by 6% growth in Beer segment sales to $2.53 billion on 4.6% higher shipment volumes and favorable pricing. However, the company recorded a $2.25 billion goodwill impairment charge in its Wine and Spirits segment due to declining mainstream wine market trends, resulting in a net loss of $1.2 billion.The Beer segment operating income rose 13% to $1.08 billion, benefiting from cost savings initiatives, volume growth and favorable pricing. Wine and Spirits segment sales declined 12% to $388.7 million due to lower shipment volumes and unfavorable product mix, with operating income down 13% to $70.5 million. The segment continues to face headwinds from mainstream wine market weakness and retailer inventory destocking.The company maintained strong cash flow with $1.87 billion provided by operating activities in the first half. Management reaffirmed focus on premiumization and efficiency initiatives while executing Mexico beer capacity expansion projects. The company repurchased $449.2 million of shares during the first half and declared a quarterly dividend of $1.01 per Class A share.
星座品牌报告称，2025财年第二季度净销售额增长3%，达到29.2亿，主要受啤酒部门销售增长6%至25.3亿、发货量增长4.6%和有利定价驱动。然而，由于主流红酒市场趋势下滑，公司在其红酒和烈酒部门记录了22.5亿的商誉减值费用，导致净亏损达到12亿。啤酒部门的营业收入增长13%，达到10.8亿，受益于成本节约措施、成交量增长和有利定价。红酒和烈酒部门销售下降12%，降至38870万，主要因为发货量减少和不利的产品组合，营业收入也下降13%，降至7050万。该部门继续面临主流红酒市场疲软和零售商库存去化的逆风。公司保持强劲的现金流，第一半年度由经营活动提供18.7亿现金流。管理层重申关注高端化和效率举措，并正在执行墨西哥啤酒产能扩张项目。公司在第一半年度回购了44920万的股份，并宣布每股A类股季度股息为1.01美元。
星座品牌报告称，2025财年第二季度净销售额增长3%，达到29.2亿，主要受啤酒部门销售增长6%至25.3亿、发货量增长4.6%和有利定价驱动。然而，由于主流红酒市场趋势下滑，公司在其红酒和烈酒部门记录了22.5亿的商誉减值费用，导致净亏损达到12亿。啤酒部门的营业收入增长13%，达到10.8亿，受益于成本节约措施、成交量增长和有利定价。红酒和烈酒部门销售下降12%，降至38870万，主要因为发货量减少和不利的产品组合，营业收入也下降13%，降至7050万。该部门继续面临主流红酒市场疲软和零售商库存去化的逆风。公司保持强劲的现金流，第一半年度由经营活动提供18.7亿现金流。管理层重申关注高端化和效率举措，并正在执行墨西哥啤酒产能扩张项目。公司在第一半年度回购了44920万的股份，并宣布每股A类股季度股息为1.01美元。
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