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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財年二季報
美股SEC公告 ·  2024/10/03 13:06

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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.
星座品牌報告稱，2025財年第二季度淨銷售額增長3%，達到29.2億，主要受啤酒部門銷售增長6%至25.3億、發貨量增長4.6%和有利定價驅動。然而，由於主流紅酒市場趨勢下滑，公司在其紅酒和烈酒部門記錄了22.5億的商譽減值費用，導致淨虧損達到12億。啤酒部門的營業收入增長13%，達到10.8億，受益於成本節約措施、成交量增長和有利定價。紅酒和烈酒部門銷售下降12%，降至38870萬，主要因爲發貨量減少和不利的產品組合，營業收入也下降13%，降至7050萬。該部門繼續面臨主流紅酒市場疲軟和零售商庫存去化的逆風。公司保持強勁的現金流，第一半年度由經營活動提供18.7億現金流。管理層重申關注高端化和效率舉措，並正在執行墨西哥啤酒產能擴張項目。公司在第一半年度回購了44920萬的股份，並宣佈每股A類股季度股息爲1.01美元。
星座品牌報告稱，2025財年第二季度淨銷售額增長3%，達到29.2億，主要受啤酒部門銷售增長6%至25.3億、發貨量增長4.6%和有利定價驅動。然而，由於主流紅酒市場趨勢下滑，公司在其紅酒和烈酒部門記錄了22.5億的商譽減值費用，導致淨虧損達到12億。啤酒部門的營業收入增長13%，達到10.8億，受益於成本節約措施、成交量增長和有利定價。紅酒和烈酒部門銷售下降12%，降至38870萬，主要因爲發貨量減少和不利的產品組合，營業收入也下降13%，降至7050萬。該部門繼續面臨主流紅酒市場疲軟和零售商庫存去化的逆風。公司保持強勁的現金流，第一半年度由經營活動提供18.7億現金流。管理層重申關注高端化和效率舉措，並正在執行墨西哥啤酒產能擴張項目。公司在第一半年度回購了44920萬的股份，並宣佈每股A類股季度股息爲1.01美元。
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