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4月份可口可乐产量下降25%;下半年有望反弹

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2020年04月22日

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Coke volume plunges 25% in April; hope for a 2nd half bounce

4月份可口可乐产量下降25%;下半年有望反弹

Coca-Cola's global volume tumbled 25% in April as the coronavirus pandemic gripped large swaths of the world population.

今年4月,随着冠状病毒大流行席卷全球大部分人口,可口可乐的全球销量下降了25%。

Those volumes made up of bottled drinks and the syrups Coke sells to theaters, restaurants, stadiums and music venues were humming early in the year.

今年早些时候,瓶装饮料和可口可乐向剧院、餐馆、体育场和音乐场馆销售的糖浆等瓶装饮料的销量一直在上升。

4月份可口可乐产量下降25%;下半年有望反弹

“There has been temporary but profound pressure on our customers and our business," Chairman and CEO James Quincey said Tuesday.

该公司董事长兼首席执行官詹姆斯•昆西周二表示:“我们的客户和业务面临着暂时但深远的压力。”

Volume was up 3% through February excluding China, and Coke was on track to reach and possibly exceed its financial targets.

截至2月份,除中国外,可口可乐的销量增长了3%,有望达到并可能超过其财务目标。

But within a month the Tokyo Olympics, of which Coke is a major sponsor, were off. Theaters and restaurants closed in Europe, the Americas and Africa, and billions took shelter in their homes.

但不到一个月,可口可乐作为主要赞助商的东京奥运会就结束了。欧洲、美洲和非洲的剧院和餐馆纷纷关门,数十亿人躲进了自己的家中。

While sales to homes spiked briefly, almost half of Coke's sales come from movie chains, vending machines, concerts and other events. Almost all of the volume decline to-date in April came from those places.

尽管可口可乐的家庭销量曾短暂飙升,但该公司近一半的销售额来自电影连锁店、自动售货机、音乐会和其他活动。到目前为止,4月份成交量下降的几乎全部来自这些地方。

And sales of drinks that go in people's pantries or refrigerators have leveled off. In some places, like India, social distancing measures are so strict that home sales have suffered as well, Quincey said.

人们的食品室或冰箱里的饮料销售也趋于平稳。昆西说,在印度等一些地方,社会隔离措施非常严格,以至于家庭销售也受到了影响。

4月份可口可乐产量下降25%;下半年有望反弹

“The ultimate impact on the second quarter and full year 2020 is unknown at this time, as it will depend heavily on the duration of social distancing and shelter-in-place mandates, as well as the substance and pace of macroeconomic recovery,” the company said in a prepared statement. “However, the impact to the second quarter will be material.”

该公司在一份事先准备好的声明中表示:“对第二季度和2020年全年的最终影响目前还不清楚,因为它将在很大程度上取决于社会隔离和到居家令的持续时间,以及宏观经济复苏的实质和速度。”“然而,对第二季度的影响将是重大的。”

Coke remains optimistic about a rebound in the second half of this year, but Quincey stressed that the company is navigating uncharted territory.

可口可乐仍对今年下半年的反弹持乐观态度,但昆西强调,该公司正在开拓未知领域(市场)。

“We are still some way from the new normal," he said.

“我们离新常态还有一段距离,”他表示。

Coke’s headquarters are in Georgia, where the state governor has announced plans to reopen some businesses starting Friday. Those roll-outs would extend to restaurants and other places next week.

可口可乐的总部设在乔治亚州,该州州长宣布了从星期五开始重新营业的计划。这些措施将在下周扩展到餐厅和其他地方。

Quincey did not directly address those plans, which are being questioned by health experts. But he does not believe the company's Atlanta headquarters will open that soon.

昆西并没有直接提到那些被健康专家质疑的计划。但他认为,该公司在亚特兰大的总部不会很快开业。

Some Coca-Cola labs or technical facilities might open sooner than headquarters and when they do, the company will likely implement strategies like employee temperature monitoring or staggered shifts, like those being used in Shanghai, the only company office that is currently open.

可口可乐的一些实验室或技术设施可能会比总部更早开放,届时,该公司可能会实施员工体温监测或交错换班等策略,就像目前唯一开放的上海办公室所采用的策略一样。

Offices in Shanghai are disinfected at the end of each day.

上海的办公室每天下班后都要消毒。

“We’ll have to see how the health situation performs,” Quincey said Tuesday.

昆西星期二说:“我们必须看看健康状况如何。

Most Coke employees are still on the job in some way. Production is focused on the company's most popular drinks to keep store shelves stocked.

在某种程度上,可口可乐的大多数员工仍在工作。生产的重点是公司最受欢迎的饮料,以保持货架上的存货。

4月份可口可乐产量下降25%;下半年有望反弹

The company reported Tuesday that first-quarter net income jumped 65% to $2.8 billion, or 64 cents per share.

该公司周二公布,第一季度净利润增长65%,达到28亿美元,合每股64美分。

Adjusted for one-time items, the company earned 51 cents per share, easily beating Wall Street projections of 44 cents per share, according to FactSet.

FactSet的数据显示,经一次性项目调整后,该公司每股收益为51美分,轻松超过华尔街44美分的预期。

Coke's adjusted revenue of $8.6 billion also edged out analyst projections.

可口可乐调整后的收益为86亿美元,也略高于分析师的预期。

Coke has already disregarded earlier projections for the year, but said its financial standing is strong Tuesday. Coke ended 2019 with $8 billion in cash and there was strong demand for a $5 billion debt offering last month.

可口可乐已经无视了早些时候对今年业绩的预测,但该公司周二表示,其财务状况良好。截至2019年年底,可口可乐持有80亿美元现金,上个月有50亿美元债券发行的强劲需求。

Plants have reopened in China, where the company checks the temperatures of workers daily. It's ramped up sanitation measures at all facilities.

中国的工厂已经重新开工,公司每天都要检查工人的体温。所有设施都加强了卫生措施。


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