中國唯一酒類官媒 華夏酒報 今天
French spirits group Pernod Ricard said on Thursday it was cutting its full-year profit growth outlook for 2019-2020 as the coronavirus epidemic in China was likely to have a severe impact on its third quarter performance.
Pernod Ricard, which makes 10% of its sales in China, said it could not currently predict the duration and impact of the crisis but added that it nevertheless remained confident on its overall corporate strategy.
Pernod, the world’s second-biggest spirits group after the U.K.’s Diageo DGE, +0.28%, said operating profit from recurring operations would grow between 2% to 4% this year, down from the 5% to 7% it previously predicted, because of the impact of the coronavirus outbreak.
"Night clubs and night bars are all closed in China and those bars and restaurants that are not closed are empty," Chairman and CEO Alexandre Ricard told Reuters.
Ricard, whose third quarter runs to the end of March, said the safety of 2,000 employees in China was a priority for the group, which had re-opened its offices on Feb.10 after a week-long closure. Staff could work from home and those who wanted to return to work were wearing masks.
Pernod Ricard is assuming a gradual recovery in bars and restaurants from March in China, its second largest market after the United States, and a return to normal in June, with a recovery in March in spirits sales from stores.
"Our mid-term ambition remains intact. Fundamentals in China are extremely solid," Ricard said.
China accounts for around 10% of sales at Pernod Ricard, which has been banking on a growing middle class and young population to grow sales at a high single digit to low double digit rate, after 21% sales growth there last year.
受疫情影響，保樂力加下調盈利預期
由于中國新型冠狀病毒肺炎疫情的蔓延，法國烈酒巨頭保樂力加于2月14日宣布，其第三季度(截至三月底)業績受到嚴重影響，并下調了2019-2020年度的利潤增長預期。
保樂力加是僅次于帝亞吉歐的全球第二大烈酒集團。該集團表示，目前無法預測危機的持續時間和影響，但仍然對公司的整體戰略充滿信心。
受中國市場疫情影響，該集團預計在截至2019年6月30日的年度中實現經常性運營利潤2%-4 %%的有機增長，低于此前5%-7%的盈利預期。
該公司董事長兼首席執行官Alexandre Ricard表示:“受疫情影響，中國的夜總會和酒吧大部分都閉店停業。”
Ricard表示，中國2,000名員工的安全是該集團的重中之重。該集團的中國機構于2月10日恢復辦公。工作人員可以在家工作，而那些愿意重返工作崗位的人則戴口罩辦公。
保樂力加預計中國的酒吧和餐廳將從3月開始逐步復蘇，6月回歸正常，3月零售店的烈酒銷售將逐步恢復。
中國是其僅次于美國的第二大市場， “我們的中期目標仍然不變。中國的基本面非常扎實。”
中國市場約占保樂力加總銷售額的10%，該集團一直依靠不斷增長的中產階級和年輕人口來實現高單位數到低兩位數的增長，2019年其在中國市場的銷售額增長了21%。
原載于 路透社
編譯 徐菲遠
