异动解读 | 通用磨坊下调业绩预期引发板块担忧，卡夫亨氏盘中大跌5%

异动解读02-18

卡夫亨氏(KHC)今日盘中股价大跌5%，引发市场关注。

消息面上，同业公司通用磨坊(GIS)因需求受挫而下调了年度核心销售额和利润预期，其言论导致包装食品板块整体走低。除了卡夫亨氏，金宝汤(CPB)等同类公司股价也同步下跌。

行业面临多重挑战，包括消费者因生活成本压力而抵制价格上涨、转向超值品牌和自有品牌商品，以及GLP-1减肥药普及可能带来的饮食偏好变化。此前，卡夫亨氏已因需求不振未达季度预期并预测全年利润疲软，此次板块情绪进一步打压了其股价。

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