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利洁时因美国销售受李施德林短缺冲击而下调预期Reckitt Lowers Outlook After Lysol Shortage Hits US Sales

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利洁时集团下调了销售预期,原因是供应限制影响了其在美国的清洁产品销售,且旗下维生素品牌在中国遭遇挫折。

Benckiser Group Plc lowered its sales forecast after supply constraints hit sales of its cleaning products in the US and its vitamin brands suffered a setback in China.

生产来苏消毒剂和杜蕾斯避孕套的利洁时周二表示,目前预计今年核心品牌的同店销售额将增长3.5%至4.5%。相比之下,此前预期的增幅为4%至5%。该公司第三财季销售额增长低于预期。截至周一收盘,利洁时股价今年已下跌12%。

The maker of Lysol disinfectant and Durex condoms now expects like-for-like sales of its core brands to grow between 3.5% and 4.5% this year, Reckitt said Tuesday. That compares to its previous range of 4% to 5%. Sales grew less than expected in its fiscal third quarter. Shares of Reckitt have dropped 12% this year through Monday’s close.

首席执行官克里斯的转型计划已实施三年,该计划以剥离表现不佳的品牌、聚焦包括诺洛芬止痛药在内的最佳品牌为基础。这一战略依赖于新兴市场的强劲销售,以抵消欧洲等地较为疲软的需求。

Chief Executive Officer Kris Licht is three years into a turnaround plan based on selling off underperforming brands and focusing on its best brands including Nurofen pain killers. The strategy has relied on strong sales in developing markets, offsetting more muted spending in places like Europe.

在北美,由于利洁时正在升级生产设施,来苏面临供应限制。该地区同店销售额下降1.3%,而分析师此前预计增长1%。公司预计下个季度生产将恢复正常。

In North America, Reckitt faced supply constraints on Lysol as it upgrades manufacturing facilities. Like-for-like sales fell 1.3% in a region where analysts had expected 1% growth. The company expects manufacturing to return to normal in the next quarter.

加拿大皇家银行分析师詹姆斯·爱德华兹·琼斯在一份报告中表示:“这些最新业绩不会改变人们的看法,即利洁时本质上难以预测。”

“These latest results are not going to change the perception that Reckitt is inherently unpredictable,” RBC analyst James Edwardes Jones said in a note.

利洁时此前曾表示,在一家公司谎称其产品产自国外的事件曝光后,其维生素品牌在中国的销售受到打击。

Reckitt previously indicated that sales of its vitamin brands in China took a hit after a scandal involving a company that falsely claimed its products were produced outside the country.

消费品公司还受到中东持续冲突的冲击,导致清洁产品原料价格飙升。

Consumer companies have also been hit by the ongoing conflict in the Middle East, causing the price of ingredients for cleaning products to spike.

总体而言,利洁时核心品牌最近一个时期的同店销售额增长3.3%,低于分析师估计的4.1%。剔除俄罗斯卫生业务后,增幅为3.9%;利洁时于7月剥离了该业务,因其拖累了业绩。该公司在该国仍拥有药品业务。

Overall, like-for-like sales of Reckitt’s core brands grew 3.3% in the latest period, below the 4.1% estimated by analysts. Growth was 3.9% excluding the Russian hygiene business, which Reckitt offloaded in July because it was weighing on results. The company still has a medicine business in the country.

欧洲业务恢复增长,此前由于促销活动将顾客吸引到竞争对手品牌,该地区销售长期低迷。

Europe returned to growth, after a prolonged period of sluggish sales as promotions lured customers to rival brands.

巴克莱分析师沃伦·阿克曼表示,虽然来苏儿(Lysol)的问题在最近的一次投资者会议上没有被提及,但对利洁时(Reckitt)而言,未来有好消息,因为最近几周感冒和流感药物的销售一直很强劲。

Barclays analyst Warren Ackerman said that while the Lysol issues weren’t flagged at a recent investor conference, there is good news ahead for Reckitt as cold and flu medicine sales have been strong in recent weeks.

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