英文【Bernstein】麦考密克2Q-25岁收益预览-关税透明度可能是吸引投资者的关键(英)
For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 alexia.howard@bernsteinsg.com McCormick & Co Inc
For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 alexia.howard@bernsteinsg.com McCormick & Co Inc
For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 alexia.howard@bernsteinsg.com McCormick & Co Inc
For the exclusive use of JATIN CHAWLA at TVF CAPITAL ADVISORS PTE LTD on 17-Jun-2025 alexia.howard@bernsteinsg.com McCormick & Co Inc核心数据:impact. This would likely include a gross expected 3% increase to COGS as a result of the;over 3% and price/mix down a little less than 2%. It suggests that the turnaround that CEO;announced on April 2nd, but the company did say that guidance incorporated the expected impact of the 10% incremental。
覆盖 2025 年,全文约 15。
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适合战略规划、行业研究员等读者参考。
重点分析了管理咨询等议题。