雪茄行业巨头斯堪的纳维亚集团(STG)日前公布了今年二季度的业绩,喜忧参半。销售额持平,但利润大幅度下降。
该公司发布的最新报告显示,二季度该公司销售额为23.61亿丹麦克朗,同比基本持平。但利润为2.27亿丹麦克朗,较去年同期下降23.6%。
STG拥有员工1万人,拥有大量雪茄品牌,包括麦克纽杜、CAO、非古版本的古巴荣耀、潘趣、好友。还设有零售业务部门,包括了雪茄国际公司。此外,STG还生产机制雪茄、烟斗烟草、细切烟草。还包括所谓的下一代产品,比如尼古丁袋。
最后一类产品最近证实很麻烦,STG从2024年开始失去了尼古丁袋品牌Zyn在美国的分销业务,在电话财报会议上,STG总裁尼尔斯·弗雷德里克森指出,丧失Zyn的经销权,对二季度的利润下滑有一定影响。
而手工雪茄业务的销售额本季度增长了1%,美国的零售店业务是积极因素之一。
弗雷德里克森在一份声明中表示:“尽管关税和地缘政治动荡带来了充满挑战的市场环境,但我很高兴我们仍然专注于实现我们的战略优先事项。”“对预期最大的不确定性是市场发展,包括美国手工雪茄的消费者行为和定价,以及美元的发展,这尤其会影响报告的净销售额。”
Cigar giant Scandinavian Tobacco Group (STG) posted mixed results for the second quarter of this year, with flat sales and a large drop in net profits. The company recently reported net sales of 2.361 billion Danish kroner ($369 million), essentially the same as the 2.366 billion kroner it posted for the first quarter of 2024. Profits for the quarter were 227 million kroner ($35.5 million), down 23.6 percent from the 297 million kroner ($46.4 million) earned in the same period of 2024.
STG is a vast company with 10,000 employees and a massive portfolio of cigar brands, including such handmade cigars as Macanudo, CAO and the non-Cuban versions of La Gloria Cubana, Punch and Hoyo de Monterrey. It also has a retail arm that includes the powerhouse Cigars International, plus it makes machine-made cigars, pipe tobaccos, fine-cut tobaccos (used for rolling cigarettes) and so-called “next generation” products, which include nicotine-delivery pouches. That last category has proven troublesome of late, as STG lost its U.S. distribution of the nicotine pouch brand Zyn in 2024. In an earnings call, president and chief executive officer Niels Frederiksen pointed to the loss of Zyn as one reason negatively impacting second-quarter results.
Handmade cigar sales showed a one percent gain for the quarter. Frederiksen also pointed to retail stores in the U.S. as one element of positivity.
“Despite the challenging market environment driven by tariffs and geopolitical unrest, I am pleased that we have remained focused on delivering on our strategic priorities,” Frederiksen said in a statement. “The biggest uncertainties to the expectations are the market developments, including consumer behavior and pricing for handmade cigars in the U.S. as well as the development of the U.S. dollar, which in particular can impact reported net sales.”