新品热销，可口可乐股价创出历史新高

在可口可乐上调全年营收预期，并称正在通过低糖汽水和冰咖啡等新饮料赢得消费者后，股价创下历史新高。

上周二早盘可口可乐股价上涨5.5%，至54.07美元。6月初，可口可乐股价首次升至50美元以上。

公司董事长兼首席执行官詹鲲杰表示，产品创新正在帮助该公司赢得全球市场份额。詹鲲杰称，例如 “可口可乐咖啡”和低卡Simply果汁这样的新品和新配方产品，其营收现已经占到公司营收的25%，高于两年前的15%。

这家全球最大的饮料公司也已经看到了更大的增长空间。詹鲲杰表示，占世界80%人口的非洲、印度和中国等发展中市场，其商业饮料仅占饮料消费量的四分之一。而在发达市场，这一比例为四分之三。

“摆在我们面前的是一个巨大的机会。”詹鲲杰表示，“可以看到本季度我们实现了良好的增长，而且这种增长也已经持续了一段时间。”

可口可乐第二季度盈利达26.1亿美元，合每股61美分。经一次性收益和成本调整后的每股收益为63美分，较接受Zacks投资研究公司调查的分析师的预期高出1美分。

100亿美元的营收也超出了预期。

可口可乐表示，今年有机营收将可增长5%，与2018年的增长率相当，好于公司1月4%的增长预测。

公司全年盈利增长预计仍将在-1%到1%之间。

可口可乐称，第二季度在欧洲推出了第一款能量饮料Coca-Cola Energy，并在销量上取得了一些成功。公司计划在今年年底前将这款新饮料推广至全球20个市场。詹鲲杰表示，公司尚未决定何时在美国推出这款饮料。

今年早些时候，可口可乐完成了对英国咖啡连锁店CostaCoffee的收购，该项收购也已经为其带来了回报，“可口可乐咖啡”和冰镇低糖Costa咖啡等新饮料在第二季度都实现了增长。

同期“可口可乐零糖”和“可口可乐橙子香草”等新品也取得了两位数的增长，并推动该季度可口可乐软饮饮料的销售额增长了3%。

美中不足的是Dasani瓶装水和美汁源果汁等老式产品表现不佳，好在Smartwater和Simply果汁等高端产品的销售增长，在一定程度上弥补了缺口。

除北美市场销售量下降1%以外，其他所有市场的整体销售量都有所上升。詹鲲杰表示，改用小罐就意味着价格提高，这也是销售量下降的原因之一。在北美地区，价格上涨了4%。

随着消费者转向更健康、价格也更高的饮料和零食，可口可乐主要竞争对手百事可乐的股价也接近历史高位。百事可乐在本月早些时候公布了第二季度财报，其盈利和营收也超过华尔街的预期。（财富中文网）

译者：艾伦

审校：夏林

Coca-Cola shares hit a record high after the company upped its full-year revenue expectations and said it’s winning customers with new drinks like low-sugar sodas and iced coffees.

Shares of Coca-Cola Co. rose 5.5% to $54.07 in early trading last Tuesday. Coke’s shares first rose above $50 in early June.

Chairman and CEO James Quincey said product innovation is helping the company gain global market share. New and reformulated products — like Coca-Cola Plus Coffee and lower-calorie Simply juices — now account for 25% of the company’s revenue, up from 15% two years ago, Quincey said.

The world’s largest drink company also sees plenty of room for growth. Quincey said 80% of the world’s population lives in developing markets like Africa, India and China, where commercial beverages make up just one-quarter of drink consumption. In developed markets, commercial beverages account for three-quarters of consumption.

“That’s a huge opportunity in front of us,” Quincey said. “We’re seeing good growth this quarter and have been seeing it for a while.”

Coke posted second quarter earnings of $2.61 billion, or 61 cents. Earnings, adjusted for one-time gains and costs, came to 63 cents per share, which is a penny better than expected, according to analysts surveyed by Zacks Investment Research.

Revenue was $10 billion, also beating expectations.

The Atlanta company projected organic revenue growth of 5% for the year. That’s equal to its growth in 2018 and better than the 4% organic revenue growth the company initially forecast in January.

Coke said it still expects full year earnings growth between 1% and negative 1%.

Coke said its first energy drink, Coca-Cola Energy, launched in Europe during the quarter and saw some sales success. The company plans to expand sales of the new product to 20 markets by the end of this year. Quincey said the company hasn’t yet said when the drink will come to the U.S.

Coke’s acquisition of British coffee shop chain Costa Coffee — which was completed earlier this year — is also paying off. New drinks like Coca-Cola Plus Coffee and chilled, low-sugar Costa Coffee beverages saw growth in the April-June period.

Sales of Coke’s namesake soft drinks rose 3% in the quarter, thanks to double-digit growth of Coca-Cola Zero Sugar and new products like Coca-Cola Orange Vanilla.

Coke recorded some softness in older products like Dasani bottled water and Minute Maid juices. But in those cases, higher sales of premium products like Smartwater and Simply juices made up for some of the shortfall.

Overall volume was up in every market but North America, where it fell 1%. Quincey said a transition to smaller can sizes — which command higher prices — is one reason for the decline. Pricing rose up 4% in the region.

Shares of Coke’s archrival PepsiCo Inc. are also trading near record highs as consumers transition to healthier drinks and snacks that command higher prices. Pepsi’s second-quarter earnings and revenue also beat Wall Street’s forecasts earlier this month.