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2025-07-28 17:27:28
[Trade agreement hits Heineken, share price plummets, where is the way out? ] ⑴ Heineken welcomed the US-EU trade agreement, saying it was basically in line with the company's expectations and brought certainty to the market. ⑵ However, the market did not buy it, and Heineken's share price plummeted 4.3%, reflecting investors' concerns about tariff risks. ⑶ The CEO said that although the agreement reduced the 30% tariff threat to 15%, it would still have an impact on the company's profits in the United States. ⑷ The company is evaluating all long-term response options, including relocating production lines, but emphasized that such initiatives are capital-intensive and require more consistent policies. ⑸ Despite the tariff challenges, Heineken's organic operating profit grew 7.4% in the first half of the year, exceeding analysts' expectations of 7%. ⑹ This was mainly due to growth in emerging markets such as Africa and Asia and cost-saving measures. The company also raised its annual cost-saving target to 500 million euros. ⑺ Although sales may weaken in the second half of the year, the company still maintains its annual profit growth guidance of 4% to 8%. ⑻ Investors believe that Heineken's strong growth in emerging markets is enough to offset short-term challenges
