Carlsberg Q1
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Lige et par opdaterede figurer for Carlsberg efter 1. kvartals opdatering. Bemaerk, at det er figurer for de foregaaende tolv maaneder (TTM), saa faldet er ikke saa drastisk i figurerne.
On 28 March, the Group announced its decision to divest its Russian business. Operations will
continue until completion of the transaction.
• Total organic volume growth of 9.1%; reported growth of 8.6%.
• Total organic volume growth in Western Europe 15.4%, Asia 10.5% and Central & Eastern
Europe -2.1%.
• Tuborg volume +7%, Carlsberg +15%, 1664 Blanc +1%, Grimbergen +20% and Somersby -4%.
• Craft & speciality volume growth of 8%, alcohol-free brews 7%.
• Organic revenue growth of 23.6%. Reported revenue growth of 26.5% to DKK 14.9bn.
• Western Europe +36.2%, Asia +16.5% and Central & Eastern Europe +8.2%.
• Revenue/hl +13%, impacted by price increases and channel and country mix.
• We will today launch the second quarterly share buy-back programme, amounting to DKK 1bn.Helge omtaler ogsaa Carlsberg 8:03 inde i denne video:
https://www.youtube.com/watch?v=ZaQqThm-Rns
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Her et par figurer, der sammenligner med de to andre store bryggerier.
Disclaimer: Jeg har aktier i AB InBev og The Boston Beer Company, og foerstnaevnte udgoer cirka halvdelen af min portefoelje.
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