Philip Morris Leads Q2 Beats as Beverage, Alcohol and Tobacco Stocks Slide

Earnings
โดย Yahoo Finance·US·Read original
Summary · why it matters

Philip Morris International reported second-quarter revenues of $11.19 billion, up 10.4% year on year and 5.5% above analysts' consensus estimates, the biggest estimate beat among the 13 beverages, alcohol, and tobacco stocks tracked. Vita Coco posted the group's best quarter, with revenues of $216.2 million, up 28.1% year on year and 3% ahead of expectations, and the highest full-year guidance raise among its peers, though its stock is down 22.7% since reporting and trades at $57.55. Celsius delivered the weakest performance against estimates, with revenues of $817.9 million, up 10.6% year on year but 6.2% short of expectations, missing significantly on EBITDA and EPS, and its stock is down 2.3% at $28.48. Zevia reported revenues of $45 million, up 1.1% year on year and 1.8% above expectations, while Boston Beer's revenues of $568.3 million fell 3.3% year on year and were in line with expectations. As a group, the 13 stocks beat consensus revenue estimates by 1% and guided next-quarter revenue 2.2% above, yet their shares are down an average of 7.1% since the latest results.

Impact on stocks 5

Consumer Staples± Mixed · 5 stocks
Celsius Holdings Inc
CELH
▼ NegativeCapitalrelevance

Celsius posted the weakest estimate miss, with revenues 6.2% below consensus and significant EBITDA/EPS misses.

Vita Coco Company Inc
COCO
▲ PositiveCapitalrelevance

Vita Coco posted the group's best quarter with revenue up 28.1% and the highest full-year guidance raise among peers.

Philip Morris International Inc
PM
▲ PositiveCapitalrelevance

Philip Morris reported Q2 revenues of $11.19B, up 10.4% and 5.5% above consensus, the biggest estimate beat in the group.

Boston Beer Company Inc
SAM
▼ NegativeCapitalrelevance

Boston Beer's revenues fell 3.3% year on year and were only in line with expectations.

Zevia Pbc
ZVIA
▲ PositiveCapitalrelevance

Zevia reported revenues of $45M, up 1.1% year on year and 1.8% above expectations.

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