Kommentar: Carlsberg er kommet med 3. kvartals periodemeddelelse for 2020. Selskabet kommer med en lille opjustering da man nu ser en forbedring i driftresultatet fra højt encifret tab til lille encifret tab. Øst-Europa driver væksten i dette kvartal med stigning i volume af mængden og omsætningen. CEO Cees ’t Hart siger at Carlsberg har været god til at justere virksomheden til de nuværende markedsforhold.
Forventninger til 2020:
In the light of strong performance in Q3, continued positive volume development in Russia and China at the beginning of Q4, solid execution of cost reductions and despite current uncertainty in Western Europe, we are adjusting our 2020 earnings expectations upwards. Consequently, we now expect:
- Organic operating profit decline of a mid-single-digit percentage (previously a decline of high-single-digit percentage).
- Translation impact on operating profit of around DKK -450m, based on the spot rates at 27 October (previously DKK -400m).