百富门2027财年一季度有机销售下滑1% 即饮鸡尾酒New Mix成唯一增长引擎
杰克丹尼母公司百富门公布2027财年第一季度业绩：截至2026年7月31日的三个月营收9.11亿美元，有机销售额同比下滑1%，有机经营利润下降4%至2.52亿美元。即饮鸡尾酒（RTD）成为唯一增长的品类，以El Jimador龙舌兰为基酒的New Mix于去年11月在美国上市后表现强劲。公司表示一季度业绩基本符合预期，并重申对全年的信心；销售下滑主要源于与Korbel香槟结束合作、二手桶销售减少以及龙舌兰板块两位数下滑。此前百富门刚经历销售持平的一年。
Jack Daniel’s owner Brown-Forman saw first-quarter (Q1) organic sales drop by 1% as ready-to-drink (RTD) was the only part of the portfolio to grow.
The US firm reported revenue of US$911 million for Q1 of fiscal 2027, covering the three months to 31 July 2026.
Operating income for the quarter fell by 4% on an organic basis to US$252m.
The Q1 performance followed a flat year of sales for Brown-Forman, as its Tequila portfolio fell by double digits.
“Our Q1 results were largely in line with our expectations and reinforce our confidence in the year ahead,” said Lawson Whiting, president and CEO, who recently announced plans to retire.
The company attributed the decline in Q1 sales to the end of its partnership with Korbel Champagne, decreases in used barrel sales and Tequila.
Organic sales for the group’s Tequila portfolio fell by 13%. Lower volumes in the US led to a 15% drop for Herradura, while a decrease in pricing in Mexico also impacted both Herradura and El Jimador, which fell by 17%.
Brown-Forman’s whisky portfolio was flat organically, with its core Jack Daniel’s Tennessee Whiskey stagnant. Both the Jack Daniel’s Honey and Fire line extensions dropped by 10% while the higher-end Gentleman Jack decreased by 14%. The apple-flavoured Jack Daniel’s fell by 8%.
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