Thawj zaug, "Global Snacking Co.," yuav suav nrog Kellogg cov khoom noj txom ncauj thoob ntiaj teb, cov khoom noj thoob ntiaj teb thiab cov noodles, thiab North American cov khoom noj tshais khov. Kellogg kwv yees lub tuam txhab no yuav muaj txog $ 11.4 nphom hauv kev muag khoom los ntawm cov npe suav nrog Pringles, Cheez-it, thiab Nutri-Grain, thiab lwm yam. CEO Steve Cahillane yuav nyob twj ywm CEO ntawm lub tuam txhab.
"North America Cereal Co.," nrog txog $ 2.4 nphom hauv kev muag khoom, yuav tsom mus rau Asmeskas, Canada, thiab Caribbean. Hauv lub sijhawm luv luv, lub tuam txhab yuav ua haujlwm restore cov khoom thiab profit margin tom qab ib tug series ntawm muab kev cuam tshuam Hauv 2021, Kellogg tau hais. Lub tuam txhab yuav tshaj tawm cov kev tswj hwm ntawm lub sijhawm tom qab.
"Plant Co." yuav yog lub tuam txhab khoom noj khoom haus ntshiab-ua si nrog kev lag luam feem ntau hauv North America, nrog rau kev nthuav dav thoob ntiaj teb. Nws yuav muaj txog $ 340 lab hauv kev muag khoom, tsav los ntawm MorningStar Farms hom.
"Cov kev lag luam no txhua tus muaj peev xwm nyob ib leeg, thiab kev ua kom pom tseeb yuav ua rau lawv coj tau zoo dua lawv cov peev txheej rau lawv qhov tseem ceeb ntawm cov tswv yim tseem ceeb," Cahillane tau hais. "Thiab, txhua lub lag luam yuav tsum tsim kom muaj txiaj ntsig ntau dua rau txhua tus neeg muaj feem cuam tshuam, thiab txhua tus tau ua haujlwm zoo los tsim lub sijhawm tshiab ntawm kev tsim kho tshiab thiab kev loj hlob."
Cov spinoffs yog tag nrho cov kev lag luam tsis muaj se. Kellogg cov tswv lag luam yuav tau txais kev sib koom hauv ob lub koom haum spinoff txheeb ze rau lawv cov tuav ntawm hnub ntawm txhua qhov kev sib tw. Lub tuam txhab cia siab tias North America Cereal Co. yuav spun tawm ua ntej cog Co., nrog rau ob qho tib si kev lag luam phiaj xwm kom tiav thaum kawg ntawm 2023.
Nyob rau hauv xyoo tas los, spinoffs yog ib tug txoj kev nrov rau cov tuam txhab lag luam kom qhib tus nqi rau cov tub ua lag luam vim tias lawv theoretically tso cai rau cov khoom ntawm lub tuam txhab ua lag luam ntawm cov txiaj ntsig siab dua li lawv xav tau yog tias nyob hauv lub tuam txhab. Tab sis spinoffs tsis tshua muaj kev ncaj ncees: Nws tuaj yeem siv ntau xyoo los ua tiav cov txiaj ntsig zoo li no, thiab txawm tias ntev dua rau lub tuam txhab spun tawm los pib ua qhov tseem ceeb.
CFO Amit Banati tham nrog Barron tus Hnub Wednesday txog qhov kev txav mus los, hais tias nws paub tseeb tias tam sim no yog lub sijhawm rau kev sib tw, uas nws tau hais tias yuav tsim txiaj ntsig rau txhua tus neeg koom nrog.
Qhov kev sib cais yuav tso cai rau txhua qhov kev lag luam tshiab "mus txog lawv lub peev xwm thiab tsom mus rau lawv cov tswv yim tseem ceeb nrog cov hom phiaj nyiaj txiag uas haum rau lawv txoj hauv kev," nws hais.
Banati hais tias kev lag luam khoom noj txom ncauj tau sau nrog cov npe nrov nrog lub zog muaj zog uas muaj qhov chaw zoo kom loj hlob. Kev lag luam cereal yog qhov paub tab ntau dua, tab sis tseem muaj "kev tsim nyog rau kev nqis peev, nrog rau kev tsav cov txiaj ntsig mus tom ntej." Qhov ntawd suav nrog kev rov qab los ntawm lub Hoobkas hluav taws xob thiab ntaus uas raug mob margins rau cov nplej hauv xyoo 2021, raws li Kellogg nrhiav kev nqis peev hauv cov saw hlau thiab txhim kho lub peev xwm.
Lub caij no, lub tuam txhab cog cov khoom noj protein, coj los ntawm kev lag luam pioneer Morningstar Farms, yog nyob rau hauv "qhov chaw zoo siab heev nrog cov txheej txheem tailwinds, thiab yuav muaj kev ywj pheej mus tom qab qhov kev loj hlob ntawd, hauv Asmeskas thiab thoob ntiaj teb," nws hais.
Cov neeg lag luam tuaj yeem txhawj xeeb txog kev poob ntawm kev sib koom ua ke los ntawm kev tawg lub tuam txhab, vim tias kev ua lag luam tau ua kom laser tsom rau cov saw hlau thiab cov nqi thauj mus los. Tab sis Banati hais tias lub tuam txhab tau ua pov thawj paub zoo ntawm kev taug kev cov xwm txheej no - saib nws disvestiture ntawm cov khoom qab zib hom zoo li Keebler hauv 2019-thiab tias tag nrho peb lub lag luam twb muaj lawv tus kheej qhov kev ua tau zoo.
Nws kuj tseem hais txog qhov tseeb tias Kellogg twb tau cuam tshuam nrog cov saw hlau "tws thiab hloov" rau ntau tshaj ob xyoos tam sim no, qhov tseem ceeb uas nws tau hais ua rau nws muaj kev ntseeg siab txog cov txheej txheem kev tawg. Cov tuam txhab kuj tseem tuaj yeem siv cov ntawv cog lus hloov pauv hauv thaj chaw xws li IT thiab kev faib tawm, qhov twg Kellogg tsuas yog maj mam txo lawv cov kev sib koom siv cov peev txheej.
Cov xov xwm tuaj rau tib hnub ntawd
Mondelez International
(MDLZ) tau hais tias nws yuav yuav Clif Bar. Banati hais tias tom qab sib cais, cov khoom noj txom ncauj tshiab thiab cov tuam txhab noj nqaij cog qoob loo yuav zoo ib yam yog saib lawv cov lag luam rau cov khoom lag luam pub dawb.
Rau Stifel kws tshuaj ntsuam Christopher Growe, cov xov xwm yog qhov zoo rau cov Tshuag.
"Peb pom muaj zog hauv qab cov xwm txheej hauv Kellogg kev lag luam sab nraum Asmeskas cov khoom noj khoom haus, thiab tshwj xeeb tshaj yog rau cov khoom noj txom ncauj, nrog cov khw muag khoom muag muag zoo rau ntau lub npe nrov, tus nqi txuas ntxiv mus rau offset input nqi inflation, thiab robust kev lag luam kev loj hlob," nws tau sau ntawv hauv tsab ntawv tshawb fawb rau hnub Tuesday.
Shares ntawm Kellogg tau nce 2.6% rau $ 69.38. Cov Tshuag tau outperformed lub lag luam xyoo no, nce 9%.
Sau rau Sabrina Escobar ntawm [email tiv thaiv]