农夫山泉(纪要):利润在高位,不给利润率指引

以下是海豚投研整理的农夫山泉 24下半年财报的电话会纪要,财报解读请移步《农夫山泉:大自然搬运工搬不动了?》 一、财报核心信息回顾 | | | | | | | | 农夫山泉财务数据概览 | | | | | | | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | --- | | | 单位:亿元,人民币 | | 1H21 | 2H21 | 1H22 | 2H22 | 1H23 | 2H23 | 1H24 | 2H24 | 2H24E | 胸是 | | 整体 | 总营收 | | 151.75 | 145.21 | 165.99 | 166.40 | 204.62 | 222.05 | 221.73 | 207.23 | 243.96 | -15.1% | | | | VOV | 31.4% | 28.1% | 9.4% | 14.6% | 23.3% | 33.4% | 8.4% | -6.7% | 9.9% | | | | 利 | | 92.41 | 84.15 | 98.38 | 92.58 | 123.10 | 1 ...