Big caps, stocksgettyThese five big cap New York Stock Exchange-traded companies are failing to keep up with the S&P 500 and the Nasdaq 100’s new highs. And that’s putting it mildly. These non-tech, non-social media equities are stuck in sectors greatly affected by consumer expectations for inflation.As it becomes clearer that tariffs make goods more expensive, this group suffers. Their stocks discover the unpleasant consequences: more sellers than buyers. This could change, of course, as events and policie ...

收购与财务影响 - 公司以7.5亿美元收购McCormick de Mexico的25%增量股权，持股总比例达到75%[11] - 收购预计在2026年初完成，第一年将对每股收益产生正面影响[13] - 收购后，预计调整后的营业利润率将提升约60个基点，调整后的每股收益将增加约1%[40] - 交易的估计利率为5.25%，预计收购后杠杆比率将保持在3倍以下[38] - 公司将继续维持强劲的投资级信用评级，股息政策预计不会改变[38] 市场与用户数据 - McCormick de Mexico预计2025年净销售额约为8.1亿美元，EBITDA约为1.8亿美元，年管理费用约为1600万美元[13] - McCormick de Mexico的调味品市场在墨西哥以5%的年增长率增长，全球市场规模超过140亿美元[17] - 墨西哥市场中，McCormick的品牌认知度超过80%，过去一年内购买过McCormick产品的消费者比例达到90%[23] 未来展望与战略 - 预计收购将带来中位数的销售增长，符合长期目标[38] - 收购将为公司在拉丁美洲的进一步扩展提供战略平台[12]