Cov qauv tseem ceeb uas cuam tshuam rau yav tom ntej ntawm daim ntawv thiab kev ntim khoom thiab tsib lub tuam txhab loj hauv kev lag luam uas yuav tsum tau saib xyuas

Cov qauv tseem ceeb uas cuam tshuam rau yav tom ntej ntawm daim ntawv thiab kev ntim khoom thiab tsib lub tuam txhab loj hauv kev lag luam uas yuav tsum tau saib xyuas

Kev lag luam ntawv thiab ntim khoom muaj ntau yam khoom sib txawv, xws li cov ntawv kos duab thiab ntim khoom mus rau cov khoom siv tu cev uas nqus tau dej, cov ntawv kos duab suav nrog cov ntawv luam ntawv thiab sau ntawv thiab ntawv xov xwm rau kev sib txuas lus. Kev lag luam Ntawv & Ntim khoom muab cov kev daws teeb meem ntim khoom rau cov kua, khoom noj, tshuaj, kev zoo nkauj, khoom siv hauv tsev, khoom lag luam thiab kev lag luam, thiab nws kuj tsim cov ntaub so ntswg thiab cov ntaub so ntswg tshwj xeeb rau cov khoom siv tu cev uas nqus tau dej, cov ntaub so ntswg thiab cov khoom siv ntawv. Kev lag luam ntawv thiab ntim khoom pab rau ntau yam kev lag luam suav nrog khoom noj thiab dej haus, kev ua liaj ua teb, kev saib xyuas hauv tsev thiab tus kheej, kev noj qab haus huv, kev muag khoom, e-lag luam thiab kev thauj mus los. Cov neeg ua lag luam hauv kev lag luam ua tau raws li cov neeg siv khoom xav tau kev xa khoom, kev khaws cia thiab kev tso saib nrog cov kev daws teeb meem ruaj khov. godiva lub thawv chocolates

01. Cov qauv tseem ceeb uas yuav hloov pauv yav tom ntej ntawm kev ua ntawv thiab cov khoom lag luam cuam tshuam

Cov neeg siv khoom siv nyiaj tsawg, cov nqi siab yog cov teeb meem luv luv: Cov kev nyuaj siab tam sim no tau cuam tshuam rau cov neeg siv khoom, ua rau muaj kev thov khoom tsawg dua, uas ua rau muaj kev thov ntim khoom vim tias cov neeg siv khoom tseem ceeb hloov mus rau cov khoom lag luam thiab kev pabcuam uas tsis yog kev txiav txim siab, ua rau cov tswv lag luam ua haujlwm hnyav kom txo cov khoom muag ntau. Cov tuam txhab hauv kev lag luam ntawv thiab ntim khoom tau yuav tsum txo cov theem tsim khoom kom tau raws li cov neeg siv khoom xav tau. Tsis tas li ntawd, kev lag luam ntawv thiab ntim khoom tab tom pom kev nce nqi thauj mus los, tshuaj lom neeg thiab roj nrog rau cov teeb meem ntawm cov khoom xa tuaj. Yog li ntawd, cov neeg ua si hauv kev lag luam tab tom tsom mus rau kev nqis tes ua thiab txo tus nqi nrog kev pab los ntawm kev siv tshuab tsim khoom kom nce kev tsim khoom thiab kev ua haujlwm zoo.godiva goldmark assorted chocolate gift box

Kev siv digital ua rau muaj kev xav tau ntawv tsis zoo: Kev hloov mus rau cov xov xwm digital tau noj cov ntawv kos duab rau qee lub sijhawm thiab qhov no tseem yog qhov kev hem thawj rau kev lag luam. Kev sib txuas lus tsis siv ntawv, kev siv email ntau ntxiv, kev tshaj tawm luam tawm tsawg dua, kev them nqi hluav taws xob ntau ntxiv, thiab kev poob qis ntawm cov npe khoom lag luam txhua yam ua rau kev xav tau ntawv kos duab tsawg dua. Yog li ntawd, kev lag luam tab tom hloov mus rau kev ntim khoom thiab cov ntawv tshwj xeeb nrog kev pab los ntawm cov tshuab. Kev siv ntawv hauv tsev kawm ntawv, chaw ua haujlwm thiab cov lag luam tau raug cuam tshuam los ntawm kev kaw vim yog tus kab mob sib kis. Tab sis kev xav tau nce siab thaum tsev kawm ntawv thiab chaw ua haujlwm rov qhib dua. llub neej zoo li lub thawv chocolate

Kev Lag Luam Hauv Is Taws Nem thiab Cov Khoom Siv Rau Cov Neeg Siv Khoom Txhawb Kev Thov Ntim Khoom: Kev lag luam ntawv thiab ntim khoom muaj kev cuam tshuam loj rau cov lag luam kawg uas tsom mus rau cov neeg siv khoom, suav nrog cov khoom noj thiab dej haus thiab kev kho mob, ua kom muaj kev loj hlob ntawm cov nyiaj tau los. Rau kev lag luam hauv is taws nem, kev ntim khoom tseem ceeb heev vim nws yuav tsum tswj hwm qhov kev ncaj ncees ntawm cov khoom thiab ruaj khov txaus kom tiv taus qhov nyuaj uas cuam tshuam nrog kev xa cov khoom. Raws li Statista qhov kev kwv yees, txij li xyoo 2023 txog 2027, qhov kev loj hlob txhua xyoo ntawm cov nyiaj tau los ntawm kev lag luam hauv is taws nem thoob ntiaj teb yuav ncav cuag 11.2%, uas yog lub sijhawm loj hlob loj rau kev lag luam ntawv thiab ntim khoom. Brazil yuav tsum ua tus thawj coj hauv kev txhim kho kev lag luam muag khoom hauv is taws nem nrog CAGR ntawm 14.08% thaum xyoo 2023-2027, ua raws li Argentina, Qaib ntxhw thiab Is Nrias teb nrog kev loj hlob ntawm 14.61%, 14.33% thiab 13.91%, feem. lub thawv chocolate zoo nkauj

Kev ruaj khov yog qhov tseem ceeb: Kev thov kom muaj kev xaiv cov ntim khoom ruaj khov thiab cov kev daws teeb meem ntim khoom uas zoo rau ib puag ncig yuav txhawb nqa kev lag luam ntawv yav tom ntej. Kev lag luam ntawv twb tau pib siv cov khoom siv rov ua dua tshiab rau hauv cov txheej txheem tsim khoom. Los ntawm kev siv cov khoom siv rov ua dua tshiab ntau tshaj plaws, kev lag luam ntawv thiab ntim khoom yuav muaj peev xwm siv cov txheej txheem tsim khoom uas ruaj khov rau ib puag ncig thiab kev lag luam. Kev nqis peev hauv cov thev naus laus zis tshiab yuav tsav qhov kev thov rau cov khoom ntawv zoo tshaj plaws.

02. Tsib lub tuam txhab loj hauv kev lag luam uas tsim nyog tau txais kev saib xyuas

Vertiv: Txawm hais tias muaj kev tshem tawm cov khoom lag luam thoob plaws hauv kev lag luam, kev ua tiav ntawm Vertiv txoj kev lag luam ua rau muaj cov ntaub ntawv kho EBITDA margin ntawm 6.9% hauv peb lub hlis thawj zaug ntawm xyoo 2023. Vertiv cov ntaub ntawv qis tshaj plaws ntawm 0.3, ua ke nrog kev tsim cov nyiaj ntsuab dawb muaj zog, muab rau lub tuam txhab nrog chav tseem ceeb rau kev loj hlob. Kev muag Vertiv txoj kev faib khoom hauv Canada yuav pab nws txoj kev npaj los tsom mus rau kev nqis peev hauv kev lag luam loj hlob, cov lag luam thiab thaj chaw, nrog rau kev tsom mus rau e-lag luam thiab kev loj hlob ntawm cov khoom lag luam ruaj khov pab txhawb kev loj hlob. lub neej zoo li lub thawv chocolates

Shuzan Yunuo: Txawm hais tias muaj kev nyuaj siab txog kev nce nqi, lub tuam txhab qhov kho EBITDA tau mus txog qib siab tshaj plaws hauv xyoo 2022. Vim yog tus nqi siab dua, EBITDA hauv kev lag luam ntawv thiab ntim khoom tau nce 50% thiab dhau 3 billion reais cim thawj zaug hauv ib xyoos. Hauv peb lub hlis thawj zaug ntawm xyoo 2023, kho EBITDA tau nce 20% xyoo-rau-xyoo. Kev tsim nyiaj ntsuab los ntawm kev ua haujlwm tau nce 21% piv rau peb lub hlis thawj zaug ntawm xyoo 2022.

Suzanno tau tswj kom txo nws cov nuj nqis net/adjusted EBITDA ratio mus rau 1.9 npaug thaum kawg ntawm peb lub hlis thawj zaug ntawm xyoo 2023 - qib qis tshaj plaws txij li Suzanno pulp thiab ntawv sib koom ua ke nrog Fibria hauv xyoo 2019. Qhov ntawd zoo kawg nkaus xav txog lub tuam txhab lub voj voog peev txheej loj tshaj plaws txog niaj hnub no. Thaum lub sijhawm Lub Ib Hlis-Lub Peb Hlis 2023, Shuzanol tau nqis peev R$ 3.7 billion, uas R$ 1.9 billion tau muab faib rau kev tsim lub tshuab pulp. lub thawv khoom plig chocolate kub

Ntxiv rau, 57% ntawm Shuzan qhov project Cerrado uas muaj nqis US $ 2.8 billion tau ua tiav lawm thiab yuav raug tsim tawm hauv peb lub hlis thawj zaug ntawm xyoo 2024 raws li tau npaj tseg. Thaum ua tiav lawm, nws yuav ua rau Shuzan Euno lub peev xwm tsim cov pulp tam sim no nce ntxiv li ntawm 20%. Nws yuav yog lub Hoobkas loj tshaj plaws hauv ntiaj teb nrog ib txoj kab tsim cov pulp eucalyptus.

Smurfi Kappa: Smurfi Kappa txoj kev ua tau zoo tau txais kev txhawb nqa los ntawm nws txoj kev tsom mus rau kev coj cov ntawv ntim khoom tshiab thiab ruaj khov rau kev ua lag luam, kev nqis peev uas tsom mus rau cov neeg siv khoom tau ua nyob rau ob peb xyoos dhau los thiab kev yuav khoom lag luam zoo. Lub tuam txhab txuas ntxiv nthuav dav nws qhov chaw nyob hauv cheeb tsam thiab cov khoom lag luam los ntawm kev yuav khoom. lub thawv loj loj ntawm cov chocolates

Smurfi Kappa nyuam qhuav nqis peev $ 12 lab hauv nws lub Hoobkas Tijuana hauv cov tshuab tshiab thiab kev txhim kho cov txheej txheem uas yuav txhim kho qhov zoo thiab kev ua haujlwm ntawm kev luam ntawv. Lub tuam txhab, uas tau nqis peev ntau dua $ 350 lab hauv tsib xyoos dhau los, tau nce lub peev xwm tsim khoom hauv Mexico. Mexico yog lub teb chaws thib ob loj tshaj plaws hauv Latin America tom qab Brazil. Nws tau suav hais tias yog qhov chaw zoo tshaj plaws los nkag mus rau hauv kev lag luam hauv Tebchaws Meskas.

Kev thov rau cov kev daws teeb meem ntim khoom uas ruaj khov thiab tshiab tseem muaj zog heev. Smurfi Kappa kuj tau nqis peev rau hauv cov tshuab siv thev naus laus zis siab tshiab thiab txuag hluav taws xob, uas yuav ua rau muaj kev tsim khoom ntau ntxiv thaum txo nws cov teeb meem ib puag ncig thiab nthuav dav nws cov kev daws teeb meem ntim khoom muaj nqis siab, tshiab thiab ruaj khov. lub neej zoo li lub thawv chocolates

Sappi: Cov lag luam viscose staple fiber thiab cov pulp yaj tau rov zoo, thiab qhov kev thov los ntawm Sappi cov neeg siv khoom tseem zoo. Lub tuam txhab tab tom tawm tsam los tswj cov peev txheej ua haujlwm los ntawm kev txiav kev tsim khoom thiab kho nws cov khoom thiab kev sib xyaw ua lag luam kom tau raws li qhov kev thov. Lub tuam txhab tau ua raws li nws txoj kev npaj Thrive25. Qhov no yuav tsum tau tsom mus rau kev loj hlob ntawm nws txoj kev lag luam yaj pulp, nthuav dav cov ntawv ntim khoom thiab cov ntawv tshwj xeeb thoob plaws txhua thaj chaw, thaum txo qis kev cuam tshuam rau kev lag luam ntawv duab. yuav ua li cas ua kom lub ncuav mog qab zib chocolate hauv lub thawv zoo dua

Sappi kuj tseem tsom mus rau kev tswj hwm kev noj qab haus huv nyiaj txiag thiab kev nce qib mus rau kev ua tiav lub hom phiaj ntawm cov nuj nqis ntawm kwv yees li $ 1 billion, thaum ua haujlwm los tsav kev ua haujlwm zoo los ntawm kev txhim kho nws txoj haujlwm tus nqi thiab kev ua haujlwm zoo. Tus nqi khoom lag luam ntawm lub tuam txhab tau poob 29.4% hauv ib xyoos, tab sis xav tias yuav nce siab dua vim yog cov yam ntxwv zoo no tau hais los saum toj no.

Rayonier Advanced Materials: Txawm hais tias qee qhov kev lag luam tsis ntev los no tsis zoo, lub tuam txhab tau tswj hwm kom them rov qab qhov cuam tshuam los ntawm kev tsom mus rau kev txhim kho kev ua haujlwm zoo thiab txo cov nqi. Txij li xyoo 2021, kev muag khoom tau nce 7%. Lub tuam txhab tau ua raws li nws txoj kev npaj peev txheej ua haujlwm thiab tau txo nws cov nuj nqis qiv nyiaj mus rau 3.3 npaug. Qhov no tuaj yeem ua tiav los ntawm kev nthuav dav EBITDA. Lub tuam txhab npaj yuav nce qhov no mus rau 2.5 npaug hauv 3-5 xyoos. zoo li lub thawv chocolates

Cov kev nqis peev tseem ceeb uas Rayonier Advanced Materials ua yuav txhawb nqa EBITDA kev loj hlob. Qhov kev pab cuam de-bottlenecking ntawm lub Hoobkas Jessup yuav txhawb nqa EBITDA pib thaum lub ib hlis tom ntej ntawm lub xyoo no. Lub Hoobkas Tartas bioethanol, uas yuav ua tiav thaum lub ib hlis tom ntej ntawm xyoo 2024 thiab pab txhawb rau EBITDA, kuj tseem tsom mus rau kev nqis peev rau hauv cov haujlwm siab thiab kev yuav khoom los tsav kev loj hlob.