It's not a weird analogy, it's a great analogy.
Companies don't use their budget only for profit and not to "buy food", that's a ridiculous assertion. Companies get income, the use it to pay for all the operations that went into making that income, usually mostly salaries. Only what's left over is profit.
And if a company sees that next year, when it expected income of 100m, it instead will only get 80m, that difference has got to affect it somehow.