摩根大通分析师最新报告指出，亿滋国际已成功布局增长赛道，并有效抵御了原材料成本上涨压力。尽管直接燃料与包装成本可能上升，但可可成本预计将在下半年转为通缩，这些因素均不足以扭转该公司对销售成本的前景判断。
分析师强调："我们认为亿滋是少数有望恢复销量增长并最终实现超额盈利增长的美国食品企业，随之而来的可能是估值倍数扩张。这与那些仍在努力刺激销量增长、同时试图应对资产负债表恶化、高股息支付率和顽固投入成本通胀的大型同业形成鲜明对比。"
受此乐观预期推动，亿滋股价当日大涨5.6%。
摩根大通分析师最新报告指出，亿滋国际已成功布局增长赛道，并有效抵御了原材料成本上涨压力。尽管直接燃料与包装成本可能上升，但可可成本预计将在下半年转为通缩，这些因素均不足以扭转该公司对销售成本的前景判断。
分析师强调："我们认为亿滋是少数有望恢复销量增长并最终实现超额盈利增长的美国食品企业，随之而来的可能是估值倍数扩张。这与那些仍在努力刺激销量增长、同时试图应对资产负债表恶化、高股息支付率和顽固投入成本通胀的大型同业形成鲜明对比。"
受此乐观预期推动，亿滋股价当日大涨5.6%。
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