TD Cowen分析师指出，宝洁未来一至两年的有机销售额增速预计将维持在2%的温和水平。这一预测与市场部分观点形成鲜明对比——后者曾认为宝洁的增长已在第二财季触底，并将在同比基数降低和市场份额恢复的推动下重新加速。
分析师强调，由于美国市场持续强调产品可负担性，加之关键尿布和洗衣品类出现消费降级趋势导致竞争加剧，宝洁的定价策略可能持续承压。更值得关注的是，该公司挽回市场份额的时间表仍不明朗，其核心西班牙裔消费群体也面临经济压力。基于这些挑战，TD Cowen已将宝洁的评级从“买入”下调至“持有”。
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