BUZZ-TD Cowen 将 Constellation 的评级下调至 "持有 "后,该公司股价下跌

Reuters
Oct 08, 2024

((自动化翻译由路透提供,请见免责声明 ))

10月8日 - ** 啤酒制造商星座品牌 股价早盘下跌~1%,报240.62美元

** 券商 TD Cowen 将 STZ 的评级从 "买入 "下调至 "持有",原因是该公司 25 财年增长减速,啤酒品类面临压力。

** 认为美国啤酒销量每年将下降 1%至 2%,原因是消费者偏好转向酒精饮料中的烈酒,以及年轻人群偏好大麻产品和健康保健产品。

** 同时将预测值从 300 美元下调至 270 美元,低于 299 美元的预测值中位数

** STZ 上周重申下调销售预期 (link)

** 由于西班牙裔失业率上升导致购买星座品牌的速度放缓,券商对销售额的改善持保守态度

** 很难说这种影响是暂时的还是长期的,因为我们不知道经济何时会好转到足以扭转这种趋势,"TD Cowen 的 Robert Moskow 说。

** 25 家券商中有 19 家给予该股 "买入 "或更高评级,5 家给予 "持有 "评级

** 截至本周一收盘,该股年内累计上涨约 4

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