农夫山泉:潜力充足 提速催化 上调至“强推”评级

华创证券
15 May

24 年3 月起舆论事件、竞争加剧等导致公司包装水业务承压,但农夫品牌渠道积淀深厚,今年市场策略也更显灵活积极。我们认为,农夫作为饮料行业平台化龙头典范,卡位优质赛道且经营能力扎实,中长期稳健增长确定性突出,而当前增长基数走低而水饮消费旺季将至,公司系列举措显效下经营即将加速修复,上调公司至“强推”评级!中长期看,扎根长景气赛道,高质增长有望持续兑现。分业务看:包装水:赛道长景气,农夫份额有望稳步...

Source Link

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Most Discussed

  1. 1
     
     
     
     
  2. 2
     
     
     
     
  3. 3
     
     
     
     
  4. 4
     
     
     
     
  5. 5
     
     
     
     
  6. 6
     
     
     
     
  7. 7
     
     
     
     
  8. 8
     
     
     
     
  9. 9
     
     
     
     
  10. 10