金吾财讯 | 杰富瑞研报指出，雀巢正面临充满挑战的时期，虽然该公司致力于描述更切合实际的销售和盈利能力前景，但此种努力未获理睬，令人失望的可能性由此增大。该行分析师表示，这家瑞士消费品巨头关于第一季度的信息更新显示，美国消费者需求面临挑战，且竞争正在加剧。该行表示，在自2022年以来持续涨价之后，消费者正在寻找自有品牌或本地产品等替代品，雀巢2019-2020年的峰值利润率不太可能重现。然而，该行认为，市场对雀巢的估值依然反映了一种预期，即超过5%的内生性销售额增长以及峰值利润率的迅速重现可能近在眼前。
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