智通财经APP获悉，瑞银分析师Peter Grom将宝洁公司(PG.US)的目标价从 186 美元下调至 180 美元，但维持“买入”评级，理由是在该公司公布第四财季业绩之前对预期进行了修正。瑞银表示，新的目标价反映出适度的谨慎，但并未削弱该公司对宝洁市场定位的总体乐观态度。
这一举措反映出的是对近期形势更为谨慎的看法，而非长期信心的转变。尽管目标价有所下调，但调整后的目标价仍比当前 155 美元的价格高出约 16%。瑞银仍认为宝洁的品牌组合实力强劲，其涵盖织物护理、个人护理和健康护理等核心品类。Grom指出，尽管外汇压力和消费者消费降级行为值得关注，但该公司的定价权和成本控制仍是其战略的关键支柱。
宝洁公司在消费环境参差不齐的情况下表现良好，得益于其在日常必需品领域的布局以及全球规模优势。即便在销量增长放缓的情况下，该公司仍能在多个品类中保持市场份额，这使得投资者情绪总体上保持乐观。随着财报季临近，分析师们将关注有关销量复苏和投入成本的评论，尤其是在某些地区通胀有所缓解的情况下。
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