【国泰海通食饮】周报第36期:秋糖反馈平淡,重视成长标的

猛哥看商业
Oct 19

核心观点导读:成长优先,并重视低估值及长期成长确定性较强的传统消费龙头价值修复。中秋国庆假期消费有所回暖,量价均有看点。白酒动销环比改善,表现符合节前预期。核心观点:成长标的仍具业绩优势,关注确定性标的价值修复。人群变迁、渠道裂变、品类创新之下新消费景气持续,饮料、零食板块、食品原料具备结构性成长特征,业绩横向比较优势凸显。同时部分低估值及长期增长具备确定性的传统消费龙头价值显现,有望逐步修复。...

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