BUZZ-摩根士丹利下调评级后,J.M. Smucker 和卡夫亨氏下跌,警告竞争加剧

路透中文
Jan 16
BUZZ-<a href="https://laohu8.com/S/MS">摩根士丹利</a>下调评级后,J.M. Smucker 和<a href="https://laohu8.com/S/KHC">卡夫亨氏</a>下跌,警告竞争加剧

1月16日 -

** 美国包装食品制造商J.M. Smucker SJM.N和卡夫亨氏KHC.O的股价盘前分别下跌约1%,此前券商摩根士丹利下调了其评级

** 称公司面临的竞争风险不断上升,因为注重价值的定价、促销和自有品牌的收益在2026年将重新加速,这将加剧疲软的销售趋势

** 注意到美国中低端消费者仍面临压力,增加了定价能力、市场份额和利润恢复预期的风险

** 将 KHC 的评级从 "等权重 "下调至 "减持",称该公司面临严峻风险,因为与同行相比,其自有品牌渗透率和利润灵活性有限

** 将 SJM 的评级从 "增持 "下调至 "等权重",原因是近期股价表现优异,但随着竞争风险加剧,上行空间减小。

** 2025 年,SJM 下跌约 11%,KHC 下跌约 21%。

** 券商还下调了以下包装食品公司的目标价:

公司

当前目标价

此前目标价

卡夫亨氏

$24

$27

J.M. Smucker

$105

$115

Conagra Brands

$18

$19

BellRing Brands

$32

$41

金宝公司

$28

$30

(为便利非英文母语者,路透将其报导自动化翻译为数种其他语言。由于自动化翻译可能有误,或未能包含所需语境,路透不保证自动化翻译文本的准确性,仅是为了便利读者而提供自动化翻译。对于因为使用自动化翻译功能而造成的任何损害或损失,路透不承担任何责任。)

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