金吾财讯 | 摩根大通将高乐氏公司（CLX）的评级从“中性”下调至“减持”。
分析师安德里亚·特谢拉及其团队认为，高乐氏管理层在数字化转型方面执行成效良好，且正加速创新步伐，但同时警告称，受外部因素影响，该公司所在品类的增长可能会持续低于趋势水平。此外，高乐氏在自有品牌占比高的品类中敞口较大，尤其是垃圾袋和表面清洁用品领域，这也被视为其不利因素。同时，柴油和树脂带来的成本压力，预计还将进一步增加高乐氏业绩指引的下行风险。
特谢拉指出：“若冲突持续下去，高乐氏（及所有企业）将面临油基原材料价格上涨的压力，而缓解这一压力的措施包括节省生产效率以及减少促销活动。”高乐氏计划于4月30日发布第三季度财报。
截至发稿，高乐氏股价盘前下跌0.63%，报101.73美元。
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