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10月7日 - ** 巧克力生产商好时 股价下跌 ~2%,报收于 188.17 美元
** 伯恩斯坦将该公司股票评级从 "跑赢大盘 "下调至 "跑输大盘",并将目标价从 230 美元下调至 205 美元,原因是 GLP-1 的不利因素可能导致销量恢复低于预期,同时将汤料生产商金宝(Campbell)的评级上调至 "跑赢大盘"。
** 伯恩斯坦补充说,渠道调查显示,GLP-1 药物在复合药房领域的销售 "非常可观,而且还在增长"。
** 食品消费模式与 GLP-1 患者的饮食习惯一致,富含蛋白质的食品和饮料的消费模式是积极的,而甜味零食和快餐的消费模式是消极的
** 虽然我们无法断定目前美国 GLP-1 药物的复方制剂市场有多大,但有几个指标表明,该市场可能比我们之前想象的要大。
** 截至上次收盘,HSY 年累计上涨约 3
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