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10月10日 - ** 券商TD Cowen将百事公司 的评级从 "买入 "下调至 "持有",理由是价格弹性带来的持续销量压力
** 认为价格上涨扩大了强势品牌可口可乐 和Keurig Dr Pepper 与百事可乐产品之间的消费者偏好差距--券商
** 补充说,该公司计划在第四季度为 Tostitos 和 Ruffles 等品牌提供 20% 的红包,并为追求价值的消费者提供红利多包装,但这一计划过于有限,无法显著提升销量趋势。
** 相信随着消费者重返办公室工作安排,零食消费负面周期的持续时间将比管理层预期的要长
** 将目标价从 190 美元下调至 183 美元,称 PEP 碳酸饮料销量的下滑将继续对销售造成进一步压力
** 券商巴克莱也将其评级从 186 美元下调至 183 美元。
** 23 家券商中有 9 家将该股评级为 "买入 "或 "更高",13 家为 "持有",1 家为 "卖出";他们的评级中值为 183 美元 - LSEG
** 截至上次收盘,该股今年累计上涨近 2
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