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10月14日 - ** 券商摩根大通将巧克力生产商好时 的PT值从188美元下调至180美元,理由是需求疲软和原材料成本上升。
** 没有证据表明巧克力或零食总体上正在改善
** 我们不认为 GLP-1 是目前消费趋势的重要驱动力;从现在开始,它们将变得更加重要,并在对话中越来越多地出现 - 经纪人
** 补充说,预计可可价格在未来仍将居高不下。
** 维持 "中性 "评级,注意到零食类整体下滑,巧克力竞争日趋激烈
** 新的目标价较该股上次收盘价 185.98 美元折价 3.2
** 25 家券商中有 2 家给予该股 "买入 "或 "更高 "评级,20 家给予 "持有 "评级,3 家给予 "卖出 "或 "更低 "评级;他们的预测中值为 200 美元 - LSEG
** 包括盘中走势在内,该股今年累计下跌 0.38
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