智通财经APP获悉,杰富瑞分析师Rob Dickerson预计,美国许多大型食品公司的需求疲软将持续,因为消费者继续质疑标志性品牌的价值,且GLP-1药物使用量增加导致许多人寻求更新鲜/更健康的产品。Dickerson及其团队还预计,随着公司着眼于恢复长期有机增长模式,将会出现一些并购活动。进入新的一年,在大盘股方面,杰富瑞首选味好美(MKC.US)和克罗格(KR.US),均予“买入”评级,在...
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