金吾财讯 | 瑞银最新发布的研究报告显示，截至2024年12月1日的四周内，美国家庭护理产品的销售同比增长了2.3%。在这一期间，多个品类表现突出，尤其是发型产品增长了9.9%，防晒产品和维生素补充剂均增长了7.6%。此外，牙膏和除臭剂的销售也分别增长了7.2%和6.1%。瑞银对未来几个月的市场表现持乐观态度，预计这一增长趋势将持续。瑞银指出，尽管面临原材料成本上升和消费者支出波动的挑战，家庭护理和饮料行业依然显示出强劲的增长潜力。报告中提到，尽管某些类别如空气清新剂和剃须刀的销售略有下降，但大多数品类的销售额均实现了增长，反映出消费者对高品质产品的持续需求。
此外，饮料行业的整体表现也相对强劲，尤其是运动饮料和矿泉水的销售分别增长了8.9%和8.0%。具体到公司，可口可乐(KO)销售增长了4.1%，而百事可乐(PEP)的销售增长则达到了7.4%。运动饮料和能量饮料品类的怪物饮料(MNST)4周销售额增长了11.6%。啤酒品类的莫库酒业(TAP)4周销售额下降了9.2%，但相较于上次报告中的-13.0%则有所改善。
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