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1月8日 - ** TD Cowen更新了对包装食品公司的评级，称其偏好家居和个人护理用品公司
** WK Kellogg 下跌8.5%，报16.01美元，此前券商将其股票评级从 "持有 "下调至 "卖出"，并将其目标价下调2美元至16美元。
** TD Cowen指出，进入2025年零售销售势头疲软，供应链现代化过程中存在业务中断风险。
** J M Smucker 下跌2.4%，报收于104.75美元，此前券商将其评级从 "买入 "下调至 "持有"，并将目标价从130美元下调至121美元。
** 理由是宠物业务已经很不稳定，失去了规模，而且公司在收购 Hostess 业务方面持续面临挑战。
** 不过，TD Cowen将麦考密克 和可口可乐 的评级 从 "买入 "上调 至 "买入
** 认为麦考密克的销量有连续增长的迹象，并指出随着消费者更多地在生鲜货架上购物，调味品品类的背景强劲；将预测价格从 86 美元上调至 90 美元。
** 称 KO 在多个市场的执行力达到 "顶峰"，认为该公司的特许经营体系是强大执行力的关键因素
**2024 年， MKC、KO 和 KLG 的股价分别上涨 ~11%、~5% 和 37%，而澳博下跌 ~13
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