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1月21日 - ** 经纪公司杰富瑞（Jefferies）认为全球可可短缺和价格上涨 (link)，称西非产量的恢复是恢复供应的 "关键因素"。
** 还认为可可期货 (link)，损害了包括Mondelez International 和好时 在内的巧克力制造商的利润。
** 将MDLZ的评级从 "买入 "下调至 "持有"，将目标价从75美元下调至62美元；称可可成本将在未来几年为利润 "封顶"，影响公司增长
** 券商认为HSY的风险相对较高，因为其更依赖可可，并指出进一步提价以抵消可能持续增长的成本的空间减小；将目标价从150美元下调至134美元
** MDLZ和HSY将分别于2月4日和2月6日公布第四季度财报
** 2024 年，MDLZ 和 HSY 分别下跌约 17% 和 9
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