杰富瑞下调百事可乐(PEP.US)评级 更加看好可口可乐(KO.US)等竞争对手

智通财经
Yesterday

智通财经APP获悉,杰富瑞下调百事可乐(PEP.US)评级至“持有”,并将目标价从171美元下调至170美元。分析师Kaumil Gajrawala表示,该公司认为百事可乐目前的交易水平上涨空间有限。他指出,Frito-Lay业务仍在苦苦挣扎,预计这将拖累该公司的市盈率。在整个行业中,杰富瑞认为可口可乐(KO.US)、Keurig Dr Pepper(KDP.US)和怪物饮料(MNST.US)更具价值。这三家竞争对手的评级都是“买入”。

该分析师称:“Frito仍处于正常化阶段,似乎需要几个季度才能看到转机。花的时间比我们预期的要长。虽然我们相信,从长远来看,业务会很好,但我们不确定何时或如何。投资回报率并不高,80%的主流业务正在苦苦挣扎。”

Gajrawala和他的团队预测,到2025年,百事公司Frito-Lay业务的有机销售额增长率仅为0.2%。在饮料方面,预计销量下降1%,价格/组合增长2%。

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