Clorox Positioned For Comeback: Analyst Predicts Earnings Beats And 3-Year Growth Surge, Upgrades Stock
Clorox Positioned For Comeback: Analyst Predicts Earnings Beats And 3-Year Growth Surge, Upgrades Stock
According to the analyst, topline growth is already showing signs of improvement, and operating leverage is becoming increasingly attainable.Jefferies analyst Kaumil Gajrawala upgraded Clorox Company (NYSE:CLX) to Buy from Hold, raising the price forecast to $187 from $174.
傑富瑞分析師Kaumil Gajrawala 將高樂氏公司（紐交所: CLX）的評級從持有調升至買入，並將價格預測從174美元上調至187美元。
The analyst projects that Clorox will return to its former status as a company delivering peer-leading economic profit growth and returns on capital.
分析師預測高樂氏將重返以同行領先的經濟利潤增長和資本回報爲特徵的公司地位。
Historically, this performance has warranted a valuation premium of 30% compared to its peers.
從歷史數據看，這種表現使其相較同行公司獲得了30%的估值溢價。
According to the analyst, topline growth is already showing signs of improvement, and operating leverage is becoming increasingly attainable.
根據分析師的看法，公司的營收增長已經顯示出改善跡象，而營運槓桿正在變得越來越可實現。
Clorox has lagged behind its peers in growth reinvestments due to challenges such as COVID, supply chain issues, inflation, and cybersecurity from 2020 to 2024.
由於COVID、供應鏈問題、通貨膨脹和網絡安全概念等挑戰，高樂氏在2020年至2024年間在增長再投資方面落後於同行公司。
Also Read: Chinese EV Trio Nio, XPeng, Li Auto Surge Higher In Tuesday's Premarket: What's Going On
也可以閱讀：中國電動汽車三巨頭蔚來、小鵬汽車、理想汽車週二盤前大漲：出現了什麼事
However, the analyst notes that this is beginning to change. With ERP deployments primarily expensed and a U.S. rollout expected by fiscal fourth quarter, the company aims to streamline its innovation pipeline, enhance RGM capabilities, and drive SG&A leverage. The analyst forecasts that these changes will lead to earnings beats.
然而，分析師指出情況正開始改變。隨着ERP部署主要開支爲期望的財政第四季度，公司旨在簡化其創新管線，提升RGm能力，並推動SG&A槓桿。分析師預測這些變化將帶來盈利超預期。
The analyst projects Clorox to achieve a three-year organic sales compound annual growth rate (CAGR) of +3.6% through fiscal 2028. According to the analyst, the company is well-positioned to meet its target of +3-5%, driven by anticipated organic sales growth of +3% in the U.S. and +5.5% internationally, with U.S. sales expected to return to fiscal 2023 levels by fiscal 2025.
分析師預測高樂氏將通過2028財政年度實現三年有機銷售複合年增長率（CAGR）爲+3.6%。根據分析師的觀點，公司有望實現目標的+3-5%，其驅動力是預期的美國+3%和國際+5.5%的有機銷售增長，其中美國銷售預計將在2025財年達到2023財年水平。
Early indicators are promising, as trade spend increases have shown positive results, the analyst adds.
早期因子令人振奮，隨着交易支出的增加顯示出積極的結果，分析師補充道。
Price Action: CLX shares are trading higher by 0.96% to $164.47 at last check Tuesday.
股價走勢：高樂氏股票正在最新數據週二最後交易時上漲0.96％至164.47美元。
- Tesla's Chinese Rival Nio Snags $1.9B Investment From Parent, Strategic Investors As It Forays Into Mass Market
- 特斯拉的中國競爭對手蔚來(Nio)從母公司和戰略投資者處獲得了19億美元的投資，這將助其進軍大衆市場。
譯文內容由第三人軟體翻譯。
