Why This Westrock Coffee Analyst Is Bullish About The Strategic Shift To Ready-To-Drink Beverages
Why This Westrock Coffee Analyst Is Bullish About The Strategic Shift To Ready-To-Drink Beverages
Shares of Westrock Coffee Co (NASDAQ:WEST) came under pressure in early trading on Monday.
納斯達克:Westrock Coffee Co (WEST)的股份在週一早盤交易中承受壓力。
The company is well positioned for margin expansion with the build out of its new facility in Conway, Arkansas.
該公司通過在阿肯色州康威新設施的建設,爲利潤擴張做好了準備。
Truist Securities analyst Bill Chappell initiated coverage of Westrock Coffee with a Buy rating and price target of $10.
Truist Securities分析師Bill Chappell開始對Westrock Coffee展開覆蓋,給予買入評級,目標價10美元。
The Westrock Coffee Thesis: The new state-of-the-art facility specializes in manufacturing coffee-based ready-to-drink (RTD) beverages, Chappell said.
Westrock Coffee主題:新的最先進設施專門從事生產基於咖啡的即飲(RTD)飲料,Chappell表示。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
American consumers like the convenience of ready-to-drink coffee beverages. That's why this has "proliferated in retail outlets over the past decade," Chappell said.
美國消費者喜歡即飲咖啡飲料的方便性。這就是爲什麼在過去十年裏,在零售店鋪中,“這種情況已經變得司空見慣了,"Chappell說。
Westrock Coffee is the only "one-stop shop in the RTD industry with scale," Chappell added.
Westrock Coffee是RTD行業中唯一具有規模的「一站式購物中心」,Chappell補充道。
"We believe the existing customers have only dipped a toe in the water of what Westrock can offer," he further wrote.
“我們認爲現有客戶僅僅只是稍稍涉足了Westrock可以提供的東西,"他進一步寫道。
Westrock Coffee's strategy of "moving into the value-add/packaged goods segment" enables "higher and more predictable margins for the company," Chappell said.
Westrock咖啡的"進軍增值/包裝產品領域"的策略使公司"具有更高更可預測的利潤率",Chappell表示。
Extracts and RTDs can generate 4x to 5x of the margins generated by roast and ground coffee, the analyst added.
提取物和RTD可產生烘焙和研磨咖啡所產生利潤的4倍至5倍,分析師補充道。
WEST Price Action: Shares of Westrock Coffee had declined by 5.55% to $5.62 at the time of publication on Monday.
WESt股價走勢:在週一發佈時,Westrock咖啡股票下跌了5.55%,至5.62美元。
Read More:
閱讀更多:
- Westrock Coffee Company Reports Q1 Loss, Misses Revenue Estimates
- Westrock咖啡公司報告第一季度虧損,營收估計不及預期
Image: Pixabay
圖片:Pixabay
譯文內容由第三人軟體翻譯。