Trump's Beer Tariffs Cloud Sector: Molson Coors Is Well Positioned, But This Is The 'Best Company In The Beverage Space,' Says Analyst
Trump's Beer Tariffs Cloud Sector: Molson Coors Is Well Positioned, But This Is The 'Best Company In The Beverage Space,' Says Analyst
Pascarelli initiated coverage of Following sluggishness during the summer months, trends in the U.S. beer market are showing signs of improvement, according to Needham.
根據Needham的分析，夏季緩慢的情況正在改善，美國啤酒市場的趨勢顯示出復甦的跡象。
There is a great deal of uncertainty around potential tariffs, which will likely create a near-term overhang, beer is "better positioned than distilled spirits" in the current environment, says analyst Gerald Pascarelli.
市場對潛在關稅存在很大的不確定性，這可能會造成短期內的壓制，分析師傑拉爾德·帕斯卡雷利表示，在當前環境下，啤酒的表現 "優於蒸餾酒"。
The analyst initiated coverage of these two better stocks:
分析師啓動了這兩隻較好的股票的覆蓋：
Constellation Brands
星座品牌
Pascarelli initiated coverage of Constellation Brands, Inc. (NYSE:STZ) with a Buy rating and a price target of $280.
帕斯卡雷利對星座品牌公司 (NYSE:STZ) 啓動了買入評級，目標價設爲280美元。
While tariffs will remain a concern, Constellation Brands recently gained market share, which should enable the company to meet its revised guidance for fiscal 2025, Pascarelli said in the initiation note.
雖然關稅仍將是一個擔憂，但星座品牌最近獲得了市場份額，這應該可以使公司滿足其2025財年的修正指導，帕斯卡雷利在啓動說明中表示。
Constellation Brands is "the best company" in the Beverage space, the analyst stated. Within beer, the company continues to generate "the best revenue growth and operating margins," he added.
分析師表示，星座品牌是飲料領域 "最好的公司"。在啤酒方面，該公司繼續產生 "最佳的營業收入增長和運營利潤率"，他補充道。
The stock is likely to trade higher, "given their historical and consistent relative levels of outperformance, combined with improved capital allocation and corporate governance," the analyst further wrote.
分析師進一步寫道，考慮到他們歷史上持續的相對超額收益水平，加上改善的資本配置和企業治理，股票可能會交易上漲。
Check out other analyst stock ratings.
查看其他分析師的股票評級。
Molson Coors Beverage
莫庫酒業
In a separate note, Pascarelli initiated coverage of Molson Coors Beverage Co (NYSE:TAP) with a Buy rating and a price target of $72.
在另一份報告中，帕斯卡雷利開始對莫庫酒業（紐交所:TAP）進行覆蓋，給予"買入"評級，目標價爲72美元。
The brewing contract with Pabst coming to an end positions Molson Coors Beverage to improve its volumes, the analyst said.
分析師表示，與帕布斯的釀造合同即將結束，這使得莫庫酒業提高其產量。
There is upside to the current Street estimates for the company, which imply growth significantly below the company's long-term targets, Pascarelli stated. Molson Coors Beverage should be able to meet its growth targets "through incremental cost savings along with optionality to deploy cash towards share buybacks," he further wrote.
帕斯卡雷利表示，該公司目前的華爾街預期存在上行空間，這意味着其增長遠低於公司的長期目標。莫庫酒業應該能夠通過逐步的成本節省以及將現金用於股票回購的選擇來實現其增長目標，他進一步寫道。
Price Action
股價變動
At the time of publication Friday:
截至週五發佈時：
- STZ: Shares of Constellation Brands had risen by 0.78% to $241.36
- TAP: Molson Coors Beverage's stock had climbed 0.59% to $61.31.
- STZ：星座品牌的股票上漲了0.78%，達到241.36美元。
- TAP: 莫庫酒業的股票上漲了0.59%，達到61.31美元。
Read More:
• Trump Tariffs On Mexico Could Affect Beer: Why Your Modelo, Corona Could Cost More Next Year
閱讀更多：
• 特朗普對墨西哥的關稅可能影響啤酒：爲什麼你的Modelo和Corona明年可能會更貴。
Photos: Shutterstock
照片：shutterstock
譯文內容由第三人軟體翻譯。
