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.
根据Needham的分析，夏季缓慢的情况正在改善，美国啤酒市场的趋势显示出复苏的迹象。
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.
市场对潜在关税存在很大的不确定性，这可能会造成短期内的压制，分析师杰拉尔德·帕斯卡雷利表示，在当前环境下，啤酒的表现 "优于蒸馏酒"。
The analyst initiated coverage of these two better stocks:
分析师启动了这两只较好的股票的覆盖：
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.
帕斯卡雷利对星座品牌公司 (NYSE:STZ) 启动了买入评级，目标价设为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.
虽然关税仍将是一个担忧，但星座品牌最近获得了市场份额，这应该可以使公司满足其2025财年的修正指导，帕斯卡雷利在启动说明中表示。
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.
分析师表示，星座品牌是饮料领域 "最好的公司"。在啤酒方面，该公司继续产生 "最佳的营业收入增长和运营利润率"，他补充道。
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.
分析师进一步写道，考虑到他们历史上持续的相对超额收益水平，加上改善的资本配置和企业治理，股票可能会交易上涨。
Check out other analyst stock ratings.
查看其他分析师的股票评级。
Molson Coors Beverage
莫库酒业
In a separate note, Pascarelli initiated coverage of Molson Coors Beverage Co (NYSE:TAP) with a Buy rating and a price target of $72.
在另一份报告中，帕斯卡雷利开始对莫库酒业（纽交所:TAP）进行覆盖，给予"买入"评级，目标价为72美元。
The brewing contract with Pabst coming to an end positions Molson Coors Beverage to improve its volumes, the analyst said.
分析师表示，与帕布斯的酿造合同即将结束，这使得莫库酒业提高其产量。
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，该公司目前的华尔街预期存在上行空间，这意味着其增长远低于公司的长期目标。莫库酒业应该能够通过逐步的成本节省以及将现金用于股票回购的选择来实现其增长目标，他进一步写道。
Price Action
股价变动
At the time of publication Friday:
截至周五发布时：
- 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：星座品牌的股票上涨了0.78%，达到241.36美元。
- TAP: 莫库酒业的股票上涨了0.59%，达到61.31美元。
Read More:
• Trump Tariffs On Mexico Could Affect Beer: Why Your Modelo, Corona Could Cost More Next Year
阅读更多：
• 特朗普对墨西哥的关税可能影响啤酒：为什么你的Modelo和Corona明年可能会更贵。
Photos: Shutterstock
照片：shutterstock
译文内容由第三方软件翻译。