Morgan Stanley analyst Sarah Simon maintains $Anheuser-Busch Inbev (BUD.US)$ with a buy rating, and adjusts the target price from $73.5 to $63.
According to TipRanks data, the analyst has a success rate of 46.3% and a total average return of -2.9% over the past year.
Furthermore, according to the comprehensive report, the opinions of $Anheuser-Busch Inbev (BUD.US)$'s main analysts recently are as follows:
The firm is adjusting its estimates for AB InBev based on the most recent scanner data in European and U.S. markets, alongside the latest foreign exchange rates, which are noted to have both translational and transactional effects on profitability. Despite the firm envisioning that AB InBev continues to deliver 'very attractive' cash returns, it anticipates that growth and share price performance will majorly occur in the latter half of the year. Additionally, they predict there are better immediate opportunities available within the Beverages sector.
The company's volumes continue to exhibit weakness, yet it is anticipated that leverage and free cash flow will show positive trends. It is expected that the company's deleveraging and increased free cash flow will remain on course despite a quarter marked by soft volumes.
2025 appears to be challenging for the food and beverage industry, largely because the likelihood of significant changes in the regulatory environment remains minimal. Additionally, the slow adoption and high dropout rates associated with GLP-1 treatments, along with the normalization of value-seeking shopping behaviors as consumers adjust to elevated prices and experience wage inflation, are influencing the market. It is suggested that numerous food and beverage brands should consider revising their pricing and margin structures to enhance their perceived value among consumers.
Note:
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Success rate is the number of the analyst's successful ratings, divided by his/her total number of ratings over the past year. A successful rating is one based on if TipRanks' virtual portfolio earned a positive return from the stock. Total average return is the average rate of return that the TipRanks' virtual portfolio has earned over the past year. These portfolios are established based on the analyst's preliminary rating and are adjusted according to the changes in the rating.
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摩根士丹利分析師Sarah Simon維持$百威英博 (BUD.US)$買入評級，並將目標價從73.5美元下調至63美元。
根據TipRanks數據顯示，該分析師近一年總勝率為46.3%，總平均回報率為-2.9%。
此外，綜合報道，$百威英博 (BUD.US)$近期主要分析師觀點如下：
該公司正在根據歐洲和美國市場的最新掃描儀數據以及最新的外匯匯率，調整對百威英博的估計，這些匯率被認爲對盈利能力具有折算和交易影響。儘管該公司設想百威英博繼續提供 「非常有吸引力」 的現金回報，但它預計增長和股價表現將主要發生在下半年。此外，他們預測飲料行業會有更好的即時機會。
該公司的交易量繼續表現疲軟，但預計槓桿率和自由現金流將顯示出積極的趨勢。儘管本季度交易量疲軟，但預計該公司的去槓桿化和自由現金流的增加仍將按計劃進行。
對於食品和飲料行業來說，2025年似乎充滿挑戰，這主要是因爲監管環境發生重大變化的可能性仍然微乎其微。此外，與 GLP-1 治療相關的緩慢採用率和高輟學率，以及隨着消費者適應價格上漲和工資上漲而出現的追求價值的購物行爲的正常化，正在影響市場。有人建議，許多食品和飲料品牌應考慮修改其定價和利潤結構，以提高其在消費者中的感知價值。
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