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.
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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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摩根士丹利分析师Sarah Simon维持$百威英博 (BUD.US)$买入评级，并将目标价从73.5美元下调至63美元。
根据TipRanks数据显示，该分析师近一年总胜率为46.3%，总平均回报率为-2.9%。
此外，综合报道，$百威英博 (BUD.US)$近期主要分析师观点如下：
该公司正在根据欧洲和美国市场的最新扫描仪数据以及最新的外汇汇率，调整对百威英博的估计，这些汇率被认为对盈利能力具有折算和交易影响。尽管该公司设想百威英博继续提供 “非常有吸引力” 的现金回报，但它预计增长和股价表现将主要发生在下半年。此外，他们预测饮料行业会有更好的即时机会。
该公司的交易量继续表现疲软，但预计杠杆率和自由现金流将显示出积极的趋势。尽管本季度交易量疲软，但预计该公司的去杠杆化和自由现金流的增加仍将按计划进行。
对于食品和饮料行业来说，2025年似乎充满挑战，这主要是因为监管环境发生重大变化的可能性仍然微乎其微。此外，与 GLP-1 治疗相关的缓慢采用率和高辍学率，以及随着消费者适应价格上涨和工资上涨而出现的追求价值的购物行为的正常化，正在影响市场。有人建议，许多食品和饮料品牌应考虑修改其定价和利润结构，以提高其在消费者中的感知价值。
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