分析师对雀巢的价格上涨和重拾销售额的策略持怀疑态度。关注点是增强市场份额的势头和创新以实现2024年的增长。丹麦的销量增长故事比雀巢更受肯定。

出售表现不佳的品牌将增强达能对强健康中心品牌的关注，并重新投资于增长。铂金投资计划利用其专业知识，从高级有机乳制品品牌中提取价值。

Jefferies对达能的品牌策略在2024年的潜在回报持乐观态度；青睐Haleon因其预测的稳定表现。认为亨氏过去的再投资开始受益，称赞公司的有吸引力估值。

$Sea (SE.US)$ $达能(ADR) (DANOY.US)$
达能全球电子商务总监Deborah Chong表示：“我们见证了我们在线业务的惊人增长，包括增长105% 增长了105% 在去年的Shopee 12.12生日庆典销售活动中，东南亚地区增长了。 随着越来越多的消费者转向像Shopee这样的电子商务平台寻找方便可靠的产品选择，我们相信这种合作将进一步扩大我们的...

From diapers to yogurt, global companies are struggling with rising costs and supply chain difficulties
$宝洁 (PG.US)$ $达能(ADR) (DANOY.US)$ $爱立信 (ERIC.US)$ Procter & Gamble (P&G) and Danone (P&G), and mobile phone manufacturer Ericsson (Ericsson) reported results that show increased costs and supply chain disruptions, indicating that global companies are facing greater pressure on profits and shoppers are facing higher prices. Many companies rely on price increases to offset the increase in raw material prices and transportation costs for basic necessities such as diapers and bottled water. Business executives and analysts said that price increases will continue until next year
Article excerpted from Reuters Financial Morning Post