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 expectations to incorporate the most recent scanner data from European and U.S. markets, along with the latest foreign exchange rates. These factors are noted to influence profitability both translationally and transactionally. Despite anticipating appealing cash returns from AB InBev, growth and stock performance are expected to be more prominent in the latter half of the year. Consequently, more immediate opportunities may be found in other areas of the Beverages sector, leading to a shift in the firm's top recommendations.
The company's volumes remain subdued, yet its leverage and free cash flow are expected to show positive changes. Despite the challenging quarter in terms of volume, the company's deleveraging and free cash flow prospects are believed to be on track.
The food and beverage industry is likely to face challenges in 2025, as structural changes in the regulatory environment appear unlikely. Additionally, the slow adoption and significant dropout rates for GLP-1 usage are expected to impact consumption trends. As consumers adjust to heightened price levels aided by wage inflation, their shopping habits are anticipated to return to a more normalized state of value-seeking. Many brands may need to reconsider and adjust their pricing strategies and margin frameworks to enhance their appeal in terms of perceived value.
Note:
TipRanks, an independent third party, provides analysis data from financial analysts and calculates the Average Returns and Success Rates of the analysts' recommendations. The information presented is not an investment recommendation and is intended for informational purposes only.
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：
該公司正在調整預期，以納入來自歐洲和美國市場的最新掃描儀數據以及最新的外匯匯率。據指出，這些因素會影響翻譯和交易的盈利能力。儘管預計百威英博將帶來誘人的現金回報，但預計下半年的增長和股票表現將更加突出。因此，在飲料行業的其他領域可能會發現更多直接的機會，從而導致該公司的主要建議發生變化。
該公司的交易量仍然疲軟，但其槓桿率和自由現金流預計將顯示出積極的變化。儘管該季度的交易量充滿挑戰，但據信該公司的去槓桿化和自由現金流前景已步入正軌。
食品和飲料行業可能在2025年面臨挑戰，因爲監管環境的結構性變化似乎不太可能。此外，GLP-1 使用的緩慢採用率和顯著的退出率預計將影響消費趨勢。隨着消費者在工資通脹的推動下適應價格水平的上漲，他們的購物習慣預計將恢復到更加正常的追求價值的狀態。許多品牌可能需要重新考慮和調整其定價策略和利潤框架，以增強其在感知價值方面的吸引力。
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分析師總勝率為近一年分析師的評級成功次數占總評級次數的比率。評级的成功與否，取決於TipRanks的虚擬投資組合是否從該股票中產生正回報。
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