Chantalle Butler's promotion is hailed as a positive step, thanks to her significant role in the company's growth strategy. Her leadership style and commitment to growth are expected to continue propelling Molson Coors' success in Canada.
Laboy believes Molson Coors might face a tough growth path post-2024 due to lack of innovation and struggles to upscale Blue Moon brand. High-single-digit EPS growth target may be hard to reach, says Laboy.
Deutsche Bank analysts express that current Molson Coors stock valuation has already factored in growth maintenance risks. They also highlight improvements in company operations due to portfolio optimization, marketing focus, and modernization efforts. Yet, they flag caution given probable Q4 softness from planned maintenance and the effort to end the year with a sound inventory.
MKM's Roth analyst Bill Kirk has an optimistic view on Molson Coors, noting its promising prospects to overturn five years of U.S. volume declines via a more efficient cost structure. The shift of market share from Bud Light to Miller Lite and Coors Light due to a conservative-led boycott is expected to be quite profitable and sticky.
Analyst Bill Kirk perceives a profitable market shift from Bud Light to Miller Lite and Coors Light. He maintains a buy rating on the stock, hinting at an appealing prospect of reversing US volume declines.
Despite recent stock dip, investors remain optimistic due to strong returns over three years. Note, however, the need to consider investment risks and dividend contributions to total shareholder returns.
Weight-loss drug stocks are the big winners in the market as investors got clear evidence that these drugs could be a game-changer for the pharmaceutical industry. While other companies—including those outside of healthcare—could feel a more negative impact. Morgan Stanley anticipated annual global sales for weight-loss drugs could reach $77 billion by 2030, higher than its previous $54 billion forecast.$诺和诺德(NVO.US)$and$礼来(LLY.US)$will spli...
莫库酒业股票讨论区
5年来营收先降后升,整体略有萎缩,营业利润波动中有所下滑,净利润受资产减值影响在2020和2022年均有亏损。2022年利息费用占营业利润的23.7%,利息负担较重。毛利率近5年来前4年变化不大,2022年从39.4%下降到34.2%。
2023前3季度营收增长10.4%,营业利润增长80%,净利润达到8.5亿。
目前市盈率TTM53.6,如果全年净利达到13亿市盈率将降为10.4,股息率2.6%,考虑到近几年资产减值是最大的不确定因素,目前的估值安全垫还不够厚,继续观察。
4 Dividend Stocks to Buy Now & Hold Forever!!
$EOG能源(EOG.US)$$FS KKR Capital(FSK.US)$$莫库酒业(TAP.US)$$CF工业控股(CF.US)$$美国美盛(MOS.US)$$YIELDMAX NVDA OPTION INCOME STRATEGY ETF(NVDY.US)$
$沃特世(WAT.US)$$莫库酒业(TAP.US)$$百威英博(BUD.US)$$可口可乐(KO.US)$$赛莱默(XYL.US)$$泰国酿酒(Y92.SG)$$莱纳建筑(LEN.US)$$霍顿房屋(DHI.US)$$百事可乐(PEP.US)$$3M(MMM.US)$$应用材料(AMAT.US)$$奈飞(NFLX.US)$$美国超微公司(AMD.US)$$Lululemon Athletica(LULU.US)$
专栏Weight-Loss Drug Craze: The Potential Winners and Losers
Morgan Stanley anticipated annual global sales for weight-loss drugs could reach $77 billion by 2030, higher than its previous $54 billion forecast. $诺和诺德(NVO.US)$ and $礼来(LLY.US)$ will spli...
暂无评论