Morning Movers Gapping up $Zeta Global(ZETA.US)$The stock increased by 5% after Morgan Stanley upgraded the software firm to an overweight rating from equal-weight, anticipating positive revisions to valuation and estimates due to near-term catalysts and a "strong track record" of prudent guidance. $Wayfair(W.US)$The home-focused e-commerce retailer's shares climbed nearly 5% following an upgrade to outperform from in line by ...
Evercore analysts believe food stocks are undervalued and recommend buying. Portfolio managers may increase stakes if economic signals are negative. Volumes are expected to remain solid and possibly grow, according to Lamar Villere. Evercore's David Palmer sets a $32 target on Conagra stock, a 14% upside from current $28, despite a Hold rating.
Conagra Brands' rising ROCE indicates increased proficiency in generating returns, reflected in a 59% shareholder return over five years. Further research is needed to determine if these trends will continue.
Analysts speculate if other food companies will report a negative price mix like Conagra. Firms maintaining pandemic pricing may need to reconsider, especially those with easily substitutable products.
Conagra's struggling share prices may continue to be suppressed by waning price momentum and low sales volume, as an impending period of deflation in the U.S. food industry could lead customers to delay purchases.
Investors' concerns over Conagra Brands' inferior earnings outlook keep its P/E lower than the market. It can deter shares from increasing unless conditions improve.
Conagra Brands' similar ROE to industry average and use of debt to boost returns don't make it appealing due to low ROE and significant debt use. Usually, high quality businesses manage to reach high ROEs without massive debt.
Retail companies in the US are facing challenges as consumers become more cautious with their spending. Over two dozen stocks in the consumer staples and discretionary sectors of the$標普500指數(.SPX.US)$have hit new 52-week lows in October, including$美國達樂公司(DG.US)$,$塔吉特(TGT.US)$,$卡夫亨氏(KHC.US)$and$高露潔(CL.US)$. Here's why they are struggling. Consumers feel financially constrained Higher gasolin...
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Ixy The Cat :
標題中的「強勁經濟」起初是不正確的。美國和歐元區的通脹並未受到控制。通脹會消耗消費者的自願支出和企業利潤。這也意味著已經面臨高債務水平的個人和高槓桿率的公司而言,這也意味著借貸成本更高。由於上漲有限,零售相關股票被降級為防禦性股票。隨著投資者轉向其他表現更高的行業,它不會很快變得更好。
The analysis in the article suggests that Conagra Brands' diminished returns despite reinvestments in the business might not make it a potential multi-bagger stock. The company's declining stock and falling returns might not incite optimism among investors.
74459585 : 有趣