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加拿大皇家银行表示,百事公司第一季度业绩稳健,将维持2026财年业绩预期不变。

-- 加拿大皇家银行资本市场(RBC Capital Markets)周二发布的一份报告称,百事公司(PEP)预计第一季度业绩稳健,营收和盈利均将达到预期目标,并维持其目前的业绩指引范围。 RBC分析师表示,百事公司通常会提前6至12个月进行风险对冲,这应能降低其受成本上升压力的影响。他们预计该公司将在密切关注成本环境的同时重申业绩指引,目前其业绩预期处于指引范围的中点。 报告指出,中东冲突预计不会对百事公司第一财季业绩产生重大影响,因为该公司仅公布1月和2月的国际第一财季业绩。 分析师表示,影响百事公司财务业绩的主要因素是通胀对消费者的影响以及其全球业绩,这些因素有可能将其业绩拉低至指引范围的中低端。他们补充说,通胀促使消费者增加居家消费,这可能对业绩起到一定的积极作用。 百事公司预计将于周四美股开盘前公布第一季度财报。 加拿大皇家银行维持对该公司股票的“与行业持平”评级,目标价为163美元。

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