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奧本海默公司稱,儘管面臨成本壓力,Freshpet仍有望實現全年目標。

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-- 奧本海默公司週四發布的一份報告稱,即使貨運成本不斷上漲,Freshpet (FRPT) 仍有望實現全年目標。 奧本海默認為,Freshpet第一季銷售額成長10.9%的華爾街預期存在上行空間,部分原因是其在好市多(COST)的分銷管道顯著擴張。 在成本和消費者支出前景更加不明朗的情況下,奧本海默預計Freshpet至少會重申其2026年全年業績指引,這可能為其今年晚些時候的業績超預期和業績上調奠定基礎。 報告指出,好市多的自有品牌Kirkland Signature是一個強大的競爭對手,但Freshpet更豐富的產品線和在好市多的顯著市場份額應該能夠使其保持穩健成長。 報告稱,受新競爭和寵物用品市場訊號不一的擔憂影響,投資者對Freshpet中長期前景的看法仍然喜憂參半。 第一季業績將於週三公佈。在消費必需品產業面臨困境的背景下,Freshpet 仍然是 Oppenheimer 的首選小型股。 Oppenheimer 對 Freshpet 股票的評級為“跑贏大盤”,目標價為 80 美元。

Price: $66.19, Change: $+0.05, Percent Change: +0.08%

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