-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師總結如下：聯合利華2026年第一季基本銷售額（USG）成長3.8%，高於市場普遍預期的3.6%，其中價格成長（+0.9%）和銷售成長（+2.9%）貢獻均衡。銷售成長主要得益於旗下強勢品牌實現5.0%的基本銷售額成長和4.0%的銷售成長，驗證了公司將投資重點放在最強資產上的策略。我們歡迎這種以銷售成長為主導的趨勢，因為我們認為這是一種更健康的擴張，顯示成長品質更高，業務實力更強。管理層重申了2026年全年基本銷售額成長預期，預計成長幅度將處於4-6%區間的下限，銷量成長至少為2%。新興市場表現強勁，基本銷售額成長5.7%，主要得益於強勁的銷售成長（4.2%），其中印度市場貢獻了7%的基本銷售額成長。家庭護理業務引領整體業績成長，美國市佔率成長6.1%，銷售成長6.2%。我們預期聯合利華市場領先的產品將持續保持強勁勢頭，各品類和地區均呈現強勁成長勢頭，因此我們對3.5%的市場預期更為樂觀。
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