-- 獨立研究機構CFRA向提供了以下研究報告。 CFRA分析師的觀點摘要如下：我們將12個月目標股價從132美元下調至109美元，相當於我們2026年每股盈餘預期8.71美元的12.5倍。我們認為，這筆溢價倍數是合理的，因為該公司擁有長期的潛在需求，並且具備應對近期能源成本壓力的財務靈活性。我們預計，由於能源成本的影響，2026年營業利潤率將下降30個基點，這將抵銷槓桿效應帶來的好處，儘管營收成長較為溫和。根據我們的假設，2026年每股收益為8.71美元（此前為9.54美元），2027年每股收益為9.85美元（此前為10.89美元）。我們的主要風險在於，目前的能源衝擊可能會持續到2027年，這將進一步削弱消費者需求，並可能導致未來獲利預期下調。目前，我們預期富裕消費者的持續支出以及波動但穩定的商業需求將為企業提供支撐。這種短期風險與長期復甦潛力之間的平衡使我們保持觀望，等待宏觀經濟環境更加明朗。
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