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美国银行称，受促销活动和成本上升的影响，BellRing Brands第二财季业绩疲软。

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-- 美国银行证券周三在一份报告中指出，BellRing Brands (BRBR) 第二财季业绩疲软，即饮奶昔增长放缓、促销活动增多以及成本压力上升均影响了利润率。 报告称，即饮奶昔品类的增长速度已放缓至约 8%，远低于此前 10% 的增速。同时，市场对中小市值消费必需品公司的整体信心有所减弱，且短期内营收或利润率的复苏前景尚不明朗。 报告还指出，第二季度促销活动大幅增加，约 27% 的即饮奶昔销量以折扣价售出，同比增长 8%。与此同时，成本也在上升，尤其是运费和蛋白质成本，预计这些压力将持续到 2027 财年，尽管可能会略有缓解。 该公司表示，展望未来，蛋白质产品的整体需求依然强劲，并补充道：“如果 BellRing 能有效推进其创新研发、价格管控和成本优化，那么 BellRing 与同类产品之间的差距有望缩小，从而促使我们对该公司持更加积极的态度。” 美国银行将 BellRing Brands 的评级从“中性”下调至“弱于大盘”，并将目标股价从 19 美元下调至 10 美元。

Price: $10.89, Change: $+0.26, Percent Change: +2.45%

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