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RBC表示,儘管市場環境動盪,UTZ品牌第一季業績仍將與預期持平。

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-- 加拿大皇家銀行資本市場(RBC Capital Markets)週一發布的一份報告稱,UTZ Brands (UTZ) 預計將公佈與市場普遍預期基本一致的第一季業績,但預計第一季市場波動較大。 該公司計劃於週三公佈第一季業績。 RBC表示,UTZ第一季業績預測數據顯示,其成長預期目前為4.1%,高於市場普遍預期的2.8%,主要得益於超級盃的舉辦以及冬季風暴來臨前消費者囤貨的趨勢。然而,該券商指出,第二季早期數據顯示,受銷量下滑和部分市佔率下降的影響,其季增將顯著放緩至-3.4%。 UTZ預計其加州業務擴張也將在第一季初發出正面訊號,但RBC預計短期內對財務表現的影響有限。 此外,百事公司旗下菲多利公司重新推出樂事薯片和多力多滋玉米片可能會加劇市場波動,因為據報告顯示,UTZ約五分之三的銷售額來自薯片和玉米片。 加拿大皇家銀行也指出,油價上漲和通貨膨脹會帶來更廣泛的品類風險,這可能會抑制加油站和便利商店通路對鹹味零食的需求。 加拿大皇家銀行維持對UTZ的「跑贏大盤」評級,目標價為15美元。

Price: $7.72, Change: $-0.05, Percent Change: -0.71%

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