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FINWIRES

RBC表示，尽管市场环境动荡，UTZ品牌第一季度业绩仍将与预期持平。

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-- 加拿大皇家银行资本市场（RBC Capital Markets）周一发布的一份报告称，UTZ Brands (UTZ) 预计将公布与市场普遍预期基本一致的第一季度业绩，但预计第一季度市场波动较大。 该公司计划于周三公布第一季度业绩。 RBC表示，UTZ第一季度业绩预测数据显示，其增长预期目前为4.1%，高于市场普遍预期的2.8%，这主要得益于超级碗的举办以及冬季风暴来临前消费者囤货的趋势。然而，该券商指出，第二季度早期数据显示，受销量下滑和部分市场份额下降的影响，其环比增长将显著放缓至-3.4%。 UTZ预计其加州业务扩张也将在第一季度初发出积极信号，但RBC预计短期内对财务业绩的影响有限。 此外，百事公司旗下菲多利公司重新推出乐事薯片和多力多滋玉米片可能会加剧市场波动，因为据报告显示，UTZ约五分之三的销售额来自薯片和玉米片。 加拿大皇家银行还指出，油价上涨和通货膨胀会带来更广泛的品类风险，这可能会抑制加油站和便利店渠道对咸味零食的需求。 加拿大皇家银行维持对UTZ的“跑赢大盘”评级，目标价为15美元。

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