12/02/2024, 01:27 PM UTC
Celsius Holdings:变化即将到来Celsius Holdings: Things Are Set To Change
1. Celsius因百事可乐的库存管理面临暂时性销售下降;2. 基本面宏观趋势和品类增长依然强劲;3. 收购Big Beverages Contract Manufacturing增强了生产能力和投资回报率;4. 公司在营销和AI方面的投资表明了其韧性和扩张;5. 估值依然具有吸引力,如果百事可乐增加持股比例,以及Celsius继续扩大其市场容量和优化利润率,有望获得显著回报。1. Celsius is facing temporary sales declines due to PepsiCo's inventory management; 2. Underlying macro trends and category growth remain strong; 3. The acquisition of Big Beverages Contract Manufacturing enhances production capacity and ROI; 4. The company's investment in marketing and AI suggests resilience and expansion; 5. Valuation remains attractive with potential for significant returns.
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