01/03/2025, 05:23 AM UTC
尽管预测性低,Celsius Holdings因转型潜力而具有吸引力(评级上调)Celsius Holdings: Despite Low Predictability, Attractively Priced Due To Turnaround Potential (Rating Upgrade)
1. Celsius Holdings的股价因增长停滞从96美元暴跌至26美元,主要原因是百事公司的库存优化。2. 第三季度收入下降31%,毛利率为46%,营业利润转为负值,突显了百事公司变化的影响。3. 未来展望取决于销售和销售出的协调,市场复苏以及国际扩张的成功;如果这些条件实现,2025年应看到业绩改善。1. Celsius Holdings' stock plummeted from $96 to $26 due to a shock growth halt, primarily caused by PepsiCo's inventory optimization. 2. Q3 saw a 31% revenue drop, with gross margins at 46% and operating margins turning negative, highlighting the impact of PepsiCo's changes. 3. The future outlook hinges on aligning sell-in and sell-out, market recovery, and successful international expansion; 2025 should see improved performance if these align.---
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