消费行业证据与公司研究资料

20 August 2026 Annick Maas European Media CTS Eventim Christophe Cherblanc Rating Outperform Price Target EVD.GR 94.00 EUR Quick Take: CTS Eventim 2Q marked by moving parts and a reiterated outlook, for now …

Action | 20 Aug 2026 08:59:13 ET │ 15 pages Brambles Limited (BXB.AX) Is execution risk manageable? CITI'S TAKE Overall FY26 EBIT at +4% cFX was largely in line with the 3-5% guide. However, BXB introduced 1H27 capacity constraint costs, that were much …

Action | 20 Aug 2026 03:00:00 ET │ 14 pages Lowe's Companies Inc. (LOW.N) EPS Recap – Guidance Cut De-Risks Year; Rates Are Still What Matters for 2027 CITI'S TAKE LOW 2Q results garnered a positive reaction in shares—our estimates come …

M Update August 5, 2026 07:52 AM GMT Endeavour Group Ltd | Asia Pacific Morgan Stanley Australia Limited+ Melinda K Baxter Equity Analyst Risk Reward Update Risk Reward for Endeavour Group Ltd (EDV.AX) has been updated Reason for change …

M Update August 5, 2026 05:00 AM GMT Morgan Stanley MUFG Securities Co., Ltd.+ Hirose Electric (6806) | Japan Sota Harashima Equity Analyst Takeaways from F3/27 1Q Results Briefing Shoji Sato Equity Analyst (1) 1Q sales were ¥62.1bn (+27% YoY).…

M Update August 5, 2026 04:27 AM GMT Yamazaki Baking (2212) | Japan Morgan Stanley MUFG Securities Co., Ltd.+ Tomonobu Tsunoyama Equity Analyst Takeaways from F12/26 2Q Earnings Call: Management Confident About Price Hikes Seki Li Research Associate …

M Idea August 5, 2026 04:01 AM GMT Morgan Stanley C.T.V.M. S.A.+ Ambev | Latin America Ricardo L Alves Equity Analyst Lack of Growth Keeps Us Underweight ABEV Lucas T Mussi Research Associate Henrique Morello Research Associate What’s Changed …

M Update August 5, 2026 01:30 AM GMT Michelin | Europe Morgan Stanley Europe S.E., Madrid Branch+ Javier Martinez de Olcoz Cerdan Equity Analyst Risk Reward Update Michelin (MICP.PA, ML FP) What’s Changed Autos & Shared Mobility | France Updated Components …

J P M O R G A N North America Equity Research 05 August 2026 Capri Holdings Ltd Mixed 1Q w/ 2H “Show-Me” Setup; Mgmt Follow-Up Takes Overweight CPRI, CPRI US Price (04 Aug 26):$16.52 ▼Price Target (Dec-27):$20.00 Prior (Dec-27):$22.00 I.…

J P M O R G A N North America Equity Research 05 August 2026 Pinterest Sales Transformation Early, but UCAN Acceleration Encouraging; Remain Neutral, $27 PT Neutral PINS, PINS US Price (04 Aug 26):$25.58 ▲Price Target (Dec-27):$27.00 Prior (Dec-26):$25.00 …

J P M O R G A N North America Equity Research 05 August 2026 Perrigo Company 2Q26 Takeaways: Solid Set of Results After an Otherwise Challenging 2025/2026 Overall, PRGO reported a solid set of 2Q results, albeit largely on 1x items, and …

餐饮品牌国际公司2026年第二季度净收入6.65亿美元，同比大增153%；上半年净收入11.1亿美元，同比增129%。收入增长主要受供应链销售和系统销售额增长推动，外汇影响有利。公司完成BK中国合资交易，持有17%股权。有效税率转为负值，因集团内部重组产生递延税收益。公司持续回购股票并派发股息。

Molson Coors发布2026年第二季度财报，净销售额30.97亿美元，净利润2.216亿美元（含非控制权益），同比下滑。公司完成对Atomic Brands（Monaco鸡尾酒）的收购，并发行2036年美元优先票据。美洲重组计划基本完成，累计费用3380万美元。公司继续回购股票，并面临关税、通胀等风险。

Sonoco于2026年8月4日发布8-K，宣布更新全球消费品包装业务组织架构及相关领导层变动。公司预期新架构将促进创新、协作、运营效率和增长，但警告实际结果可能因执行风险等而不同。

百胜餐饮集团2026年第二季度营收21.69亿美元，同比增长12.2%；净利润8.53亿美元，同比增长128%。公司宣布以约6.66亿美元收购Taco Bell东南部128家餐厅，并签署协议出售Pizza Hut业务（除中国外）给LongRange Capital，中国业务出售给百胜中国。本季度确认了与Pizza Hut出售相关的3.59亿美元递延税收益，有效税率降至-60.1%。董事会授权40亿美元新股票回购计划。

Ball Corp 2026年第二季度净销售额39.97亿美元，同比增长20%；净利润2.21亿美元，同比增长4%。上半年销售额76亿美元，净利润4.26亿美元。公司完成对Benepack欧洲饮料罐业务80%股权的收购，并出售沙特合资公司41%股权。铝价上涨推动销售增长，但成本上升影响利润率。公司面临地缘政治冲突和原材料价格波动风险。

Carter's公布2026财年第二季度业绩，净销售额增长5.2%至6.155亿美元，净利润大幅增长至1.05亿美元，主要受益于1.28亿美元的IEEPA关税退款。毛利率提升至67.0%，经营利润率升至22.7%。美国零售可比销售额连续第五个季度增长。公司完成组织重组，并支付每股0.25美元股息。

Crown Holdings 2026年第二季度净销售额36.68亿美元，同比增长16.5%；净利润2.45亿美元，同比增长35.4%。上半年净销售额69.27亿美元，净利润4.2亿美元。公司回购5.17亿美元股票，并宣布每股0.35美元股息。美洲饮料业务表现强劲，但欧洲和亚太地区收入下降。公司面临巴西税务评估和石棉诉讼等风险。