財報前瞻 | “四面楚歌”下的Beyond Meat(BYND.US) Q4財報能否助力股價觸底反彈
智通財經APP獲悉,市場預計Beyond Meat(BYND.US)在2021年第四季度中,每股將虧損71美分,營收爲1.0136億美元。相比之下,上年同期爲每股虧損34美分,營收爲1.0194億美元。據悉,該公司將於本週四美股收市後公佈最新季度的財報業績。
在近期,這家植物肉巨頭的股價在30天內暴跌了近20%,且似乎已經失去了上漲的動力。如果將觀察時間段延長至6個月和1年,Beyond Meat的股價則分別下跌了52%和66%。
股價下跌是多種因素共同作用的結果。一方面,目前該公司除了面臨市值和行業競爭加劇的困境以外,還面臨着工資上漲和供應鏈短缺等問題。同時,供應鏈因素也一度影響了該公司營收的增長速度。另一方面,該公司的商業吸引力似乎也在減弱,這導致虧損急劇增加。在第三季度中,該公司剛剛的營收僅同比增長13%,而運營虧損卻增至5400萬美元,是2020年同期的三倍。
然而,巴克萊分析師認爲,雖然該股在近期一直都處於拋售壓力之下,但目前股價已經觸底,有機會出現反彈。因此該行分析師最近上調了該股投資評級。此外,這位分析師認爲,目前的股價並不能反映Beyond Meat在美國餐飲服務渠道和國際市場上的增長潛力。
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