美銀:新減肥藥物徹底改變消費者行為 食品和零食股風險最大
美國銀行表示,減肥藥物或成為主流,並影響消費者行為,食品和零食公司或感受到最大的壓力。
市場發現糖尿病藥物成為減肥人群中希望,服用該些藥物的人對不健康食品或酒精和其他飲料的渴望減少。
美銀分析師Geoff Meacham指出,從長遠來看,減肥藥物對消費者行為的影響仍有很多未知數,但他表示,風險最高的是酒精、零食和飲料產品。奶昔或冷凍食品等產品或可能面臨壓力。
另一方面,他表示,餐廳受到的影響可能會較小,因為外出用餐的優點,如便利性、口味和社交性不會改變。
百事可樂(PEP.US)周五創出52周新低,午後回升0.4%,百事今年累跌11%;可口可樂(KO.US)今年跌17%,周五升1.6%;朱古力廠Hershey(HSY.US)跌0.06%,該股年初至今累跌逾15%。
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