通用磨坊消费情绪预警凸显市场困境——市场评论

投资观察02-19

通用磨坊基于疲软的消费情绪而下调业绩展望，此举令人失望，并表明食品行业仍面临挑战。这一最新动态与其先前的乐观态度形成鲜明对比，该公司曾预计通过定价策略和营销活动来实现增长。新的业绩指引将增长复苏推迟至2027财年。

一份1月份的调查显示，消费者的“背景环境依然严峻，有相当大比例的消费者仍倾向于在促销时购买”。分析指出：“这些状况强化了我们对2026日历年食品领域持谨慎态度的展望，该行业立足依然困难，除了资金从科技/成长股轮动出来之外，估值仍面临挑战。”

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