Judy Hong - Goldman Sachs Group
Last quote by Judy Hong
Concerns around the recent slowdown in beer sales seems overdone, in our view. We see a sizable runway for high-single-digit beer sales growth to be sustained. Within our coverage, we now see STZ as possessing the best combination of growth and valuation.feedback
Apr 17 2017
Find all of Judy Hong’s quotes that have been published in 4 different articles on this page. Judy Hong’s quotes are organized by date and topic, making it easy for you to compare, for example, what Judy Hong has said both recently, and in the past, on a variety of topics. Some of the topics Judy Hong likes to comment on include mid-September, Sept. and category. Most recently, Judy Hong said, “Guidance for 2017 does not inspire confidence. Craft beer dynamics have not benefited SAM. Management's commentary around execution missteps on seasonals is concerning and we question whether increasing marketing investment is a prudent strategy in light of volume uncertainty and limited evidence of payback from prior investment.”.
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Quotes by Judy Hong
Feb 23 2017
Guidance for 2017 does not inspire confidence. Craft beer dynamics have not benefited SAM. Management's commentary around execution missteps on seasonals is concerning and we question whether increasing marketing investment is a prudent strategy in light of volume uncertainty and limited evidence of payback from prior investment.feedback
Jan 09 2017
KO's sales growth is also likely to again be sub-par in 2017, as we see its organic sales growth continuing to lag the global non-alcoholic beverage category given a portfolio mix that still skews to slower-growth categories. We expect KO to be a relative underperformer in staples again in 2017 based on downside risk we see to consensus estimates on refranchising/FX headwind to EPS.feedback
Sep 12 2016
We upgrade PM ... on accelerating EPS momentum, increased confidence in iQos [e-cigarettes] contribution long term and improving capital allocation ahead. We expect PM to raise the dividend in mid-September and provide additional details around its next generation products (NGP) strategy at the analyst meeting on Sept. 29, both of which are likely to be positive catalysts in the near term.feedback
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