There are a number of companies that are well positioned to deliver solid revenue and earnings growth over the next several years. Here are five monster stocks to buy right now and hold for the next five years or more. 1. Amazon While Amazon (AMZN -0.13%) is a leader in e-commerce and cloud computing, what it is doing behind the scenes is the best reason to own the stock. At its cloud computing division, the company is helping customers customize, build, and deploy their own artificial intelligence (AI) mod ...

每周一景： 云南兰坪澜沧江山谷河流村庄风光 点击右上角菜单，收听朗读版 【轻工】 菲莫国际海外IQOS爆款大单品复盘 投资建议： 复盘IQOS成功路径，核心逻辑在于品牌以产品力为基，营销与渠道合力营造"体验生活方式"的品牌价值主张，确立用户心智护城河。当前全球HNB产 业进入新一轮的产品生命周期，随各大品牌积极下场进行市场培育，产业规模亦有望加速扩张。推荐具备产品技术及供应链竞争力的相关标的。 日本市场：高渗透率，竞争饱和。 日本政府自八十年代末以来通过上调卷烟价格及烟草税率，以加强控烟、稳定卷烟利润水平、增加烟草税收。另一方面，监管对 HNB产品相对友好，纳入烟草体系监管，综合税率更低，同时不受2019年发布的"最强禁烟令"影响。而雾化产品计入药物监管，不批准销售。得益税收优势，HNB 产品定价灵活性更强，IQOS烟弹定价对标中端卷烟，一方面体现更低的消费税率，另一面为未来税收潜在调整以及重新定价提供空间。随卷烟市场规模收缩，HNB 市场快速扩张，2024年日本地区HNB产品渗透率已超过40%，同时在东京等多个核心城市的渗透率超过50%。 战略复盘：多位一体，确定明显领先优势。 1）产品：多技术平台布局，最 ...

There's no such thing as a "sure thing" in the stock market. But when investors need to protect their portfolios against the winds of uncertainty, they frequently flock to the relative safety of consumer staples stocks.Small wonder.The consumer staples sector is made up of companies that produce or sell the basic goods people need day in and day out.Subscribe to Kiplinger’s Personal FinanceBe a smarter, better informed investor.Save up to 74%Sign up for Kiplinger’s Free E-NewslettersProfit and prosper with ...

Core Insights - Philip Morris International Inc. (PM) demonstrates strong pricing power as a key driver of profitability, reporting 10.2% organic net revenue growth and 16% organic operating income growth in Q1 2025, with a gross margin expansion of 340 basis points [1][7] - The smoke-free segment, including products like IQOS and ZYN, achieved 670 basis points of organic gross margin expansion, exceeding 70%, which is over 5 percentage points higher than combustibles, indicating a favorable product mix and premium positioning [2][3] Revenue and Pricing Dynamics - Pricing contributed 6 points to net revenue growth, with an 8% increase in combustible pricing and around 3% in smoke-free products excluding devices [1][7] - The company's ability to implement effective pricing strategies across both combustible and smoke-free categories highlights strong brand equity and consumer loyalty [3] Competitive Landscape - Altria Group, Inc. (MO) also exercises pricing power, achieving a 10.8% net price realization in the smokeable segment, but faces challenges with growing price sensitivity among lower-income consumers [4] - Turning Point Brands, Inc. (TPB) focuses on brand strength and market positioning rather than aggressive pricing, showing volume resilience amid consumer trade-down trends [5] Market Performance and Valuation - Philip Morris shares have gained 18.4% in the past three months, slightly outperforming the industry growth of 18.2% [6] - The company trades at a forward price-to-earnings ratio of 22.43X, higher than the industry's average of 15.36X [9] Earnings Estimates - The Zacks Consensus Estimate for PM's earnings implies year-over-year growth of 13.7% for 2025 and 11.7% for 2026, with current estimates of $7.47 for 2025 and $8.34 for 2026 [11][12]

Key Takeaways PM surged 20.8% in 3 months, outperforming both its sector and the broader tobacco industry. Smoke-free products drove 44% of gross profit, with strong growth in ZYN, IQOS, and VEEV brands. Regulatory hurdles, FX headwinds, and a premium valuation may limit PM's near-term stock upside.Shares of Philip Morris International Inc. (PM) have rallied 20.8% over the past three months, outperforming the Zacks Tobacco industry’s rise of 18.8% and the broader Zacks Consumer Staples sector’s growth of ...

行业研究丨深度报告丨轻工制造 [Table_Title] 新消费蔚然成风，传统盘踵事增华 ——轻工行业 2025 年度中期投资策略 %% %% %% %% research.95579.com 1 丨证券研究报告丨 报告要点 [Table_Summary] IP 衍生品情绪消费星河浩瀚，本土文化出海；新烟大势所趋，长坡厚雪的景气赛道；个护供给 创新与渠道变革给予品牌发展新机遇；家居需求磨底，供给缓慢退出，龙头类债投资；造纸供 需有望逐渐平衡，周期磨底回升可期；包装关注高股息方向，以及金属包装格局优化；电动两 轮车短期业绩高增，长期看份额提升、产业布局和出海；出口在不确定的关税政策中寻找确定 性的成长。 分析师及联系人 [Table_Author] 蔡方羿 米雁翔 仲敏丽 SAC：S0490516060001 SAC：S0490520070002 SAC：S0490522050001 SFC：BUV463 应奇航 章颖佳 SAC：S0490524080008 请阅读最后评级说明和重要声明 2 / 42 %% %% %% %% research.95579.com 2 轻工制造 cjzqdt11111 [Tabl ...

Key Takeaways PM's smoke-free portfolio made up 44% of gross profit in Q1, hitting a key transition milestone. PM's smoke-free gross margin surpassed 70%, over 5 percentage points above combustible products. Smoke-free gross profit rose 33% YoY, outpacing volume gains and boosting operating income margin.Philip Morris International (PM) is redefining its profit engine through the accelerated growth of the smoke-free portfolio. In the first quarter of 2025, smoke-free products contributed 44% of the compan ...

Group 1 - Moretus Research provides high-quality equity research focused on U.S. public markets, aiming to deliver clarity, conviction, and alpha for serious investors [1] - The research framework identifies companies with durable business models, mispriced cash flow potential, and intelligent capital allocation, emphasizing a structured and repeatable approach [1] - Valuation methods are based on sector-relevant multiples tailored to each company's business model and capital structure, prioritizing comparability, simplicity, and relevance [1] Group 2 - Research coverage focuses on underappreciated companies experiencing structural changes or temporary dislocations, where disciplined analysis can yield asymmetric returns [1] - Moretus Research aims to elevate the standard for independent investment research by providing professional-grade insights and actionable valuation [1]

Disclaimer: I am not an investment advisor or professional. This article is my own personal opinion and is not meant to be a recommendation of the purchase or sale of stock. The investments and strategies discussed within this article are solely my personal opinions and commentary on the subject. This article has been written for research and educational purposes only. Anything written in this article does not take into account the reader's particular investment objectives, financial situation, needs, or pe ...

Tobacco companies are creating quite a steer, splitting investors into groups on Seeking Alpha. First group argues, the decline in smoking and younger, more health-conscious generations are clearly a warning sign to stay away from big tobacco as failure to hook-up youngstersI’m a Financial Analyst at a Fortune 500 company, investing with a long runway—30 years to retirement and plenty of compounding ahead. I write about building a thoughtful portfolio that balances strong growth potential with solid fundame ...