Core Viewpoint - Constellation Brands, Inc. is a significant player in the beverage industry, focusing on beer, wine, and spirits, with a diverse portfolio of well-known brands and a presence in multiple countries [1] Stock Performance - The average target price for Constellation Brands has increased slightly from $156.57 to $158, indicating a modest positive sentiment among analysts in the short term [2] - The current target price is lower than last year's $188.11, reflecting a more cautious outlook over the past year [2] Future Outlook - Despite challenges anticipated in 2025, Constellation Brands is focusing on cost-cutting and expects a resurgence in beer demand among Hispanic consumers [3] - Analyst Lauren Lieberman from Barclays has set a price target of $281, indicating optimism about the company's future performance [3] Earnings Report - The upcoming third-quarter earnings report is expected to show strong performance with a double-beat in revenue and earnings per share, which could positively influence analyst target prices and investor sentiment [4] Strategic Initiatives - Market trends and strategic initiatives, such as new product launches or partnerships, are crucial factors that could impact Constellation Brands' stock outlook as the company navigates its challenges [5]

The closures are not completely unexpected. In its third-quarter earnings report on December 9, GameStop said it had already closed 590 stores in the United States during the previous fiscal year as part of a "store portfolio optimization review.†In a December filing to the Securities and Exchange Commission (SEC), the retailer reiterated its plan to shutter a "significant number of additional stores†during its 2025 fiscal year. GameStop's fiscal year ends on January 31, 2026. The video game retailer is c ...

近日，德国汽车制造商梅赛德斯-奔驰表示，该公司有望按计划在2027年底前削减50亿欧元(约合人民币 375亿元)成本，并否认了有关其增效计划目标提前一年达成的报道。奔驰的一位发言人表示："该计划 正按既定方案推进。" ...

Embattled BP made a dramatic CEO change Wednesday as it hired Woodside Energy leader Meg O’Neill as the first-ever woman CEO of a Big Oil giant. O’Neill is a Colorado native and Exxon Mobil veteran who grew Australia’s Woodside into a much bigger global natural gas player with expansions into the U.S. She is taking over the British energy behemoth at a time when it has fallen behind the other global oil and gas supermajors and was even a potential takeover target earlier this year by rival Shell. Curren ...

此外，辉瑞公司最畅销的血液稀释剂Eliquis的价格下调将于明年生效，此前该药被列入拜登时代的《通 胀削减法案》谈判名单。与此同时，辉瑞的关键药物，如肺炎疫苗Prevnar和心脏病治疗药物Vyndaqel， 正面临来自竞争对手的日益激烈的竞争。 这促使Bourla开始寻求收购机会，以帮助辉瑞公司拓展其药物研发管线。该公司最近在与诺和诺德 (NVO.US)的激烈竞购战中胜出，成功收购了肥胖症药物生产商Metsera。 辉瑞斥资100亿美元收购Metsera，使其在这个快速增长的领域获得了一系列极具潜力的新型肥胖症药 物，而此前辉瑞一直难以打入该领域。然而，Metsera的药物仍处于早期研发阶段，这意味着它们可能 还需要数年时间才能上市。 智通财经APP获悉，辉瑞(PFE.US)预测，随着该公司正努力通过一系列昂贵的收购来更新其热门药物产 品线，明年的销售增长将微乎其微甚至没有增长。辉瑞公司周二在一份声明中表示，预计2026年营收将 在595亿美元至625亿美元之间，与华尔街的预期大致相符。今年销售额预计为620亿美元，与该公司11 月初的指引范围一致。该公司预计明年调整后每股收益将位于2.80美元至3美元之间。 ...

Core Viewpoint - In 2024, Carvana, Robinhood, and Coinbase, which were on the brink of bankruptcy in 2022, achieved full profitability and were included in the S&P 500 index, marking a significant turnaround from being market outcasts to core assets [1][3]. Group 1: Company Transformations - Carvana's stock price surged by up to 11,000% from its low, and it is set to join the S&P 500 index, highlighting a major market shift [3]. - Coinbase and Robinhood were also included in the S&P 500 index earlier in 2024, indicating their recovery from the 2022 bear market [3][4]. - The dramatic recovery of these companies is attributed to their strategic shift from aggressive expansion to a profitability-focused approach [3][4]. Group 2: Financial Performance - Carvana's annual losses peaked at nearly $2.9 billion in 2022, but it achieved its first annual profit in 2024, with record revenue and gross profit per vehicle [5]. - Robinhood's revenue fell by 25% in 2022, but operational expenses decreased by 31%, allowing it to achieve its first annual profit in 2024 [6][8]. - Coinbase's Q3 revenue surged by 54% to $1.87 billion, with net profit rising from $0.28 per share to $1.50 per share year-over-year [9][10]. Group 3: Market Position and Future Outlook - Carvana's CEO expressed confidence in the company's resilience and potential growth in market share from 1.5% to 12% by 2040 [5]. - Robinhood is evolving into a "super app" with new features, indicating a mature understanding of institutional investor demands [8]. - Coinbase is compared to "AWS of the blockchain space," benefiting from regulatory developments and strong institutional client services [9][10].

2017年6月7日（星期三），埃利奥特管理公司（Elliott Management）创始人保罗·辛格（Paul Singer）出席在美国纽约 举办的彭博投资峰会。图片来源：Misha Friedman/Bloomberg via Getty Images 百事公司（PepsiCo）本周一宣布，已与一家激进投资机构达成协议，计划降低价格并淘汰部分产品。 这家总部位于纽约帕切斯的公司生产奇多（Cheetos）、多力多滋（Tostitos）等菲多利（Frito-Lay）零 食以及多种饮料。公司表示，将在明年年初前削减近20%的产品线，并将节省的资金用于市场营销并为 消费者提升产品价值。公司未具体披露将淘汰哪些产品以及降价幅度。 埃利奥特表示计划继续与百事公司保持密切合作。 百事公司股价在周一盘后交易中持平。 百事公司预计，2026年有机营收将增长2%至4%。今年前九个月，该公司的有机营收增长了1.5%。 百事公司还表示，计划审查其供应链，并继续调整董事会，重点引入能帮助公司实现增长和盈利目标的 全球性领导者。 百事公司董事长兼首席执行官龙嘉德（Ramon Laguarta）在一份声明中表示："我们正紧迫地实施一系 ...

RBC Capital adjusts its rating for NYSE:GPK to "Sector Perform" and lowers its price target from $17 to $15.GPK announces cost-cutting initiatives and inventory reduction plans, aiming for $60 million in savings by 2026.The company revises its 2025 EBITDA and EPS outlook downward but maintains net sales expectations.Graphic Packaging Holding Company (NYSE:GPK) is a key player in the packaging industry, providing paper-based packaging solutions to a variety of sectors. On December 10, 2025, RBC Capital adjus ...

百事公司股价在盘后交易中变化不大。截至周一收盘，该股今年迄今已下跌4.2%，而标普500指数指数 同期上涨16%。 百事公司与激进投资者Elliott Investment Management达成协议，其中包括将其美国产品线减少20%， 并更注重价格亲民，作为降成本举措之一，这家汽水和零食公司还宣布裁员计划。 Elliott增持消息公布以来的数月间，百事公司首席执行官Ramon Laguarta多次强调公司正加速调整产品 组合并削减成本。乐事薯片完成了全面升级，包括将烧烤口味配方中的人工色素替换为天然色素。 来源：环球市场播报 此举标志着百事公司与Elliott达成初步协议，旨在重振增长并赢回投资者。Elliott今年早些时候增持了约 40亿美元的股份，并强烈要求进行改革，理由是其品牌组合过于复杂，且在饮料业务中的份额不断下 降。 ...

美股周四尾盘，力拓（RIO）下跌0.5%，此前该公司新任CEO Simon Trott介绍筹集至多100亿美元以再 投资于核心业务的计划，同时缩减包括锂业务在内的宏大目标，以期打造一个专注于铁矿石和铜等核心 领域的精简型矿业公司。 美股周四尾盘，力拓（RIO）下跌0.5%，此前该公司新任CEO Simon Trott介绍筹集至多100亿美元以再 投资于核心业务的计划，同时缩减包括锂业务在内的宏大目标，以期打造一个专注于铁矿石和铜等核心 领域的精简型矿业公司。 力拓列出了一系列关键的增长和成本削减目标，并表示将通过资产剥离、出售少数股权和重组部分现有 融资，从其资产基础中释放50亿至100亿美元的"现金收益"。 责任编辑：张俊 SF065 力拓列出了一系列关键的增长和成本削减目标，并表示将通过资产剥离、出售少数股权和重组部分现有 融资，从其资产基础中释放50亿至100亿美元的"现金收益"。 责任编辑：张俊 SF065 ...