Jefferies：食品研究综述- 美国消费者担忧

USA | Food Jefferies Food Research Roundup — U.S. Consumer Concern? Several of our companies posted quarterly results this past week, including KHC, MDLZ, LANC, SFM, UTZ, HSY, and K. Worsening consumer sentiment, softer traffic, and pricing strategies to drive volumes were some of the key themes. UTZ, SFM, and MDLZ fared better, while KHC, LANC, and K faced more pressure. We'll be hearing from SMID-caps THS, JJSF, KLG, BGS, NOMD, and VITL this coming week. KHC posted its 4th straight org sales miss, with NA ...