Đe dọa từ Ozempic đang gây ra sự rơi giá trong cổ phiếu đồ ăn nhẹ và bia.

Nguồn: https://yahoo.com

Xem bài viết gốc tại đây

– Walmart Inc. stated that it has seen a decrease in shopping demand due to the use of weight loss medications such as Ozempic and Wegovy, causing shares of food and beverage companies to decline.

– Oreo maker Mondelez International Inc., Kellanova, PepsiCo Inc., and Constellation Brands Inc. all experienced stock declines.

– The S&P 500 Consumer Staples Index fell by 2.7% and is on track for its worst week since September 2022.

– European food and beverage companies, including Lindt & Spruengli AG, Anheuser-Busch InBev SA, and Nestle SA, also faced pressure.

– Consumer stocks have been declining due to inflation and lower dividends, with the S&P 500 Consumer Staples Index trading at its lowest point in a year.

– A survey by Morgan Stanley found that weight loss drug users tend to reduce their food and alcohol consumption.

– Despite concerns, some experts believe that the impact on consumer buying habits may not be significant.

– Nestle and Kellanova stated that they were studying the potential impact of weight loss drugs and were prepared to adapt to changes in consumer eating patterns.

– Bank of America Corp. analysts highlight the risks faced by alcohol, snacking, and non-alcoholic drink companies with the adoption of weight loss drugs.

– Analysts expect food and beverage companies to be questioned about the potential impact of weight loss drugs in upcoming earnings calls.

– PepsiCo will be the first major company to report third-quarter results, and it is expected to face inquiries regarding weight loss drugs’ impact on its business.