ScottCheong
2022-01-09
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Coca-Cola Just Got Sweeter. The Stock Looks Like a Buy.<blockquote>可口可乐越来越甜了。该股票看起来值得买入。</blockquote>
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The Stock Looks Like a Buy.<blockquote>可口可乐越来越甜了。该股票看起来值得买入。</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1127701409","media":"Barrons","summary":"Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should ke","content":"<p><html><head></head><body>Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should keep climbing.</p><p><blockquote><html><head></head><body>可口可乐股价在收复新冠疫情时期的高点后终于恢复了活力。它的股价应该会继续攀升。</body></html></blockquote></p><p>The postpandemic world hasn’t been easy for the beverage maker. While the S&P 500 long ago regained its pre-Covid highs, Coca-Cola (ticker: KO) finished 2021 up 8% at $59.21, still a touch below its all-time high of $60.13 reached on Feb. 21, 2021 (although above its dividend-adjusted high of $56.36). Adding to the disappointment, shares of PepsiCo (PEP) soared above their 2020 highs and finished 2021 up 17%.</p><p><blockquote>对于这家饮料制造商来说，大流行后的世界并不容易。尽管标普500很久以前就恢复了新冠疫情前的高点，但可口可乐（股票代码：KO）2021年收盘上涨8%，至59.21美元，仍略低于2021年2月21日达到的历史高点60.13美元（尽管高于股息调整后的高点56.36美元）。更令人失望的是，百事可乐(PEP)的股价飙升至2020年高点以上，2021年收盘上涨17%。</blockquote></p><p>What a difference a new year makes. Coca-Cola has had a rip-roaring start to 2021, gaining 1.9% to close the first week of January at $60.33, finally busting through to a new high. It’s also outpaced Pepsi, which gained just 0.2% this past week. Don’t be surprised if that outperformance continues.</p><p><blockquote>新的一年会有多么大的不同。可口可乐在2021年开局强劲，1月第一周上涨1.9%，收于60.33美元，最终突破新高。它还超过了百事可乐，后者上周仅上涨了0.2%。如果这种优异表现持续下去，请不要感到惊讶。</blockquote></p><p>Coca-Cola had plenty of headwinds following the onset of the pandemic. It relies on restaurants and other venues for a larger portion of its sales than Pepsi, and it was also shuttering smaller brands like Tab, Zico coconut water, and Odwalla, as well as some regional brands, over the course of the year. Nor does the beverage titan have the enormous snack business of Pepsi’s Frito-Lay.</p><p><blockquote>疫情爆发后，可口可乐遇到了很多阻力。与百事可乐相比，该公司对餐厅和其他场所的销售比例更大，并且在这一年中还关闭了Tab、Zico coconut water和Odwalla等较小品牌以及一些区域品牌。这家饮料巨头也没有百事可乐旗下菲多利那样庞大的零食业务。</blockquote></p><p>All this, however, should make 2022 a better year for Coca-Cola, writes Guggenheim analyst Laurent Grandet, who upgraded the stock to Buy from Neutral this past Tuesday. He notes that the so-called on-premise business is improving at a faster-than-expected pace, while the company has become more focused on what is working. Emerging markets are also improving. As a result, Grandet sees Coke’s earnings per share growing at a 12% annualized clip through 2023, hitting $2.71 that year. That should help drive the stock higher.</p><p><blockquote>然而，古根海姆(Guggenheim)分析师洛朗·葛朗台(Laurent Grandet)写道，所有这些应该会让2022年对可口可乐来说成为更好的一年，他上周二将该股评级从中性上调至买入。他指出，所谓的内部业务的改善速度快于预期，而公司则更加关注正在发挥作用的业务。新兴市场也在改善。因此，Grandet预计可口可乐的每股收益到2023年将以12%的年化速度增长，当年将达到2.71美元。这应该有助于推动股价走高。</blockquote></p><p>Coca-Cola also has room for its valuation to increase. It trades at 24.8 times 12-month forward earnings expectations, according to FactSet, a discount to Pepsi’s 25.8 times. “[We] think the shares will catch the lost ground in early ’22,” writes Grandet, who raised his price target to $66.</p><p><blockquote>可口可乐的估值也有上升空间。FactSet的数据显示，该公司12个月预期盈利预期的24.8倍，低于百事可乐的25.8倍。“[我们]认为该股将在22年初收复失地，”Grandet写道，他将目标价提高至66美元。</blockquote></p><p>It’s not all clear sailing. Looming over the company is a tax dispute with the Internal Revenue Service that could result in a $12 billion hit, says CFRA analyst Garrett Nelson. While that’s frightening, he argues that Coke should be able to offset it with improved concentrate sales and better pricing.</p><p><blockquote>并非一帆风顺。CFRA分析师加勒特·纳尔逊(Garrett Nelson)表示，该公司与美国国税局(Internal Revenue Service)的税务纠纷迫在眉睫，可能会导致120亿美元的损失。虽然这很可怕，但他认为可口可乐应该能够通过改善精矿销售和更好的定价来抵消这一影响。</blockquote></p><p>“In our view, the pending resolution of its IRS tax case…will lift a major overhang, allowing investors to focus on KO’s fundamentals and strong underlying momentum from the rebound in on-premise sales and robust pricing environment,” writes Nelson, who also upgraded Coca-Cola stock this past week. He sees shares trading to $68, up 13% from Friday’s close.</p><p><blockquote>尼尔森写道：“我们认为，国税局税务案件的悬而未决……将消除一个重大悬而未决的问题，使投资者能够专注于KO的基本面以及内部销售反弹和强劲定价环境带来的强劲潜在动力。”上周升级了可口可乐股票。他预计股价将达到68美元，较周五收盘价上涨13%。</blockquote></p><p>To which we say, have a Coke and a smile.</p><p><blockquote>对此我们说，喝杯可乐，笑一笑。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>","source":"lsy1601382232898","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Coca-Cola Just Got Sweeter. The Stock Looks Like a Buy.<blockquote>可口可乐越来越甜了。该股票看起来值得买入。</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nCoca-Cola Just Got Sweeter. The Stock Looks Like a Buy.<blockquote>可口可乐越来越甜了。该股票看起来值得买入。</blockquote>\n</h2>\n<h4 class=\"meta\">\n<p class=\"head\">\n<strong class=\"h-name small\">Barrons</strong><span class=\"h-time small\">2022-01-08 10:55</span>\n</p>\n</h4>\n</header>\n<article>\n<p><html><head></head><body>Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should keep climbing.</p><p><blockquote><html><head></head><body>可口可乐股价在收复新冠疫情时期的高点后终于恢复了活力。它的股价应该会继续攀升。</body></html></blockquote></p><p>The postpandemic world hasn’t been easy for the beverage maker. While the S&P 500 long ago regained its pre-Covid highs, Coca-Cola (ticker: KO) finished 2021 up 8% at $59.21, still a touch below its all-time high of $60.13 reached on Feb. 21, 2021 (although above its dividend-adjusted high of $56.36). Adding to the disappointment, shares of PepsiCo (PEP) soared above their 2020 highs and finished 2021 up 17%.</p><p><blockquote>对于这家饮料制造商来说，大流行后的世界并不容易。尽管标普500很久以前就恢复了新冠疫情前的高点，但可口可乐（股票代码：KO）2021年收盘上涨8%，至59.21美元，仍略低于2021年2月21日达到的历史高点60.13美元（尽管高于股息调整后的高点56.36美元）。更令人失望的是，百事可乐(PEP)的股价飙升至2020年高点以上，2021年收盘上涨17%。</blockquote></p><p>What a difference a new year makes. Coca-Cola has had a rip-roaring start to 2021, gaining 1.9% to close the first week of January at $60.33, finally busting through to a new high. It’s also outpaced Pepsi, which gained just 0.2% this past week. Don’t be surprised if that outperformance continues.</p><p><blockquote>新的一年会有多么大的不同。可口可乐在2021年开局强劲，1月第一周上涨1.9%，收于60.33美元，最终突破新高。它还超过了百事可乐，后者上周仅上涨了0.2%。如果这种优异表现持续下去，请不要感到惊讶。</blockquote></p><p>Coca-Cola had plenty of headwinds following the onset of the pandemic. It relies on restaurants and other venues for a larger portion of its sales than Pepsi, and it was also shuttering smaller brands like Tab, Zico coconut water, and Odwalla, as well as some regional brands, over the course of the year. Nor does the beverage titan have the enormous snack business of Pepsi’s Frito-Lay.</p><p><blockquote>疫情爆发后，可口可乐遇到了很多阻力。与百事可乐相比，该公司对餐厅和其他场所的销售比例更大，并且在这一年中还关闭了Tab、Zico coconut water和Odwalla等较小品牌以及一些区域品牌。这家饮料巨头也没有百事可乐旗下菲多利那样庞大的零食业务。</blockquote></p><p>All this, however, should make 2022 a better year for Coca-Cola, writes Guggenheim analyst Laurent Grandet, who upgraded the stock to Buy from Neutral this past Tuesday. He notes that the so-called on-premise business is improving at a faster-than-expected pace, while the company has become more focused on what is working. Emerging markets are also improving. As a result, Grandet sees Coke’s earnings per share growing at a 12% annualized clip through 2023, hitting $2.71 that year. That should help drive the stock higher.</p><p><blockquote>然而，古根海姆(Guggenheim)分析师洛朗·葛朗台(Laurent Grandet)写道，所有这些应该会让2022年对可口可乐来说成为更好的一年，他上周二将该股评级从中性上调至买入。他指出，所谓的内部业务的改善速度快于预期，而公司则更加关注正在发挥作用的业务。新兴市场也在改善。因此，Grandet预计可口可乐的每股收益到2023年将以12%的年化速度增长，当年将达到2.71美元。这应该有助于推动股价走高。</blockquote></p><p>Coca-Cola also has room for its valuation to increase. It trades at 24.8 times 12-month forward earnings expectations, according to FactSet, a discount to Pepsi’s 25.8 times. “[We] think the shares will catch the lost ground in early ’22,” writes Grandet, who raised his price target to $66.</p><p><blockquote>可口可乐的估值也有上升空间。FactSet的数据显示，该公司12个月预期盈利预期的24.8倍，低于百事可乐的25.8倍。“[我们]认为该股将在22年初收复失地，”Grandet写道，他将目标价提高至66美元。</blockquote></p><p>It’s not all clear sailing. Looming over the company is a tax dispute with the Internal Revenue Service that could result in a $12 billion hit, says CFRA analyst Garrett Nelson. While that’s frightening, he argues that Coke should be able to offset it with improved concentrate sales and better pricing.</p><p><blockquote>并非一帆风顺。CFRA分析师加勒特·纳尔逊(Garrett Nelson)表示，该公司与美国国税局(Internal Revenue Service)的税务纠纷迫在眉睫，可能会导致120亿美元的损失。虽然这很可怕，但他认为可口可乐应该能够通过改善精矿销售和更好的定价来抵消这一影响。</blockquote></p><p>“In our view, the pending resolution of its IRS tax case…will lift a major overhang, allowing investors to focus on KO’s fundamentals and strong underlying momentum from the rebound in on-premise sales and robust pricing environment,” writes Nelson, who also upgraded Coca-Cola stock this past week. He sees shares trading to $68, up 13% from Friday’s close.</p><p><blockquote>尼尔森写道：“我们认为，国税局税务案件的悬而未决……将消除一个重大悬而未决的问题，使投资者能够专注于KO的基本面以及内部销售反弹和强劲定价环境带来的强劲潜在动力。”上周升级了可口可乐股票。他预计股价将达到68美元，较周五收盘价上涨13%。</blockquote></p><p>To which we say, have a Coke and a smile.</p><p><blockquote>对此我们说，喝杯可乐，笑一笑。</blockquote></p><p></body></html></p><p><blockquote></blockquote></p><p></p>\n<div class=\"bt-text\">\n\n\n<p> 来源：<a href=\"https://www.barrons.com/articles/buy-coca-cola-stock-ko-51641607419?mod=hp_LATEST\">Barrons</a></p>\n<p>为提升您的阅读体验，我们对本页面进行了排版优化</p>\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{"KO":"可口可乐"},"source_url":"https://www.barrons.com/articles/buy-coca-cola-stock-ko-51641607419?mod=hp_LATEST","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1127701409","content_text":"Coca-Cola stock finally has its fizz back after reclaiming its Covid-era highs. Its shares should keep climbing.The postpandemic world hasn’t been easy for the beverage maker. While the S&P 500 long ago regained its pre-Covid highs, Coca-Cola (ticker: KO) finished 2021 up 8% at $59.21, still a touch below its all-time high of $60.13 reached on Feb. 21, 2021 (although above its dividend-adjusted high of $56.36). Adding to the disappointment, shares of PepsiCo (PEP) soared above their 2020 highs and finished 2021 up 17%.What a difference a new year makes. Coca-Cola has had a rip-roaring start to 2021, gaining 1.9% to close the first week of January at $60.33, finally busting through to a new high. It’s also outpaced Pepsi, which gained just 0.2% this past week. Don’t be surprised if that outperformance continues.Coca-Cola had plenty of headwinds following the onset of the pandemic. It relies on restaurants and other venues for a larger portion of its sales than Pepsi, and it was also shuttering smaller brands like Tab, Zico coconut water, and Odwalla, as well as some regional brands, over the course of the year. Nor does the beverage titan have the enormous snack business of Pepsi’s Frito-Lay.All this, however, should make 2022 a better year for Coca-Cola, writes Guggenheim analyst Laurent Grandet, who upgraded the stock to Buy from Neutral this past Tuesday. He notes that the so-called on-premise business is improving at a faster-than-expected pace, while the company has become more focused on what is working. Emerging markets are also improving. As a result, Grandet sees Coke’s earnings per share growing at a 12% annualized clip through 2023, hitting $2.71 that year. That should help drive the stock higher.Coca-Cola also has room for its valuation to increase. It trades at 24.8 times 12-month forward earnings expectations, according to FactSet, a discount to Pepsi’s 25.8 times. “[We] think the shares will catch the lost ground in early ’22,” writes Grandet, who raised his price target to $66.It’s not all clear sailing. Looming over the company is a tax dispute with the Internal Revenue Service that could result in a $12 billion hit, says CFRA analyst Garrett Nelson. While that’s frightening, he argues that Coke should be able to offset it with improved concentrate sales and better pricing.“In our view, the pending resolution of its IRS tax case…will lift a major overhang, allowing investors to focus on KO’s fundamentals and strong underlying momentum from the rebound in on-premise sales and robust pricing environment,” writes Nelson, who also upgraded Coca-Cola stock this past week. He sees shares trading to $68, up 13% from Friday’s close.To which we say, have a Coke and a smile.","news_type":1,"symbols_score_info":{"KO":0.9}},"isVote":1,"tweetType":1,"viewCount":3014,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":10,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/694095218"}
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