{
}
UBS has maintained a "Neutral" rating on Pernod Ricard with a price target of 97 euros. During a Q&A session, management emphasized that the current weakness in the North American market is cyclical rather than structural, and announced a strategic realignment to enhance cooperation with wholesalers.
Pernod Ricard, the leading global producer of premium wines and spirits, reports that 61.8% of its sales come from strategic international brands, with Absolut and Jameson being top sellers. The company operates 94 production sites worldwide, with sales distributed across Europe (28.3%), the Americas (28.8%), and other regions (42.9%).
Barclays has upgraded Pernod Ricard to "equal weight" from "underweight," citing an upside in risks for the French drinks company. While concerns about the US market and tariffs remain, these factors are believed to be priced in. Easing risks in China, particularly regarding cognac tariffs, could significantly boost Pernod's share price, with 22 analysts rating the stock as six "strong buy" or "buy," 14 "hold," and two "strong sell" or "sell."
Barclays has upgraded Pernod Ricard to "equal weight" from "underweight," raising the 12-month price target to €97, reflecting a more balanced risk profile despite Q3 results missing expectations. Concerns remain about the US market, but easing tariff risks in China could boost cognac sales. Financial forecasts indicate a decline in revenue for FY25, with negative organic sales growth, yet a gradual recovery is anticipated in subsequent years.
UBS has rated Pernod Ricard as 'Neutral', indicating a cautious stance on the stock. The information provided is for informational purposes only and does not serve as a recommendation to buy or sell securities, which carry inherent risks, including potential total capital loss. No liability for the accuracy or completeness of the information is assumed.
UBS reports that the impact of US tariffs on the spirits sector is less severe than anticipated, with imports from Mexico and Canada exempt under the Canada-US-Mexico agreement. The estimated effects on operating income vary by company, with Diageo facing a 2% impact and Rémy Cointreau 12%. Despite this, US spirits stocks have dropped 16% year-to-date, reflecting concerns over tariffs and declining consumer demand.
Deutsche Bank has lowered its price target for Pernod Ricard from EUR103 to EUR97, maintaining a Hold rating amid concerns over declining organic revenue growth, particularly in Asia and Europe. The analysts anticipate a -1.8% drop in revenue for Q3 FY2025, revising full-year organic revenue expectations to a shrinkage of -3.2%. Other firms, including RBC Capital Markets and Bernstein, have also adjusted their price targets, reflecting challenges in the market and a cautious outlook for the company's performance.
UBS has reduced its price target for Pernod Ricard from 114 to 101 euros while maintaining a "Neutral" rating. Analyst Sanjeet Aujla anticipates another weak quarter for the spirits producer, citing risks to organic sales expectations and lowering forecasts for sales and earnings.
Pernod Ricard, the leading producer of premium wines and spirits, reported that 61.8% of its sales come from strategic international brands, with Absolut and Jameson being top sellers. The company operates 94 production sites globally, with sales distributed across Europe (28.3%), the Americas (28.8%), and other regions (42.9%).
Pernod Ricard, the leading producer of premium spirits and wines, reported net sales distribution with 61.8% from strategic international brands like Absolut and Jameson, 18.2% from local brands, and 7.3% from craft spirits. The company operates 94 production sites globally, with sales split across Europe (28.3%), America (28.8%), and other regions (42.9%).
Pernod Ricard SA
Companies
The information provided herein is generated by experimental artificial intelligence and is for informational purposes only.
ubs maintains neutral stance on pernod ricard with price target of 97 euros
10:21 16.05.2025
Pernod Ricard maintains leadership in premium wines and spirits market
09:08 16.05.2025
barclays upgrades pernod ricard to equal weight amid positive outlook
11:05 22.04.2025
barclays upgrades pernod ricard to equal weight amid balanced risk profile
10:18 22.04.2025
ubs assigns neutral rating to pernod ricard amid investment risks
13:43 03.04.2025
spirits sector shows resilience amid lower than expected tariff impacts
Mexican Peso
Canadian Dollar
United States Dollar
Euro
British Pound Sterling
Heineken N.V.
Pernod Ricard SA
Diageo plc
GBR
Donald Trump
Show more
11:12 03.04.2025
Deutsche Bank lowers Pernod Ricard price target amid revenue growth concerns
12:57 31.03.2025
UBS lowers Pernod Ricard price target amid weak sales outlook
10:54 31.03.2025
Pernod Ricard maintains strong market position in premium wines and spirits
United States Dollar
Pernod Ricard SA
ESP
SWE
FRA
NZL
IRL
CUB
GBR
USA
Émile Augier
Jameson Williams
Italicus
Jaeden Martell
Ricardo Darín
Lillete Dubey
St Hugo
George Lucas
Suze Rotolo
Eros Ramazzotti
Show more
09:41 31.03.2025
Pernod Ricard's global sales and brand performance insights for 2023 2024
11:13 07.02.2025
Trending
Subcategory
Countries:
Companies:
Currencies:
People: