{"id":33044,"date":"2025-02-27T09:42:16","date_gmt":"2025-02-27T12:42:16","guid":{"rendered":"https:\/\/staging.portaltela.com\/noticias\/2025\/02\/27\/morgan-stanley-rebaixa-constellation-brands-diante-de-tarifas-sobre-importacoes-mexicanas\/"},"modified":"2025-02-27T09:42:16","modified_gmt":"2025-02-27T12:42:16","slug":"morgan-stanley-rebaixa-constellation-brands-diante-de-tarifas-sobre-importacoes-mexicanas","status":"publish","type":"post","link":"http:\/\/18.210.195.80\/noticias\/economia\/2025\/02\/27\/morgan-stanley-rebaixa-constellation-brands-diante-de-tarifas-sobre-importacoes-mexicanas\/","title":{"rendered":"Morgan Stanley rebaixa Constellation Brands diante de tarifas sobre importa\u00e7\u00f5es mexicanas"},"content":{"rendered":"<p>A <strong>Morgan Stanley<\/strong> alertou que os <strong>tarifas iminentes sobre importa\u00e7\u00f5es mexicanas<\/strong> podem impactar negativamente as a\u00e7\u00f5es da <strong>Constellation Brands<\/strong>, levando o banco a rebaixar a classifica\u00e7\u00e3o da empresa de &#8220;overweight&#8221; para &#8220;equal weight&#8221;. O analista <strong>Dara Mohsenian<\/strong> tamb\u00e9m reduziu o pre\u00e7o-alvo das a\u00e7\u00f5es de <strong>R$ 220<\/strong> para <strong>R$ 202<\/strong>, embora essa previs\u00e3o ainda indique um potencial de alta de <strong>13%<\/strong>. Nos \u00faltimos doze meses, as a\u00e7\u00f5es da Constellation Brands ca\u00edram <strong>28%<\/strong>.<\/p>\n<p>Mohsenian destacou que, apesar da avalia\u00e7\u00e3o das a\u00e7\u00f5es j\u00e1 estar &#8220;comprimida&#8221; \u2014 com uma queda de <strong>20%<\/strong> neste ano devido a uma orienta\u00e7\u00e3o fiscal do quarto trimestre abaixo do esperado \u2014, existem riscos adicionais tanto para o trimestre atual quanto para o longo prazo. O analista observou que &#8220;o risco tarif\u00e1rio se soma ao risco mais amplo em termos de sentimento e gastos dos consumidores hisp\u00e2nicos, que representam cerca de metade dos volumes de cerveja da STZ&#8221;.<\/p>\n<p>Recentemente, os <strong>Estados Unidos<\/strong> impuseram tarifas sobre importa\u00e7\u00f5es mexicanas, que foram rapidamente suspensas por <strong>30 dias<\/strong>. Contudo, o presidente <strong>Donald Trump<\/strong> afirmou que essas tarifas entrar\u00e3o em vigor. Al\u00e9m disso, tend\u00eancias de longo prazo, como a <strong>redu\u00e7\u00e3o do consumo de \u00e1lcool entre a gera\u00e7\u00e3o Z<\/strong>, competi\u00e7\u00e3o com o mercado de cannabis e um portf\u00f3lio de marcas em matura\u00e7\u00e3o, tamb\u00e9m geram preocupa\u00e7\u00f5es. Mohsenian ajustou suas expectativas de crescimento de deple\u00e7\u00e3o de cerveja a longo prazo, citando dados que indicam uma desacelera\u00e7\u00e3o significativa.<\/p>\n<p>Ap\u00f3s o rebaixamento, as a\u00e7\u00f5es da Constellation Brands ca\u00edram mais de <strong>1%<\/strong>. Apesar das preocupa\u00e7\u00f5es, a maioria dos analistas permanece otimista, com <strong>17 dos 25 analistas<\/strong> recomendando compra ou compra forte. Os dados da <strong>LSEG<\/strong> mostram que o pre\u00e7o-alvo m\u00e9dio dos analistas sugere um potencial de alta superior a <strong>35%<\/strong>.<\/p>\n","protected":false},"excerpt":{"rendered":"<p>A Morgan Stanley alertou que os tarifas iminentes sobre importa\u00e7\u00f5es mexicanas podem impactar negativamente as a\u00e7\u00f5es da Constellation Brands, levando o banco a rebaixar a classifica\u00e7\u00e3o da empresa de &#8220;overweight&#8221; para &#8220;equal weight&#8221;. O analista Dara Mohsenian tamb\u00e9m reduziu o pre\u00e7o-alvo das a\u00e7\u00f5es de R$ 220 para R$ 202, embora essa previs\u00e3o ainda indique um [&hellip;]<\/p>\n","protected":false},"author":15,"featured_media":0,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"summary":"- Constellation Brands, respons\u00e1vel por marcas como Modelo e Corona, viu suas a\u00e7\u00f5es ca\u00edrem 28% em um ano.\n- Morgan Stanley rebaixou a classifica\u00e7\u00e3o da empresa para \"igual peso\", prevendo riscos com tarifas sobre importa\u00e7\u00f5es mexicanas.\n- O analista Dara Mohsenian reduziu o pre\u00e7o-alvo das a\u00e7\u00f5es de $220 para $202, ainda com potencial de alta de 13%.\n- A empresa enfrenta desafios como a queda no consumo de \u00e1lcool entre a gera\u00e7\u00e3o Z e a concorr\u00eancia crescente.\n- Apesar das preocupa\u00e7\u00f5es, 17 dos 25 analistas mant\u00eam recomenda\u00e7\u00f5es de compra, prevendo um potencial de valoriza\u00e7\u00e3o acima de 35%.","footnotes":""},"categories":[41,1],"tags":[100],"class_list":["post-33044","post","type-post","status-publish","format-standard","hentry","category-economia","category-noticias","tag-noticia"],"yoast_head":"<!-- This site is optimized with the Yoast SEO Premium plugin v27.2 (Yoast SEO v27.2) - https:\/\/yoast.com\/product\/yoast-seo-premium-wordpress\/ -->\n<title>Morgan Stanley rebaixa Constellation Brands diante de tarifas sobre importa\u00e7\u00f5es mexicanas - Portal Tela (STAGING)<\/title>\n<meta name=\"robots\" content=\"noindex, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<meta property=\"og:locale\" content=\"pt_BR\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Morgan Stanley rebaixa Constellation Brands diante de tarifas sobre importa\u00e7\u00f5es mexicanas\" \/>\n<meta property=\"og:description\" content=\"A Morgan Stanley alertou que os tarifas iminentes sobre importa\u00e7\u00f5es mexicanas podem impactar negativamente as a\u00e7\u00f5es da Constellation Brands, levando o banco a rebaixar a classifica\u00e7\u00e3o da empresa de &#8220;overweight&#8221; para &#8220;equal weight&#8221;. 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