2025-06-09-Jefferies-提醒_化学品-了解您的客户_饮料_6页_177kb

This report is an equity research analysis on Jefferies' European Chemicals sector, highlighting an upcoming event in their "Chemicals – get to know your customers" series focused on the Beverages industry. The session is scheduled for June 12, 2025, at 10:00 AM EDT / 3:00 PM BST / 4:00 PM CEST, presented by Jefferies analysts Charlie Bentley, Chris Counihan, and Ed Mundy via Zoom. Key discussion topics include fiscal year 2025 and mid-term growth outlooks for beer, spirits, and soft beverage verticals, current inventory levels, tariff impacts on demand, customer innovation priorities, the growth of ready-to-drink (RTD) offerings in spirits and associated ingredient inclusion rates, and supply chain strategies involving insourcing versus outsourcing for ingredient supply like yeast and enzymes in brewing.

The report also references other upcoming sessions in the series, such as a July 10 event on Metals & Mining and a September 11 session on Paper & Packaging. It includes analyst certifications, valuation methodologies, investment rating definitions, and extensive disclosure information addressing conflicts of interest, regulatory compliance across global jurisdictions, and disclaimers about past performance not indicating future results.

To participate, register via the provided link to join the entire series and receive calendar integration.