Verified Investing 对 $K 的判断变化

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2026-09-30看跌
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Kagra面临投入成本通胀压力与定价限制,股价持续下跌。

Kagra 继续走低,各位。所以这大概是与他们财报相关的定价压力。Kagra 这里可能就没那么好了。再想想,投入成本,食品和能源,对吧?Kagra 得把它的电视晚餐之类的东西运到商店。

这些成本在上涨。食品成本在上涨。一份电视晚餐你能提价多少,人们才会开始说:“嘿,听着,我自己做算了。”或者尽量凑合。所以我认为 Kagra 面临很大的通胀压力。

Kagra continuing to come lower here, guys. So again, this is probably pricing pressure in related to their earnings. Kagra maybe not so good here. And again, if you think about it, the input cost, food and energy, right?

I mean, Kagra's got to ship all its TV dinners or whatever it is to to stores. Those costs are going up. The cost of food is going up. How much can you raise the price of a TV dinner before people start just saying, "Hey, listen.

I'm just going to cook it myself." Um, or do the best I can. And so I think there's a lot of inflation pressure on Kagra.