Blue Moon's Revenue Growth Likely Weighed by Cautious Consumer Spending -- Market Talk

Dow Jones

2025/12/04

0057 GMT - Cautious household spending and aggressive pricing from new entrants in China's detergent market continue to weigh on Blue Moon's revenue growth, says equity analyst Jacky Tsang at Morningstar. "Consumers remain cautious about spending, as China's retail sales growth has declined since May," Tsang says in a note. Tsang lowers Blue Moon's 2025 sales growth estimate to 0.5% from 7.1% due to weak demand and increasing competition. However, Tsang notes that the company has adjusted its sales bundles on live-streaming platforms to lift average selling prices, which should support margins and partially offset slower sales growth. Tsang sees the shares as fairly valued, trading at 21X 2026 price/earnings and offering a dividend yield of roughly 4%. (monica.gupta@wsj.com)

(END) Dow Jones Newswires

December 03, 2025 19:57 ET (00:57 GMT)

应版权方要求，你需要登录查看该内容

免责声明：投资有风险，本文并非投资建议，以上内容不应被视为任何金融产品的购买或出售要约、建议或邀请，作者或其他用户的任何相关讨论、评论或帖子也不应被视为此类内容。本文仅供一般参考，不考虑您的个人投资目标、财务状况或需求。TTM对信息的准确性和完整性不承担任何责任或保证，投资者应自行研究并在投资前寻求专业建议。

热议股票

{"basename":"/hans","ssrTDKData":{"titleTemplate":"%s - 老虎证券","title":"老虎证券全球投资理财平台| 一站式投资美股新股港股A股","description":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","keywords":"老虎证券,老虎证券开户,老虎券商,老虎证券官网,老虎证券app,tigertrade老虎证券,股票,炒股,新加坡股票交易平台,投资,投资理财","social":{"ogDescription":"老虎证券助您一站式投资美股，新股，港股，A股等全球金融理财产品。新加坡华人最信赖的在线投资平台，现在加入即享低费用，24/5 无时差炒美股投资理财！","ogImage":"https://c1.itigergrowtha.com/portal5/static/media/og-logo.be62fbe1.png","ogUrl":"https://www.itiger.com/hans/news/2588075623"},"companyName":"老虎证券"},"pageData":{"isMobile":false,"isTiger":false,"isTTM":true,"region":"SGP","license":"TBSG","edition":"fundamental"},"isCrawlerRequest":true,"__swrFallback__":{"@#url:\"https://stock-news.skytigris.cn/v3/news\",params:#id:\"2588075623\",edition:\"fundamental\",auth_exemption:1,,,undefined,":{"share":"https://ttm.financial/m/news/2588075623?lang=zh_CN&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-04 08:57","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2588075623","market":"fut","top_or_hot":-1,"title":"Blue Moon's Revenue Growth Likely Weighed by Cautious Consumer Spending -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0057 GMT - Cautious household spending and aggressive pricing from new entrants in China's detergent market continue to weigh on <a href=\"https://laohu8.com/S/BLUMY\">Blue Moon</a>'s revenue growth, says equity analyst Jacky Tsang at Morningstar. \"Consumers remain cautious about spending, as China's retail sales growth has declined since May,\" Tsang says in a note. Tsang lowers <a href=\"https://laohu8.com/S/06993\">Blue Moon</a>'s 2025 sales growth estimate to 0.5% from 7.1% due to weak demand and increasing competition. However, Tsang notes that the company has adjusted its sales bundles on live-streaming platforms to lift average selling prices, which should support margins and partially offset slower sales growth. Tsang sees the shares as fairly valued, trading at 21X 2026 price/earnings and offering a dividend yield of roughly 4%. (monica.gupta@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 03, 2025 19:57 ET (00:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"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>Blue Moon's Revenue Growth Likely Weighed by Cautious Consumer Spending -- Market Talk</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: 11px; color: #7E829C; margin: 0;line-height: 11px;}\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\">\nBlue Moon's Revenue Growth Likely Weighed by Cautious Consumer Spending -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-12-04 08:57</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0057 GMT - Cautious household spending and aggressive pricing from new entrants in China's detergent market continue to weigh on <a href=\"https://laohu8.com/S/BLUMY\">Blue Moon</a>'s revenue growth, says equity analyst Jacky Tsang at Morningstar. \"Consumers remain cautious about spending, as China's retail sales growth has declined since May,\" Tsang says in a note. Tsang lowers <a href=\"https://laohu8.com/S/06993\">Blue Moon</a>'s 2025 sales growth estimate to 0.5% from 7.1% due to weak demand and increasing competition. However, Tsang notes that the company has adjusted its sales bundles on live-streaming platforms to lift average selling prices, which should support margins and partially offset slower sales growth. Tsang sees the shares as fairly valued, trading at 21X 2026 price/earnings and offering a dividend yield of roughly 4%. (monica.gupta@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  December 03, 2025 19:57 ET (00:57 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1583","symbol_name":"高瓴概念","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2588075623","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2588075623","pubTimestamp":1764809820,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"0057 GMT - Cautious household spending and aggressive pricing from new entrants in China's detergent market continue to weigh on Blue Moon's revenue growth, says equity analyst Jacky Tsang at Morningstar. \"Consumers remain cautious about spending, as China's retail sales growth has declined since May,\" Tsang says in a note. Tsang lowers Blue Moon's 2025 sales growth estimate to 0.5% from 7.1% due to weak demand and increasing competition. However, Tsang notes that the company has adjusted its sales bundles on live-streaming platforms to lift average selling prices, which should support margins and partially offset slower sales growth. Tsang sees the shares as fairly valued, trading at 21X 2026 price/earnings and offering a dividend yield of roughly 4%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK1583":"高瓴概念","06993":"蓝月亮集团","BK1102":"居家用品"},"translate_title":"蓝月亮的收入增长可能受到谨慎的消费者支出的影响——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"06993":0.9},"content_text":"0057 GMT - Cautious household spending and aggressive pricing from new entrants in China's detergent market continue to weigh on Blue Moon's revenue growth, says equity analyst Jacky Tsang at Morningstar. \"Consumers remain cautious about spending, as China's retail sales growth has declined since May,\" Tsang says in a note. Tsang lowers Blue Moon's 2025 sales growth estimate to 0.5% from 7.1% due to weak demand and increasing competition. However, Tsang notes that the company has adjusted its sales bundles on live-streaming platforms to lift average selling prices, which should support margins and partially offset slower sales growth. Tsang sees the shares as fairly valued, trading at 21X 2026 price/earnings and offering a dividend yield of roughly 4%. (monica.gupta@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 03, 2025 19:57 ET (00:57 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"-1","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}