Impact of Brambles' Supply Constraint Is Unclear to Bull -- Market Talk

Dow Jones

05/18

0413 GMT - The impact on Brambles' fiscal 2027 earnings from the pallet supplier's unexpected capacity constraint is unclear, Citi analyst Samuel Seow warns. He expects the revenue impact to unwind as newly purchased pallets arrive, but tells clients in a note that cost impacts are uncertain amid volatility in spot freight rates, wages and contracting. Seow, who rates the stock a buy, admits that he didn't anticipate U.S. labor shortages driving a guidance downgrade. Citi has a last-published A$27.55 target price on the stock, which is down 18% at A$18.12. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

May 18, 2026 00:13 ET (04:13 GMT)

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