CP Axtra's Same-Store Sales Trend Indicates Consumption Weakness -- Market Talk

Dow Jones

07/09

0540 GMT - CP Axtra's same-store sales growth trend raises worry over consumption weakness, CGS International's Chaiyatorn Sricharoen says in a research report. This trend didn't improve meaningfully in June from April-May, despite the dissipation of weather-related disruptions that had earlier affected CP Axtra's beverage and air-conditioner sales. This reinforces the brokerage's view that this weakness is structural, pointing to a more fragile consumer environment. Gross margin of its Lotus's retail business may also narrow by 20bps in 2Q, pressured by lower proportion of high-margin non-food sales and intensified price competition. The brokerage downgrades the stock's rating to hold from add and lowers the target price to THB20.60 from THB29.00. Shares are 1.6% lower at THB18.80. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

July 09, 2025 01:40 ET (05:40 GMT)

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This trend didn't improve meaningfully in June from April-May, despite the dissipation of weather-related disruptions that had earlier affected CP Axtra's beverage and air-conditioner sales. This reinforces the brokerage's view that this weakness is structural, pointing to a more fragile consumer environment. Gross margin of its <a href=\"https://laohu8.com/S/LOT\">Lotus</a>'s retail business may also narrow by 20bps in 2Q, pressured by lower proportion of high-margin non-food sales and intensified price competition. The brokerage downgrades the stock's rating to hold from add and lowers the target price to THB20.60 from THB29.00. Shares are 1.6% lower at THB18.80. 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This trend didn't improve meaningfully in June from April-May, despite the dissipation of weather-related disruptions that had earlier affected CP Axtra's beverage and air-conditioner sales. This reinforces the brokerage's view that this weakness is structural, pointing to a more fragile consumer environment. Gross margin of its <a href=\"https://laohu8.com/S/LOT\">Lotus</a>'s retail business may also narrow by 20bps in 2Q, pressured by lower proportion of high-margin non-food sales and intensified price competition. The brokerage downgrades the stock's rating to hold from add and lowers the target price to THB20.60 from THB29.00. Shares are 1.6% lower at THB18.80. (ronnie.harui@wsj.com) \n</p>\n<pre>\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  July 09, 2025 01:40 ET (05:40 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"CP","symbol_name":"加拿大太平洋鐵路","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2550030502","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2550030502","pubTimestamp":1752039600,"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":"0540 GMT - CP Axtra's same-store sales growth trend raises worry over consumption weakness, CGS International's Chaiyatorn Sricharoen says in a research report. This trend didn't improve meaningfully in June from April-May, despite the dissipation of weather-related disruptions that had earlier affected CP Axtra's beverage and air-conditioner sales. This reinforces the brokerage's view that this weakness is structural, pointing to a more fragile consumer environment. Gross margin of its Lotus's retail business may also narrow by 20bps in 2Q, pressured by lower proportion of high-margin non-food sales and intensified price competition. The brokerage downgrades the stock's rating to hold from add and lowers the target price to THB20.60 from THB29.00. Shares are 1.6% lower at THB18.80. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"CP":"加拿大太平洋铁路"},"translate_title":"正大Axtra同店销售趋势表明消费疲软——市场谈","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CP":1},"content_text":"0540 GMT - CP Axtra's same-store sales growth trend raises worry over consumption weakness, CGS International's Chaiyatorn Sricharoen says in a research report. This trend didn't improve meaningfully in June from April-May, despite the dissipation of weather-related disruptions that had earlier affected CP Axtra's beverage and air-conditioner sales. This reinforces the brokerage's view that this weakness is structural, pointing to a more fragile consumer environment. Gross margin of its Lotus's retail business may also narrow by 20bps in 2Q, pressured by lower proportion of high-margin non-food sales and intensified price competition. The brokerage downgrades the stock's rating to hold from add and lowers the target price to THB20.60 from THB29.00. Shares are 1.6% lower at THB18.80. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  July 09, 2025 01:40 ET (05:40 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"}}}