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)

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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%. 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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</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"BK1102","symbol_name":"居家用品","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":{"BK1102":"居家用品","BK1583":"高瓴概念","06993":"蓝月亮集团"},"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"}}}