Bubs Australia Appears to Have Little Margin for Error -- Market Talk

Dow Jones

2025/12/09

0037 GMT - Bubs Australia appears to have little margin for error if it is to meet its annual guidance, Bell Potter analyst Jonathan Snape warns. He reckons that the infant-formula maker's guidance for annual revenue of between A$120 million and A$125 million implies a 23% improvement on September-quarter run rates. Writing in a note to clients, Snape observes that the long lead times in formula manufacturing suggest that Bubs needs to build inventory ahead of its anticipated sales uplift. He sees the expected inventory build being funded by existing facilities and cash. Bell Potter cuts its target price 2.9% to A$0.17 and keeps a hold rating on the stock, which is down 1.7% at A$0.1425. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

December 08, 2025 19:37 ET (00:37 GMT)

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He reckons that the infant-formula maker's guidance for annual revenue of between A$120 million and A$125 million implies a 23% improvement on September-quarter run rates. Writing in a note to clients, Snape observes that the long lead times in formula manufacturing suggest that Bubs needs to build inventory ahead of its anticipated sales uplift. He sees the expected inventory build being funded by existing facilities and cash. Bell Potter cuts its target price 2.9% to A$0.17 and keeps a hold rating on the stock, which is down 1.7% at A$0.1425. 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He reckons that the infant-formula maker's guidance for annual revenue of between A$120 million and A$125 million implies a 23% improvement on September-quarter run rates. Writing in a note to clients, Snape observes that the long lead times in formula manufacturing suggest that Bubs needs to build inventory ahead of its anticipated sales uplift. He sees the expected inventory build being funded by existing facilities and cash. Bell Potter cuts its target price 2.9% to A$0.17 and keeps a hold rating on the stock, which is down 1.7% at A$0.1425. (stuart.condie@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 08, 2025 19:37 ET (00:37 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":"BK7505","symbol_name":"食品股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2590367364","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2590367364","pubTimestamp":1765240620,"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":"0037 GMT - Bubs Australia appears to have little margin for error if it is to meet its annual guidance, Bell Potter analyst Jonathan Snape warns. He reckons that the infant-formula maker's guidance for annual revenue of between A$120 million and A$125 million implies a 23% improvement on September-quarter run rates. Writing in a note to clients, Snape observes that the long lead times in formula manufacturing suggest that Bubs needs to build inventory ahead of its anticipated sales uplift. He sees the expected inventory build being funded by existing facilities and cash. Bell Potter cuts its target price 2.9% to A$0.17 and keeps a hold rating on the stock, which is down 1.7% at A$0.1425. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7505":"食品股","BK7141":"包装食品与肉类","BK7509":"中概股","BUB.AU":"BUBS AUSTRALIA LTD"},"translate_title":"Bubs Australia似乎几乎没有犯错的余地——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BUB.AU":0.9},"content_text":"0037 GMT - Bubs Australia appears to have little margin for error if it is to meet its annual guidance, Bell Potter analyst Jonathan Snape warns. He reckons that the infant-formula maker's guidance for annual revenue of between A$120 million and A$125 million implies a 23% improvement on September-quarter run rates. Writing in a note to clients, Snape observes that the long lead times in formula manufacturing suggest that Bubs needs to build inventory ahead of its anticipated sales uplift. He sees the expected inventory build being funded by existing facilities and cash. Bell Potter cuts its target price 2.9% to A$0.17 and keeps a hold rating on the stock, which is down 1.7% at A$0.1425. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  December 08, 2025 19:37 ET (00:37 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"}}}