BUZZ-Jefferies flags near-term export risk an overhang for Australia's Treasury Wine

Reuters

Jul 30, 2025

BUZZ-Jefferies flags near-term export risk an overhang for Australia's Treasury Wine

** Analysts at Jefferies warn of substantial inventory of Treasury Wine Estate's TWE.AX Penfolds wine in China; sees risk of exports slowing in near term

** Brokerage says second-quarter luxury wine exports to China from Australia fell due to cycling of restocking after tariff removal

** Says markets excluding China showed only modest growth for luxury wine as supply remains constrained

** Adds commentary from U.S. and U.K. remain negative; Wine Australia notes premiumisation trends are weakening, especially among younger drinkers

** Jefferies expects more re-allocation of Penfolds products to markets excluding China from late FY26 when availability improves

** Brokerage has "buy" rating on stock and A$10 PT

** Nine of 15 analysts rate the stock "buy" or higher and six "hold"; their median PT is A$10.00 - as per LSEG-compiled data

** Stock down 32.2% YTD

(Reporting by Rishav Chatterjee in Bengaluru)

((Rishav.Chatterjee@thomsonreuters.com;))

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sees risk of exports slowing in near term</p><p>** Brokerage says second-quarter luxury wine exports to China from Australia fell due to cycling of restocking after tariff removal</p><p>** Says markets excluding China showed only modest growth for luxury wine as supply remains constrained</p><p>** Adds commentary from U.S. and U.<a href=\"https://laohu8.com/S/TKKD.SI\">K</a>. remain negative; Wine Australia notes premiumisation trends are weakening, especially among younger drinkers</p><p>** Jefferies expects more re-allocation of Penfolds products to markets excluding China from late FY26 when availability improves</p><p>** Brokerage has \"buy\" rating on stock and A$10 PT</p><p>** Nine of 15 analysts rate the stock \"buy\" or higher and six \"hold\"; their median PT is A$10.00 - as per LSEG-compiled data</p><p>** Stock down 32.2% YTD</p><p> (Reporting by Rishav Chatterjee in Bengaluru)</p><p> ((Rishav<a href=\"https://laohu8.com/S/02403\">.C</a>hatterjee@thomsonreuters.com;))</p></body></html>\n\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://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20250729:nL4N3TQ1X6:1","article_id":"2555543069","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2555543069","pubTimestamp":1753819579,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"BUZZ-Jefferies flags near-term export risk an overhang for Australia's Treasury Wine** Analysts at Jefferies warn of substantial inventory of Treasury Wine Estate's TWE.AX Penfolds wine in China; 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