Universal Robina's Lower Advertising and Promotional Spend May Lift Earnings -- Market Talk

Dow Jones

Aug 19, 2025

0217 GMT - Universal Robina's earnings may gain from likely lower advertising and promotional spending, Maybank Securities' Daphne Sze says in a research report. EBIT margin of its BCF International division rose 127 bps in 1H, partly thanks to tailwinds on cost control, the analyst notes. So far, the Philippine consumer food and beverage product company is ahead of its PHP1 billion cost-savings target for 2025. For its BCF Philippines division, Universal Robina expects to see improvement in EBIT margin by early 2026 from improving coffee spot prices. The brokerage raises its 2025 and 2026 earnings forecasts for the company by 2% and 3%, respectively. It lifts the stock's target price to PHP105.00 from PHP100.00 with an unchanged buy rating. Shares last at PHP84.00. (ronnie.harui@wsj.com)

(END) Dow Jones Newswires

August 18, 2025 22:17 ET (02:17 GMT)

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EBIT margin of its BCF International division rose 127 bps in 1H, partly thanks to tailwinds on cost control, the analyst notes. So far, the Philippine consumer food and beverage product company is ahead of its PHP1 billion cost-savings target for 2025. For its BCF Philippines division, <a href=\"https://laohu8.com/S/UVRBY\">Universal Robina</a> expects to see improvement in EBIT margin by early 2026 from improving coffee spot prices. The brokerage raises its 2025 and 2026 earnings forecasts for the company by 2% and 3%, respectively. It lifts the stock's target price to PHP105.00 from PHP100.00 with an unchanged buy rating. Shares last at PHP84.00. (ronnie.harui@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  August 18, 2025 22:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>Universal Robina's Lower Advertising and Promotional Spend May Lift Earnings -- Market Talk</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nUniversal Robina's Lower Advertising and Promotional Spend May Lift Earnings -- Market Talk\n</h2>\n\n<h4 class=\"meta\">\n\n\n<div class=\"head\" \">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Dow Jones </p>\n<p class=\"h-time\">2025-08-19 10:17</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0217 GMT - <a href=\"https://laohu8.com/S/UVRBF\">Universal Robina</a>'s earnings may gain from likely lower advertising and promotional spending, Maybank Securities' Daphne Sze says in a research report. EBIT margin of its BCF International division rose 127 bps in 1H, partly thanks to tailwinds on cost control, the analyst notes. So far, the Philippine consumer food and beverage product company is ahead of its PHP1 billion cost-savings target for 2025. For its BCF Philippines division, <a href=\"https://laohu8.com/S/UVRBY\">Universal Robina</a> expects to see improvement in EBIT margin by early 2026 from improving coffee spot prices. The brokerage raises its 2025 and 2026 earnings forecasts for the company by 2% and 3%, respectively. It lifts the stock's target price to PHP105.00 from PHP100.00 with an unchanged buy rating. Shares last at PHP84.00. (ronnie.harui@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  August 18, 2025 22:17 ET (02:17 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"UVRBY","symbol_name":"Universal Robina","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2560153436","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2560153436","pubTimestamp":1755569820,"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":"0217 GMT - Universal Robina's earnings may gain from likely lower advertising and promotional spending, Maybank Securities' Daphne Sze says in a research report. EBIT margin of its BCF International division rose 127 bps in 1H, partly thanks to tailwinds on cost control, the analyst notes. So far, the Philippine consumer food and beverage product company is ahead of its PHP1 billion cost-savings target for 2025. For its BCF Philippines division, Universal Robina expects to see improvement in EBIT margin by early 2026 from improving coffee spot prices. The brokerage raises its 2025 and 2026 earnings forecasts for the company by 2% and 3%, respectively. It lifts the stock's target price to PHP105.00 from PHP100.00 with an unchanged buy rating. Shares last at PHP84.00. ","collect":0,"end_time":0,"defaultTopTitle":"","property":["earning"],"viewcount":null,"language":"en","relate_stocks":{"UVRBY":"Universal Robina"},"translate_title":"环球罗比纳广告和促销支出的减少可能会提振盈利——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"UVRBY":0.9},"content_text":"0217 GMT - Universal Robina's earnings may gain from likely lower advertising and promotional spending, Maybank Securities' Daphne Sze says in a research report. EBIT margin of its BCF International division rose 127 bps in 1H, partly thanks to tailwinds on cost control, the analyst notes. So far, the Philippine consumer food and beverage product company is ahead of its PHP1 billion cost-savings target for 2025. For its BCF Philippines division, Universal Robina expects to see improvement in EBIT margin by early 2026 from improving coffee spot prices. The brokerage raises its 2025 and 2026 earnings forecasts for the company by 2% and 3%, respectively. It lifts the stock's target price to PHP105.00 from PHP100.00 with an unchanged buy rating. Shares last at PHP84.00. (ronnie.harui@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  August 18, 2025 22:17 ET (02:17 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"}}}