U.S. Retail Sales Support Soft Brambles Volume Guidance -- Market Talk

Dow Jones

Nov 24, 2025

0039 GMT - Negative U.S. retail sales volumes seem consistent with Brambles's fiscal 2026 volume guidance, UBS analysts say. They tell clients in a note that U.S. retailers' inventory levels continued to rise over the September quarter, with U.S. sales of food and home-and-personal-care items both down on a year earlier. They warn that continuing sales softness could lead to further inventory growth. This would slow demand for Brambles's pallets, and the speed with which they circulate through supply chains. The analysts say data tally with company guidance for slow like-for-like fiscal 2026 volume momentum, particularly in the first half. UBS has a neutral rating and A$25.65 target price on the stock, which is up 1.2% at A$23.53. (stuart.condie@wsj.com)

(END) Dow Jones Newswires

November 23, 2025 19:39 ET (00:39 GMT)

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They tell clients in a note that U.S. retailers' inventory levels continued to rise over the September quarter, with U.S. sales of food and home-and-personal-care items both down on a year earlier. They warn that continuing sales softness could lead to further inventory growth. This would slow demand for Brambles's pallets, and the speed with which they circulate through supply chains. The analysts say data tally with company guidance for slow like-for-like fiscal 2026 volume momentum, particularly in the first half. UBS has a neutral rating and A$25.65 target price on the stock, which is up 1.2% at A$23.53. (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  November 23, 2025 19:39 ET (00:39 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>U.S. Retail Sales Support Soft Brambles Volume Guidance -- 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\">\nU.S. Retail Sales Support Soft Brambles Volume Guidance -- 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\">2025-11-24 08:39</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     0039 GMT - Negative U.S. retail sales volumes seem consistent with Brambles's fiscal 2026 volume guidance, UBS analysts say. They tell clients in a note that U.S. retailers' inventory levels continued to rise over the September quarter, with U.S. sales of food and home-and-personal-care items both down on a year earlier. They warn that continuing sales softness could lead to further inventory growth. This would slow demand for Brambles's pallets, and the speed with which they circulate through supply chains. The analysts say data tally with company guidance for slow like-for-like fiscal 2026 volume momentum, particularly in the first half. UBS has a neutral rating and A$25.65 target price on the stock, which is up 1.2% at A$23.53. (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  November 23, 2025 19:39 ET (00:39 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":"BK7064","symbol_name":"综合支持服务","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2585361334","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2585361334","pubTimestamp":1763944740,"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":"0039 GMT - Negative U.S. retail sales volumes seem consistent with Brambles's fiscal 2026 volume guidance, UBS analysts say. They tell clients in a note that U.S. retailers' inventory levels continued to rise over the September quarter, with U.S. sales of food and home-and-personal-care items both down on a year earlier. They warn that continuing sales softness could lead to further inventory growth. This would slow demand for Brambles's pallets, and the speed with which they circulate through supply chains. The analysts say data tally with company guidance for slow like-for-like fiscal 2026 volume momentum, particularly in the first half. UBS has a neutral rating and A$25.65 target price on the stock, which is up 1.2% at A$23.53. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7064":"综合支持服务","BXB.AU":"BRAMBLES LTD"},"translate_title":"美国零售销售支持软荆棘销量指引——市场谈话","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"BXB.AU":0.9},"content_text":"0039 GMT - Negative U.S. retail sales volumes seem consistent with Brambles's fiscal 2026 volume guidance, UBS analysts say. They tell clients in a note that U.S. retailers' inventory levels continued to rise over the September quarter, with U.S. sales of food and home-and-personal-care items both down on a year earlier. They warn that continuing sales softness could lead to further inventory growth. This would slow demand for Brambles's pallets, and the speed with which they circulate through supply chains. The analysts say data tally with company guidance for slow like-for-like fiscal 2026 volume momentum, particularly in the first half. UBS has a neutral rating and A$25.65 target price on the stock, which is up 1.2% at A$23.53. (stuart.condie@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  November 23, 2025 19:39 ET (00:39 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":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}