A2 Milk Management Has Banked Trust Despite Downgrade to Outlook -- Market Talk

Dow Jones04-14

0011 GMT - The track record of A2 Milk's management should allow a degree of trust in the aftermath of its downgrade to annual sales and earnings guidance, Macquarie says. It describes A2 Milk being hit by "a perfect storm" of strong demand and supply issues. A2 Milk no longer expects to beat the net profit achieved in FY 2025 when measured on a continuing-operations basis. It also now expects annual revenue growth of low to mid double-digit percent, weaker than forecast before. "We believe management's recent track record provides credibility in the temporary nature of the downgrade, with a tough call made to pay air freight to mitigate further stock-out and brand risk, and continue to reinvest in growth," Macquarie says. It retains an outperform call on A2 Milk. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

April 13, 2026 20:11 ET (00:11 GMT)

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A2 Milk no longer expects to beat the net profit achieved in FY 2025 when measured on a continuing-operations basis. It also now expects annual revenue growth of low to mid double-digit percent, weaker than forecast before. \"We believe management's recent track record provides credibility in the temporary nature of the downgrade, with a tough call made to pay air freight to mitigate further stock-out and brand risk, and continue to reinvest in growth,\" Macquarie says. It retains an outperform call on A2 Milk. 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It describes <a href=\"https://laohu8.com/S/A2M.AU\">A2 Milk</a> being hit by \"a perfect storm\" of strong demand and supply issues. A2 Milk no longer expects to beat the net profit achieved in FY 2025 when measured on a continuing-operations basis. It also now expects annual revenue growth of low to mid double-digit percent, weaker than forecast before. \"We believe management's recent track record provides credibility in the temporary nature of the downgrade, with a tough call made to pay air freight to mitigate further stock-out and brand risk, and continue to reinvest in growth,\" Macquarie says. It retains an outperform call on A2 Milk. 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","collect":0,"end_time":0,"defaultTopTitle":"","property":["rate"],"viewcount":null,"language":"en","relate_stocks":{"ATM.NZ":"The a2 Milk Company Limited Ordinary Shares"},"translate_title":"尽管前景评级下调，A2 Milk Management仍赢得了银行信任——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"ATM.NZ":1.5},"content_text":"0011 GMT - The track record of A2 Milk's management should allow a degree of trust in the aftermath of its downgrade to annual sales and earnings guidance, Macquarie says. It describes A2 Milk being hit by \"a perfect storm\" of strong demand and supply issues. A2 Milk no longer expects to beat the net profit achieved in FY 2025 when measured on a continuing-operations basis. 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