A2 Milk May Need to Lift Brand Investment to Reassure Customers -- Market Talk

Dow Jones05-05

2333 GMT - A2 Milk's product recall in the U.S. could reverberate elsewhere. The company is recalling three batches of infant milk formula products sold in the U.S. due to the presence of cereulide. Analyst Jonathan Snape suggests a2 Milk could need to step up brand investment in China to reassure customers there about product safety. "The timing of the recall is also less than ideal as a2 Milk is already short product on ground in China and hence already needed to potentially invest to recapture customers that had switched to alternative suppliers," Bell Potter says. It retains a hold call on a2 Milk and cuts its price target by 19% to A$6.75/share. On the ASX, a2 Milk's shares ended Monday at A$6.55. (david.winning@wsj.com; @dwinningWSJ)

(END) Dow Jones Newswires

May 04, 2026 19:33 ET (23:33 GMT)

At the request of the copyright holder, you need to log in to view this content

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2633967556?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2026-05-05 07:33","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2633967556","market":"fut","top_or_hot":-1,"title":"A2 Milk May Need to Lift Brand Investment to Reassure Customers -- Market Talk","media":"Dow Jones","content":"<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2333 GMT - <a href=\"https://laohu8.com/S/ACOPF\">A2 Milk</a>'s product recall in the U.S. could reverberate elsewhere. The company is recalling three batches of infant milk formula products sold in the U.S. due to the presence of cereulide. Analyst Jonathan Snape suggests a2 Milk could need to step up brand investment in China to reassure customers there about product safety. \"The timing of the recall is also less than ideal as a2 Milk is already short product on ground in China and hence already needed to potentially invest to recapture customers that had switched to alternative suppliers,\" Bell Potter says. It retains a hold call on a2 Milk and cuts its price target by 19% to A$6.75/share. On the ASX, a2 Milk's shares ended Monday at A$6.55. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 04, 2026 19:33 ET (23:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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>A2 Milk May Need to Lift Brand Investment to Reassure Customers -- 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\">\nA2 Milk May Need to Lift Brand Investment to Reassure Customers -- 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\">2026-05-05 07:33</p>\n</div>\n\n</div>\n\n\n</h4>\n\n</header>\n<article>\n<font class=\"NormalMinus1\" face=\"Arial\">\n<p>\n     2333 GMT - <a href=\"https://laohu8.com/S/ACOPF\">A2 Milk</a>'s product recall in the U.S. could reverberate elsewhere. The company is recalling three batches of infant milk formula products sold in the U.S. due to the presence of cereulide. Analyst Jonathan Snape suggests a2 Milk could need to step up brand investment in China to reassure customers there about product safety. \"The timing of the recall is also less than ideal as a2 Milk is already short product on ground in China and hence already needed to potentially invest to recapture customers that had switched to alternative suppliers,\" Bell Potter says. It retains a hold call on a2 Milk and cuts its price target by 19% to A$6.75/share. On the ASX, a2 Milk's shares ended Monday at A$6.55. (david.winning@wsj.com; @dwinningWSJ) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  May 04, 2026 19:33 ET (23:33 GMT)\n</p>\n<p>\n  Copyright (c) 2026 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":"BK7141","symbol_name":"包装食品与肉类","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2633967556","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2633967556","pubTimestamp":1777937580,"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":"2333 GMT - A2 Milk's product recall in the U.S. could reverberate elsewhere. The company is recalling three batches of infant milk formula products sold in the U.S. due to the presence of cereulide. Analyst Jonathan Snape suggests a2 Milk could need to step up brand investment in China to reassure customers there about product safety. \"The timing of the recall is also less than ideal as a2 Milk is already short product on ground in China and hence already needed to potentially invest to recapture customers that had switched to alternative suppliers,\" Bell Potter says. It retains a hold call on a2 Milk and cuts its price target by 19% to A$6.75/share. On the ASX, a2 Milk's shares ended Monday at A$6.55. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK7141":"包装食品与肉类","ATM.NZ":"The a2 Milk Company Limited Ordinary Shares","BK8065":"包装食品与肉类","CUBI":"Customers Bancorp Inc.","BK4211":"区域性银行","BK7505":"食品股","A2M.AU":"A2 MILK CO LTD"},"translate_title":"A2 Milk可能需要增加品牌投资以安抚客户——Market Talk","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"CUBI":1.5,"ATM.NZ":1.5,"A2M.AU":0.9},"content_text":"2333 GMT - A2 Milk's product recall in the U.S. could reverberate elsewhere. The company is recalling three batches of infant milk formula products sold in the U.S. due to the presence of cereulide. Analyst Jonathan Snape suggests a2 Milk could need to step up brand investment in China to reassure customers there about product safety. \"The timing of the recall is also less than ideal as a2 Milk is already short product on ground in China and hence already needed to potentially invest to recapture customers that had switched to alternative suppliers,\" Bell Potter says. It retains a hold call on a2 Milk and cuts its price target by 19% to A$6.75/share. On the ASX, a2 Milk's shares ended Monday at A$6.55. (david.winning@wsj.com; @dwinningWSJ) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  May 04, 2026 19:33 ET (23:33 GMT)\n\n\n  Copyright (c) 2026 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,"isVideo":false,"video":null,"symbols":[],"gpt_button":0,"need_auth":true,"need_login_tip":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"tenantId":"TBGLOBAL","deviceId":"web-server-community-laohu8-v3","version":"4.42.2","shortVersion":"4.42.2","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2633967556","isCrawlerRequest":true}