Highlights
- Brambles revises full-year sales revenue growth guidance downward.
- Weaker sales volumes seen in the third quarter.
- Market uncertainty and adverse weather weigh on consumer demand.
Brambles (ASX:BXB) has adjusted its expectations for the financial year, lowering its sales revenue growth forecast to between 4 to 5 per cent. This represents a slight downward revision from the earlier guidance of 4 to 6 per cent, as the company factors in the challenges presented by an uncertain global market and shifting consumer demand patterns.
The global leader in supply chain logistics, known for its pallets and crates, announced a modest 1 per cent increase in sales revenue, reaching $US4.9 billion over the nine months to March. Despite this gain, the latest quarterly results painted a more cautious picture, with sales volumes experiencing a decline.
According to Brambles (BXB), the third quarter of 2025 showcased ongoing benefits from price realisation strategies and growth from newly acquired business contracts. However, like-for-like sales volumes did not hold up as strongly. The company pointed to unfavourable weather conditions in the United States and broader macroeconomic uncertainties across key markets as significant contributors to this decline.
Management noted that while pricing initiatives and new business wins provided a cushion against the softer volume trend, underlying demand from established clients was pressured. The logistics and transport sector, highly sensitive to economic shifts, continues to face headwinds from changing consumer behaviour, inflationary pressures, and unpredictable weather patterns disrupting operations.
Brambles (BXB) remains focused on mitigating these impacts through operational efficiencies and strategic initiatives aimed at sustaining growth over the longer term. The company has reiterated its commitment to adapting to evolving market conditions while maintaining a sharp focus on serving customer needs across industries ranging from fast-moving consumer goods to retail and manufacturing.
As the financial year progresses, market watchers will be keenly observing how Brambles (BXB) navigates these external pressures. The company’s proactive approach to adjusting forecasts reflects its cautious yet pragmatic outlook in the face of ongoing global uncertainties.