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TWE Charts $100m Cost-Cutting Course Amid US-China Market Headwinds

8:49am on Wednesday 17th of December, 2025 AEDT Consumer Staples
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TWE Charts $100m Cost-Cutting Course Amid US-China Market Headwinds

8:49am on Wednesday 17th of December, 2025 AEDT
Key Points
  • 1H26 EBITS guidance narrowed to $225-235 million, with 2H26 expected to improve
  • Strategic inventory reductions in US and China to combat elevated stock levels and parallel imports
  • Leverage forecast at 2.5x, exceeding target range for two years, with capital structure initiatives underway
  • Company-wide 'TWE Ascent' transformation targets $100 million annual cost savings by fiscal 2027
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