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How Will TWE’s RNDC Settlement Shape Its US Market Future?

9:10am on Tuesday 10th of February, 2026 AEDT Consumer Staples
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How Will TWE’s RNDC Settlement Shape Its US Market Future?

9:10am on Tuesday 10th of February, 2026 AEDT
Key Points
  • Settlement reached with RNDC over California market exit
  • TWE to repurchase inventory with net cash outflow of ~US$65 million in 2H26
  • Continued partnership with RNDC in other US markets
  • 1H26 EBITS guidance raised to approximately $236 million
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