Morgan Stanley Lowers Primo Brands (PRMB) PT to $35 After Q2 2025 Earnings Report
In Q2, Primo Brands reported a 2.5% decline in net sales compared to the previous year. This was attributed to several factors, which included integration challenges in the direct delivery business that led to missed deliveries, a tornado that caused ~$26 million in lost net sales at a facility in Hawkins, Texas, and a $10 million sales reduction in the dispenser business due to tariff-related uncertainties.
A worker in rain gear inspecting a water tower to ensure quality infrastructure.
The company still saw growth in its premium water segment, with net sales increasing by 44.2% year-over-year in Q2. This was driven by expanded distribution in key markets and retailers like Walmart for brands such as Saratoga and Mountain Valley. Primo Brands is also continuing its post-merger integration efforts, having closed 40 facilities in Q2, bringing the total to 48 closures, with 11 more planned.
Primo Brands Corporation (NYSE:PRMB) is a branded beverage company in North America. It offers solutions through water dispensers, direct delivery of refillable/reusable bottles, pre-filled Water exchange program, and water filtration appliances, as well as operates self-service water refill stations.
While we acknowledge the potential of PRMB as an investment, we believe certain AI stocks offer greater upside potential and carry less downside risk. If you're looking for an extremely undervalued AI stock that also stands to benefit significantly from Trump-era tariffs and the onshoring trend, see our free report on the .
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Disclosure: None. This article is originally published at Insider Monkey.
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