ZTO Express: Parcel Boom Meets Margin Gloom

Group 1 - ZTO Express reported 1Q25 results with revenue and non-GAAP earnings below consensus expectations [1] - Volume was largely in line with expectations, but a softer-than-expected average selling price (ASP) contributed to the earnings miss [1] - The results reflect increasing competition within the Chinese market [1] Group 2 - Astrada Advisors provides actionable recommendations to enhance portfolio performance and identify alpha opportunities [1] - The firm has a strong track record in investment research across technology, media, internet, and consumer sectors in North America and Asia [1] - Astrada Advisors integrates fundamental analysis with data-driven insights to offer a comprehensive view of industry dynamics [1]