中国宠物食品行业_2025 年第二季度盈利预览_国内销售保持韧性；关税拖累海外表现-China Pet Food Sector_ Q225 earnings preview_ domestic sales remain resilient; tariffs weigh on overseas performance

ab 20 July 2025 Global Research First Read China Pet Food Sector Q225 earnings preview: domestic sales remain resilient; tariffs weigh on overseas performance Why have shares prices dropped recently? Over the past week, shares of Gambol have declined by over 15%, while China Pet Foods have fallen more than 10% with a broad pullback across the pet sector. We attribute the correction to two key factors: 1) overseas sales deceleration due to tariffs. Market concerns have intensified around the slowdown in US s ...