Daily Brief Consumer: Manyo , Netflix Inc, General Motors, TSE Tokyo Price Index TOPIX, Sands China , Sfp Dining, Omnicom Group, Genuine Parts Co, Betterware de Mexico Sab de CV, Royal Orchid Hotels and more

• Manyo is a fast-growing K-beauty brand specializing in natural and organic skincare, with a strong position in the domestic South Korean market and expanding global reach, particularly in Japan and the US.
• The company has demonstrated a robust growth trajectory, driven by the global demand for clean beauty and the popularity of K-beauty trends. Its successful IPO in 2023 and recent acquisition by a private equity firm are expected to fuel further product innovation and international expansion.
• Key risks include intense competition within the global cosmetics industry, reliance on the continued popularity of K-beauty trends, and the need to maintain brand differentiation and pricing power in a crowded market.

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• Netflix’s recent earnings revealed several key insights about its performance, strategic directions, and challenges.
• The company demonstrated robust engagement and viewership metrics, setting records in its core markets like the U.S. and the U.K. Netflix reported a notable increase in ad sales, with expectations to more than double ad revenue for the year, marking it as the best quarter for ad sales so far.
• This growth reflects a positive response to the expansion efforts in advertising, including increased upfront commitments and the development of the Netflix Ads Suite.

• General Motors Company (GM) reported robust performance in the third quarter of 2025, marked by several noteworthy developments and shifts in strategy, even as it navigates a complex operating environment.
• Both positive and challenging aspects are highlighted in the results outlined during their latest earnings call.
• GM’s financial performance was strong, with a U.S. market share of 17%, the highest third-quarter market share since 2017.

• BoJ will want to retain discretion regarding ETF sales, so it’ll sell flexibly depending on stock market conditions. The sale of ETFs is just the beginning of a long journey.
• The shift to inflationary economy has made it easier than before to implement measures to improve capital profitability. Nevertheless, companies whose capital profitability hasn’t improved significantly should make further efforts.
• To raise average ROE of companies 2ppt, OP margin must increase 25% from current levels. Achieving 25% increase in a company’s overall OP margin requires significant restructuring of business portfolios.

• UST yields rose 5-6 bps across the curve yesterday, amid a rise in oil prices following US sanctions on Russian oil.
• The yield on the 2Y and 10Y UST advanced 5 bps each to 3.49% and 4.00%, respectively.
• Equities were also up, led by tech stocks.

Key points (machine generated)

• SFP Holdings reported increased revenue but decreased profit for the interim period ending February 2026.
• The company is focusing on improving its cost ratio through menu revisions, aiming for increased revenue and profit for the full year.
• SFP Holdings has rebounded to pre-pandemic levels by leveraging domestic consumption recovery and is expanding its presence in regional cities.

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• Omnicom Group Inc. has recently presented its third-quarter 2025 financial results, alongside strategic updates, including the anticipated closing of the Interpublic acquisition.
• Their organic growth stood at 2.6% for the quarter and 3% for the first nine months, aligning with the company’s annual guidance.
• Omnicom’s non-GAAP adjusted EBITDA grew to $551.6 million, with a slight increase in the adjusted EBITDA margin of 10 basis points compared to the previous year.

• Genuine Parts Company (GPC) reported its third-quarter 2025 earnings with a balanced view on its performance and current market conditions.
• The company’s total sales grew by approximately 5% year-over-year, reaching $6.3 billion, indicating a steady growth trajectory.
• This growth was driven by improvements across both the U.S. Automotive and Motion (Industrial) segments, alongside strategic pricing and sourcing initiatives and acquisitions.

• We are reiterating our Buy rating and $22.50 price target and reducing our 4Q25 and 2026 projections for Betterware de Mexico after the company announced 3Q results which registered strong margin growth and weaker than expected revenue, as management focused on driving higher returns in a period of weaker Mexican consumer demand (and a strengthening Mexican peso).
• Further, management remains highly focused on improving overall economic health for the company, reducing net debt and maintaining the current dividend rate.
• That said, with the Mexican consumer remaining sluggish in spending on basics and household goods, management lowered 4Q25 top and EBITDA YoY growth to 1% to 5%.

• Royal Orchid Hotels is pursuing an aggressive, asset-light expansion strategy, focusing on management contracts to significantly increase its hotel and room count, particularly in underserved Tier 2 and Tier 3 cities.
• The Indian hospitality industry is experiencing a strong upcycle, driven by robust domestic tourism, rising disposable incomes, and a supply-demand gap that is expected to support high occupancy rates and pricing power.
• While the company demonstrates strong growth in revenue and market capitalization, its profitability has seen some pressure, and negative free cash flow raises concerns about long-term sustainable value creation.

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