The a2 Milk Co (ASX:A2M) Tariff Resilience Score: 4/10 (As of Jul. 04, 2026)


ASX:A2M The a2 Milk Co Ltd ASX:A2M
82 GF Score
Price A$7.62
GF Value A$6.63
Valuation Modestly Overvalued
! 3 Warning Signs
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What is The a2 Milk Co Tariff Resilience Score?

The a2 Milk Co ASX:A2M +2.42% 82 Tariff Resilience Score is 4 as of Jul. 04, 2026. GuruFocus rates ASX:A2M with a GF Score™ of 82/100 and a GF Value™ of A$6.63 (Modestly Overvalued). The stock has 3 warning signs investors should review. Among 2,047 Consumer Packaged Goods companies, The a2 Milk Co ranks better than 90.82% on this metric.

The a2 Milk Co has the Tariff Resilience Score of 4, which implies that the company might have Average Resilient.

The a2 Milk Co has The a2 Milk Co Ltd is vulnerable due to its significant export activities, especially to China. Past tariffs have impacted sales, and while alternative markets exist, they are not as lucrative. The company has limited pricing power in competitive markets.

Tariff Resilience Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more.

The company's exposure to international trade tariffs based on these criteria:

1. Global supply chain dependencies
2. Manufacturing locations versus sales markets
3. Import/export balance and percentage of revenue
4. Historical impact from previous tariff changes
5. Available mitigation strategies (alternative suppliers, pricing power)
6. Industry-specific tariff exemptions or vulnerabilities

Based on the research, GuruFocus believes The a2 Milk Co might have Average Resilient.

The a2 Milk Co  (ASX:A2M) Tariff Resilience Score Explanation

The Tariff Resilience Score ranges from 0 to 10, with 10 as the most resilient. GuruFocus divided Moat Score into following 3 categories:

Tariff Resilience Score Resilience Level
7 - 10Highly Resilient
4 - 6Average Resilient
0 - 3Highly Vulnerable

The a2 Milk Co Tariff Resilience Score Related Terms

ASX:A2M vs KHC, GIS: Tariff Resilience Score Comparison

For the Packaged Foods subindustry, The a2 Milk Co's Tariff Resilience Score, along with its competitors' market caps and Tariff Resilience Score data, can be viewed below:

* Competitive companies are chosen from companies within the same industry, with headquarter located in same country, with closest market capitalization; x-axis shows the market cap, and y-axis shows the term value; the bigger the dot, the larger the market cap. Note that "N/A" values will not show up in the chart.

The a2 Milk Co Tariff Resilience Score vs Consumer Packaged Goods Industry

For the Consumer Packaged Goods industry and Consumer Defensive sector, The a2 Milk Co's Tariff Resilience Score distribution charts can be found below:

* The bar in red indicates where The a2 Milk Co's Tariff Resilience Score falls into.


ASX:A2M
82GF Score
The a2 Milk Co Ltd ASX:A2M
Tariff Resilience Score is just one metric. See GF Score™, valuation, warning signs, and more.
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What does a Tariff Resilience Score of 4 mean?
The a2 Milk Co (ASX:A2M) has a Tariff Resilience Score of 4 as of Jul. 04, 2026. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. According to the industry distribution chart, The a2 Milk Co ranks #188 out of 2047 companies in the Consumer Packaged Goods industry, placing it in the top 9.2%.
Is The a2 Milk Co's Tariff Resilience Score too high?
The a2 Milk Co's current Tariff Resilience Score is 4. Based on the distribution chart, The a2 Milk Co ranks #188 out of 2047 companies in the Consumer Packaged Goods industry, which is in the top quartile — a strong position relative to peers. Overall, The a2 Milk Co has a GF Score™ of 82/100 and is considered Modestly Overvalued, reflecting its overall financial health beyond just this single metric.
How does The a2 Milk Co's Tariff Resilience Score compare to KHC and GIS?
According to the Consumer Packaged Goods industry distribution chart, The a2 Milk Co ranks #188 out of 2047 companies for Tariff Resilience Score. This places The a2 Milk Co in the top 9% of its industry — outperforming the majority of peers. See the competitive comparison table and distribution chart on this page for a detailed peer-by-peer breakdown.
What is a good Tariff Resilience Score for a Consumer Packaged Goods company?
A good Tariff Resilience Score depends on the Consumer Packaged Goods industry context. However, Tariff Resilience Score should not be evaluated in isolation — investors should consider it alongside profitability, growth, and financial strength metrics. Use the industry distribution chart on this page to see where any company falls relative to its peers.
What does a high Tariff Resilience Score mean?
A high Tariff Resilience Score can signal that a stock is expensive relative to its fundamentals. Tariff Score is a ranking system developed by GuruFocus to measure a company's exposure to international trade tariffs, rated on a scale from 0 to 10. It takes into account key factors such as global supply chain dependencies, manufacturing locations versus sales markets, import / export balance and percentage of revenue, and more. The a2 Milk Co's current Tariff Resilience Score is 4. However, context matters — high-growth companies often justify higher valuations. Always evaluate alongside other metrics like GF Score™ and GF Value™.
Is The a2 Milk Co stock overvalued right now?
Based on GuruFocus' analysis, The a2 Milk Co (ASX:A2M) is currently considered Modestly Overvalued. The stock's GF Value™ is A$6.63, compared to a current price of A$7.62 — trading 14.9% above its estimated fair value. The current Tariff Resilience Score is 4. The a2 Milk Co's overall GF Score™ is 82/100 with 3 warning signs to review. Investors should evaluate multiple metrics — including profitability, growth, and financial strength — before making a decision.
How is Tariff Resilience Score calculated?
Tariff Resilience Score is calculated from a company's financial statements. For The a2 Milk Co (ASX:A2M), the current Tariff Resilience Score is 4 as of Jul. 04, 2026. GuruFocus calculates this using data sourced from SEC filings and annual reports. See the calculation section and 30-year financial data on this page for the full breakdown.

Is The a2 Milk Co (ASX:A2M) Overvalued in 2026?

Based on GuruFocus' analysis, The a2 Milk Co stock appears to be overvalued. The current stock price of A$7.62 is trading 14.9% above its estimated GF Value™ of A$6.63. GuruFocus considers The a2 Milk Co to be Modestly Overvalued.

Key valuation signals for ASX:A2M:

  • Tariff Resilience Score: 4
  • GF Value™: A$6.63 vs. price of A$7.62 (14.9% above fair value)
  • GF Score™: 82/100 with 3 warning signs

No single metric tells the full story. See the ASX:A2M stock analysis page for a complete view including 30-year financials, guru trades, and insider activity.

The a2 Milk Co Business Description

Address 51 Shortland Street, Level 10, Auckland, NTL, NZL, 1010
A2 Milk is a New Zealand licensor and marketer of fresh milk, infant formula, and other dairy products that lack the A1 beta-casein protein. The firm was founded in 2000 by Corran McLachlan, who developed a genetic test to determine which proteins a cow produces in its milk, and business partner Howard Paterson. The company has been through a tumultuous history of receivership, legal battles, and strategic shifts, but emerged in its current structure in 2006 and listed publicly in March 2013.
82GF Score

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Tariff Resilience Score is just one metric. See GF Value™, 30-year financials, guru trades, warning signs, and more.

A$7.62
Price
A$6.63
GF Value