海外消费品行业一周回顾：中报业绩喜人，坚定看好消费龙头 晨讯 港股早晨快讯 Q2 performance even softer than previous guidance and market expectations. Wait for final resetting of expectations. July sales further weaken; more incentives Cotai needs more time to ramp up 2Q18 results largely in line Positive surprises in a tough environment This is what market is waiting for 2Q18 profit beats; takeaways from BMW call