Cov khoom noj khoom haus nce ntxiv tab sis CEOs hais tias cov neeg yuav khoom tseem tab tom yuav

Ib tug neeg yuav khoom ntawm lub khw muag khoom noj thaum Lub Ob Hlis 10, 2022 hauv Miami, Florida. Lub Tsev Haujlwm Saib Xyuas Kev Ua Haujlwm tau tshaj tawm tias cov neeg siv khoom tau nce 7.5% lub hli dhau los piv nrog 12 lub hlis dhau los, qhov nce siab tshaj xyoo dhau los txij li Lub Ob Hlis 1982.

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Cov khoom noj thiab dej haus tau nce, tab sis CEOs ntawm PepsiCo's Ramon Laguarta rau Tyson Foods 'Donnie King hais tias cov neeg siv khoom tseem tsis tau them nyiaj ntau dua rau lawv Lay's chips thiab nqaij qaib nuggets.

Kev nce nqi tau coj ntau lub tuam txhab khoom noj thiab dej haus kom nce tus nqi los ntawm kev txo cov pob loj, txiav kev tshaj tawm lossis nce tus nqi tawm ntawm lub khw muag khoom noj. Tab sis cov tuam txhab lag luam yuav tsum tawm tsam qhov sib npaug me me, nce nqi txaus los them cov nqi siab dua yam tsis ua cov khoom lag luam kim heev rau cov neeg siv khoom, uas tuaj yeem hloov pauv mus rau cov khoom pheej yig dua li cov npe lag luam ntiag tug.

Laguarta tau hais tias "Peb zoo siab txog qhov peb cov neeg siv khoom tau ua siab ncaj rau peb cov npe txawm hais tias qee qhov ntawm peb cov kev txiav txim siab nqi," Laguarta tau hais rau Pepsi cov nyiaj tau los hu rau lub Ob Hlis thaum ntxov.

Thaum Lub Ib Hlis, tus nqi tsim khoom lag luam rau qhov kev thov kawg tau nce 1%, raws li Bureau of Labor Statistics. Cov metric taug qab nce nqi them los ntawm cov neeg tsim khoom hauv tsev rau cov khoom muag. Rau cov khoom noj, cov nqi tau nce 1.6% piv nrog lub Kaum Ob Hlis thiab 12.3% piv nrog 12 lub hlis dhau los.

Cov neeg tau txais kev pab, ntawm qhov tod tes, pom cov nqi khoom noj tau nce 0.9% nyob rau lub Ib Hlis piv rau ib hlis dhau los thiab 7% piv rau lub xyoo dhau los, raws li BLS tus nqi siv khoom lag luam. Ntau tus neeg yuav khoom tau muaj nyiaj ntau dua los siv ntawm lub khw muag khoom noj tom qab tau txais kev kuaj xyuas tsoomfwv thaum muaj kev sib kis thiab hloov lwm yam kev coj cwj pwm, xws li mus ncig thiab noj mov tsawg dua.

Cov kev ntsuas kev nce nqi no tuaj ua ntej Lavxias teb sab ntxeem tau ntawm Ukraine, uas twb tau ua rau nce nqi rau cov roj thiab roj, hlau thiab nplej - tag nrho cov tseem ceeb exports ntawm Russia. Cov nqi txhuas tau ntaus cov ntaub ntawv siab ntawm $ 3,450 ib tuj ntawm London Hlau Txauv. Tseem, cov tuam txhab lag luam feem ntau tiv thaiv lawv tus kheej los ntawm kev cuam tshuam luv luv ntawm cov khoom lag luam, txawm hais tias lub sijhawm no nws tsis paub meej tias qhov kev kub ntxhov yuav nyob ntev npaum li cas thiab thaum twg cov neeg yuav khoom yuav pib hnov ​​​​qhov pinch.

'Cracks hauv lub hauv paus'

Hnub Thursday, Procter & Gamble, uas tsim cov neeg siv khoom lag luam zoo li Tide detergent thiab Pampers diapers, tau ceeb toom thaum tham txog nws lub peev xwm los cuam tshuam nrog kev nce nyiaj nce ntxiv.

"Txawm hais tias nws sai dhau los tshaj tawm txoj kev vam meej, muab lub zog ntawm peb cov ntaub ntawv khaws tseg, kev sib faib dav dav thiab cov txiaj ntsig ntawm kev ua lag luam thaum ntxov, peb xav tias zoo heev ntawm peb txoj haujlwm los ua tus nqi," CFO Andre Schulten tau hais hauv lub tuam txhab virtual CAGNY kev nthuav qhia.

P&G tau nce nqi thoob plaws tag nrho 10 ntawm nws pawg Asmeskas, cuam tshuam txog 80% ntawm kev muag khoom hauv nws lub khw hauv tsev. Cov neeg siv khoom loj tuaj yeem muaj txoj hauv kev zoo, ceeb toom cov tub ua lag luam tias tej zaum yuav muaj teeb meem hauv txoj kev tom ntej.

"Cov pob nyiaj ntsuab uas cov neeg siv khoom feem ntau zaum tau poob qis sai, thiab peb pom tias elasticity pib rov qab mus rau qib qub, ua ntej muaj kev sib kis, thiab nrog kev nce nqi thiab nqi roj, peb tab tom pom cov hnab ris ntawm lub khw uas peb nyob. pib pom qee qhov tsis muaj zog, "RBC Capital Markets tus kws tshuaj ntsuam Nik Modi tau hais hauv kev xam phaj.

Modi tau hais tias pawg uas nyiam ua rau cov nyiaj tau los qis dua, xws li haus luam yeeb, npias thiab dej haus, tab tom pib pom cov neeg siv khoom lag luam qis dua rau cov kev xaiv pheej yig dua.

Nws tau hais tias "Muaj qhov tawg hauv lub hauv paus, thiab peb yuav tsum tau saib xyuas nws," nws hais.

Walmart, lub khw muag khoom loj tshaj plaws hauv Asmeskas, tau hais tias cov neeg yuav khoom tau them nyiaj rau kev nce nqi thiab kev nce nqi, txawm tias nws tseem tsis tau tshwm sim hauv lawv tus cwj pwm. CFO Brett Biggs tau hais hauv kev xam phaj lub lim tiam dhau los nrog CNBC tias kev poob haujlwm qis, nce nyiaj ua haujlwm thiab nce nyiaj khaws cia hauv tsev thaum muaj kev sib kis txhais tau tias cov neeg siv khoom nruab nrab tseem nyob hauv qhov zoo.

Miller Lite brewer Molson Coors Beverage echoed txoj kab ntawm kev xav thaum nws cov nyiaj tau los hu rau hnub Wednesday. Lub tuam txhab dej haus tau nce nws cov nqi los ntawm 3% mus rau 5% thaum Lub Ib Hlis thiab Lub Ob Hlis thaum ntxov - sai dua li nws cov nqi caij nplooj ntoo hlav ib txwm muaj thiab ntawm qhov siab dua me ntsis ntau dua li ib txwm.

"Frankly, tus nqi nce, raws li kuv nyuam qhuav hais, rau peb, 3% mus rau 5%, zoo qis dua tus nqi nce nqi, uas ua rau cov neeg siv khoom xav tau," CEO Gavin Hattersley tau hais.

Nqe hikes ntsej muag backlash

Txawm hais tias cov neeg siv khoom tsis txaj muag ntawm tus nqi siab dua, qee lub tuam txhab twb tau txais kev thuam rau kev nce nqi los tiv thaiv lawv cov nyiaj tau los.

Piv txwv li, Sen. Elizabeth Warren, uas yog Massachusetts Democrat, tau coj lub hom phiaj ntawm Tyson rau nws cov nqi nce, hais tias qhov kev nce ntxiv tau dhau qhov tsim nyog vim tias lub tuam txhab tau nce ob npaug ntawm nws cov nyiaj tau los ntawm thawj peb lub hlis twg.

Tyson twb tau raug tshuaj xyuas los ntawm Biden cov thawj coj, uas tau sib cav tias kev sib koom ua ke hauv kev lag luam ntim khoom noj tau ua rau muaj nqi rau nqaij nyuj, nqaij qaib thiab nqaij npuas hauv xyoo tas los no.

Tab sis Tyson tau tiv thaiv nws qhov kev ua. Hauv tsab ntawv tshaj tawm rau CNBC, lub tuam txhab tau hais tias, "Cov kws tshawb fawb thiab cov kws tshuaj ntsuam xyuas kev lag luam tau lees paub tias niaj hnub no tus nqi nqaij ntau dua yog qhov tshwm sim ncaj qha los ntawm cov khoom siv tsis txaus vim kev ua haujlwm tsis txaus, cov nqi nkag siab dua rau cov khoom xws li nplej, zog thiab roj, thiab cov neeg siv khoom muaj zog. xav tau."

Thaum lub Ob Hlis thaum ntxov, Tyson tau hais tias nws cov nqi ntawm cov khoom muag tau nce 18% piv nrog lub xyoo dhau los. Hauv kev teb, nws tus nqi muag khoom nruab nrab rau nws cov nyiaj txiag thawj peb lub hlis twg tau nce 19.6%.

"Qhov no tau pab peb khaws qee tus nqi tsis tau rov qab los vim lub sijhawm poob qis ntawm kev nce nqi thiab tus nqi," CEO King tau hais ntawm lub tuam txhab cov nyiaj tau los kawg hu nrog cov kws tshuaj ntsuam.

Tyson cov thawj coj kuj tau qhia tias cov neeg siv khoom tseem tsis tau hais txog kev them nyiaj ntau dua rau cov zaub mov npaj, uas suav nrog nws cov npe Jimmy Dean thiab Hillshire Farm.

RBC's Modi tau hais tias tus nqi nce ntxiv los ntawm cov tuam txhab xws li Tyson yog tiag tiag.

“Tam sim no, lawv puas yuav tsum tau coj tus nqi? Tsis muaj sia nyob, tab sis lawv yuav tsum coj lawv los tiv thaiv lawv cov paj, "nws hais. "Kev tiv thaiv lawv cov paj laum tso cai rau lawv rov nqis peev hauv kev lag luam, hauv [kev tshawb fawb thiab kev loj hlob.]

Nws hais ntxiv tias "Frankly, cov khw muag khoom yuav tsis cia lawv nce nqi yog tias nws tsis raug cai," nws hais ntxiv.

Piv txwv li, Walmart CEO Doug McMillon tau hais txog nws cov nyiaj tau los hu tias cov khw muag khoom leans ntawm nws txoj kev sib raug zoo ntev nrog cov tuam txhab zaub mov thiab dej haus kom txo nqi rau cov neeg siv khoom.

McMillon tau hais tias "Lub sijhawm muaj kev nce nyiaj nce ntxiv, cov tsev neeg tau nyiaj nruab nrab, cov tsev neeg tau nyiaj nruab nrab qis, txawm tias cov tsev neeg muaj nyiaj tau los ua tus nqi ntau dua," McMillon tau hais.

Tau qhov twg los: https://www.cnbc.com/2022/02/24/grocery-prices-keep-rising-but-ceos-say-shoppers-are-still-buying.html