Procter & Gamble Co. tuaj yeem xav tias yuav yeej qhov kev cia siab, raws li nws feem ntau ua, thaum nws tshaj tawm cov nyiaj tau los ntawm lub quarter thib ob tom qab lub lim tiam no, tab sis cov tub ua lag luam tuaj yeem xav tias kev nce nqi txuas ntxiv yuav ua rau kev thov ntau dua li lawv muaj nyob rau hauv lub xyoo.
Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau cia siab tias qhov nruab nrab, cov nyiaj tau los ntawm ib feem (EPS) yuav poob rau $ 1.59 los ntawm $ 1.66 hauv tib lub sijhawm ib xyoos dhau los. Kev muag khoom tau kwv yees tias yuav poob 1.1% rau $ 20.73 nphom, uas yuav ua rau thawj lub xyoo poob qis txij li lub quarter uas tau xaus rau lub Rau Hli 2017.
P&G tau kov yeej EPS qhov kev cia siab 19 zaug hauv 20 lub hlis dhau los thiab tau nce qhov kev kwv yees muag rau 10 lub hlis dhau los.
Ib qho kev txhawj xeeb ntawm Wall Street cov kws tshuaj ntsuam xyuas yog dhau qhov uas hu ua tus nqi elasticity, uas yog li cas cov kws lag luam ntsuas qhov cuam tshuam ntawm tus nqi hloov pauv ntawm kev thov. Cov elasticity siab dua txhais tau hais tias tus nqi hloov pauv muaj qhov cuam tshuam ntau dua ntawm kev thov.
P&G cov khoom raug suav hais tias yog cov neeg siv khoom siv, uas txhais tau tias lawv yog cov neeg siv khoom xav tau ntau dua li qhov lawv xav tau. Qhov ntawd zoo li ua rau P&G cov khoom lag luam qis dua tus nqi qis dua thaum piv nrog cov neeg siv khoom txiav txim siab.
Rau P&G's nyiaj txiag thawj peb lub hlis twg, lub tuam txhab tau hais tias kev muag khoom loj hlob 1.3%, raws li 9% nce ntawm cov nqi offset 3% poob ntawm cov khoom xa tuaj, uas yog thawj xyoo-dhau-xyoo poob hauv ntim hauv rau xyoo. Tab sis nws tuaj yeem ua tau ntau dua.
Tus Thawj Saib Xyuas Nyiaj Txiag Andre Schulten tau hais rau lub Kaum Ob Hlis tias nws "zoo li xav tsis thoob" los ntawm qhov kev thov me me rau P&G cov khoom raug mob txawm tias lub tuam txhab tau nce nqi ntau dua li nws cov phooj ywg, raws li FactSet cov ntawv sau tseg. Nws hais tias elasticities pom thoob plaws ntiaj teb yog "tseem ceeb dua" zoo dua li qhov xav tau.
Tab sis raws li cov kev lag luam qeeb thiab nce nqi tseem tawv ncauj siab, Schulten tau hais tias muaj "kev ntxhov siab" hauv cov neeg siv khoom uas nws tuaj yeem nkag siab thoob plaws lub khw muag khoom, txawm tias cov neeg siv khoom staples.
Schulten tau hais tias "Peb pawg tsis muaj qhov tshwj xeeb rau qhov ntawd, yog li peb pom qhov rov qab mus rau elasticity uas ntau dua nyob rau hauv txoj kab nrog qhov peb xav tau nyob rau hauv thawj qhov chaw," Schulten hais.
Yeej, nws cia siab tias P&G cov khoom lag luam yuav tsum muaj nqi ntau dua li lawv tau ua, thiab Wall Street zoo li pom zoo.
JPMorgan tus kws tshuaj ntsuam Andrea Teixeira cia siab tias tus nqi hauv lub quarter dhau los yuav nce 9.7%, uas yog ntau dua li 9% nce ntawm thawj peb lub hlis twg. Nws tseem cia siab tias yuav muaj kev cuam tshuam loj dua ntawm qhov ntim, uas nws xav tias yuav poob 4.2%, piv rau 3% poob hauv thawj peb lub hlis twg.
"[W]e cia siab tias elasticity yuav ua lub luag haujlwm loj dua li cov neeg siv khoom thaum kawg yuav tsum tau xaiv nyuaj dua," Teixeira tau sau rau hauv daim ntawv rau cov neeg siv khoom.
Nws rov hais dua qhov kev ntsuas nruab nrab ntawm P&G cov khoom lag luam tab sis tau tsa nws lub hom phiaj rau $ 150 los ntawm $ 141.
Raymond James 'Olivia Tong tseem cia siab tias yuav nce elasticity, raws li nws qhov kev kwv yees rau kev loj hlob ntawm tus nqi yog tiaj tus ntawm 9%, tab sis nws cia siab tias qhov ntim qis yuav nce mus txog 4%.
Tseem, Tong rov hais dua nws qhov kev ua tau zoo tshaj plaws, thaum nce nws lub hom phiaj-tus nqi rau $ 170 los ntawm $ 165.
Tong kuj tau nce nws cov nyiaj tau los ntawm 2023 kwv yees txog $ 80.87 billion los ntawm $ 79.47 billion, uas tam sim no sawv cev nce 0.8% los ntawm ib xyoos dhau los. Qhov ntawd txawm hais tias P&G tau hais hauv nws daim ntawv tshaj tawm thawj peb lub hlis twg thaum Lub Kaum Hli tias nws xav tias 2023 kev muag khoom yuav poob 3% mus rau 1% los ntawm 2022.
P&G cov khoom lag luam poob 2.7% rau $ 146.41 rau hnub Wednesday, qhov qis tshaj nyob ze txij thaum Lub Kaum Ib Hlis 29. Nws tau nce 14.1% nyob rau peb lub hlis dhau los, thaum Consumer Staples Xaiv Sector SPDR pauv- pauv nyiaj
XLP,
-2.73%
tau nce 5.2% thiab S & P 500
SPX,
-1.56%
tau nce 5.6%.
Nov yog qhov kev sib cais ntawm cov kws tshuaj ntsuam xav tau rau kev muag khoom rau txhua qhov ntawm P&G cov lag luam ntu:
- FactSet kev pom zoo rau cov ntaub- thiab kev muag khoom hauv tsev yog $ 6.81 nphom, uas yog nqis 2.2% ntawm ib xyoo dhau los.
- Tus me nyuam-, poj niam- thiab tsev neeg-kev muag khoom yuav tsum poob 2.5%, mus rau $ 4.99 billion.
- Kev muag khoom zoo nkauj xav tias yuav yog $ 3.86 nphom, nqis 1.8% los ntawm ib xyoos dhau los.
- Kev muag khoom kho mob xav tias yuav nce 0.1% qis dua, mus rau $ 2.97 billion.
- Grooming muag tau pom poob 3.4%, rau $ 1.75 nphom.
- Kev muag khoom lag luam xav tias yuav nce 9.0%, rau $ 165.7 lab.
P&G cov nyiaj khwv tau los: Kev muag khoom tau poob rau thawj zaug hauv 5 xyoos vim tias tus nqi siab dua yuav raug hu
Procter & Gamble Co. tuaj yeem xav tias yuav yeej qhov kev cia siab, raws li nws feem ntau ua, thaum nws tshaj tawm cov nyiaj tau los ntawm lub quarter thib ob tom qab lub lim tiam no, tab sis cov tub ua lag luam tuaj yeem xav tias kev nce nqi txuas ntxiv yuav ua rau kev thov ntau dua li lawv muaj nyob rau hauv lub xyoo.
Cov neeg siv khoom ntim khoom lag luam
-2.70% ,
PG,
uas nws cov npe suav nrog Tide, Pampers, Crest thiab Lub Taub Hau & Lub xub pwg nyom, tau teem sijhawm los tshaj tawm cov txiaj ntsig rau peb lub hlis twg txog Lub Kaum Ob Hlis rau hnub Thursday lub tswb nrov.
Cov kws tshuaj ntsuam xyuas los ntawm FactSet tau cia siab tias qhov nruab nrab, cov nyiaj tau los ntawm ib feem (EPS) yuav poob rau $ 1.59 los ntawm $ 1.66 hauv tib lub sijhawm ib xyoos dhau los. Kev muag khoom tau kwv yees tias yuav poob 1.1% rau $ 20.73 nphom, uas yuav ua rau thawj lub xyoo poob qis txij li lub quarter uas tau xaus rau lub Rau Hli 2017.
P&G tau kov yeej EPS qhov kev cia siab 19 zaug hauv 20 lub hlis dhau los thiab tau nce qhov kev kwv yees muag rau 10 lub hlis dhau los.
Ib qho kev txhawj xeeb ntawm Wall Street cov kws tshuaj ntsuam xyuas yog dhau qhov uas hu ua tus nqi elasticity, uas yog li cas cov kws lag luam ntsuas qhov cuam tshuam ntawm tus nqi hloov pauv ntawm kev thov. Cov elasticity siab dua txhais tau hais tias tus nqi hloov pauv muaj qhov cuam tshuam ntau dua ntawm kev thov.
P&G cov khoom raug suav hais tias yog cov neeg siv khoom siv, uas txhais tau tias lawv yog cov neeg siv khoom xav tau ntau dua li qhov lawv xav tau. Qhov ntawd zoo li ua rau P&G cov khoom lag luam qis dua tus nqi qis dua thaum piv nrog cov neeg siv khoom txiav txim siab.
Rau P&G's nyiaj txiag thawj peb lub hlis twg, lub tuam txhab tau hais tias kev muag khoom loj hlob 1.3%, raws li 9% nce ntawm cov nqi offset 3% poob ntawm cov khoom xa tuaj, uas yog thawj xyoo-dhau-xyoo poob hauv ntim hauv rau xyoo. Tab sis nws tuaj yeem ua tau ntau dua.
Tus Thawj Saib Xyuas Nyiaj Txiag Andre Schulten tau hais rau lub Kaum Ob Hlis tias nws "zoo li xav tsis thoob" los ntawm qhov kev thov me me rau P&G cov khoom raug mob txawm tias lub tuam txhab tau nce nqi ntau dua li nws cov phooj ywg, raws li FactSet cov ntawv sau tseg. Nws hais tias elasticities pom thoob plaws ntiaj teb yog "tseem ceeb dua" zoo dua li qhov xav tau.
Tab sis raws li cov kev lag luam qeeb thiab nce nqi tseem tawv ncauj siab, Schulten tau hais tias muaj "kev ntxhov siab" hauv cov neeg siv khoom uas nws tuaj yeem nkag siab thoob plaws lub khw muag khoom, txawm tias cov neeg siv khoom staples.
Schulten tau hais tias "Peb pawg tsis muaj qhov tshwj xeeb rau qhov ntawd, yog li peb pom qhov rov qab mus rau elasticity uas ntau dua nyob rau hauv txoj kab nrog qhov peb xav tau nyob rau hauv thawj qhov chaw," Schulten hais.
Yeej, nws cia siab tias P&G cov khoom lag luam yuav tsum muaj nqi ntau dua li lawv tau ua, thiab Wall Street zoo li pom zoo.
JPMorgan tus kws tshuaj ntsuam Andrea Teixeira cia siab tias tus nqi hauv lub quarter dhau los yuav nce 9.7%, uas yog ntau dua li 9% nce ntawm thawj peb lub hlis twg. Nws tseem cia siab tias yuav muaj kev cuam tshuam loj dua ntawm qhov ntim, uas nws xav tias yuav poob 4.2%, piv rau 3% poob hauv thawj peb lub hlis twg.
"[W]e cia siab tias elasticity yuav ua lub luag haujlwm loj dua li cov neeg siv khoom thaum kawg yuav tsum tau xaiv nyuaj dua," Teixeira tau sau rau hauv daim ntawv rau cov neeg siv khoom.
Nws rov hais dua qhov kev ntsuas nruab nrab ntawm P&G cov khoom lag luam tab sis tau tsa nws lub hom phiaj rau $ 150 los ntawm $ 141.
Raymond James 'Olivia Tong tseem cia siab tias yuav nce elasticity, raws li nws qhov kev kwv yees rau kev loj hlob ntawm tus nqi yog tiaj tus ntawm 9%, tab sis nws cia siab tias qhov ntim qis yuav nce mus txog 4%.
Tseem, Tong rov hais dua nws qhov kev ua tau zoo tshaj plaws, thaum nce nws lub hom phiaj-tus nqi rau $ 170 los ntawm $ 165.
Tong kuj tau nce nws cov nyiaj tau los ntawm 2023 kwv yees txog $ 80.87 billion los ntawm $ 79.47 billion, uas tam sim no sawv cev nce 0.8% los ntawm ib xyoos dhau los. Qhov ntawd txawm hais tias P&G tau hais hauv nws daim ntawv tshaj tawm thawj peb lub hlis twg thaum Lub Kaum Hli tias nws xav tias 2023 kev muag khoom yuav poob 3% mus rau 1% los ntawm 2022.
P&G cov khoom lag luam poob 2.7% rau $ 146.41 rau hnub Wednesday, qhov qis tshaj nyob ze txij thaum Lub Kaum Ib Hlis 29. Nws tau nce 14.1% nyob rau peb lub hlis dhau los, thaum Consumer Staples Xaiv Sector SPDR pauv- pauv nyiaj
-2.73%
-1.56%
XLP,
tau nce 5.2% thiab S & P 500
SPX,
tau nce 5.6%.
Nov yog qhov kev sib cais ntawm cov kws tshuaj ntsuam xav tau rau kev muag khoom rau txhua qhov ntawm P&G cov lag luam ntu:
Tau qhov twg los: https://www.marketwatch.com/story/pg-earnings-expect-more-price-hikes-bigger-volume-decline-11674072160?siteid=yhoof2&yptr=yahoo