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疫情期间,全球消费者前所未有的关注个人健康和家庭清洁,使得家庭用品巨头宝洁公司的年度销售增长十分强劲。该公司在截至6月30日的财年中,有机销售额增长了6%,而在最近一个季度中有机销售额也增长了6%。不过其高管认为本财年的销售额增长会放缓,大概为2%到4%左右,原因是全球经济,特别是发展中国家的经济在冠状病毒袭击后具有高度不确定性。增长最强劲的是宝洁的织物和家庭护理部门,销售额增长14%,创下历史最高纪录。该部门的品牌包括太渍、Mr.Clean、Dawn洗碗液和Cascade洗碗机洗涤剂。宝洁在中国的销售额在今年初下滑后,近几个月里有所恢复。今年初,中国为了遏制病毒关闭了工厂、道路和商店,一定程度上阻碍了宝洁的生产,但是本季度宝洁在中国的有机销售增长了14%,全年增长了8%。
鉴于宝洁的产品价格普遍高于竞争对手,该公司面临的一个问题是,在经济持续衰退时,它是否还能维持这么好的表现。宝洁近年来一直在致力于为更有预算意识的消费者提供产品。“我们预计,如果这种情况(经济衰退)持续的更久、影响更深,人们将不得不做出选择...好消息是,与上次经济衰退不同,这次我们有了更丰富的产品组合。“ 宝洁公司的CEO大卫·泰勒这么说道。
Demand in the U.S. for cleaning and paper products continued to surge through the spring and early summer, while the reopening of China, P&G’s second-biggest market, drove sales there. P&G executives said the company’s efforts in recent years to overhaul itself by shedding weaker brands and streamlining what they described as an often suffocating bureaucracy are paying off at a time of crisis. The Cincinnati company’s organic sales were up 6% for the fiscal year ended June 30. For the latest quarter, organic sales also rose 6%. P&G predicted more modest growth of 2% to 4% for the current fiscal year, citing high uncertainty around the global economy, especially in developing countries, and fallout from the new coronavirus. The strongest growth was in P&G’s fabric and home-care unit, which posted a 14% sales gain, its highest ever. The unit’s brands include Tide along with Mr. Clean, Dawn dish soap and Cascade dishwasher detergent. China sales recovered in recent months after sliding at the start of the year, when the country shut down in an effort to contain the virus. Closed factories, roads and stores stymied production and kept Chinese consumers from buying. Organic sales in China rose 14% in the quarter and 8% for the full year.
A question facing the company, given that its products are generally more expensive than rival brands, is whether it would fare better in an economic downturn than it did during the last recession, when sales growth plunged to anemic levels and took a decade to recover. The company has worked in recent years to improve offerings for more budget-conscious consumers. “We expect that if this gets longer and deeper, people will have to make choices,” P&G Chief Executive David Taylor said. “The good news is that, unlike last time, we have a broader portfolio.” source
指尖新闻:高信噪比,一目了然
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