P&G計劃再加價應對新關稅危機




寶潔公司計劃提價以應對即將到來的關稅

美國消費品製造商寶潔公司(Procter & Gamble, NYSE: PG)表示,若特朗普總統實施新的關稅,將會再次考慮對其家庭基本產品如Tide洗衣粉進行提價。寶潔公司的首席財務官安德烈·舒爾滕(Andre Schulten)在季度財報後的記者會上表示,無論政府的決定如何,公司都能夠應對。他補充說,寶潔會首先通過削減成本來抵消可能的關稅影響。

他還提到:「如果我們無法通過提高生產效率來抵消成本,那麼可能會需要進行額外的提價。」

截至12月31日的季度中,寶潔的銷售量有所上升,儘管其全球的洗滌劑、洗碗液和衛生紙的價格保持不變。作為消費品行業的佼佼者,寶潔在全球範圍內採購化學品、剃須刀片和小型電子產品,並在當地工廠生產最終產品。

過去幾年,寶潔因面臨燃料和勞動力成本上升而頻繁提價。特朗普提議的新一輪關稅,可能會首當其衝影響墨西哥和加拿大,進一步推高這些成本。

「我認為這仍然是一個風險,」寶潔投資者Running Point Capital的首席投資官邁克爾·阿什利·舒爾曼(Michael Ashley Schulman)表示。「這很難量化,他們能夠將多少關稅轉嫁給消費者。」

在過去四年中,寶潔已經重組了其吉列(Gillette)品牌的剃須刀供應鏈,這一舉措可能在新關稅下減輕其利潤壓力。寶潔的競爭對手Edgewell今年早些時候也告訴路透社,他們正在尋求鎖定中國的化學品供應,以應對潛在的關稅影響。

舒爾滕還表示,寶潔擁有「配方靈活性」,這意味著如果某些成分因關稅而變得過於昂貴或無法獲得,寶潔可以調整產品的成分。

此外,寶潔在應對COVID-19大流行後的供應鏈危機中,已在過去六年內投資了60億美元於美國製造業。

這一消息顯示出寶潔在面對潛在的經濟挑戰時,仍然保持靈活性和應對能力。隨著全球供應鏈的變化和成本的上升,這種提價策略或許會成為更多消費品公司的選擇。對於消費者而言,未來的購物成本可能會受影響,而品牌如何平衡利潤和顧客的接受度,將成為他們面臨的重要挑戰。

以上文章由特價GPT API根據網上資料所翻譯及撰寫,過程中沒有任何人類參與 🙂

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