Jon R. Moeller – Procter & Gamble Co. Emerging markets contracting “India de-monetization continued to impact consumption in that market. In Saudi Arabia, one of our 15 largest markets, a prototypical household has endured a 20% income reduction, while utility … Continued
Graeme Pitkethly – Chief Financial Officer Prospects for global economy looking brighter “I think it’s fair to say that the prospects for the global economy are looking a little brighter than they have done for a while. While last year’s … Continued
Procter & Gamble (PG) Q1 2017 Results Jon R. Moeller – Procter & Gamble Co. Commodities were a hurt to gross margin “Commodities were a modest hurt to gross margin in the quarter. Feedstock costs for propylene, ethylene, and tropical … Continued
Margins are the focus for HSY “You have heard us talk about our focus against the cost of our operations coming up. We talked about the $135 million we want to deliver this year. So I would just come back … Continued
Procter & Gamble (PG) David S. Taylor on Q4 2016 Results We see China sequentially improving “on China. We see it sequentially improving. We are not done yet with hitting our portfolio right in China. That will take time. There … Continued
Kimberly-Clark (KMB) Thomas J. Falk on Q2 2016 Results 7% volume growth in NA “Now let’s turn to our North American consumer businesses. Our teams there delivered another strong quarter with 7% volume growth and healthy market shares. Product innovations, … Continued
Unilever Plc (UL) Paul Polman on Q2 2016 Results Environment frankly not getting any easier “Undoubtedly, reading the newspapers, you would agree with me that this is a challenging trading environment that frankly is not getting easier.” Dollar shave club … Continued
Jon Moeller – Chief Financial Officer Restructuring will focus on 10 core business units “Going forward, we are anchoring our portfolio on 10 category-based business units and 65 brands. These are categories where P&G has leading market positions and where … Continued
Kimberly-Clark (KMB) Thomas J. Falk on Q1 2016 Results Now expecting slightly less drag from currencies and prices than we had been “our current assumptions have improved somewhat compared to three months ago. And while this helps our U.S. dollar … Continued
Graeme Pitkethly Business environment has proven to become more challenging “In January, we said that we were prepared for the business environment to become even more challenging and that has proved to be the case. In Europe, markets continue to … Continued