Question-and-Answer SessionRichard Manuel Maybe we'll jump in with a little conversation about the consumer and their health. They seem to be in good shape despite some softening signs in the labor markets. We got a data point on that today. Can you talk about what you're seeing in your business and perhaps stratify your comments by income segments if that's relevant or how you might think about it? ...

公司高管介绍 - 公司首席执行官兼董事长Linda J Rendle出席德意志银行全球消费者会议 [1] - 新任首席财务官Luc Bellet首次以CFO身份参与投资者交流 [1] 会议形式 - 会议全程采用问答形式进行 [2][3] 消费环境分析 - 2025财年(2024年7月起)预期消费者压力加大 原2%-25%的品类增速预期下调至0%-1% [5] - 2025年2月(第三财季中期)出现新一轮消费行为变化 [6] 行业趋势 - 家庭清洁品类历史常态增速为2%-25% [5] - 2025财年上半年实际增速符合0%-1%的疲软预期 [5]