公司表现 - Darden Restaurants (NYSE: DRI) 股价在过去一年表现优异 涨幅达46% 显示出对消费者放缓担忧的韧性 [1] - 股价上涨势头在周五交易中延续 [1] 分析师背景 - 分析师拥有15年以上逆向投资经验 基于宏观观点和个股反转故事获取超额收益 [1]

Changes at P&G as consumer spending slows.Corbis via Getty ImagesProcter & Gamble (P&G), the owner of consumer brands like Tide, Pampers and Swiffer, has announced plans to layoff up to 7,000 workers over the next two years. The plans are part of a larger restructuring announced by the company’s CFO, Andre Schulten, at a Deutsche Bank consumer conference in Paris on Thursday. The company announced plans to possibly exit some of its lower-performing brands, citing slow growth in the U.S. as part of the reaso ...

公司高层对话 - 高露洁棕榄公司CEO Noel Wallace出席德意志银行全球消费者会议并进行问答环节 [1][2] - 会议采用纯问答形式 讨论2025年消费环境及行业动态 [3] 2025年消费环境评估 - 公司预期2025年消费放缓 主要因2023-2024年通胀定价及2024下半年强劲销量增长后的自然回落 [4] - 当前消费者呈现明显谨慎态度 购买行为趋于保守 导致品类增速下滑 [6] - 美国市场2月份出现12个品类下滑 反映消费不确定性加剧 [6]