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Procter & Gamble to Focus on Innovation, Not Discounts, to Attract Wary Shoppers
Yahoo Finance· 2025-10-24 23:33
公司业绩表现 - 第一季度销售额增长3%,达到223.9亿美元,高于分析师预期的221.8亿美元 [5] - 有机销售额增长2%,主要得益于更高的定价和更有利的产品组合,其中美容、理容和健康护理部门实现增长 [1][6] - 大中华区有机销售额增长5%,公司通过产品创新应对挑战性的消费环境 [6] - 股价在财报公布后当日上涨1.2%至153.11美元,但年内累计下跌9.3% [4] 公司战略与产品创新 - 公司通过产品创新而非降价来吸引谨慎的消费者,产品创新已推动其整个产品组合的价格上涨2%至2.5% [1][3] - 针对竞争对手激进的促销活动,特别是织物和婴儿护理市场,公司采取结构性回应,专注于通过创新和品牌投资来驱动综合优势 [2][4] - 已推出Tide Evo系列新洗衣液产品,并改进了帮宝适尿布和玉兰油沐浴露 [3] - 部分消费者正在消费升级,公司的优质产品在某些渠道贡献了大部分增长 [7] 市场竞争与消费者行为 - 消费者在购买决策和消费方面更加谨慎,市场竞争加剧,部分竞争对手的回应是增加促销活动 [3] - 公司认为其结构性应对计划需要更长时间,但最终会带来市场增长和份额增长 [4][6]
Procter & Gamble tops estimates on resilient demand for beauty, hair-care products
Yahoo Finance· 2025-10-24 19:04
(Reuters) -Procter & Gamble (PG) on Friday beat Wall Street estimates for first-quarter revenue and profit, helped by strong demand for its beauty and hair-care products amid higher prices and a broader slowdown in spending due to economic uncertainties. The Tide maker, a bellwether for the global consumer goods industry, reduced its annual tariff cost estimate to about $400 million after tax, from about the $800 million forecast in July, largely on Canada lifting retaliatory tariffs on U.S. goods. Howev ...