去年秋天,美国民众大量抢购清洁用品。宝洁(Procter & Gamble)的最新财报预测,没有任何迹象表明美国人在短期内会改变因为疫情导致的接近于洁癖的清洁习惯。
该消费品巨头在上月表示,2020年最后3个月,公司总销售额增长了8%,达到197亿美元。值得注意的是,销售增长的部分原因是消费者在疫情期间对家庭清洁用品以及新产品的需求增长了30%。宝洁首席财务官兼首席运营官乔恩·默勒将此归因于“消费者居家生活和在家用餐的时间增多”,而且这也帮助公司提高了产品售价。该季度恰逢美国和其他主要市场新冠病毒感染人数再次大幅增加。
默勒表示,美国人清洁和消毒的频率提高了30%,使用洗碗机的频率提高了15%,使用空气清新剂和纸巾的频率也有所提高。但默勒认为,即使最终疫情缓解,高涨的需求仍可能成为一种长期现象。新总统乔·拜登上任伊始就表示将把疫情防控作为首要任务。
默勒在与华尔街分析师召开的电话会议中表示:“消费者每天使用我们的产品,甚至每天使用多次。他们的清洁、健康和卫生习惯可能会永远发生改变,我们将服务这种新需求。”
在疫情期间,虽然宝洁并没有一款产品像竞争对手高乐氏(Clorox)的同名湿巾一样成为文化试金石,但其Microban 24和舒肤佳(Safeguard)洗手液同样有巨大的需求。
令宝洁受益的另外一种趋势是,消费者愿意增加家庭用品支出。当经济不景气的时候,较富裕的消费者支出增幅更大,而且由于无法出行或购买时尚用品,因此他们增加了对清洁用品和其他卫生用品的消费,包括宝洁生产的价值300美元的Oral-B iO电动牙刷。默勒表示,电动牙刷的销售额增长了20%。
宝洁还在通过另外一种方式利用这种新的消费者行为:持续增加为超大型洗衣机设计的洗衣凝珠。
宝洁各项业务在该季度均表现强劲,因此,作为汰渍(Tide)洗衣粉和吉列(Gillette)剃须刀的生产商,宝洁将全年有机销售额增长预估从之前的4%至5%提高到5%至6%。
但与此同时,公司警告当前的繁荣并不可靠。默勒表示:“与疫情爆发之初相比,目前我们面临更大的不确定性。”(财富中文网)
翻译:刘进龙
审校:汪皓
去年秋天,美国民众大量抢购清洁用品。宝洁(Procter & Gamble)的最新财报预测,没有任何迹象表明美国人在短期内会改变因为疫情导致的接近于洁癖的清洁习惯。
该消费品巨头在上月表示,2020年最后3个月,公司总销售额增长了8%,达到197亿美元。值得注意的是,销售增长的部分原因是消费者在疫情期间对家庭清洁用品以及新产品的需求增长了30%。宝洁首席财务官兼首席运营官乔恩·默勒将此归因于“消费者居家生活和在家用餐的时间增多”,而且这也帮助公司提高了产品售价。该季度恰逢美国和其他主要市场新冠病毒感染人数再次大幅增加。
默勒表示,美国人清洁和消毒的频率提高了30%,使用洗碗机的频率提高了15%,使用空气清新剂和纸巾的频率也有所提高。但默勒认为,即使最终疫情缓解,高涨的需求仍可能成为一种长期现象。新总统乔·拜登上任伊始就表示将把疫情防控作为首要任务。
默勒在与华尔街分析师召开的电话会议中表示:“消费者每天使用我们的产品,甚至每天使用多次。他们的清洁、健康和卫生习惯可能会永远发生改变,我们将服务这种新需求。”
在疫情期间,虽然宝洁并没有一款产品像竞争对手高乐氏(Clorox)的同名湿巾一样成为文化试金石,但其Microban 24和舒肤佳(Safeguard)洗手液同样有巨大的需求。
令宝洁受益的另外一种趋势是,消费者愿意增加家庭用品支出。当经济不景气的时候,较富裕的消费者支出增幅更大,而且由于无法出行或购买时尚用品,因此他们增加了对清洁用品和其他卫生用品的消费,包括宝洁生产的价值300美元的Oral-B iO电动牙刷。默勒表示,电动牙刷的销售额增长了20%。
宝洁还在通过另外一种方式利用这种新的消费者行为:持续增加为超大型洗衣机设计的洗衣凝珠。
宝洁各项业务在该季度均表现强劲,因此,作为汰渍(Tide)洗衣粉和吉列(Gillette)剃须刀的生产商,宝洁将全年有机销售额增长预估从之前的4%至5%提高到5%至6%。
但与此同时,公司警告当前的繁荣并不可靠。默勒表示:“与疫情爆发之初相比,目前我们面临更大的不确定性。”(财富中文网)
翻译:刘进龙
审校:汪皓
Americans doubled-down on buying cleaning products during the autumn and there is little sign they are anywhere close to losing their pandemic-induced clean-freak habits anytime soon, judging from Procter & Gamble's latest financial results.
The consumer product giant said on Wednesday that overall sales rose 8% to $19.7 billion in the last three months of 2020. Notably, within that rise was a 30% jump in consumer demand for home cleaning products during the pandemic and new products that P&G's finance and operations chief Jon Moller ascribed to "more time at home, more meals at home" and that also helped it command higher prices. The quarter coincided with a big new spike in COVID-19 infections in the U.S. and other major markets.
Americans, Moeller noted, are cleaning and sanitizing 30% more often, using their dishwasher 15% more, and using air fresheners and paper towel usage more, too. But Moeller suggested that the spike in demand would likely be long-lasting even once the pandemic finally eases, something the new U.S. president, Joe Biden, said on Wednesday would be a top priority.
"We will serve what will likely become a forever altered cleaning, health and hygiene focus for consumers who use our products daily or multiple times each day," Moeller said on a conference call with Wall Street analysts.
While P&G has not had a product become a cultural touchstone during the pandemic like rival Clorox's namesake wipes, its products like Microban 24 and Safeguard sanitizer are also meeting outsized demand.
Another thing that helped P&G: consumers' willingness to pay more for household items. Spending by more affluent consumers is holding up much better in the economic slump, and absent things like travel or fashion to spend on, they are diverting more of their consumption to cleaning products, and other hygiene-focused products, including the $300 Oral-B iO electric toothbrushes by P&G. Sales of power brushes were up 20%, Moeller said.
Another way P&G is leveraging this new consumer behavior: it has been ramping up laundry-detergent pods designed for extra-large washing machines.
On the basis of the strong quarter across its many categories, the maker of Tide detergent and Gillette razors raised its estimate for full-year organic sales growth to between 5% and 6%, up from a previous range of 4% to 5%.
But that came with a caveat that the current boom was not guaranteed. "If anything, the level of certainty is less today than it was” at the beginning of the pandemic," Moeller said.