去年秋天,美國(guó)民眾大量搶購清潔用品。寶潔(Procter & Gamble)的最新財(cái)報(bào)預(yù)測(cè),沒有任何跡象表明美國(guó)人在短期內(nèi)會(huì)改變因?yàn)橐咔閷?dǎo)致的接近于潔癖的清潔習(xí)慣。
該消費(fèi)品巨頭在上月表示,2020年最后3個(gè)月,公司總銷售額增長(zhǎng)了8%,達(dá)到197億美元。值得注意的是,銷售增長(zhǎng)的部分原因是消費(fèi)者在疫情期間對(duì)家庭清潔用品以及新產(chǎn)品的需求增長(zhǎng)了30%。寶潔首席財(cái)務(wù)官兼首席運(yùn)營(yíng)官喬恩·默勒將此歸因于“消費(fèi)者居家生活和在家用餐的時(shí)間增多”,而且這也幫助公司提高了產(chǎn)品售價(jià)。該季度恰逢美國(guó)和其他主要市場(chǎng)新冠病毒感染人數(shù)再次大幅增加。
默勒表示,美國(guó)人清潔和消毒的頻率提高了30%,使用洗碗機(jī)的頻率提高了15%,使用空氣清新劑和紙巾的頻率也有所提高。但默勒認(rèn)為,即使最終疫情緩解,高漲的需求仍可能成為一種長(zhǎng)期現(xiàn)象。新總統(tǒng)喬·拜登上任伊始就表示將把疫情防控作為首要任務(wù)。
默勒在與華爾街分析師召開的電話會(huì)議中表示:“消費(fèi)者每天使用我們的產(chǎn)品,甚至每天使用多次。他們的清潔、健康和衛(wèi)生習(xí)慣可能會(huì)永遠(yuǎn)發(fā)生改變,我們將服務(wù)這種新需求?!?/p>
在疫情期間,雖然寶潔并沒有一款產(chǎn)品像競(jìng)爭(zhēng)對(duì)手高樂氏(Clorox)的同名濕巾一樣成為文化試金石,但其Microban 24和舒膚佳(Safeguard)洗手液同樣有巨大的需求。
令寶潔受益的另外一種趨勢(shì)是,消費(fèi)者愿意增加家庭用品支出。當(dāng)經(jīng)濟(jì)不景氣的時(shí)候,較富裕的消費(fèi)者支出增幅更大,而且由于無法出行或購買時(shí)尚用品,因此他們?cè)黾恿藢?duì)清潔用品和其他衛(wèi)生用品的消費(fèi),包括寶潔生產(chǎn)的價(jià)值300美元的Oral-B iO電動(dòng)牙刷。默勒表示,電動(dòng)牙刷的銷售額增長(zhǎng)了20%。
寶潔還在通過另外一種方式利用這種新的消費(fèi)者行為:持續(xù)增加為超大型洗衣機(jī)設(shè)計(jì)的洗衣凝珠。
寶潔各項(xiàng)業(yè)務(wù)在該季度均表現(xiàn)強(qiáng)勁,因此,作為汰漬(Tide)洗衣粉和吉列(Gillette)剃須刀的生產(chǎn)商,寶潔將全年有機(jī)銷售額增長(zhǎng)預(yù)估從之前的4%至5%提高到5%至6%。
但與此同時(shí),公司警告當(dāng)前的繁榮并不可靠。默勒表示:“與疫情爆發(fā)之初相比,目前我們面臨更大的不確定性。”(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校:汪皓
去年秋天,美國(guó)民眾大量搶購清潔用品。寶潔(Procter & Gamble)的最新財(cái)報(bào)預(yù)測(cè),沒有任何跡象表明美國(guó)人在短期內(nèi)會(huì)改變因?yàn)橐咔閷?dǎo)致的接近于潔癖的清潔習(xí)慣。
該消費(fèi)品巨頭在上月表示,2020年最后3個(gè)月,公司總銷售額增長(zhǎng)了8%,達(dá)到197億美元。值得注意的是,銷售增長(zhǎng)的部分原因是消費(fèi)者在疫情期間對(duì)家庭清潔用品以及新產(chǎn)品的需求增長(zhǎng)了30%。寶潔首席財(cái)務(wù)官兼首席運(yùn)營(yíng)官喬恩·默勒將此歸因于“消費(fèi)者居家生活和在家用餐的時(shí)間增多”,而且這也幫助公司提高了產(chǎn)品售價(jià)。該季度恰逢美國(guó)和其他主要市場(chǎng)新冠病毒感染人數(shù)再次大幅增加。
默勒表示,美國(guó)人清潔和消毒的頻率提高了30%,使用洗碗機(jī)的頻率提高了15%,使用空氣清新劑和紙巾的頻率也有所提高。但默勒認(rèn)為,即使最終疫情緩解,高漲的需求仍可能成為一種長(zhǎng)期現(xiàn)象。新總統(tǒng)喬·拜登上任伊始就表示將把疫情防控作為首要任務(wù)。
默勒在與華爾街分析師召開的電話會(huì)議中表示:“消費(fèi)者每天使用我們的產(chǎn)品,甚至每天使用多次。他們的清潔、健康和衛(wèi)生習(xí)慣可能會(huì)永遠(yuǎn)發(fā)生改變,我們將服務(wù)這種新需求?!?/p>
在疫情期間,雖然寶潔并沒有一款產(chǎn)品像競(jìng)爭(zhēng)對(duì)手高樂氏(Clorox)的同名濕巾一樣成為文化試金石,但其Microban 24和舒膚佳(Safeguard)洗手液同樣有巨大的需求。
令寶潔受益的另外一種趨勢(shì)是,消費(fèi)者愿意增加家庭用品支出。當(dāng)經(jīng)濟(jì)不景氣的時(shí)候,較富裕的消費(fèi)者支出增幅更大,而且由于無法出行或購買時(shí)尚用品,因此他們?cè)黾恿藢?duì)清潔用品和其他衛(wèi)生用品的消費(fèi),包括寶潔生產(chǎn)的價(jià)值300美元的Oral-B iO電動(dòng)牙刷。默勒表示,電動(dòng)牙刷的銷售額增長(zhǎng)了20%。
寶潔還在通過另外一種方式利用這種新的消費(fèi)者行為:持續(xù)增加為超大型洗衣機(jī)設(shè)計(jì)的洗衣凝珠。
寶潔各項(xiàng)業(yè)務(wù)在該季度均表現(xiàn)強(qiáng)勁,因此,作為汰漬(Tide)洗衣粉和吉列(Gillette)剃須刀的生產(chǎn)商,寶潔將全年有機(jī)銷售額增長(zhǎng)預(yù)估從之前的4%至5%提高到5%至6%。
但與此同時(shí),公司警告當(dāng)前的繁榮并不可靠。默勒表示:“與疫情爆發(fā)之初相比,目前我們面臨更大的不確定性。”(財(cái)富中文網(wǎng))
翻譯:劉進(jìn)龍
審校: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.