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{"i18n":{"language":"zh_CN"},"detailType":1,"isChannel":false,"data":{"magic":2,"id":633014261,"tweetId":"633014261","gmtCreate":1643562535648,"gmtModify":1643562535930,"author":{"id":4087606671753930,"idStr":"4087606671753930","authorId":4087606671753930,"authorIdStr":"4087606671753930","name":"ashethen","avatar":"https://static.tigerbbs.com/4f54274c70963f355c7d10c52305c1e7","vip":1,"userType":1,"introduction":"","boolIsFan":false,"boolIsHead":false,"crmLevel":2,"crmLevelSwitch":0,"individualDisplayBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"extraTitle":"","html":"<html><head></head><body>I</body></html>","htmlText":"<html><head></head><body>I</body></html>","text":"I","highlighted":1,"essential":1,"paper":1,"likeSize":3,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://laohu8.com/post/633014261","repostId":1124703240,"repostType":4,"repost":{"id":"1124703240","kind":"news","pubTimestamp":1643520783,"share":"https://www.laohu8.com/m/news/1124703240?lang=zh_CN&edition=full","pubTime":"2022-01-30 13:33","market":"us","language":"en","title":"What CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法：“世界已经改变了”</blockquote>","url":"https://stock-news.laohu8.com/highlight/detail?id=1124703240","media":"The Wall Street Journal","summary":"This is what some of the world’s corporate leaders said on their quarterly earnings calls this week ","content":"<html><head></head><body>This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.<blockquote><html><head></head><body>这是一些世界企业领导人在本周的季度收益评级上就他们对通胀的看法和行动所说的话。</body></html></blockquote>Apple Inc.Chief Executive Tim Cook:<blockquote>苹果公司。首席执行官蒂姆·库克：</blockquote>“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)<blockquote>“我们看到了通货膨胀。……正如我在之前的看涨期权中提到的，就运输物品的成本而言，物流非常高。我希望至少有一部分是暂时的，但世界已经改变了，所以我们拭目以待。”（1月27日）</blockquote>Kimberly-Clark Corp.Chief Executive Michael Hsu:<blockquote>金佰利-克拉克公司。首席执行官Michael Hsu：</blockquote>“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)<blockquote>“从历史上看，我们看到的是大宗商品的快速反转。……但这个周期有点不同，因为峰值更高、范围更广、时间更长。……我们预计今年不会出现反转，如果出现反转，那么我们的复苏会稍微快一点。也就是说，在某个时候会出现反转。”（1月26日）</blockquote>3M Co. Chief Financial Officer Monish Patolawala:<blockquote>3M公司。首席财务官莫尼什·帕托拉瓦拉：</blockquote>“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)<blockquote>“我们在12月份看到的是，与前几个月相比，通胀速度有所放缓。目前仍然存在通胀，但我们看到了通胀速度放缓。我认为这是积极的。但同样，这将取决于冬季如何结束，这取决于物流等。以及港口是否不拥堵。”（1月25日）</blockquote>Nasdaq Inc.Chief Financial Officer Ann Dennison:<blockquote>纳斯达克公司。首席财务官安·丹尼森：</blockquote>“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)<blockquote>“我确实认为我们的供应商合同存在一些通胀压力，我们会应对。但绝大多数都在工资方面。……因此，虽然我们认为目前的压力本质上是短期的，但我们预计将继续针对这些需求进行长期投资。”（1月26日）</blockquote>McDonald’s Corp.Chief Financial Officer Kevin Ozan:<blockquote>麦当劳公司。首席财务官凯文·奥赞：</blockquote>“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)<blockquote>“公平地说，你的观点是，2022年大宗商品面临压力。仅举一个角度，2021年，在美国，我们的食品和纸张成本全年上涨了约4%。如果我们展望2022年，我们的预期是2022年将出现两位数或高个位数的增长。大部分或更多的压力将出现在今年上半年，随着时间的推移，我们预计这种情况会有所缓解。”（1月27日）</blockquote>Whirlpool Corp.Chief Executive Marc Bitzer:<blockquote>漩涡公司。首席执行官马克·比泽尔：</blockquote>“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)<blockquote>“到目前为止，我们没有看到对价格弹性的任何重大担忧。需求继续保持强劲。坦率地说，目前，随着我们最近的增长，我们不认为这是第一大限制。所以，这又回到了总体主题：消费者目前不是我们最关心的问题。它位于供应链方面。”（1月27日）</blockquote>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:<blockquote>DiageoPLC首席财务官Lavanya Chandrashekar：</blockquote>“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)<blockquote>“为了应对整个供应链通胀加剧，并在强大的营销投资的支持下，我们在半年内提高了价格。……我将与您分享几个例子。在美国，我们将价格提高了Casamigos和Don Julio的平均涨幅略高于上半年的4.5%。尽管某些老化型号的供应受到限制，但我们继续看到这两个品牌的销量增长强劲，而且这两个品牌的份额都在继续增长。”（1月27日）</blockquote>Mondelez InternationalInc.Chief Executive Dirk Van de Put:<blockquote>亿滋国际公司。首席执行官德克·范德普特：</blockquote>“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)<blockquote>“正如我们在上周发布的零食状况调查中发现的那样，每天吃零食的趋势连续第三年上升。尽管70%的全球消费者报告对通货膨胀感到担忧，但迄今为止几乎没有改变他们的食品杂货购物行为。这与观察到的价格弹性是一致的。”（1月27日）</blockquote>Levi Strauss&amp; Co. Chief Executive Chip Bergh:<blockquote>李维斯首席执行官奇普·伯格：</blockquote>“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)<blockquote>“通货膨胀部分是心理上的……我们像鹰一样关注着消费者。但现在，我们看到的每一个信号都是积极的。我们知道，在过去的六个月里，我们已经成功地通过了定价。”（1月26日）</blockquote>Raytheon TechnologiesCorp.Chief Executive Greg Hayes:<blockquote>雷神技术公司公司。首席执行官格雷格·海耶斯：</blockquote>“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)<blockquote>“显然，我和其他人一样认为，我们已经看到了通货膨胀，而且我想说，到去年年底，通货膨胀高于我们的预期。当我们思考2022年时，我们可能会收到约1.5亿美元的通货膨胀，我会说，供应链中意外通胀带来的价格压力。现在，通常情况下，我们进入这一年，我们会看到大约2亿美元左右的定价压力，我们会努力缓解这些压力。……今年，我们还有更多的工作要做。”（1月25日）</blockquote>Southwest AirlinesCo.Chief Financial Officer Tammy Romo:<blockquote>西南航空公司。首席财务官塔米·罗莫：</blockquote>“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)<blockquote>“我们继续经历第四季度经历的通胀成本压力，主要表现在工资、工资和福利以及机场成本方面，正如预期的那样。……当然，劳动力市场仍然是一个挑战，这继续给工资率带来全面压力。”（1月27日）</blockquote>Sherwin-WilliamsCo.Chief Executive John G. Morikis:<blockquote>舍温-威廉姆斯公司。首席执行官约翰·G·莫里基斯：</blockquote>“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)<blockquote>“我们的展望还假设，与2021年相比，2022年我们原材料篮子的市场通胀率将上升低两位数到十几个百分点。我们预计所有四个季度都会出现同比通胀率最大的影响可能发生在第一季度，随着时间的推移，每个季度都会逐渐减少。”（1月27日）</blockquote>DowInc.Chief Executive Jim Fitterling:<blockquote>陶氏化学公司。首席执行官吉姆·菲特林：</blockquote>“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)<blockquote>“我对通胀扼杀需求并不悲观。老实说，通胀对我们的业务一直是积极的。在过去30年里，当美联储加息时，通常会推动我们行业相对于其他行业的表现优异。”（1月27日）</blockquote>VisaInc.Chief Financial Officer Vasant Prabhu:<blockquote>签证公司。首席财务官Vasant Prabhu：</blockquote>“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)<blockquote>“就通货膨胀而言，……我们的服务费——跨境等——主要以机票规模的基点计价。因此，就通货膨胀推高机票规模而言，显然，这对我们有利。”（1月27日）</blockquote>Tractor Supply Co.Chief Financial Officer Kurt Barton:<blockquote>拖拉机供应公司。首席财务官库尔特·巴顿：</blockquote>“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)<blockquote>“正如我在2022年指导中提到的那样，我们预计通胀将持续下去。在未来几年，我们预计总体通胀环境，但更典型的是温和通胀。”（1月27日）</blockquote>Oshkosh Corp. Chief ExecutiveJohn C. Pfeifer:<blockquote>奥什科什公司首席执行官John C.Pfeifer：</blockquote>“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)<blockquote>“当我们看到大量积压订单时，我们看到材料成本不断上升。这就是我们现在正在经历的事情，我们非常有信心能够度过难关。……我们认为我们正在走向一种新常态。我们不知道这一点——我们不相信这种材料成本是暂时的。我们认为通胀很可能会持续下去。”（1月26日）</blockquote>Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:<blockquote>威瑞森通信公司。首席财务官马特·埃利斯：</blockquote>“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)<blockquote>“我们都知道通货膨胀是存在的，当然我们会看到其中的一些。好消息是，我们的成本基础有很大一部分与长期合同挂钩，这意味着我们不一定会看到通货膨胀的全面影响与其他行业的速度相同。但这肯定是真的。我们将采取行动解决这个问题。”（1月25日）</blockquote>McCormick&amp; Co. Chief Financial Officer Mike Smith:<blockquote>味好美公司首席财务官迈克·史密斯：</blockquote>“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)<blockquote>“随着去年下半年成本压力加速，成本通胀将在2022年上半年产生更显著的影响。”（1月27日）</blockquote></body></html><blockquote></blockquote>","collect":0,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>What CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法：“世界已经改变了”</blockquote></title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 12.5px; color: #7E829C; margin: 0;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nWhat CEOs Are Saying About Inflation: ‘The World Has Changed’<blockquote>首席执行官们对通货膨胀的看法：“世界已经改变了”</blockquote>\n</h2>\n<h4 class=\"meta\">\n\nThe Wall Street Journal2022-01-30 13:33\n\n</h4>\n</header>\n<article>\n<html><head></head><body>This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.<blockquote><html><head></head><body>这是一些世界企业领导人在本周的季度收益评级上就他们对通胀的看法和行动所说的话。</body></html></blockquote>Apple Inc.Chief Executive Tim Cook:<blockquote>苹果公司。首席执行官蒂姆·库克：</blockquote>“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)<blockquote>“我们看到了通货膨胀。……正如我在之前的看涨期权中提到的，就运输物品的成本而言，物流非常高。我希望至少有一部分是暂时的，但世界已经改变了，所以我们拭目以待。”（1月27日）</blockquote>Kimberly-Clark Corp.Chief Executive Michael Hsu:<blockquote>金佰利-克拉克公司。首席执行官Michael Hsu：</blockquote>“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)<blockquote>“从历史上看，我们看到的是大宗商品的快速反转。……但这个周期有点不同，因为峰值更高、范围更广、时间更长。……我们预计今年不会出现反转，如果出现反转，那么我们的复苏会稍微快一点。也就是说，在某个时候会出现反转。”（1月26日）</blockquote>3M Co. Chief Financial Officer Monish Patolawala:<blockquote>3M公司。首席财务官莫尼什·帕托拉瓦拉：</blockquote>“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)<blockquote>“我们在12月份看到的是，与前几个月相比，通胀速度有所放缓。目前仍然存在通胀，但我们看到了通胀速度放缓。我认为这是积极的。但同样，这将取决于冬季如何结束，这取决于物流等。以及港口是否不拥堵。”（1月25日）</blockquote>Nasdaq Inc.Chief Financial Officer Ann Dennison:<blockquote>纳斯达克公司。首席财务官安·丹尼森：</blockquote>“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)<blockquote>“我确实认为我们的供应商合同存在一些通胀压力，我们会应对。但绝大多数都在工资方面。……因此，虽然我们认为目前的压力本质上是短期的，但我们预计将继续针对这些需求进行长期投资。”（1月26日）</blockquote>McDonald’s Corp.Chief Financial Officer Kevin Ozan:<blockquote>麦当劳公司。首席财务官凯文·奥赞：</blockquote>“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)<blockquote>“公平地说，你的观点是，2022年大宗商品面临压力。仅举一个角度，2021年，在美国，我们的食品和纸张成本全年上涨了约4%。如果我们展望2022年，我们的预期是2022年将出现两位数或高个位数的增长。大部分或更多的压力将出现在今年上半年，随着时间的推移，我们预计这种情况会有所缓解。”（1月27日）</blockquote>Whirlpool Corp.Chief Executive Marc Bitzer:<blockquote>漩涡公司。首席执行官马克·比泽尔：</blockquote>“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)<blockquote>“到目前为止，我们没有看到对价格弹性的任何重大担忧。需求继续保持强劲。坦率地说，目前，随着我们最近的增长，我们不认为这是第一大限制。所以，这又回到了总体主题：消费者目前不是我们最关心的问题。它位于供应链方面。”（1月27日）</blockquote>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:<blockquote>DiageoPLC首席财务官Lavanya Chandrashekar：</blockquote>“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)<blockquote>“为了应对整个供应链通胀加剧，并在强大的营销投资的支持下，我们在半年内提高了价格。……我将与您分享几个例子。在美国，我们将价格提高了Casamigos和Don Julio的平均涨幅略高于上半年的4.5%。尽管某些老化型号的供应受到限制，但我们继续看到这两个品牌的销量增长强劲，而且这两个品牌的份额都在继续增长。”（1月27日）</blockquote>Mondelez InternationalInc.Chief Executive Dirk Van de Put:<blockquote>亿滋国际公司。首席执行官德克·范德普特：</blockquote>“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)<blockquote>“正如我们在上周发布的零食状况调查中发现的那样，每天吃零食的趋势连续第三年上升。尽管70%的全球消费者报告对通货膨胀感到担忧，但迄今为止几乎没有改变他们的食品杂货购物行为。这与观察到的价格弹性是一致的。”（1月27日）</blockquote>Levi Strauss&amp; Co. Chief Executive Chip Bergh:<blockquote>李维斯首席执行官奇普·伯格：</blockquote>“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)<blockquote>“通货膨胀部分是心理上的……我们像鹰一样关注着消费者。但现在，我们看到的每一个信号都是积极的。我们知道，在过去的六个月里，我们已经成功地通过了定价。”（1月26日）</blockquote>Raytheon TechnologiesCorp.Chief Executive Greg Hayes:<blockquote>雷神技术公司公司。首席执行官格雷格·海耶斯：</blockquote>“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)<blockquote>“显然，我和其他人一样认为，我们已经看到了通货膨胀，而且我想说，到去年年底，通货膨胀高于我们的预期。当我们思考2022年时，我们可能会收到约1.5亿美元的通货膨胀，我会说，供应链中意外通胀带来的价格压力。现在，通常情况下，我们进入这一年，我们会看到大约2亿美元左右的定价压力，我们会努力缓解这些压力。……今年，我们还有更多的工作要做。”（1月25日）</blockquote>Southwest AirlinesCo.Chief Financial Officer Tammy Romo:<blockquote>西南航空公司。首席财务官塔米·罗莫：</blockquote>“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)<blockquote>“我们继续经历第四季度经历的通胀成本压力，主要表现在工资、工资和福利以及机场成本方面，正如预期的那样。……当然，劳动力市场仍然是一个挑战，这继续给工资率带来全面压力。”（1月27日）</blockquote>Sherwin-WilliamsCo.Chief Executive John G. Morikis:<blockquote>舍温-威廉姆斯公司。首席执行官约翰·G·莫里基斯：</blockquote>“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)<blockquote>“我们的展望还假设，与2021年相比，2022年我们原材料篮子的市场通胀率将上升低两位数到十几个百分点。我们预计所有四个季度都会出现同比通胀率最大的影响可能发生在第一季度，随着时间的推移，每个季度都会逐渐减少。”（1月27日）</blockquote>DowInc.Chief Executive Jim Fitterling:<blockquote>陶氏化学公司。首席执行官吉姆·菲特林：</blockquote>“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)<blockquote>“我对通胀扼杀需求并不悲观。老实说，通胀对我们的业务一直是积极的。在过去30年里，当美联储加息时，通常会推动我们行业相对于其他行业的表现优异。”（1月27日）</blockquote>VisaInc.Chief Financial Officer Vasant Prabhu:<blockquote>签证公司。首席财务官Vasant Prabhu：</blockquote>“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)<blockquote>“就通货膨胀而言，……我们的服务费——跨境等——主要以机票规模的基点计价。因此，就通货膨胀推高机票规模而言，显然，这对我们有利。”（1月27日）</blockquote>Tractor Supply Co.Chief Financial Officer Kurt Barton:<blockquote>拖拉机供应公司。首席财务官库尔特·巴顿：</blockquote>“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)<blockquote>“正如我在2022年指导中提到的那样，我们预计通胀将持续下去。在未来几年，我们预计总体通胀环境，但更典型的是温和通胀。”（1月27日）</blockquote>Oshkosh Corp. Chief ExecutiveJohn C. Pfeifer:<blockquote>奥什科什公司首席执行官John C.Pfeifer：</blockquote>“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)<blockquote>“当我们看到大量积压订单时，我们看到材料成本不断上升。这就是我们现在正在经历的事情，我们非常有信心能够度过难关。……我们认为我们正在走向一种新常态。我们不知道这一点——我们不相信这种材料成本是暂时的。我们认为通胀很可能会持续下去。”（1月26日）</blockquote>Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:<blockquote>威瑞森通信公司。首席财务官马特·埃利斯：</blockquote>“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)<blockquote>“我们都知道通货膨胀是存在的，当然我们会看到其中的一些。好消息是，我们的成本基础有很大一部分与长期合同挂钩，这意味着我们不一定会看到通货膨胀的全面影响与其他行业的速度相同。但这肯定是真的。我们将采取行动解决这个问题。”（1月25日）</blockquote>McCormick&amp; Co. Chief Financial Officer Mike Smith:<blockquote>味好美公司首席财务官迈克·史密斯：</blockquote>“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)<blockquote>“随着去年下半年成本压力加速，成本通胀将在2022年上半年产生更显著的影响。”（1月27日）</blockquote></body></html><blockquote></blockquote>\n<div class=\"bt-text\">\n\n\n 来源：<a href=\"https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5\">The Wall Street Journal</a>\n为提升您的阅读体验，我们对本页面进行了排版优化\n\n\n</div>\n</article>\n</div>\n</body>\n</html>\n","type":0,"thumbnail":"","relate_stocks":{".SPX":"S&P 500 Index",".IXIC":"NASDAQ Composite"},"source_url":"https://www.wsj.com/articles/what-ceos-are-saying-about-inflation-the-world-has-changed-11643464801?mod=business_lead_pos5","is_english":true,"share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","article_id":"1124703240","content_text":"This is what some of the world’s corporate leaders said on their quarterly earnings calls this week about what they are seeing and doing about inflation.Apple Inc.Chief Executive Tim Cook:“We’re seeing inflation.…Logistics, as I’ve mentioned on a previous call, is very elevated in terms of the cost of moving things around. I would hope that at least a portion of that is transitory, but the world has changed, and so we’ll see.” (Jan. 27)Kimberly-Clark Corp.Chief Executive Michael Hsu:“Historically, what we see is a quick reversion in our commodities.…But this cycle is a little different because the peak is higher, it’s broader and it’s longer.…We’re not expecting reversion this year, and if we do, then our recovery will be a little bit faster. That said, there will be reversion at some point.” (Jan. 26)3M Co. Chief Financial Officer Monish Patolawala:“What we saw exiting December was the pace of inflation slowed down versus the prior months. It’s still inflationary, but we saw the pace slow down. And I think that’s a positive. But again, it will depend on how winter plays itself out, it depends on logistics, etc. and whether the ports get uncongested.” (Jan. 25)Nasdaq Inc.Chief Financial Officer Ann Dennison:“I do think that there’s some inflationary pressure across our supplier contracts, which we’ll manage through. But the vast majority is on the wage side.…And so, while we see the pressure right now here being short term in nature, we expect to continue to invest over the long term against those needs.” (Jan. 26)McDonald’s Corp.Chief Financial Officer Kevin Ozan:“It is fair to say to your point that there is commodity pressure going into 2022. Just to give a perspective, in 2021, in the U.S., our food and paper costs were up about 4% for the year. If we look forward to 2022, our expectation is that will be about double or in high-single-digits increases for 2022. Most of that pressure or more of that pressure will be in the first half of the year, and as the year progresses, we expect that to ease somewhat.” (Jan. 27)Whirlpool Corp.Chief Executive Marc Bitzer:“So far, we do not see any major concerns about price elasticity. The demand continues to remain strong and robust. And frankly, right now, with the most recent increase we put out there, we don’t see that as the No. 1 constraint. So again, it comes back to the overall theme: Consumer, right now, is not our prime concern. It is on the supply chain side.” (Jan. 27)DiageoPLC Chief Financial Officer Lavanya Chandrashekar:“In response to increased inflation across the supply chain and supported by strong marketing investment, we increased prices through the half [year].…I’ll share a couple of examples with you. In the U.S., we increased prices by an average of just over 4.5% across Casamigos and Don Julio in the half. We continued to see strong volume growth for both brands, despite supply constraints on certain aged variants, and both brands have continued to grow share.” (Jan. 27)Mondelez InternationalInc.Chief Executive Dirk Van de Put:“As we found in our state of snacking survey released last week, the tendency for daily snacking is up for a third consecutive year. And although 70% of global consumers report concerns about inflation, it has done little to date to change their grocery shopping behavior. This is consistent with the observed price elasticity.” (Jan. 27)Levi Strauss& Co. Chief Executive Chip Bergh:“Inflation is partially psychological…and we’re watching the consumer like a hawk. But right now, every signal that we’re seeing is positive. And we know that we’ve been successful in getting pricing passed through over the last six months.” (Jan. 26)Raytheon TechnologiesCorp.Chief Executive Greg Hayes:“We have seen inflation, obviously, I think like everybody else, and it has been higher than what we expected, I would say, towards the end of last year. As we think about 2022, we probably got about $150 million of, I would say, price pressure from unexpected inflation in the supply chain. Now, typically, we enter the year and we’ll see about $200 million or so of pricing pressure that we go out and we work to alleviate.…This year, we got a little more work to do.” (Jan. 25)Southwest AirlinesCo.Chief Financial Officer Tammy Romo:“We continue to experience inflationary cost pressure experienced in fourth quarter, primarily in salary, wages and benefits and airport costs as expected.…Of course, the labor market continues to be a challenge, which continues to pressure wage rates across the board.” (Jan. 27)Sherwin-WilliamsCo.Chief Executive John G. Morikis:“Our outlook also assumes that the market rate of inflation for our raw-material basket will be up by a low-double-digit to midteens percentage in 2022 compared to 2021. We expect to see year-over-year inflation in all four quarters with the largest impacts likely occurring in the first quarter and gradual reductions each quarter as the year progresses.” (Jan. 27)DowInc.Chief Executive Jim Fitterling:“I’m not pessimistic about inflation killing demand. Honestly, inflation has always been a positive for our business. And over the last 30 years, when the Fed raises interest rates, that typically tends to drive outperformance in our sector versus the other sectors.” (Jan. 27)VisaInc.Chief Financial Officer Vasant Prabhu:“In terms of inflation,…our service fees—cross-border, etc.—are denominated primarily in basis points on ticket size. So to the extent that there is inflation driving up ticket size, clearly, it’s beneficial to us.” (Jan. 27)Tractor Supply Co.Chief Financial Officer Kurt Barton:“We expect that inflation, as I mentioned in our 2022 guidance, to persist. And over the next few years, we expect a general inflationary environment but more typical modest inflation.” (Jan. 27)Oshkosh Corp. Chief ExecutiveJohn C. Pfeifer:“As we saw big backlogs build, we saw material costs escalate. And that’s what we’re getting through right now, and we’re very confident that we’re going to get through that.…We think we’re kind of heading into a new normal. We don’t know that—we don’t believe that this material cost is transitory. We believe that inflation will most likely continue.” (Jan. 26)Verizon CommunicationsInc. Chief Financial OfficerMatt Ellis:“We all know inflation is out there, and certainly we’ll see some of that. The good news is that we have a good part of our cost basis tied to longer-term contracts, which means we’re not necessarily going to see the full impacts of inflation at the same pace that other industries are seeing. But certainly it’s real. We’ll take actions to address that.” (Jan. 25)McCormick& Co. Chief Financial Officer Mike Smith:“Cost inflation will have a more significant impact in the first half of 2022 as cost pressures accelerated in the back half of last year.” (Jan. 27)","news_type":1,"symbols_score_info":{".IXIC":0.9,".SPX":0.9}},"isVote":1,"tweetType":1,"viewCount":3124,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"CN","currentLanguage":"CN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":1,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633014261"}