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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":11,"crmLevelSwitch":0,"individualDisplayBadges":[],"wearingBadges":[],"fanSize":12,"starInvestorFlag":false},"themes":[],"images":[],"coverImages":[],"title":"","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.laohunote.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>这是一些全球企业领袖在本周的季度财报评级上对他们对通货膨胀的看法和做法所说的话。</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上提到的，物流的搬运成本非常高。我希望至少有一部分是暂时的，但世界已经变了，我们拭目以待。”（1月27日）</blockquote>Kimberly-Clark Corp.Chief Executive Michael Hsu:<blockquote>金佰利公司行政总裁许国强：</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回升.但这个周期略有不同，因为峰值更高、更宽、持续时间更长.我们预计今年不会出现回升，如果出现回升，那么我们的复苏速度会更快一些。尽管如此，在某个时候还是会出现回升”。（1月26日）</blockquote>3M Co. Chief Financial Officer Monish Patolawala:<blockquote>3M公司。首席财务官 Monish Patolawala：</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>“与前几个月相比，12 月份的通货膨胀速度有所放缓。通货膨胀依然存在，但我们看到通货膨胀速度有所放缓。我认为这是一个积极的信号。但同样，这将取决于冬季的情况，取决于物流等情况，以及港口是否畅通。”（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，我们会克服的。但绝大多数都是在工资方面。因此，虽然我们认为目前的压力是短期的，但我们希望根据这些需求继续进行长期投资。”（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，进入 2022 年大宗商品面临压力。举个角度来看，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，我们预计 2022 年的增幅将约为两倍或高个位数。大部分或更多的压力将出现在今年的上半年，随着今年的进展，我们预计这种压力会有所缓解。”（1月27日）</blockquote>Whirlpool Corp.Chief Executive Marc Bitzer:<blockquote>漩涡公司首席执行官 Marc Bitzer：</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，我们还没有看到对价格弹性的任何重大担忧。需求依然强劲。坦率地说，目前，随着我们最近公布的涨价幅度，我们并不认为这是头号制约因素。因此，我们又回到了总的主题：消费者目前并不是我们最关心的问题。这是在供应链方面。”（1月27日）</blockquote>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:<blockquote>帝亚吉欧公司首席财务官 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货膨胀的加剧，并在强有力的营销投资的支持下，我们在上半年提高了价格。.我将与大家分享几个例子。在美国，我们在上半年将 Casamigos 和 Don Julio 的价格平均提高了 4.5% 多一点。尽管某些老化产品的供应受到限制，但我们仍然看到这两个品牌的销量强劲增长，而且这两个品牌的份额也持续增长。”（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% 的全球消费者表示担心通货膨胀，但迄今为止，通货膨胀对他们的食品杂货购物行为几乎没有改变。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>Levi Strauss&amp;Co.首席执行官Chip Bergh：</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>“通货膨胀在一定程度上是心理因素.我们像鹰一样关注消费者。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>“很明显，我想和其他人一样，我们也看到了通货膨胀，而且通货膨胀高于我们的预期，我想说，是在去年年底。当我们考虑 2022 年时，我想说，供应链意外通货膨胀带来的价格压力可能会给我们带来约 1.5 亿美元。现在，通常情况下，进入新的一年，我们会看到大约 2 亿美元左右的定价压力，我们会努力减轻这些压力.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>“正如预期的那样，我们继续面临第四季度的通胀成本压力，主要体现在工资、工资和福利以及机场成本方面.当然，劳动力市场仍然是一个挑战，这继续给工资水平带来全面压力。”（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 John G. Morikis：</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货膨胀率将上升两位数至十几个百分点。我们预计所有四个季度的通货膨胀率都将同比增长，其中第一季度的影响可能最大，随着年份的进展，每个季度的通货膨胀率都会逐渐下降。”（1月27日）</blockquote>DowInc.Chief Executive Jim Fitterling:<blockquote>陶氏公司。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>“我对通货膨胀抑制需求并不悲观。老实说，通货膨胀对我们的业务一直是一个利好。在过去的 30 年里，当美联储加息时，这通常会推动我们行业的表现优于其他行业”。（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--主要是以票价的基点计价的。因此，在通货膨胀推高票价的情况下，这显然对我们有利。”（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 年指导意见中提到的，我们预计通货膨胀将持续存在。在未来几年，我们预计通胀环境将普遍，但通胀将更加典型。”（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>“在我们看到大量积压的同时，我们也看到了材料成本的攀升。这就是我们现在正在经历的，我们非常有信心能够度过难关。我们认为我们正在进入一种新常态。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的存在，当然我们会看到其中的一些。好消息是，我们的成本基础中有很大一部分与长期合同挂钩，这意味着我们不一定会像其他行业那样以同样的速度看到通货膨胀的全面影响。但肯定是真的。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>McCormick&amp;Co.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的加剧，成本通胀将在 2022 年上半年产生更重大的影响”。（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>这是一些全球企业领袖在本周的季度财报评级上对他们对通货膨胀的看法和做法所说的话。</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上提到的，物流的搬运成本非常高。我希望至少有一部分是暂时的，但世界已经变了，我们拭目以待。”（1月27日）</blockquote>Kimberly-Clark Corp.Chief Executive Michael Hsu:<blockquote>金佰利公司行政总裁许国强：</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回升.但这个周期略有不同，因为峰值更高、更宽、持续时间更长.我们预计今年不会出现回升，如果出现回升，那么我们的复苏速度会更快一些。尽管如此，在某个时候还是会出现回升”。（1月26日）</blockquote>3M Co. Chief Financial Officer Monish Patolawala:<blockquote>3M公司。首席财务官 Monish Patolawala：</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>“与前几个月相比，12 月份的通货膨胀速度有所放缓。通货膨胀依然存在，但我们看到通货膨胀速度有所放缓。我认为这是一个积极的信号。但同样，这将取决于冬季的情况，取决于物流等情况，以及港口是否畅通。”（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，我们会克服的。但绝大多数都是在工资方面。因此，虽然我们认为目前的压力是短期的，但我们希望根据这些需求继续进行长期投资。”（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，进入 2022 年大宗商品面临压力。举个角度来看，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，我们预计 2022 年的增幅将约为两倍或高个位数。大部分或更多的压力将出现在今年的上半年，随着今年的进展，我们预计这种压力会有所缓解。”（1月27日）</blockquote>Whirlpool Corp.Chief Executive Marc Bitzer:<blockquote>漩涡公司首席执行官 Marc Bitzer：</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，我们还没有看到对价格弹性的任何重大担忧。需求依然强劲。坦率地说，目前，随着我们最近公布的涨价幅度，我们并不认为这是头号制约因素。因此，我们又回到了总的主题：消费者目前并不是我们最关心的问题。这是在供应链方面。”（1月27日）</blockquote>DiageoPLC Chief Financial Officer Lavanya Chandrashekar:<blockquote>帝亚吉欧公司首席财务官 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货膨胀的加剧，并在强有力的营销投资的支持下，我们在上半年提高了价格。.我将与大家分享几个例子。在美国，我们在上半年将 Casamigos 和 Don Julio 的价格平均提高了 4.5% 多一点。尽管某些老化产品的供应受到限制，但我们仍然看到这两个品牌的销量强劲增长，而且这两个品牌的份额也持续增长。”（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% 的全球消费者表示担心通货膨胀，但迄今为止，通货膨胀对他们的食品杂货购物行为几乎没有改变。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>Levi Strauss&amp;Co.首席执行官Chip Bergh：</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>“通货膨胀在一定程度上是心理因素.我们像鹰一样关注消费者。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>“很明显，我想和其他人一样，我们也看到了通货膨胀，而且通货膨胀高于我们的预期，我想说，是在去年年底。当我们考虑 2022 年时，我想说，供应链意外通货膨胀带来的价格压力可能会给我们带来约 1.5 亿美元。现在，通常情况下，进入新的一年，我们会看到大约 2 亿美元左右的定价压力，我们会努力减轻这些压力.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>“正如预期的那样，我们继续面临第四季度的通胀成本压力，主要体现在工资、工资和福利以及机场成本方面.当然，劳动力市场仍然是一个挑战，这继续给工资水平带来全面压力。”（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 John G. Morikis：</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货膨胀率将上升两位数至十几个百分点。我们预计所有四个季度的通货膨胀率都将同比增长，其中第一季度的影响可能最大，随着年份的进展，每个季度的通货膨胀率都会逐渐下降。”（1月27日）</blockquote>DowInc.Chief Executive Jim Fitterling:<blockquote>陶氏公司。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>“我对通货膨胀抑制需求并不悲观。老实说，通货膨胀对我们的业务一直是一个利好。在过去的 30 年里，当美联储加息时，这通常会推动我们行业的表现优于其他行业”。（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--主要是以票价的基点计价的。因此，在通货膨胀推高票价的情况下，这显然对我们有利。”（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 年指导意见中提到的，我们预计通货膨胀将持续存在。在未来几年，我们预计通胀环境将普遍，但通胀将更加典型。”（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>“在我们看到大量积压的同时，我们也看到了材料成本的攀升。这就是我们现在正在经历的，我们非常有信心能够度过难关。我们认为我们正在进入一种新常态。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的存在，当然我们会看到其中的一些。好消息是，我们的成本基础中有很大一部分与长期合同挂钩，这意味着我们不一定会像其他行业那样以同样的速度看到通货膨胀的全面影响。但肯定是真的。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>McCormick&amp;Co.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的加剧，成本通胀将在 2022 年上半年产生更重大的影响”。（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":{".IXIC":"NASDAQ Composite",".SPX":"S&P 500 Index"},"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":3860,"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,"subscribersOnly":false,"subscribersOnlyAccessible":false,"xxTargetLangEnum":"ZH_CN"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/633014261"}