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I was expecting a more muted outlook for gross margin given oil derivatives going into detergent. Can you explain how much oil derivatives go into your COGS?
If this externality continues and commodities remain very high, would you expect then value players to lead in calibrating the promotional environment and then potentially price increases? Is that ...
what does it mean to leave that behind and refocus those resources against all the innovation that you have?
Why do you think that the broader personal care sector is premiumizing in an environment like this?
if you can unpack a little bit, I mean you mentioned it, but it was very briefly that there is a lot of moving pieces
if there is anything to learn about categories and the type of retailers where you're seeing greater lag in terms of reorders
to what extent what is happening in drug stores has been incorporated into this repositioning or upgrade of the business
what category growth and pricing assumptions you guys built as you presented the capital spending model to the Board when you value the acquisition
reported was flat, right? But Circana data shows pricing running down mid-single digits. So trying to bridge the difference
what Sucana data suggests is that it's you that is promoting. It's not competitors. Is that the case that is is is reflective of what is the negative price mix that you have in the P and L?
The clarification is with the ERP already done, so why I would still going to see investment in digital capabilities.
Have you considered a price realignment, so you can stabilize market share? And if not, why not?
Could you help us understand why price mix in the quarter got so negative?
what gives you confidence that you do not have a pricing issue, a structural pricing initial beyond promotions given that you have value players with very strong business propositions
Organic sales is two if you exclude the ERP transition. And since you just point that Q4 organic sales, you are guiding to minus 4 around. Is that correct?
Is this the same thing or not? Are these two different kind of spending? And something that has stood out from one of your peers is that they are doing an upgrade to the same SAP system that you ar...
if you can remind us what is the underlying category growth that you're assuming for, which is equivalent to the 3% to 5% organic sales growth
how will it help restore growth Kenvue?while preserving the competitiveness of the core stand-alone Kimberly-Clark
what are you seeing in terms of consumer reaction to the Chinese diapers versus your intro?
give us an update on the competitive dynamics in U.S. diapers. When you spoke in early September, you indicated delays in marketing plans
if you can split the discussion between emerging markets and North America, right? Particularly emerging markets, you see currency headwinds
why your SG&A is so elevated in terms of percentage of sales if we exclude marketing and R&D reinvestment