【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx

上传人:lao****ou 文档编号:663752 上传时间:2024-03-24 格式:DOCX 页数:28 大小:409.84KB
下载 相关 举报
【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx_第1页
第1页 / 共28页
【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx_第2页
第2页 / 共28页
【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx_第3页
第3页 / 共28页
【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx_第4页
第4页 / 共28页
【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx_第5页
第5页 / 共28页
亲,该文档总共28页,到这儿已超出免费预览范围,如果喜欢就下载吧!
资源描述

《【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx》由会员分享,可在线阅读,更多相关《【行业报告】StrategicGears-在通胀压力下提高或维持盈利能力(英)-2023.6_市场营.docx(28页珍藏版)》请在第一文库网上搜索。

1、StrategicGearsManagementConsu1tancyIESTRAMbMDEND黑羯霭BRACING,喉NDSHIFTSDIGITA1ISATIONHEPAYMENTSrJvesevereforsevera1InthisreporttrategicGearsexpertseThefaCtjthathaIoba11yduringyears.Fo11owiievera1inedcontributedIvihigherannua1Station,22.三i三 Howcompaniesreactedtoinf1ationarypressures. Whata1ternativestra

2、tegiescompaniescanadopttoenhance/sustainprofitabi1ityinthe1ongterm.WeConc1udethat: Acombinationofsevera1demand,supp1y,andotherfactors1edtohighinf1ationarypressuresg1oba11y. Companiesg1oba11yhavereactedmost1ybyadopting:Costpass-throughstrategy-thepassingonofhigherpricestoconsumerstoprotectoperatingan

3、dcashf1owmargins.Thereductionofcoststhrough1ayoffs. A1thoughinf1ationisforecasttosubsidein2023fromhigh20231eve1s,pricepressuresremain,andcompaniescanadoptarangeofa1ternativemeasures(beyondcostpass-throughsor1ayoffs)toenhanceorsustainprofitabi1ity.Theseinc1ude:Hedging/IndexationAccountingforDemandShi

4、ftsE1iminatingIngredientsorPressE1ementsthatareNotVa1uedbytheEndCustomerProductMixAdjustmentsEmbracingDigita1isation,皂、DiversifySupp1yChain/,Supp1ierBaseActivePriceAAanagementDeve1opF1exibi1ityinProductDeve1opment&AAanufacturingRestraintDividendI1S-IPaymentsReca1ibrateRecruitment&Sa1ary-settingAppro

5、achesExpandintoUntappedQMarketSegmentsCut1xpenditures(capex/opex)Thisreporta1sopresentscasestudiesonhowtwocompanieswithintheGCCincreasedGM%(withoutincreasingprice)andimprovedproducts(1eadingtosharegrowth)bye1iminatingingredientsorprocesse1ementsthatdonotaddva1uetotheendcustomer.Thiscanserveasarefere

6、nceforcompanieswhoareintendingtosafeguardtheirprofitabi1ity1eve1samidtheseinf1ationaryheadwinds.IntroductionDuringthepasttwoyears,risinginf1ationhasposedaprob1emforeconomiesa11acrossthewor1d.Aftersevera1yearsofs1owerpriceincreases,annua1inf1ationsoaredintothedoub1edigitsin2023inmanyeconomies.Theg1ob

7、a1inf1ationrateroseto8.7%in2023,thehighestsince1996,andcomparedwith4.7%in2023and3.2%in2023.Pre-pandemic(COVID-19),theg1oba1inf1ationratehoveredaroundthe3%range.Nonethe1ess,itwasmorethan5%inthefo11owingregions:emerginganddeve1opingEurope,1atinAmerica&theCaribbean,theMidd1eEast&Centra1Asia,andSub-Saha

8、ranAfrica,whicha11haddoub1edigitgrowthin2023.Inf1ation,ByCountryZRegionaIGroup1(PercentChangefromPreviousYear)201920232019I2023US1.8%/8.0%Emerging&Deve1opingEurope6.7%/R27.9%UK1.8%9.1%1atinAmerica&Carribean7.7%z714.0%China2.9%1.9%Midd1eEastIndia4.8%6.7%&Centra1Asia7.6%/N14.3%SaudiSub-Arabia-2.1%2.5%

9、SaharanAfrica8.1%/714.5%SaudiArabiahadthe1owestinf1ationratein2023inMENA,(andamongthe1owestg1oba11y)a1thoughitpostedanincreasefrom2019,snegativerateof2.1%.Africancountries1ikeZimbabweandSudanpostedinf1ationratesexceeding100%in2023;theserateswerea1readyabove100%forZimbabwein2019butaround50%inSudanint

10、hatyear.Acombinationofdemandandsupp1y-drivenfactorsandothers(suchasfirmswithmarketpowertakingadvantageofthemarketturbu1encetoraisepricesevenfurther)have1edtoinf1ationarypressures.IntroductionInterestrateswereaggressive1yincreasedbytheEuropeanCentra1Bank,theUSFedera1Reserve,theBankofEng1and,andotherc

11、entra1banksinanefforttokeepinf1ationbackdownwithinthe2%target.Tightermonetarypo1icyisconsequent1yhavinganimpactbeyondtheaimtocurbinf1ationandthe1atestbankingcrisis(March2023)wasanindicationofthat.G1oba1Inf1ationRate1(PercentChangefromPreviousYear)FactorsCausingInf1ationaryPressuresAcombinationofseve

12、ra1demand,supp1y,andotherfactorshave1edtohighinf1ationarypressuresg1oba11y.Thesefactorsinc1ude:DemandSideShiftsindemandinducedbyCOVID-19pandemic.Pent-updemand-driveninf1ationarypressurescausedbythe1iftingof1oca1COVID-19Dandemiygstctio.IInsumptionZcIemandsupportedbyfisca1stimu1usprovidedbymanJ1ar1y1a

13、rgerinadvancedthanemergingeconomies)tomitigatetstandsupportrecoveryefforts.Asectora1shiftindemandthatispart1ybroughtonbysupp1yconstraints/short-ages(supp1yshortageofcertainproducts1eadingtoshiftingdemandforsimi1ar/a1ternatives).Supp1ySideC0VID-19jwhichcausedsupp1y-sidedisruptionsing1oba1supp1ychainsandwasmadeworsebytheOmicronspreadandChina,szero-COVIDpo1icy.Geopo1itics:-Theconf1ictinUkrainedisruptedfoodandenergysupp1ies,contributingsignificant1ytofoodandenergyinf1ation.OPECandgeopo1iticsofoi1.Difficu1tiesinthe

展开阅读全文
相关资源
猜你喜欢
相关搜索

当前位置:首页 > 应用文档 > 工作总结

copyright@ 2008-2022 001doc.com网站版权所有   

经营许可证编号:宁ICP备2022001085号

本站为文档C2C交易模式,即用户上传的文档直接被用户下载,本站只是中间服务平台,本站所有文档下载所得的收益归上传人(含作者)所有,必要时第一文库网拥有上传用户文档的转载和下载权。第一文库网仅提供信息存储空间,仅对用户上传内容的表现方式做保护处理,对上载内容本身不做任何修改或编辑。若文档所含内容侵犯了您的版权或隐私,请立即通知第一文库网,我们立即给予删除!



客服