83 annotations
Greater China organic sales were down 9% versus the prior year, driven soft market conditions
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2024 Q4
30 Jul 24
we expect 3 to 4 points less pricing benefit in each of the next 2 quarters compared to our first quarter results
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2024 Q1
24 Dec 23
we expect higher year-on-year net interest expense of approximately $200 million after tax
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2024 Q1
24 Dec 23
e now expect a headwind of approximately $1 billion after tax
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2024 Q1
24 Dec 23
We've seen incremental relief on some commodities like pulp, which have been offset by higher costs in other commodities, such as fuel
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2024 Q1
24 Dec 23
we estimate commodities will be a tailwind of around $800 million after tax in fiscal '24
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2024 Q1
24 Dec 23
we expect below-the-line impact from higher net interest expense to be a roughly $200 million after tax earnings headwind
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2023 Q4
24 Dec 23
We still face above normal levels of wage and benefit cost inflation in our cost structure and higher costs for third party services.
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2023 Q4
24 Dec 23
Foreign exchange rates continue to be a headwind and, based on current rates, we now expect a $400 million after-tax impact.
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2023 Q4
24 Dec 23
we estimate commodities will be a tailwind of around $800 million after tax in fiscal ’24
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2023 Q4
24 Dec 23
we expect market growth to return to 3% to 4% on the value side and there has to be a positive volume component to that going forward
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2023 Q3
13 May 23
The consumer continues to be under pressure there.
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2023 Q3
13 May 23
the European consumer is trading into private label
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2023 Q3
13 May 23
we'll see as pricing becomes more annualized, we'll see that stabilization
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2023 Q3
13 May 23
In our most recent read, which is the past one month, volumes were actually down 70 basis points
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2023 Q3
13 May 23
That will be a headwind to the top-line.
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2023 Q3
13 May 23
pricing will come into the base
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2023 Q3
13 May 23
we had about 8% of pricing in the base
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2023 Q3
13 May 23
quarter four, we will start to lap price increases for the first time
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2023 Q3
13 May 23
We continue to forecast adjusted free cash flow productivity of 90%.
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2023 Q3
13 May 23