12 annotations
costs will subside as we go into the second half, but pricing will also subside because we'll lap it
(No comment added)
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2023 Q1
13 May 23
we will begin to lap some of the pricing as we go into the second half of the year
(No comment added)
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2023 Q1
13 May 23
we expect gross margin to continue to gain as we go through the year
(No comment added)
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2023 Q1
13 May 23
we do expect that to begin subsiding as we go into the back half of the year
(No comment added)
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2023 Q1
13 May 23
We don't expect it to be too significant for the balance of the year.
(No comment added)
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2023 Q1
13 May 23
the majority of our cost headwind, and that's just the now $100 million to $200 million, would have hit us in Q1
(No comment added)
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2023 Q1
13 May 23
We are raising our full year earnings guidance to reflect our Q1 performance and the moderation of commodity headwinds, increasing it to a range of 6% to 10% growth, from our prior guidance of 2% to 6% growth. We've maintained a full year outlook for organic growth of 2% to 4% as we lap last year's pricing actions against a softer economic backdrop.
(No comment added)
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2023 Q1
13 May 23
we are seeing a little bit more of that in developed markets
(No comment added)
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2022 Q3
26 Oct 22
we are seeing some changes in the consumption patterns, whether that is buying lower count packs or trading down a bit
(No comment added)
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2022 Q3
26 Oct 22
I feel like the consumer remains resilient, but we are increasingly seeing some bifurcation in demand
(No comment added)
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2022 Q3
26 Oct 22
Typically in the U.S., in a market like the U.S., what you'll see is maybe the trade-down means maybe not trading the brand out but moving to a smaller count pack, right, to make it more affordable in the short term.
(No comment added)
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2022 Q2
27 Jul 22
there is a segment of consumers, let's say, in a developed market like the U.S. that is trading down, but it's not all consumers.
(No comment added)
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2022 Q2
27 Jul 22
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