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爱干净的新时代来临,杜蕾斯母公司的机会来了

爱干净的新时代来临,杜蕾斯母公司的机会来了

Thomas Buckley, Thomas Mulier,彭博社 2020年08月01日
疫情促使消费者和企业永久改善了卫生习惯,这家公司消毒剂和杀菌剂的销量大涨。

居家令限制了约会和社交活动,直接影响了杜蕾斯(Durex)的销量。该品牌的母公司、快速消费品巨头利洁时集团(Reckitt Benckiser Group Plc)却不太担心,因为疫情促使消费者和企业永久改善了卫生习惯,公司消毒剂和杀菌剂的销售前景因此大大提升。

今年上半年,来苏尔(Lysol)的北美销量飙升了约70%,由于专业领域的消杀需求大增,这家英国消费品制造商专门开辟了新业务,以满足希尔顿(Hilton)、阿维斯(Avis)和达美(Delta)等新客户的需求。

该公司表示,爱干净的新时代已经来临。一旦消费者养成了新习惯,比如坚持好好洗手超过两个月,习惯就会固定。

“在可预见的未来,新冠病毒很可能与我们共存,全社会正在养成新的卫生习惯,来保护我们的生活方式,”该公司首席执行官拉克斯曼·纳拉西姆汉说。

利洁时周二表示,清洁产品(也包括Sagrotan手部消毒凝胶)的热销将有助于公司实现今年全年近10%的销售增长。由于消费者蜂拥囤积消毒类产品,这家消毒剂生产商今年经历了近年来最强劲的开局。该公司还一直在扩大品类,比如新增来苏尔衣物消毒液等产品。

早盘交易中,该公司股价一度下跌1.8%,原因是该公司表示下半年利润率会因为投资等原因收窄,从而打击了投资者的热情。公司5月花了1亿英镑来提高产能,因为市场5月的产品需求相当于2019年的全年需求。

该公司首席财务官杰夫•卡尔表示,公司采取的措施还包括降低几个品牌的价格、加大营销力度、招聘更多研发和监管人员。利洁时股价今年上涨24%,表现优于富时100指数(FTSE-100)中6只股票之外的所有股票。

公司第二季度销售额增长10.5%,高于分析师预期的6.8%。

该公司还表示,由于消费者普遍对病毒更加警惕,其感冒和流感药物业务今年可能受到影响。公众为避免新型冠状病毒而采取的大多数措施都有助于预防其他病毒性疾病。(财富中文网)

译者:Min

居家令限制了约会和社交活动,直接影响了杜蕾斯(Durex)的销量。该品牌的母公司、快速消费品巨头利洁时集团(Reckitt Benckiser Group Plc)却不太担心,因为疫情促使消费者和企业永久改善了卫生习惯,公司消毒剂和杀菌剂的销售前景因此大大提升。

今年上半年,来苏尔(Lysol)的北美销量飙升了约70%,由于专业领域的消杀需求大增,这家英国消费品制造商专门开辟了新业务,以满足希尔顿(Hilton)、阿维斯(Avis)和达美(Delta)等新客户的需求。

该公司表示,爱干净的新时代已经来临。一旦消费者养成了新习惯,比如坚持好好洗手超过两个月,习惯就会固定。

“在可预见的未来,新冠病毒很可能与我们共存,全社会正在养成新的卫生习惯,来保护我们的生活方式,”该公司首席执行官拉克斯曼·纳拉西姆汉说。

利洁时周二表示,清洁产品(也包括Sagrotan手部消毒凝胶)的热销将有助于公司实现今年全年近10%的销售增长。由于消费者蜂拥囤积消毒类产品,这家消毒剂生产商今年经历了近年来最强劲的开局。该公司还一直在扩大品类,比如新增来苏尔衣物消毒液等产品。

早盘交易中,该公司股价一度下跌1.8%,原因是该公司表示下半年利润率会因为投资等原因收窄,从而打击了投资者的热情。公司5月花了1亿英镑来提高产能,因为市场5月的产品需求相当于2019年的全年需求。

该公司首席财务官杰夫•卡尔表示,公司采取的措施还包括降低几个品牌的价格、加大营销力度、招聘更多研发和监管人员。利洁时股价今年上涨24%,表现优于富时100指数(FTSE-100)中6只股票之外的所有股票。

公司第二季度销售额增长10.5%,高于分析师预期的6.8%。

该公司还表示,由于消费者普遍对病毒更加警惕,其感冒和流感药物业务今年可能受到影响。公众为避免新型冠状病毒而采取的大多数措施都有助于预防其他病毒性疾病。(财富中文网)

译者:Min

Reckitt Benckiser Group Plc said Covid-19 has prompted consumers and companies to make lasting improvements in their cleaning routines, boosting prospects for future sales of its disinfectants and sanitizers.

Lysol sales surged about 70% in the first half in North America, and professional demand has been so strong that the U.K. consumer-goods maker set up a business to meet demand from new clients including Hilton, Avis and Delta.

A new era of cleanliness has begun, according to the company. Once a consumer adopts new behaviors such as consistent and thorough hand washing for more than two months, the habits stick.

“Covid-19 is likely to be with us for the foreseeable future and, as a society, we are embedding new hygiene practices to protect our way of life,” Chief Executive Officer Laxman Narasimhan said.

Reckitt said Tuesday it expects the boom in its cleaning brands, which also include Sagrotan handgel, will help ensure high-single-digit sales growth in 2020. The disinfectant maker is having its strongest start to the year in recent memory as shoppers stock up on disinfectants. The company also has been extending brands, adding products such as Lysol laundry sanitizers.

The shares fell as much as 1.8% in morning trading after the company damped enthusiasm by saying margins will narrow in the second half due to investment. The company is spending 100 million pounds to boost production capacity as demand for such products in May was equivalent to the full year 2019.

Chief Financial Officer Jeff Carr said such measures also include price cuts on several brands, a boost to marketing and hiring more people in its research and regulatory teams. Reckitt has risen 24% this year, outperforming all but six stocks in the FTSE-100 Index.

Second-quarter sales rose 10.5%, more than the 6.8% gain analysts expected.

Not all of Reckitt’s businesses have benefited from the pandemic. One product that had weaker sales growth was Durex, as lockdowns inhibited dating and social interactions.

The company also said its cold-and-flu medication business may suffer this year as consumers become more vigilant against catching viruses in general. Most of the measures that the public can take to avoid the novel coronavirus also help prevent other viral illnesses.

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