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Recent Articles
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RBC Capital: December's US tissue stats show consumer inflation fatigue evident, with parent roll production down 50,000 tons year-over-year to 785,000 tons, operating rate at 90.9%; at-home converted product shipments down 11.6%, away-from-home up 0.8%
Published:
February 06, 2023
by RBC Capital Markets LLC
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Holmen releases 2022 year-end report, noting record-high earnings above SEK7B, even amid energy crisis in Europe, war in Ukraine, high inflation, material shortages; Holmen advances in several segments with its own forest, energy production as foundation
Published:
February 06, 2023
by Holmen AB
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Morningstar maintains Clorox's US$164 fair value estimate, noting it eked out gross margin bounce in fiscal Q2; cost inflation has dogged Clorox in past few quarters, but efforts to raise prices and extract inefficiencies appear to be gaining traction
Published:
February 03, 2023
by Morningstar
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Commentary: Fast-food chains are both buffeted and buoyed by inflation; Morningstar says consumers trading down from casual dining, but a lot of fast-food operators navigating 20%+ inflation in input costs, seen margins contract over last 12-18 months
Published:
February 03, 2023
by Marketplace
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Zacks: Church & Dwight's Q4 results exceed expectations, but partially affected by soft consumption in discretionary categories, cost inflation; product innovation remains major growth engine, and company has solid pipeline of product launches for 2023
Published:
February 03, 2023
by Zack's Commentary
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