关税冲击来了，“快消之王”宝洁宣布在美国涨价

华尔街见闻2025-07-30

当贸易动荡的成本最终传导至消费端时，连“快消之王”也不得不向现实低头。面对特朗普关税政策带来的巨额成本压力，全球日用消费品巨头宝洁被迫将涨价压力转嫁给消费者。据英国《金融时报》最新报道，宝洁公司宣布计划今年在美国市场将家庭用品价格上调约5%，以应对特朗普关税政策带来的10亿美元成本冲击。这家生产吉列剃须刀、Dawn洗洁精等知名品牌的公司，将对其在美销售产品中约四分之一的商品实施“中等个位数”...

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States","themeId":"","isJumpTheme":false,"ttsUrl":"https://static.tigerbbs.com/b6d5648fd4ad65f52782665d3c708732","symbols_score_info":{"PG":1},"content_text":"当贸易动荡的成本最终传导至消费端时，连“快消之王”也不得不向现实低头。\n面对特朗普关税政策带来的巨额成本压力，全球日用消费品巨头宝洁被迫将涨价压力转嫁给消费者。据英国《金融时报》最新报道，宝洁公司宣布计划今年在美国市场将家庭用品价格上调约5%，以应对特朗普关税政策带来的10亿美元成本冲击。\n这家生产吉列剃须刀、Dawn洗洁精等知名品牌的公司，将对其在美销售产品中约四分之一的商品实施“中等个位数”幅度的涨价。\n宝洁公司预计关税成本税后将达8亿美元，占宝洁上一财年843亿美元净销售额的1%以上。\n关税成本超预期\n特朗普政府对美国贸易伙伴征收的关税大幅提高了宝洁原材料、包装材料和商品的成本。宝洁首席财务官Andre Schulten解释称，尽管公司在美国大幅投资以实现本土化生产，但仍有部分材料、成分和包装无法在美国采购，必须从其他市场进口，因此面临关税压力。\n关税的影响还延伸至出口业务。Schulten指出：“我们在美国生产并出口至加拿大的产品也面临关税。”\n关税政策的不确定性进一步增加了企业规划难度。虽然美国与欧盟本周达成协议，将对欧洲大部分进口商品征收15%关税——仅为华盛顿此前威胁水平的一半，这可能为宝洁节省1亿美元关税成本，但Schulten对此持谨慎态度，表示“在真正看到细节之前，我对此持保留态度”。\n宝洁的涨价策略并非简单的成本转嫁，而是将其与产品创新相结合。Schulten表示，价格上涨部分源于产品创新，如最近改进的Luvs纸尿裤和汰渍洗衣粉品种。公司财报数据显示，第二季度有机销售额增长2%，得益于更高的定价和产品组合优化。\n业绩稳健但前景谨慎\n尽管面临挑战，宝洁第二季度业绩表现稳健。据Visible Alpha调研的分析师预期，公司209亿美元的净销售额超出208亿美元的市场预期，36亿美元净利润同样超出预测。\n然而，公司对未来前景的指引较为保守。宝洁预计当前财年有机销售额增长范围为0%至4%。CEO Jon 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