Inflationary Pressures

  • Some quotes on the topic courtesy of The Transcript.
  • “…we do expect some significant cost inflation in the year…The top two inflation drivers for this year are expected to be pulp and polymer based materials. Together those two input costs represent more than half of the inflation outlook.” – Kimberly-Clark (KMB) CFO Maria Henry 
  • “We expect prices to be positive based on all the inflation that we are seeing.” – 3M (MMM) CFO Monish Patolawala 
  • “…the transportation market is very tight. Spot market rates have increased by more than 30%…And just a bit more color on commodities…we see headwinds on our major commodities right now. But not only on our major commodities, but some of the smaller purchases of raw and packing materials that we use across the rest of our business.” – Church & Dwight (CHD) EVP-Global Operations Rick Spann 
  • “…we are starting to see a little bit of inflationary pressure, particularly around freight and a little bit in the supply chain as well.” – Danaher (DHR) CFO Matt McGrew 
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