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欧晰析咨询:2023年全球50大快速消费品公司报告(英文版)(18页).pdf

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1、uncommon senseTMTHE FMCG GLOBAL 50 2023GRIT AND GUTS Unearthing ways to win in a new world02|OC&C The FMCG Global 50 2023The OC&C Global 50 2023In our latest edition,we unpick the trends behind the numbers in the 2022 rankings,shine a spotlight on star performers and assess what these businesses nee

2、d to do to stay ahead of the curve in this ever-changing economic climate.What we cover in this reportTHE GLOBAL 50 LEADERBOARD WHOS IN AND WHOS OUTTHE EMERGING SUB-SECTOR THATS THRIVINGSTAR PERFORMERS HOW BRANDS WILL OBTAIN THE NEXT WAVE OF GROWTH5 KEY QUESTIONS EVERY FMCG BUSINESS SHOULD ASKTHE OC

3、&C GLOBAL 50,PRODUCED IN CONJUNCTION WITH THE GROCER,TRACKS THE PERFORMANCE OF THE WORLDS 50 LARGEST CONSUMER GOODS BUSINESSES.WE PROVIDE AN ANALYSIS OF THEIR MOST RECENT ANNUAL ACCOUNTS,CONTEXTUALISING THIS IN GLOBAL INDUSTRY THEMES.OC&C The FMCG Global 50 2023|03DESPITE INFLATION SOARING TO RECORD

4、 HIGHS IN 2022 IN THE AFTERMATH OF THE PANDEMIC,THE GLOBAL 50 EMERGED ON THE OTHER SIDE WITH RECORD REVENUE GROWTH AND RESILIENT SHARE PRICES.They weathered the storm better than most,outperforming the wider market,but will need to be cautious,and strategic,in their attempts to recover margin and co

5、ntinue growing now the transition to input cost deflation has begun.As the dust starts to settle on a period that will be remembered for tumultuous and irrevocable change,there will need to be a shift in focus to longer-term strategy.Brands have to carefully consider where the next wave of growth wi

6、ll come from once no longer supported by price.Despite inflation soaring to record highs in 2022 in the aftermath of the pandemic,the Global 50 emerged on the other side with record revenue growth and resilient share prices.04|OC&C The FMCG Global 50 2023RANKCHANGE 2022/211COMPANYCOUNTRYGROCERY SALE

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本文主要讨论了OC&C全球50强消费品企业2022年的表现和趋势。关键点包括: 1. 2022年,全球50强消费品企业实现了创纪录的收入增长和股价表现,但利润率受到成本上涨的挑战。 2. 啤酒和烈酒子行业表现突出,实现了约15%的收入增长,但2023年增长已放缓。 3. 消费者健康子行业首次被纳入全球50强,如Haleon和Kenvue,受益于市场趋势和战略聚焦。 4. 星锐企业如茅台、好时和LVMH通过投资新产品和渠道实现了强劲增长。 5. 企业需关注长期战略,利用AI和ESG等工具,调整产品组合和定价策略,以应对成本下降和市场变化。 6. 2022年,全球50强企业的ESG报告内容平均增加了2个百分点,排放强度有所下降。 7. 企业应考虑在价值链中拥有哪些资产,以最有效地部署资本。
如何在输入成本下降时最大化利润? 哪些投资机会和威胁来自通用人工智能? 如何实现雄心勃勃的ESG目标?
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