US Q4 Consumer Health Earnings Preview: Inflation Impact Follows Pandemic-Driven Disruption

Cost increases initially spurred by supply chain disruptions by COVID-19 pandemic have been noted by businesses across consumer product industries since soon after novel coronavirus spread accelerated in early 2020.  More recently, OTC drug, nutritional supplement and personal care product providers began noting inflation’s influence on costs.

• Source: Alamy

Procter & Gamble's recent announcement of worldwide price increases for up to 70% of its portfolio in response to commodity cost increases likely foreshadowed commentary other US consumer health product manufacturers will offer with their quarterly results. 

Similar comments likely are coming in major firms’ October-December results in the consumer health sector starting with Johnson & Johnson’s 2021 full-year

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