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Consumer Staples Giants Fight Input Cost Inflation

publication date: Jan 23, 2019
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Image source: Procter & Gamble fiscal second quarter presentation. 

Procter & Gamble and Kimberly-Clark reported calendar fourth quarter earnings January 23, and both were able to deliver organic sales growth in the period. Commodity cost inflation and currency weakness are key headwinds to keep an eye on moving forward as they have weighed on margin performance, particularly at Kimberly-Clark as Procter & Gamble reported impressive productivity cost savings.

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