Lots More on What Earnings Are Telling Us About Prices Now | Odd Lots
发布时间 2024-02-16 11:07:13 来源
摘要
Last year, Corbu managing director Samuel Rines came on Odd Lots (https://www.bloomberg.com/news/articles/2023-03-09/corporate-earnings-calls-provide-clues-on-inflation-odd-lots-podcast) to discuss what exactly companies were saying about why they were raising prices. His argument was that in the post-pandemic environment, with all its associated peculiarities and one-off disruptions, businesses were pursuing a strategy of "price over volume" (POV) to boost their profit margins. Since then, the idea of corporate profits contributing to inflation has gone viral, with the Biden administration repeatedly admonishing companies for price-gouging. In this episode of Lots More, we discuss the latest earnings season and what it's telling us about prices right now. Rines argues that the POV strategy is petering out in favor of companies maintaining prices and preserving margins ("Price and Margin") and even beginning to boost their volumes. We also talk about recent job cuts and layoff announcements.
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