Wednesday, January 18, 2023

Paccar's Increase in Its Truck Net Sales and Revenues Due Just to Higher Average Truck Sales Prices Was an Extremely High +14.9% in the Most Recent Sept 2022 Quarter That Was 3.73 Times That in the Year-Ago Sept 2021 Quarter of Only +4.0%

 Paccar's truck customers cannot be happy with Paccar's exceptionally high pricing increases on its trucks in 2022.


Paccar September 2022 Quarter 10-Q

Tuesday, January 17, 2023

Honeywell Had an Exceptionally High +11% Higher Pricing Component of Its Net Sales % Change in Its Most Recent Sept 2022 Quarter That Was 2.75 Times of That in Its Year-Ago Sept 2021 Quarter of 4%

Honeywell's CEO elected to raise its prices dramatically on its products in its three most recent quarters.

From its most recent Quarterly 10-Q's filed with the US SEC, here are the Pricing Components of Honeywell's Net Sales % Changes : 

  • Sept 22 +11% (Wow!)
  • June 22 +9% (Wow!)
  • March 22 +7% (Wow!)
  • Dec 21 Not Disclosed
  • Sept 21 +4%

Saturday, January 14, 2023

Friday, January 13, 2023

JM Smucker & Co Had Exceptionally High Price Inflation in Each of Its Most Recent Three Quarters ..... +17% in Its Oct 22 Quarter, +14% in Its July 22 Quarter and +10% in Its April 22 Quarter.

 JM Smucker & Co dramatically raised its prices on its products in its three most recent quarters.

JM Smucker & Co Oct 2022 Earnings Release



Kellogg Had an Extremely High 15.7% Pricing/Mix (Predominately Higher Pricing Inflation) Component of Its Net Sales % Increase in its Most Recent Sept 2022 Quarter, 3.65 Times That in its Year-Ago Sept 2021 Quarter of 4.3%.

From its most recent five Quarterly Earnings Releases filed with the US SEC, here are the Price/Mix (Predominately Higher Pricing Inflation) Components of Kellogg's Net Sales % Increases for the most recent five quarters: 

  • Sept 22 +15.7% (Wow!)
  • June 22 +13.7% (Wow!)
  • March 22 +9.9% (Wow!)
  • Dec 21 +8.8% (Wow!)
  • Sept 21 +4.3%

Clearly, Kellogg's Pricing Inflation was outrageous in all of 2022.

Its customers cannot be happy with Kellogg's exceptionally high pricing increases of its products all throughout 2022.

Kellogg's Sept 2022 Earnings Release

General Mills Had an Exceptionally High 17% Price and Mix (Predominately Pricing Inflation) Component of Its Net Sales % Increase in Both of Its Two Most Recent Quarters (Nov 22 and Aug 22) That Was 5.7 Times That in Its Aug 21 Quarter of 3%.

From its most recent Quarterly Earnings Releases and 10Qs filed with the US SEC, here are the Price and Mix (Predominately Higher Pricing Inflation) Components of General Mills' Net Sales % Increases for the most recent six quarters: 

  • Nov 22 +17% (Wow!)
  • Aug 22 +17% (Wow!)
  • May 22 +14% (Wow!)
  • Feb 22 +11% (Wow!)
  • Nov 21 +7%
  • Aug 21 +3%

Clearly, General Mills' Pricing Inflation was outrageous in all of 2022.

Its customers cannot be happy with General Mills' exceptionally high pricing increases of its products all throughout 2022.

General Mills November 2022 10Q


Thursday, January 12, 2023

W. W. Grainger's Large High-Touch Solutions NA Segment's Pricing Inflation Was 12.1% in Its Most Recent Sept 2022 Quarter, Four Times That of Its Year-Ago Sept 2021 Quarter's Pricing Inflation of 3.0%.

Clearly, W. W. Grainger's Largest Segment's most recent Quarterly Pricing Inflation is extremely high.

Its customers cannot be happy with these extremely high pricing increases on its products.

W. W. Grainger September 2022 10-Q