Friday, January 20, 2023

Denmark Marine Shipping Giant A.P.Moller-Maersk's Ocean Shipping Segment's Key Loaded Freight Rate in US$s, the Driver of Its Very High Freight Revenues Growth, Increased By an Extremely High 42% in the Sept 2022 Quarter

 Denmark's Moller-Maersk 3Q 2022 Interim Report

Thursday, January 19, 2023

Keurig DrPepper Had an Exceptionally High Pricing Component of Its Net Sales % Change in Its Two Most Recent Quarters ..... +12.1% in Its Sept 2022 Quarter and +10.4% in Its June 2022 Quarter

Keurig DrPepper's CEO elected to raise its prices dramatically on its products in its two most recent quarters.

From its five most recent Quarterly Earnings Releases filed with the US SEC, here are the Higher Pricing Components of Keurig DrPepper's Net Sales % Changes : 

  • Sept 22 +12.1% (Wow!)
  • June 22 +10.4% (Wow!)
  • March 22 +6.3% 
  • Dec 21 +4.1%
  • Sept 21 +3.6%

 Keurig DrPepper September 2022 Earnings Release

US Tobacco Company Altria Group's Huge Smokable Products Segment (90% of Consolidated) Had Higher Pricing of $1.461 Bil in Its 9 Months Ended Sept 2022, Which Was +10.7% of Its 9 Months Ended Sept 2021 Revenues Net of Excise Taxes Billed to Its Customers of $13.655 Bil.

 Altria Group September 2022 10-Q

French Luxury Goods Giant LVMH Louis Vuitton Reported US Region Organic Revenue Growth of +26% For the Sept 2022 Quarter, +22% For the June 2022 Quarter and +11% For the March 2022 Quarter. Europe Region Organic Revenue Growth Was +45% For the Sept 2022 Quarter, +48% For the June 2022 Quarter and +36% For the March 2022 Quarter.

Organic Revenue growth eliminates foreign currency effects.  In substance, there are two elements to organic growth ..... price increases and volume changes.

LVHM did not report its pricing and volume elements for its 2022 quarters.  The only mention of pricing increases was that it said that it had a very firm price increase policy in its Wine & Spirits segment.

Given how huge LVMH's organic Revenue growth was in both its US Region and especially so in its Europe Region in both the second and third quarters of 2022, any reasonable breakdown of this organic growth between Price Increases and Volume impacts should yield double-digits % increases for pricing in both the US Region and especially so in the Europe Region for both the second and third quarters of 2022.

LVMH Louis Vuitton Third Quarter 2022 Revenue