T\u00fcketici \u00fcr\u00fcnleri devi Procter & Gamble (P&G), Orta Do\u011fu’daki devam eden \u00e7at\u0131\u015fman\u0131n maliyet beklentilerini kamuoyuyla payla\u015ft\u0131. \u015eirket, mali 2026 y\u0131l\u0131 kazan\u00e7lar\u0131nda vergi sonras\u0131 yakla\u015f\u0131k 150 milyon dolarl\u0131k<\/strong> bir etki \u00f6ng\u00f6r\u00fcyor.<\/p>\n P&G Finans Direkt\u00f6r\u00fc Andre Schulten Cuma g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, bu bask\u0131n\u0131n temel nedenlerini s\u0131ralad\u0131. Schulten’a g\u00f6re, \u00e7at\u0131\u015fmayla ba\u011flant\u0131l\u0131 olarak emtia ba\u011flant\u0131l\u0131 maliyet enflasyonu, hammadde riskleri ve lojistik aksakl\u0131klar<\/strong> bu kayb\u0131n ana unsurlar\u0131. Schulten, bu artan maliyetlerin neredeyse tamam\u0131n\u0131n mali d\u00f6rd\u00fcnc\u00fc \u00e7eyrekte ortaya \u00e7\u0131kaca\u011f\u0131n\u0131 belirtti. \u015eirket ekiplerinin tedarik s\u00fcreklili\u011fini korumak ve maliyet etkilerini en aza indirmek i\u00e7in yo\u011fun \u00e7aba sarf etti\u011fini de vurgulad\u0131.<\/p>\n Cincinnati merkezli P&G’den gelen bu haber, S&P Global’in Per\u015fembe g\u00fcn\u00fc yay\u0131mlad\u0131\u011f\u0131 anket sonu\u00e7lar\u0131yla \u00f6rt\u00fc\u015f\u00fcyor. Anket, ABD i\u015f aktivitesinin Nisan ay\u0131nda sadece m\u00fctevaz\u0131 bir toparlanma g\u00f6sterdi\u011fini, Mart ay\u0131ndaki durgunlu\u011fun Orta Do\u011fu’daki sava\u015f\u0131n patlak vermesinin ard\u0131ndan devam etti\u011fini ortaya koydu. Hizmet sekt\u00f6r\u00fcndeki b\u00fcy\u00fcme zay\u0131f kal\u0131rken, yeni sipari\u015fler son iki y\u0131l\u0131n en yava\u015f h\u0131z\u0131nda artt\u0131. Kay\u0131p sat\u0131\u015flar, anket kat\u0131l\u0131mc\u0131lar\u0131 taraf\u0131ndan sava\u015f\u0131n neden oldu\u011fu belirsizlik ve aksakl\u0131klarla ili\u015fkilendirildi.<\/p>\n Bu aksakl\u0131klar kar\u015f\u0131s\u0131nda P&G, veri analizi gibi ara\u00e7lar\u0131 kullanarak h\u0131zl\u0131 \u00fcr\u00fcn yeniden form\u00fclasyonu ve tedarik\u00e7i \u00e7e\u015fitlendirmesi gibi stratejiler uyguluyor. Schulten, sava\u015f\u0131n etkisinin do\u011frudan emtia maliyetlerinin \u00f6tesine ge\u00e7erek, \u015firketin kazan\u00e7lar\u0131n\u0131 etkileyen di\u011fer \u00fcst ve alt ak\u0131m maliyetlerini de kapsad\u0131\u011f\u0131n\u0131 ifade etti.<\/p>\n Schulten, tedarik etkileri konusunda, malzeme ak\u0131\u015f\u0131n\u0131n \u00f6n\u00fcm\u00fczdeki haftalarda tam olarak devam etmesini umduklar\u0131n\u0131 ve potansiyel k\u0131sa vadeli riskleri belirlemek i\u00e7in tedarik\u00e7ileri ve s\u00f6zle\u015fmeli \u00fcreticileriyle yak\u0131n bir \u015fekilde \u00e7al\u0131\u015fmaya devam ettiklerini s\u00f6yledi. \u015eirket, t\u00fcm y\u0131l i\u00e7in beklentilerini korurken, jeopolitik oynakl\u0131\u011f\u0131n sonu\u00e7lar\u0131n beklenen aral\u0131klarda nerede yer alaca\u011f\u0131 konusundaki belirsizli\u011fi art\u0131rd\u0131\u011f\u0131n\u0131 kabul etti.<\/p>\n Mali 2027 y\u0131l\u0131 beklentilerini Temmuz ay\u0131na kadar a\u00e7\u0131klamayacaklar\u0131n\u0131 belirten Schulten, petrol fiyatlar\u0131ndaki uzun s\u00fcreli art\u0131\u015f\u0131n veya Orta Do\u011fu \u00e7at\u0131\u015fmas\u0131na ba\u011fl\u0131 daha fazla tedarik aksakl\u0131\u011f\u0131n\u0131n gelecek y\u0131lki maliyetleri etkileyebilece\u011fi y\u00f6n\u00fcndeki yat\u0131r\u0131mc\u0131 endi\u015felerini de dile getirdi. Schulten, Brent ham petrol\u00fcn\u00fcn varil ba\u015f\u0131na yakla\u015f\u0131k 100 dolar olmas\u0131 durumunda, vergi sonras\u0131 y\u0131ll\u0131k maliyetlerin \u00e7at\u0131\u015fma \u00f6ncesi seviyeler olan varil ba\u015f\u0131na yakla\u015f\u0131k 65 dolara k\u0131yasla yakla\u015f\u0131k 1 milyar dolar artaca\u011f\u0131n\u0131 kaydetti.<\/p>\n \u015eirket Per\u015fembe g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, 31 Mart’ta sona eren \u00fc\u00e7\u00fcnc\u00fc \u00e7eyrekte 21,2 milyar dolar net sat\u0131\u015f<\/strong> ger\u00e7ekle\u015ftirdi\u011fini ve bunun bir \u00f6nceki y\u0131la g\u00f6re y\u00fczde yedi art\u0131\u015f anlam\u0131na geldi\u011fini bildirdi.<\/p>\n \u00d6te yandan Schulten, P&G’nin Trump y\u00f6netimi d\u00f6neminden kalan potansiyel tarife iadelerinden vergi sonras\u0131 yakla\u015f\u0131k 150 milyon dolar bekledi\u011fini, ancak bu miktar\u0131n ne kadar\u0131n\u0131n nihayetinde geri al\u0131naca\u011f\u0131n\u0131n belirsizli\u011fini korudu\u011funu belirtti. Schulten, “ABD y\u00f6netiminin ortaya koymaya ba\u015flad\u0131\u011f\u0131 s\u00fcreci takip ediyoruz” dedi.<\/p>\n #P&G #OrtaDo\u011fu\u00c7at\u0131\u015fmas\u0131 #Ekonomi #Kazan\u00e7Beklentisi #TedarikZinciri #Enflasyon #PetrolFiyatlar\u0131 #K\u00fcreselPiyasalar #FinansHaberleri #\u015eirketHaberleri<\/p>\n","protected":false},"excerpt":{"rendered":" P&G, Orta Do\u011fu \u00c7at\u0131\u015fmas\u0131n\u0131n Maliyetini A\u00e7\u0131klad\u0131: 150 Milyon Dolarl\u0131k Beklenen Kay\u0131p T\u00fcketici \u00fcr\u00fcnleri devi Procter & Gamble (P&G), Orta Do\u011fu’daki devam eden \u00e7at\u0131\u015fman\u0131n maliyet beklentilerini kamuoyuyla payla\u015ft\u0131. \u015eirket, mali 2026 y\u0131l\u0131 kazan\u00e7lar\u0131nda vergi sonras\u0131 yakla\u015f\u0131k 150 milyon dolarl\u0131k bir etki \u00f6ng\u00f6r\u00fcyor. \u00c7at\u0131\u015fman\u0131n Maliyet Kalemleri ve Etkileri P&G Finans Direkt\u00f6r\u00fc Andre Schulten Cuma g\u00fcn\u00fc yapt\u0131\u011f\u0131 a\u00e7\u0131klamada, […]<\/p>\n","protected":false},"author":2,"featured_media":8382,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[37],"tags":[],"class_list":["post-8381","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-orta-dogu-haberleri"],"_links":{"self":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/8381","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/users\/2"}],"replies":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcomments&post=8381"}],"version-history":[{"count":0,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/posts\/8381\/revisions"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=\/wp\/v2\/media\/8382"}],"wp:attachment":[{"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fmedia&parent=8381"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Fcategories&post=8381"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fajr.news\/index.php?rest_route=%2Fwp%2Fv2%2Ftags&post=8381"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}\u00c7at\u0131\u015fman\u0131n Maliyet Kalemleri ve Etkileri<\/h2>\n
K\u00fcresel Ekonomiye Yans\u0131malar ve P&G’nin Stratejileri<\/h2>\n
Tedarik Zinciri ve Gelecek Beklentileri<\/h2>\n
\u00dc\u00e7\u00fcnc\u00fc \u00c7eyrek Sonu\u00e7lar\u0131 ve Tarife \u0130adeleri<\/h2>\n