德勤（Deloitte）：2024年消费品行业展望报告（英文版）（24页）.pdf

1、2024 consumer products industry outlookAs price-taking runs its course,the industry may turn to profitable volume22024 travel outlookContents Executive summary 3Methodology 4What set Profitable Growers apart 5The price-focused era is likely over 7The profitable volume playbook 8 Volume 8 Profitabili

2、ty 9An agenda for action 12Outlook deep dives 13Authors and acknowledgments 212024 consumer products industry outlook2024 consumer products industry outlook3For the past few years,the playbook for consumer product companiesspanning food and beverage,household goods,personal care,and apparelrelied on

3、 price-taking.Input costs rose dramatically,1 so price had to followto near-unprecedented levels.2 Companies did all they could to control costs to limit pass-through,3 and premiumization4 helped justify what they charged.But the name of the game was price.That strategy seems to have worked for seve

4、ral companies.Looking at the highest performers among the global top 100 companies in the consumer products industry by revenue,we see some were able to raise prices as much as,if not more than,others,with smaller hits to volume and more margin growth(see methodology).The larger group of these“Profi

5、table Growers,”which outperforms on five-year revenue growth and return on assets(ROA),reveals important lessons about pricing power,revenue growth management(RGM),innovation,supply chain smarts,and a willingness to prune and refresh their business portfolio and product set perpetually.Those lessons

6、 will likely be important in 2024,but the world is changing.Further significant price increases might not be possible in an uncertain economy where retailers are pushing back and consumers are unwilling to pay more and often trade down.5 The industry may need to look for a new approach.Navigating aw