The Changing Dynamics Underlying Profit Margins

In past posts I have written of the challenges businesses face in pricing, given today’s economic environment.  One aspect that I mentioned in the December 16 post was how PPI (Producer Price Index) growth was significantly outpacing that of CPI. Since that December 16 post, the PPI-CPI growth rate issue has been exacerbated.  Doug Short, …

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Conference Board CEO Confidence 4Q 2010

On December 27, I wrote a post about the latest Business Roundtable’s CEO Economic Outlook Survey and the Duke/CFO Magazine Global Business Outlook Survey. Subsequent to that post, the Conference Board released its 4th Quarter CEO Confidence Survey.   The overall measure of CEO Confidence was at 62, up from 50 in the third quarter. An …

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NFIB Small Business Optimism – December 2010

The December NFIB Small Business Optimism was released January 11.  The headline of the Press Release is “NFIB Small Business Optimism Index Remains Weak.” The Press Release contains a variety of statistics.  One excerpt from the Press Release that I found especially notable was: “Weak sales remains the top problem, stagnating hiring and spending on …

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CEO & CFO Surveys 4Q 2010

On December 14 the Business Roundtable’s CEO Economic Outlook Survey was released for the 4th quarter.  The December Duke/CFO Magazine Global Business Outlook Survey was also released on December 14.  Both contain a variety of statistics regarding how executives view business and economic conditions. In the CEO survey, of particular interest is the CEO Economic …

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PPI & CPI Trends

On Tuesday the November PPI figures were released, and they continue their recent trend of being significantly higher than the CPI figures. Should this trend continue, it will of course likely have a significant impact on many companies’ profitability. I believe there are many reasons for why PPI growth is trending significantly higher than CPI. …

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Companies Fastest To $1 Billion In Sales

In Friday’s post, I mentioned consumers’ migration to lower-priced stores. This continual consumer migration to lower-priced sources can be seen in a variety of statistics.  One statistic that I find particularly interesting is contained in a Forbes story of September 3, 2010 titled “The Next Web Phenom.” At the end of the story it states …

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3Q 2010 Corporate Revenues

For the last few quarters, I have been commenting upon revenue growth in corporate results.  I have focused on a variety of diversified manufacturers and distributors, all of them well-respected S&P500 firms.    Prior posts on this issue are found at this link. For the recently released 3Q 2010 financial results, there generally has been …

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Conference Board CEO Confidence

On October 1, I wrote a post about the Business Roundtable’s CEO Economic Outlook Survey and the Duke/CFO Magazine Global Business Outlook Survey. Subsequent to that post, the Conference Board released its 3rd Quarter CEO Confidence Survey.   The overall measure of CEO Confidence was at 50, down from 62 in the second quarter. There are …

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NFIB Small Business Optimism – September 2010

The September NFIB Small Business Optimism was released on October 12.  The headline of the Press Release is “Small Business Optimism Index Remains at Recessionary Level.” Here are some especially notable excerpts from the Press Release: “The Index has been below 93 every month since January 2008 (32 months), and below 90 for 26 of …

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CEO & CFO Surveys

On September 28 the Business Roundtable’s CEO Economic Outlook Survey was released for Q3.  The Duke/CFO Magazine Global Business Outlook Survey was released on September 15. Both surveys are well worth looking at, and in general highlight a weakening outlook among executives.  In the CEO survey, of particular interest is the CEO Economic Outlook Index, …

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