Pepsi, Chipotle, P&G earning forecasts

From Procter & Gamble has ChipotleConsumer companies reduce their forecasts, providing that prices will weigh their profits and exert more pressure on an already fragile consumer.

Until now, at least a dozen companies have reduced or withdraw their complete prospects for this season of results, with several weeks of quarterly reports still on deck.

For many companies, prices mean higher prices on key products, such as Peruvian lawyers or saccharin to make toothpaste, which will eat in their income. But the uncertainty raised by the trade war is just as harmful to the results of the companies that consumers are retreating their expenses.

Prudent projections occur in the middle of a 90 -day break from higher rates as part of President Donald Trump’s reciprocal price plan. Until early July, most imports will be faced with an obligation of 10%, excluding Chinese goods – which are subject to 145% of rights – as well as aluminum, cars and other non -exempt items.

However, the situation changes almost daily. The secretary of the Treasury, Scott Bessent, told investors on Tuesday at a closed meeting, he expects what there will be “there will be a de -escalation” in the Trump trade war with China in “a very close future”. The White House also said on Wednesday that car manufacturers could earn exemptions for certain prices.

Under the prices in force, coffee, board games and planes are all more expensive for businesses. Many leaders will probably choose prices to reduce the drop in beneficiary margins.

“The planes are already too expensive. I don’t want to pay for planes anymore,” American airlines CEO Robert Isom said on Thursday. “It does not make sense. And certainly, we take advice. Certainly, this is not something we would like to absorb. And I will tell you that it is not something that I would expect that our customers welcome. So we have to work on it.”

Prices around the world, including reprisals and not just those of the United States, will “really” progress “in the improvement of the industry supply chain, the CEO of Airbus America Robin Hayes said on Thursday at the Wings club lunch in New York. The American aerospace industry has a trade surplus, helping to soften the country’s overall deficit.

Calls are developing among airlines and aerospace suppliers to restore the terms of an agreement over 45 years of age which allows the industry to operate mainly duty franchise. Other industries also put pressure on prices.

But unless you reduce prices or new sculptures for goods, travel is not the only sector that will see price increases. P&G, Keurig Dr Pepper And Hasbro Everyone said Thursday that they could increase prices in the near future to compensate for higher costs.

“There will probably be prices [changes] – The prices are intrinsically inflationary – but we are also looking for supply options, “said CP CEO Jon Moeller on” Squawk Box “by CNBC.

Although he predicted that the costs to produce his coffee and his sodas would increase, Keurig Dr Pepper did not drop his annual forecasts. The company has displayed a strong growth in profits for the first quarter, reinforced by the sale of its minority participation in the Coconut Water Vita Coco, offering the giant drinks to reiterate its prospects.

The prices will take time to allocate the prices of the shelves of the grocery store and the shopping centers. But they are already wreaking havoc on buyers mentally.

Earlier this month, the American feeling of consumers has dropped to its lowest second reading since 1952. Buyers already withdraw their expenses while they fear accelerated inflation, job losses and potential recession, companies said this week.

“The main engine, I would say, is a more nervous consumer reducing short -term consumption, and the impact on costs structure and our ability to offer gains a lower growth rate,” the P&G CFO said on Thursday to reduce its forecasts.

P&G, which has the best household brands like Charmin and Tide, has reduced its prospects for basic action by action and income for the full financial year, which is in its last quarter. His sales in the third quarter did not succeed in the estimates of Wall Street.

“It is not illogical to see the consumer adopt the attitude” wait and see “, and we have seen traffic among retailers,” said Schulten.

PepsicoAnother basic food of grocery store has cited a “moderate” consumer – as well as prices – as well as the reason why he reduced his forecasts for the benefit of constant money in full year.

The anxious consumer also weighs on Chipotle, the first of the main catering companies listed on the stock market to report their results.

The Burrito chain has lowered the top of its prospects for the growth of sales of stores comparable to a full year. The leaders said that traffic had started to slow down in February when the guests were starting to worry more about their finances. The trend continued in April.

“We were able to see this in our study of visits, where to save money due to concerns about the economy was the overwhelming reason why consumers reduce the frequency of catering visits,” Chipotle CEO, Scott Boatwright said on Wednesday.

For its part, Hasbro has chosen to repeat its forecasts, which gives a wide range of $ 100 million to $ 300 million on the wind contrary to its activities from prices. The prospects of the toy company assumes that prices in China could vary from 50% to the current rate of 145%.

Managers also warned of potential job losses related to cost increase.

Airlines also see lower demand, especially in their economic cabins. Delta airlines CEO Ed Bastian told CNBC in an interview earlier this month that Trump’s pricing policy at the time was the “bad approach” and that that injured both domestic economic class and business travel due to uncertainty.

American airlines Thursday, withdrew his financial advice in 2025, joining Southwest Airlines,, Alaska Airlines And Delta, each citing an American economy too difficult to predict. United Airlines has taken the unusual measure to offer two prospects if the American economy has worsened, but still expects to earn money this year.

– Leslie Josephs de CNBC contributed to this report.