Ngomhla we-6 kuCanzibe, 2020 (Thomson StreetEvents) --Isibhalo esihleliweyo se-Westrock Co yenkomfa yengeniso yefowuni okanye intetho ngoLwesibini, nge-5 kaMeyi, 2020 ngo-12:30:00pm GMT
Manene nani manene, enkosi ngokuma kufutshane, kwaye namkelekile kuMnxeba weNkomfa yeZiphumo zeKota yesiBini yeSiphumo seNkampani ye-WestRock.(Imiyalelo yoMsebenzisi)
Ndingathanda ngoku ukunikezela ngenkomfa kwisithethi sakho namhlanje, uMnu. James Armstrong, i-VP yoBudlelwane boMtyali-mali.Enkosi.Nceda uqhubeke.
Enkosi, umsebenzisi.Molo, kwaye enkosi ngokuzimanya neFiscal Wearnings Call yekota yesiBini ka-2020.Sikhuphe ingxelo yethu yeendaba ngale ntsasa saza sathumela isilayidi esikhaphayo kwicandelo loBudlelwane boMtyali-mali kwiwebhusayithi yethu.Zinokufumaneka ku-ir.westrock.com okanye ngekhonkco kwisicelo osisebenzisayo ukujonga le webcast.
Ndikunye nam kubizo lwanamhlanje liGosa eliyiNtloko lesiGqeba saseWestRock, uSteve Voorhees;IGosa lethu lezeMali eliyiNtloko, uWadi Dickson;iGosa lethu eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo, uJeff Chalovich;kunye neGosa lethu eliyiNtloko lokuTshintsha kunye noMongameli wokuPakisha kwabathengi, uPat Lindner.Emva kwamagqabaza esiwalungiseleleyo, siya kuvula isimemo sendibano yemibuzo neempendulo.
Ngexesha lomnxeba wanamhlanje, siya kube sisenza iinkcazo ezijonge phambili ezibandakanya izicwangciso zethu, izinto esizilindeleyo, uqikelelo kunye neenkolelo ezinxulumene neziganeko ezizayo.Ezi ngxelo zinokubandakanya iingozi ezininzi kunye nokungaqiniseki okunokubangela iziphumo zokwenyani zahluke ngokwezinto eziphathekayo kwezo besixubusha ngazo ebudeni botyelelo.Sichaza le mingcipheko kunye nokungaqiniseki kwiifayile zethu ze-SEC, kuquka i-10-K yethu yonyaka-mali ophele nge-30 kaSeptemba 2019.
Ukongeza, siza kube sisenza iinkcazo ezijonge phambili malunga nefuthe lobhubhani we-COVID-19 kwindlela esisebenza ngayo nakwimali.Ubungakanani bezi ziphumo, kubandakanya ubude bexesha, ububanzi kunye nobuzaza bobhubhane, abuqinisekanga kakhulu kwaye akunakuqikelelwa ngokuzithemba ngeli xesha.Siza kuphinda sibhekiselele kwimilinganiselo engeyiyo eye-GAAP yezemali ngexesha lomnxeba.Sibonelele ngolungelelwaniso lwala manyathelo angengawo e-GAAP kweyona milinganiselo ye-GAAP inokuthelekiseka ngokuthe ngqo kwisihlomelo sesilayidi senkcazo-ntetho.Njengoko bekutshiwo ngaphambili, umboniso wesilayidi uyafumaneka kwiwebhusayithi yethu.
Kulungile.Enkosi, James.Enkosi kwabo bathe batsalela umnxeba ukuze bajoyine umnxeba wethu ngale ntsasa.Kuninzi ekufuneka sikugubungele.
Ndiza kuqala ngokubulela iqela elimangalisayo leWestRock ngako konke abakwenzayo ukunceda ukudibanisa iimveliso ezibalulekileyo kubantu kwihlabathi liphela.Iqela le-WestRock, elixhaswa sisikali kunye namandla abanzi omatshini wethu wokusila kunye nokuguqula inethiwekhi iphendule ngobugorha ukunceda abathengi bethu ukuba bahlangabezane neemeko eziguqukayo zentengiso ezibangelwa ngubhubhane.
Siye savelisa iziphumo eziqinileyo zemali kwikota, kunye necandelo elihlengahlengisiweyo le-EBITDA le-708 yezigidi zeedola.Oku bekukwisiphelo esiphezulu sesikhokelo esinike sona kwikota ephelileyo.Sisebenzisa ubuchule bethu obahluliweyo kwisikhundla samandla emali kunye nokungabi namali.
Ubhubhani we-COVID-19 ube nefuthe kwiimarike zehlabathi, ubangele ukuguquguquka okungazange ubonwe ngaphambili kwaye kwafiphalisa imbonakalo yezoqoqosho.Ngokuchasene nale mvelaphi kunye nombulelo ekusebenzeni kweqela le-WestRock, inkampani iqhubekile ukuhambisa njengenxalenye ebalulekileyo yekhonkco lokubonelela ngehlabathi, ukuxhasa abathengi bethu ngepotfoliyo yeemveliso kunye nezisombululo kunye nokufikelela kwihlabathi jikelele ukuba kufuneka bafumane iimveliso zabo. abathengi abazidingayo.
Ubhubhani uphazamise iipateni zemfuno kulo lonke ishishini lethu, kwaye ngelixa ezinye iimarike, ngakumbi, urhwebo lwe-e-commerce, beluqine kakhulu, abanye, kubandakanya neemarike zoshishino, babone iimpembelelo ezimbi.Siyaqhubeka nokukholelwa ukuba izinto eziqhubela phambili ukukhula zihlala zingaguquki, ukuba iWestRock ihlala ikwindawo entle ngesicwangciso esifanelekileyo sokuphumelela kunye nokudala ixabiso labo bonke abachaphazelekayo.
Sele ndiyithethile loo nto, imbonakalo yoqoqosho lwehlabathi ithe yathamba kakhulu kwixesha elikufuphi.Ke ngoko, siphumeza isicwangciso sokusebenza apho sithatha amanyathelo alumkileyo nafanelekileyo ukulungiselela uluhlu lweemeko zoqoqosho kunye neemarike.Sigxile ekufezekiseni iimfuno zabathengi bethu, ukuxhasa impilo, ukhuseleko kunye nentlalo-ntle yabalingane bethu kunye nokwakha ngakumbi kwisiseko sethu sokuqina kwezemali.
Okulandelayo ngamacandelo aphambili esicwangciso sethu sokusebenza sobhubhane.Simisele imilinganiselo yokhuseleko eyomeleziweyo kuyo yonke inkampani yethu, kubandakanywa nokungena ekuhlaleni, ukucoca nzulu, ukugquma ubuso, ukujonga ubushushu kunye nezinye iindlela zokunceda ukugcina abo sisebenza nabo bekhuselekile kwaye besempilweni.Iqela lethu lenze kakuhle kakhulu ngeli xesha.Kwaye kule kota, siza kubonelela ngembasa zokuvunywa kube kanye kwimveliso yethu kunye nokusebenza kweqela lethu.
Siza kuqhubeka nokuthelekisa unikezelo lwethu kunye nemfuno yabathengi, kubandakanya ukunciphisa iishifti kwizityalo apho kuyimfuneko kunye nokuthatha ixesha eliphantsi koomatshini bethu bephepha ababonelela iimarike ngemfuno ephantsi.Kwangaxeshanye, siya kuthabatha ithuba lamathuba apho aziveza khona, kuquka ukusebenzisa isikali kunye nesakhono senkqubo yethu ekhoyo ukuze sikhonze iimarike ezikhulayo, kuquka urhwebo lwe-e-commerce kunye nokusabela kwiimfuno ezikhulayo.
Sisebenzisa ucutho lweendleko zokusebenza kwixesha elikufuphi elikhokelwe ngumvuzo kunye nokuncipha kogcino ukuya kuthi ga kwi-25% kwiqela lethu lesigqeba esiphezulu kunye neBhodi yethu yaBalawuli kunye nokucuthwa kweendleko ezinokuvela.Siceba ukusebenzisa isitokhwe senkampani yethu ukuhlawula inkuthazo yethu yonyaka kwaye senze iminikelo exhaswa yinkampani yethu eyi-401(k) ngo-2020. Oku kuya kubonelela ngemali eyongezelelweyo ekhoyo ukuze kuthotywe amatyala ngelixa silungelelanisa ngakumbi inkuthazo yeqela lolawulo kunye nabalingane kuwo onke amanqanaba inkampani kunye nabatyali-mali bethu.
Sinciphisa utyalo-mali lwethu oluyinkunzi nge-150 yezigidi zeedola kulo nyaka kwaye siza kutyala imali ezizigidi ezingama-600 ukuya kwi-800 yezigidi zeedola kwimali ka-2021. Kweli nqanaba, siza kugqibezela iiprojekthi zeqhinga lobuchule esiziqhubayo, sigcine inkqubo yethu kwaye senze utyalo-mali lwenkunzi lube yimfuneko siphucule imveliso kwaye sinikezele kwiimarike zethu ezikhulayo.
Kwaye okokugqibela, sibeka kwakhona isahlulo sethu sekota ukuya kwi-$0.20 ngesabelo ngasinye ngesantya sonyaka se-$0.80 ngesabelo ngasinye.Eli linyathelo lobulumko lokulithatha kwindawo engaqinisekanga eya kubonelela ngengeniso enentsingiselo, ezinzileyo nenokhuphiswano kubanini bamasheya e-WestRock ngelixa kusabiwa i-275 yezigidi zeerandi ezongezelelweyo ngonyaka ukucutha amatyala.Oku kuya kuba luncedo kubanini-zabelo bethu ngokunciphisa amandla, ukunyusa izinga lokuhlawula amatyala kunye nokugcina ukufikelela kwethu kwiimalike zexesha elide zamatyala.
Njengoko imeko ye-COVID-19 iguquka, siya kuphinda sihlaziye izabelo zethu kwaye sijonge ukukhulisa isabelo sethu kwixesha elizayo njengoko iimarike zibuyela kwimeko yesiqhelo.Le ndibaniselwano yamanyathelo iya kusenza sikwazi ukuziqhelanisa ngokukhawuleza notshintsho kwiimeko zemarike, kwaye silindele ukuba siza kubonelela nge-1 yebhiliyoni eyongezelelweyo yemali ekhoyo yokunciphisa amatyala ekupheleni kwe-'21 yemali.Oku kuya kugcina ishishini lethu phantsi koluhlu lweemeko zoqoqosho kunye neemarike kwaye kuqinisekiswe ukuba iWestRock ihlala ikwindawo entle yokuphumelela ixesha elide.
Impendulo kaWestRock kulo bhubhani ukuza kuthi ga ngoku kunye nokukwazi kwethu ukuphumelela ukuya phambili kuxhomekeke ekusebenzeni nzima kunye nokuzinikela kweqela leWestRock, eliye lanyuka ukugcina imisebenzi yethu iqhuba kunye nokunceda abathengi bethu.Siza kuqhubeka nokuxhasa oogxa bethu, iintsapho zabo kunye noluntu apho sisebenza khona.Ngelixa imbonakalo yexesha elisondeleyo ingacacanga, sinesicwangciso esifanelekileyo kunye neqela elichanekileyo elikhoyo lokujonga le meko kwaye sivele inkampani eyomeleleyo ngakumbi.
Ukongeza kwiinkqubo zokhuseleko ezisemgangathweni kunye nezandisiweyo esiziphumezileyo kwinkampani yethu yonke, ngoku sisebenza ngokwahlukileyo kunokuba besisebenza kwiinyanga nje ezi-2 ezidlulileyo.Nokuba sisebenza kwiziko lokusebenza okanye ekhaya, sidibana rhoqo kunangaphambili ukuze sichonge kwaye silungise imiba yokusebenza eguquka ngokukhawuleza njengoko ivela.Oku kuxhasa iinzame zethu zokulungelelanisa ngokukhawuleza ukuhlangabezana neemfuno eziguqukayo zabathengi bethu.
Kwaye sonyusele uluntu lwethu, kubandakanya ukusebenzisana nabathengi bethu kunye neZiko laseGeorgia lezoNyango lwezoNyango ukubonelela ngenkxaso yokuvelisa ngaphezulu kwama-200,000 amakhaka obuso.Sinikela ngeebhokisi zamalahle kunye nezikhongozeli zenkonzo yokutya kwiibhanki zokutya, kunye nokuhanjiswa kokutya kwesisa kwiindawo ezininzi zoluntu lwethu.
Makhe sijike kwindlela esiqhube ngayo kwikota yesibini yezemali.Senze intengiso ye-4.4 yeebhiliyoni zeedola kunye necandelo elihlengahlengisiweyo le-EBITDA ye-708 yezigidi zeedola, ingeniso ehlengahlengisiweyo ngesabelo ngasinye se-0.67 yeedola.Kulo nyaka uphelileyo, siye saqhubela phambili isicwangciso sethu esahlukileyo ngokukhula olomeleleyo ngokongeza oomatshini abafakelweyo abangama-380.Songeze abathengi beshishini abangama-20 kwezi nyanga zili-12 zidlulileyo.Abathengi bamashishini ngoku benza i-7.5 yeebhiliyoni zeedola kwiintengiso xa kuthelekiswa ne-6 yeebhiliyoni zeedola ngonyaka odlulileyo, ukunyuka kwe-25%.
Lilonke, sinoguquguquko olukhulu lwezemali ngaphezu kwe-2.5 yeebhiliyoni zeerandi zexesha elide ezibophelelekileyo zokuhlawula amatyala, kubandakanywa ngaphezu kwezigidi ezingama-600 zeedola.Sinamatyala alinganiselweyo de kube nguMatshi ka-2022, kwaye isicwangciso sethu somhlalaphantsi esiqinisekisiweyo sase-US sixhaswa nge-102%.
Ngexesha lekota, siye safumana amandla kwiitshaneli ze-e-commerce kunye neprotheyini, ukutya okucutshungulweyo, ezolimo, ukhathalelo lwempilo kunye namacandelo emarike yesiselo.Amanye amacandelo emarike, kubandakanywa iimpahla zodidi kunye neemveliso zemizi-mveliso, athambe ngenxa yempembelelo ye-COVID-19.
Iziphumo zethu zekota yesibini zibonisa ukuthunyelwa kwempahla kumazwe angaphandle kunye nomthamo webhodi yeebhokisi zasekhaya kunye nokuthunyelwa kweebhokisi.Umahluko wexabiso/umxube ubonisa ukuhamba-hamba kokuhla kwexabiso elipapashiweyo ngaphambili kwaye imarike yonyaka wonke iyehla ekuthengisweni ngaphandle nakwibhodi yasekhaya, ipulp kunye nexabiso lephepha le-kraft.
Ukupakishwa kweCorrugated kuzisa iziphumo eziqinileyo kwikota, kunye necandelo elihlengahlengisiweyo le-EBITDA le-502 yezigidi zeedola kunye necandelo elihlengahlengisiweyo le-EBITDA yemida ye-18%.Imida ye-EBITDA yaseNyakatho yaseMelika yayiyi-19%, kwaye i-EBITDA ehlengahlengisiweyo yaseBrazil yayingama-28%.
Ngexesha lekota, ukusebenza okuqinileyo okunemithamo ephezulu, imveliso eyomeleleyo kunye nokuhla kwexabiso lentengo kube ngaphezulu kokulungiswa kukuhla kwamaxabiso.Ukuthengiswa okunamandla kwi-e-commerce, ukutya okucutshungulwayo kunye neemveliso zokuthengisa ezifana neemveliso zokucoca, iimveliso zephepha kunye ne-diapers zahlanjululwa kwisiqingatha sesibini sika-Matshi ngokunciphisa okuphawulekayo kumacandelo ethu okugqibela okuhanjiswa kunye nephepha, iimveliso zoshishino kunye nenkonzo yokutya kunye nokupakishwa kwePizza.
Lo mkhwa uqhubekile ngo-Epreli, ngaphezulu kwe-130 yabathengi bethu abaxela ukuvalwa kwezityalo okwethutyana.Li-130 labathengi bethu abaxela ukuvalwa kwezityalo okwethutyana kunye nokuncipha kweeshifti ezisekwe kwiziphumo zekoronavirus.Kwanamacandelo anje ngeprotheyini kunye nokutya okucutshungulweyo anengxaki yokuncipha ngenxa yeziphumo zekoronavirus kubasebenzi babo.
Ukuthunyelwa kweebhokisi ngexesha lekota kunyuke nge-1.3% ngokwesiseko esipheleleyo, kunye nokuthunyelwa kwempahla kunyuka ekupheleni kwekota njengoko abathengi baqala ukuhlala ekhaya.Ukuthunyelwa kweebhokisi zethu kube nefuthe elibi kukuvalwa kweebhokisi ezi-5 zezityalo kulo nyaka uphelileyo kunye nokuncitshiswa kwemfuno evela kumashishini, ukuhanjiswa kunye namacandelo emarike ye-pizza, kunye nokuthengiswa okuphantsi kwamashiti ane-low-margin kubaguquli beqela lesithathu.Impembelelo eyongezelelekileyo yale miba inciphise ukuthengiswa kweebhokisi zethu nge-2.7% xa kuthelekiswa nonyaka ophelileyo.
Kodwa le nto makhe siyibeke ngendlela eyiyo.Kule minyaka mi-3 idlulileyo, sibe nempumelelo enkulu ekukhuliseni ishishini lethu lebhokisi.Ngapha koko, ukuhanjiswa kwebhokisi yethu yokukhula kwe-organic ngeli xesha kumalunga ne-10%, phantse kabini ukukhula koshishino lwe-5.5%.Indlela yethu yokuthengisa kubathengi bethu iyaqhubeka nokusebenza kakuhle ukuhlangabezana neemfuno zabathengi ezitshintsha ngokukhawuleza.
Amandla eshishini lethu lokuprinta kwangaphambili asenze ukuba sikwazi ukuvula indawo entsha eLas Vegas ukuze sihlangabezane nemfuno yethu ekhulayo yemizobo kunye nokubonelela ngophawu lwethu olwandisiweyo kunye nokongezwa kwenkqubo yeKapStone.Sandisa indawo yethu yoshicilelo lwangaphambili eJacksonville ukongeza ushicilelo oluqhubekayo luya kubonelela ngomthamo owongezelelekileyo kunye nokunciphisa iindleko.
Intengiso yethu yangaphakathi kunye neentengiso zebhodi ezithumela ngaphandle inyuke ngeetoni eziyi-112,000 ezidityanisiweyo kwikota xa kuthelekiswa nonyaka ophelileyo.Iitoni ezingama-30,000 zonyuso zivela kwixabiso eliphezulu leentsimbi eziphezulu ezimhlophe.Iiprojekthi zethu zobuchule kunye nokudityaniswa kweKapStone kuyaqhubeka.Sayigqiba ikota ngesantya sokubaleka sonyaka se-125 yezigidi zeedola kwi-synergies evela eKapStone.Iqela lethu lenze inkqubela phambili encomekayo liphinde liqwalasele ilitye lokusila laseMantla eCharleston kulandela ukuvalwa okusisigxina komatshini wephepha ongu-#2.Umxube webakala elikhethekileyo lomzi wokusila usasazwe ngokutsha kuyo yonke imisebenzi eseleyo, nto leyo eye yaphucula ukwenziwa kwethu kwaye yabonelela ngeendleko ezifanelekileyo.Silindele ukuba sibe kumazinga acwangcisiweyo emveliso kunye nokonga ekupheleni konyaka.
Lilonke, iqela le-WestRock lokupakisha liqhuba kakuhle kakhulu kule meko, lixhaswa yinkqubo yethu yebhokisi yeebhokisi ezityalwe kakuhle kunye nenkqubo yethu yokusila enogutyulo olubalaseleyo lwejografi kunye nobuchule bokwenza olona luhlu lubanzi lwebhodi yeebhokisi kunye namanqaku ephepha le-kraft kushishino.
Makhe sijike kwicandelo lethu lokuPakisha uMthengi, apho iziphumo bezithe tyaba unyaka nonyaka kunye necandelo elihlengahlengisiweyo le-EBITDA lezigidi ezingama-222 zeedola kwindawo enoguquguquko.Kwikota, ukutya kwethu, inkonzo yokutya, iziselo kunye namashishini okhathalelo lwempilo aqhube kakuhle kumxube wamaxabiso aphezulu kunye neenzuzo ezivela kumanyathelo okutshintshwa kweplastiki.
Isindululo sethu sexabiso esahlukileyo esixhasa uyilo, isayensi yezinto kunye noomatshini bayaqhubeka nokuzisa ixabiso kubathengi bethu.Oku kunyuka kwagqitywa kukunciphisa imfuno yobuhle, izimonyo kunye nemimoya ephezulu.Imfuno esezantsi yoshicilelo lwentengiso ngoMatshi ibe negalelo ekuthatheni kwethu i-13,000 yeetoni zokwehla kwezoqoqosho kwikota kunye nezinye iitoni ezili-14,000 ngo-Epreli kwinkqubo yethu ye-SBS.I-CRB kunye ne-CNK backlogs yahlala iqinile kwi-3 kunye neeveki ze-5, ngokulandelanayo.
I-Consumer Packaging ithatha inxaxheba kuluhlu olubanzi lweemarike zokuphela.Sijonga ishishini nge-lens yeendidi ezi-4 eziphambili: Okokuqala, ukutya, inkonzo yokutya kunye namashishini okusela aquka malunga ne-57% yecandelo lethu lokuthengisa.Siphumelela kunye nabathengi bethu ngeminikelo yethu eyahlukileyo, ehlanganisiweyo yeebhokisi ezigoqiweyo kunye noluhlu lwethu olupheleleyo lweentengiso ze-paperboard substrate kubaguquli abazimeleyo.La mashishini azisa ukukhula kunye nexabiso ngokusungula izinto ezintsha, iimveliso ezahlukeneyo, oomatshini kunye nenkonzo yabathengi;okwesibini, ii-akhawunti zethu zokupakisha ezikhethekileyo malunga ne-28% yecandelo lethu lokuthengisa.Ixabiso lethu elongeziweyo kwipakethe ekhethekileyo lilinganiswe kwicala lokuguqula leshishini.Ishishini lokhathalelo lwempilo lomelele kakhulu kwaye lixhaswa ngumnikelo wethu odibeneyo weebhokisi, iilebhile kunye nokufakwa.Ngelixa ukusebenza kweminye iminikelo yethu ekhethekileyo yempahla yabathengi, amakhadi okuhlawula kunye neendaba ziye zaxutywa, ezinye zikhula, ezinye ziyancipha ngokuhamba kwexesha;udidi lwesithathu lukhethekileyo SBS paperboard yecuba, ushicilelo lwentengiso kunye nokupakishwa engamanzi.Oku kubalela malunga ne-13% yecandelo lethu lokuthengisa.Olu didi luye lwacelwa umngeni kule minyaka yakutsha nje ngenxa yokuhla komthamo wehlabathi kushicilelo lwezorhwebo kunye necuba, elibonelela ngomxholo, liye lehla ngaphezulu kwama-20% ukusukela kwimali ka-'16;Okwesine, sisebenzisa i-pulp ukulungelelanisa inkqubo yethu.Ukuhla kwexabiso lepulp kutsha nje kwehlise imivuzo malunga ne-28 yezigidi zeedola ukuya kuthi ga ngoku kunye ne-12 yezigidi zeedola kwikota xa kuthelekiswa nonyaka ophelileyo.
Sibona amathuba alungileyo okukhula sisebenzisa inzululwazi yethu yezinto, ukuveliswa kwezinto ezintsha, ukubonelela ngoomatshini kunye nendlela yorhwebo kunye nabathengi bethu.Sityale imali kwimpahla yethu yokuguqula, kwaye sityale imali yethu kwinkqubo yethu yokusila e-Mahrt, eCovington naseDemopolis ukuphucula ixabiso lethu kunye nomgangatho wemveliso.E-Covington, ngoku sivelisa eyona SBS ingxinano iphantsi emhlabeni yokusonga ikhathoni kunye nezinye izicelo.
Ngoko ngelixa iindawo ezininzi zeshishini lethu lokuPakisha uMthengi ziye zaphucuka kwaye zikwimeko entle yokuqhubeka nokuphucula kwixesha elide, olu phuculo luye lwahlaziywa kukusebenza kwexabiso eliphantsi elongeziweyo kunye necandelo lemarike elihlayo.Siyaqhubeka ukuzinikela ekuphuculeni ukusebenza kwexesha elide kweli shishini.
I-WestRock ikwimeko entle yokumelana nemeko yezoqoqosho yangoku.Sinamandla okusebenzela uluhlu olubanzi lwamacandelo emarike yokuphela, sinobhetyebhetye kulo lonke unikezelo lwethu lwekhonkco, kubandakanywa ukukwazi ukusebenzisa zombini ezi virgin kunye nefayibha esetyenzisiweyo.Isikali sethu sehlabathi sibonelela ngokuphinda-phinda kunye nokuguquguquka kule marike iguquka ngokukhawuleza.
Ukuphela kweemfuno zemarike zitshintsha ngokukhawuleza.Isilayidi se-11 sibonelela ngesishwankathelo seemeko zangoku kwiimarike zethu.Njengoko kuphawuliwe ngaphambili, imfuno kwiitshaneli ze-e-commerce yomelele kakhulu.Sikholelwa ukuba oku kuya kuqhubeka nokukhula.Iimarike zokutya ezicutshungulweyo kunye nokuthengiswa, isiselo kunye nokupakishwa kolwelo zomelele ngoMatshi njengoko abathengi babekhuselwe endaweni kwaye besebenza ekhaya.
Iimarike zeprotheyini zitshintshile ukusuka kokulungileyo ukuya kokubi kwezi veki zimbalwa zidlulileyo njengoko iinkampani ezisebenza ngeprotheyini ziye zaziva ifuthe le-COVID-19.Imfuno yemizi-mveliso kunye nokusasazwa kwabathengi iye yachatshazelwa kakubi kukuvalwa, kwaye ezinye iimarike ezinje ngenkonzo yokutya kunye noshicilelo lwentengiso ziyaqhubeka nepateni yazo yokuncipha kwemarike ukusuka kwikota yangaphambili.
Ukusuka apho simi khona namhlanje, kunzima ukuqikelela ukuba zeziphi iintsingiselo ezidlulayo, kwaye zeziphi eziya kuqhubeka.Ngethamsanqa, ipotifoliyo yethu yamaphepha kunye neemveliso zokupakishwa zisibeka kakuhle ukuba siziqhelanise kwaye sihlangabezane neemfuno eziguqukayo zabathengi bethu kuqoqosho olubanzi.Ngelixa imbonakalo ihleli ingacacanga, sithathile kwaye silungiselela ukuthatha amanyathelo okukhangela iimeko zentengiso njengoko zikhula.
Enkosi, Steve.Ukongeza kumandla ethu okwenza imali kwishishini lethu, ulawulo olusebenzayo lwamatyala ethu kunye nokugcina amanqanaba abalulekileyo okuhlawula amatyala zizinto eziphambili zesiseko esomeleleyo sezemali seWestRock.Ngowama-2019, sandise ukuvuthwa okungaphezulu kweebhiliyoni ezi-3 zeerandi zezibonelelo zetyala ezizinikeleyo kunye nangaphezulu kweebhiliyoni ezi-2 zeerandi kwimali-mboleko yexesha lebhanki.
Ukongeza, kulo nyaka uphelileyo, siphinde saxhasa ngemali ezizigidi ezingama-350 zeerandi kwiibhondi ebezifuneka ngoMatshi ka-2020. Sinemali elinganiselweyo yokuvuthwa kwebhondi kude kube nguMatshi ka-2022, nge-100 lezigidi zeerandi kuphela ekufanele ukuba ihlawulwe ngoJuni walo nyaka.Ekupheleni kuka-Matshi, besinemali engaphezulu kwe-2.5 yeebhiliyoni zeedola ezizibophelele ekuhlawuleni iimali zokuhlawula amatyala ixesha elide, kubandakanywa ne-640 yezigidi zeedola.Ngokwesiqhelo, sivelisa ukungena kwemali eyomeleleyo kwisiqingatha sesibini sonyaka wethu wemali.Njengoko sivala u-Epreli, sakwazi ukunciphisa amatyala apheleleyo malunga ne-145 yezigidi zeedola.Ngokucuthwa kwamatyala ngo-Epreli, ukuzibophelela kwethu -- imali esizibophelele ngayo ngoku kunye nemali eziinkozo zimalunga ne-2.7 yeebhiliyoni zeerandi.
Sinokhuseleko oluninzi kwiminqophiso yethu emi-2 yamatyala, kwaye oku kusinika uguquko olubalulekileyo lokuqhuba ishishini lethu.Ukongeza ekulawuleni ukukhula kwamatyala kunye nokuhlawula amatyala ethu, izicwangciso zethu zomhlalaphantsi zikwimeko eyomeleleyo.Njengoko uSteve etshilo, isicwangciso sethu somhlalaphantsi esifanelekileyo sase-US sixhaswa ngemali engaphezulu, kwaye igalelo lethu lemali yehlabathi kwizicwangciso zethu ezifanelekileyo ngo-2020 yi-10 yezigidi zeedola kuphela.
Ukufudukela kwiSilayidi se-13. Sirhoxisa isikhokelo sethu sonyaka opheleleyo ngenxa yemeko yezoqoqosho engumngeni eyayanyaniswa ne-COVID 19. Nangona singaboneleli ngesikhokelo se-Q3, iintsingiselo zakutsha nje zinokubangela ukuba intengiso kunye nemivuzo yehle ngokulandelelanayo.USteve uqaqambise utshintsho olutshintshayo kwiimarike zethu ezininzi, ezinefuthe elibi kumthamo kumacandelo athile eshishini lethu.
Ukongeza kwimbonakalo yomthamo ongaqinisekanga, iziphumo ze-Q3 ziya kubonakalisa ukuhamba-ngokuhamba kwe-index index eshicilelweyo yokunciphisa i-linerboard ngoJanuwari kunye nokunciphisa ngoFebruwari kwi-SBS kunye namabakala ebhodibhodi ehlaziyiweyo.Kwaye nangona ezinye iindleko zokufaka ziyehla, iindleko zefiber ezisetyenzisiweyo zinyuke ngaphezulu kwe-50 yeedola ngetoni nganye ukusukela ngoDisemba.Njengoko iimeko zizinza kwaye sinokubonakala okukhulu kwiintsingiselo zemfuno zexesha elizayo, siya kuphinda sibuyisele isikhokelo sethu.
Sithatha amanyathelo athile aqinisekileyo esilindele ukuba abonelele nge-1 yebhiliyoni eyongezelelweyo yemali ekhoyo yokunciphisa amatyala ekupheleni kuka-2021. ihlawulwe ngoDisemba ka-2021 nangoDisemba ka-2022.
Siceba ukwenza iintlawulo zethu zenkuthazo zika-2020 kunye ne-401(k) igalelo ngo-2020 kunye nesitokhwe esiqhelekileyo saseWestRock esiya kwandisa ukuhamba kwethu kwemali malunga ne-100 lezigidi zeedola.Sicutha utyalo-mali lwethu oluyinkunzi ukuya malunga ne-950 yezigidi zeedola kwimali ka-2020 kwaye ngoku siqikelela uluhlu lwezigidi ezingama-600 zeedola ukuya kwi-800 yezigidi zeedola kwimali ka-2021, ezantsi kwisikhokelo sethu sangaphambili se-1.1 yebhiliyoni yemali ka-2020 kunye ne-900 yezigidi zeedola ukuya kwi-1 yezigidigidi zeedola ku-2021.
Siza kugqibezela iiprojekthi zethu zobuchule kwindawo yokusila iFlorence neTres Barras kwezi nyanga zili-12 zizayo.Kwaye ngelixa kuye kwafuneka sijonge ifuthe lendawo yokuhlala kwizithintelo kunye nokubakho kwekhontrakthi kunye nezixhobo zobugcisa ngenxa ye-COVID-19, silindele ukuqalisa umatshini wephepha omtsha waseFlorence kwisiqingatha sesibini sonyaka wekhalenda. 2020. Iprojekthi yokuphucula i-Tres Barras mill kufuneka igqitywe nge-Q2 ye-fiscal '21.
Kula manqanaba otyalo-mali oluyinkunzi, siqinisekile ukuba siza kuqhubeka ukutyala imali kukhuseleko olufanelekileyo, iiprojekthi zokusingqongileyo kunye nolondolozo kwaye sigqibezele iiprojekthi zethu zobuchule bokungqusha ngelixa sikwasenza utyalo-mali ukuxhasa imveliso kunye nokukhula kwishishini lethu.Oku kucuthwa kuya kubonelela ngeedola ezingama-300 ezigidi ukuya kwiidola ezingama-500 ezigidi zemali eyongezelelweyo efumanekayo yokunciphisa amatyala ekupheleni kuka-2021.
Ukusetwa kwakhona kwesabelo sethu sonyaka ukusuka kwi-1.86 yeedola ngesabelo ukuya kwi-0.80 yeedola ngesabelo ngasinye kuya kuvelisa i-400 yezigidi zeerandi zokunyuka kwi-cash flow kule minyaka iyi-1.5 izayo.Njengoko sihlengahlengisa imisebenzi yethu notyalo-mali ukuya kumanqanaba emfuno yabathengi, siya kuqhubeka sivelisa ukuhamba kwemali simahla, sikhusela i-balance sheet yethu kunye nokuba bhetyebhetye kwezemali ukwenza isicwangciso sethu.
Enkosi, Ward.Ngokuchasene nale mvelaphi yobhubhane, ngenxa yentsebenzo ebalaseleyo yeqela le-WestRock, sixhase abathengi bethu ngepotfoliyo ekhethekileyo yeemveliso kunye nezisombululo kunye nokufikelela kwihlabathi jikelele ekufuneka bekhuphele iimveliso zabo kubathengi abazifunayo.Sisebenzisa isicwangciso-qhinga sethu esahlukileyo, kwaye sikwenza sikwisikhundla samandla emali kunye nokungabi namali.
Sijongene namaxesha angazange abonwe ngaphambili, kwaye imbonakalo yexesha elisondeleyo ayicacanga.Siyaziqhelanisa kwaye siphumeza iqhinga lethu ukuphendula.Isicwangciso sokusebenza sobhubhane se-WestRock siya kusenza sikwazi ukuphendula ngokukhawuleza kutshintsho lweemeko zentengiso njengoko sithelekisa unikezelo lwethu nemfuno yentengiso.Silindele ukuba ezi kunye nezinye izenzo ziya komeleza ngakumbi imeko yethu yezemali ngokubonelela nge-1 yeebhiliyoni zeerandi ekuhambeni kwemali ekhoyo ukuze kuthotywe amatyala ekupheleni kwe-'21 yemali.
Sonke eWestRock siqinisekile kwisindululo sethu sexabiso, ukuba sinesicwangciso esichanekileyo esahlukileyo, iqela elilungileyo elikhoyo lokujonga le meko kwaye sivele inkampani eyomeleleyo.
Enkosi, Steve.Njengesikhumbuzo kubaphulaphuli bethu, ukunika wonke umntu ithuba lokubuza umbuzo, nceda unciphise umbuzo wakho ku-1 ngokulandelelana njengoko kufuneka.Siza kufika kwabaninzi kangangoko ixesha lisivumela.Msebenzi, singawuthatha umbuzo wethu wokuqala?
UGeorge Leon Staphos, iBofA Merrill Lynch, iCandelo loPhando - i-MD kunye neNtloko yeCandelo leCandelo kuPhando loBulungisa [2]
Enkosi ngazo zonke iinkcukacha nangako konke okwenzayo kwi-COVID.Ndicinga ukuba umbuzo wokuqala ebendinawo unxulumene nendlela oya kuqhubeka ngayo ukulawula ipotfoliyo yamashishini ngokuqhubekekayo.USteve kunye noWard, kuvakala ngathi-- kwaye uyikhankanyile, ukuba kukho umahluko omkhulu kwinto oyibonayo ngokwendlela yemfuno.Kunzima ukuthetha ukuba yintoni na, yintoni enye-off.Ngaba kuya kulunga ukuthetha ukuba xa sele uqikelele ukuba, kuya kubakho izenzo ezongezelelweyo zokwandisa imisebenzi, ishishini, ipotifoliyo.Kwaye mhlawumbi siyivile into ebesifuna ukuyiva, kodwa kuvakala ngathi umthengi mhlawumbi unomsebenzi omninzi ekufuneka wenziwe nje ukuba uvavanye oku ngenxa yemicimbi ebhalwe kwangaphambili kunye necuba.Ke ukuba ungathetha naloo nto, kwaye bendinokulandela.
George, lo nguSteve.Ndicinga ukuba uphendule ngakumbi okanye ngaphantsi umbuzo kuba ndicinga ukuba siza kubeka esweni ukuba kuqhubeka ntoni emarikeni, kwaye silindele ukuba kubekho utshintsho ekuhambeni kwexesha.Andikwazi ukuqikelela ukuba iishifti ziya kuba yintoni.Andikwazi ukuqikelela ukuba siza kujonga inkqubo yethu kwaye sisebenzise inkqubo yethu kunye neepotfoliyo zethu ngendlela yokuyenza ngokupheleleyo.Kwaye ndingavumelana nawe ukuba sinayo-ndingathetha into oyithethileyo malunga nomthengi, ndicinga ukuba sinomsebenzi omninzi wokwenza kubathengi, ndingavumelana naloo nto, ngenxa yezizathu zokuba u...
UGeorge Leon Staphos, iBofA Merrill Lynch, iCandelo loPhando - i-MD kunye neNtloko yeCandelo leCandelo kuPhando loBulungisa [4]
Konke kulungile.Kwaye ke njengoko ifikelela kwi-dividend, ngokucacileyo, isigqibo esibalulekileyo.Ukunikwa amandla okuba ngaphezulu kwe-3x, unikwe igumbi lentloko yomnqophiso othe ubalulekile kunye nawo wonke omnye umsebenzi osele uwenzile ukuphucula ukuhlawula amatyala, ngaba bekukho into ethile ekunike unqumamo kwaye ke, yenza ingeniso?Kuba bekukhangeleka ngathi unendawo yokuqhubeka nokuhlawula isahlulelo.Yintoni ekunika eyona nkxalabo ngoku malunga nokuyigcina ikwinqanaba obukulo ngaphambili?Ngokucacileyo siyasihlonipha isigqibo kwaye ndiyawuxabisa umbala.
Kulungile.George, enkosi ngokubuza lo mbuzo kuba lo ayingomba wemali kwaphela.Kwaye ndiyacinga ukuba uchonge into e-1.Ukuba kukho into eyi-1 esichaphazela sonke, kungakhathaliseki ukuba siphi na, yinto engalindelekanga yento eya kwenzeka ngokubhekiselele kwiimeko zemarike.Kwaye sicinga ukuba kulungile kuthi ukuba sizame ukuphuma ngaphambi koko kwaye siqinisekise ukuba sikulungele ukujongana nokungaqiniseki esinakho kuqoqosho kunye neemeko zentengiso ukuya phambili.
Kwaye ezi ntshukumo, kwaye andijongi kuyo--njengoko ulwahlulo luyi-1 yoluhlu lwezinto esizenzayo.Ndingajonga kuyo yonke ipakethe yezenzo esizithathayo ukusivumela ukuba sijonge ukungaqiniseki esijongene nako sonke.
UGeorge Leon Staphos, iBofA Merrill Lynch, iCandelo loPhando - i-MD kunye neNtloko yeCandelo leCandelo kuPhando loBulungisa [6]
Ke inxenye yayo inokuba yinkunzi onokuthi ufuneke njengoko usenza ngcono ngakumbi ipotfoliyo ekuhambeni kwexesha, ingaba oko kulungile?
UGeorge Leon Staphos, iBofA Merrill Lynch, iCandelo loPhando - i-MD kunye neNtloko yeCandelo leCandelo kuPhando loBulungisa [8]
Ke ugcina umgubo othile, ngokucacileyo, unikwe eminye intshukumo onokuthi ufune ukuyenza ngaphakathi kwipotfoliyo ukuze wenze imisebenzi.Seso sizathu esinye sezizathu zokuba kuya kuba kuhle ukuba nemali eyongezelelweyo.Ngaba oko kulungile?
Ewe.Ndiyijonga nje iyonke, yimeko engalindelekanga, kwaye ndicinga ukuba zonke iintshukumo esizenzayo zifanelekile ukuba siphume ngaphambi kwexesha lokungaqiniseki sonke esihamba kulo.
UMark Adam Weintraub, iSeaport Global Securities LLC, iCandelo loPhando-MD kunye noMhlalutyi oPhezulu woPhando [11]
Steve, ndifuna nje ukulandelela kuloo nto-impendulo kumbuzo wesahlulo, kuba ndicinga ukuba luhlobo olubalulekileyo kubatyali-mali baqonde ngokupheleleyo.Ndiyathetha, inqaku lakho lelokuba--akukho miba yemali yokuhlawula amatyala oyibonayo ngoku, kodwa kucingelwa ukuba, uyenza nje-- nje ukuba, awuyilindelanga nyani, kodwa yinto nje eyongayo. ukwenza, njengoko usitsho, uphume phambi kwayo.Ngaba ngokwenene yindlela yokuyiqonda leyo?Kuba ndicinga ukuba uninzi lwabantu luza kuyifunda ngokuphandle kwaye bathi, wow, kufuneka baxhalabe malunga nemveliso yabo yemali, baqhawule nje isabelo sabo, kwaye lo nto yothusa abantu abaninzi.
Ewe.Ngoko ndiyabulela ukuba ubuza loo nto.Lo ayingomba wemali yokuhlawula amatyala.Ndicinga ukuba izama ukuphuma phambi kweseti yeziganeko ezingalindelekanga.Kwaye ke ndiye ndayicinga nzulu ngayo le nto ngokwembono yesitokhwe, kwaye sivelisa imali eza kuhlawula ityala, kwaye ndicinga ukuba oko kuya kongezeleka kwinzuzo yabaninimasheya.Ke ukuba ndingumnini-stock, ndicinga ukuba ndiyayibulela le nto kuba isivumela imali ukuba sihlawule ityala, eliza kufumaneka--eliza kongezeleka kwinzuzo yabanini-zabelo kwaye liya kuphucula. imali yokuhlawula amatyala kwaye isinike ufikelelo lwexesha elide kwiimalike zenkunzi yetyala, zonke endicinga ukuba zibaluleke kakhulu.Kwaye isahlulo se-$0.80 sisenentsingiselo kwaye sikhulu kwaye siyakhuphisana kwezinye iindlela zotyalo-mali ezininzi.
UMark Adam Weintraub, iSeaport Global Securities LLC, iCandelo loPhando-MD kunye noMhlalutyi oPhezulu woPhando [13]
Kulungile.Kwaye ngokukhawuleza nje kwi--ukuqonda ukuba yimeko emanzi kakhulu.Ngaba kukho naziphi na iinkcukacha onokuthi wabelane ngazo nathi malunga nendlela ejongeka ngayo imfuno ngoku xa ithelekiswa nalapho ibikade ikho, ukuba ulindele ntoni ngoMeyi mhlawumbi, apho izinto zikhangeleka njani?
Ewe, Mark, Ndiza kuvumela Jeff ukuba aphendule ukuba corrugated kwaye emva koko Pat emva koko, aphendule ukuba umthengi.Ngoko uJeff?
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [15]
Enkosi, Steve.Molo, Mark.Ke kusesekuseni kakhulu ukuba ndingatsho ngoMeyi ukuba ukusilela kwethu kwiveki yokuqala kuzinzile.Kwaye ndiza kubonelela ngokucaca kangangoko ndinakho kwimiqulu ka-Epreli, ukuqonda ukuba ujonge iinkcukacha kwiimarike ezithile zokuphela.Andinayo nje loo mbono yegranular okwangoku.Kwaye ke njengoko ukhankanyile, ngokusekwe kwizixa zezityalo zokuvala zabathengi bethu okwethutyana, ukuguquguquka kwiprofayile yemfuno, akunakubonisa ukuba ikota iya kuba yintoni okanye ayiyi kuba yintoni.Ngoko sigqibe u-Epreli phantsi malunga ne-4%.Sayiqala inyanga ngamandla sinomsebenzi ongekenziwa emva koko iveki nganye isiya iba mandundu.Ke, njengoko uSteve watshoyo, ngaphezulu kwe-130 yabathengi abaye bavala okanye banciphisa iishifti kulo lonke ishishini, aba-4 kubathengi bethu abaphezulu abali-10 banezityalo ezininzi ukuya ngasekupheleni kukaMatshi ukuya ekuqaleni kuka-Epreli.Ke sayibona loo nto kumacandelo aqinileyo kukutya kwethu okucutshungulweyo kunye neshishini lethu leprotheyini.Leyo yi-US neCanada.Kwaye ke amashishini thina--abonelela ngenkonzo yokutya okanye amashishini enkonzo yokutya nawo ehla.Kwaye emva koko sakubona oku kumacandelo okusetyenziswa kokuphela ebebuthathaka njengemveliso yethu yemizi-mveliso kunye nokuhanjiswa kwethu kunye neshishini lamaphepha, eliyinxalenye enkulu.
Ishishini esithe saphuma kulo kunye nebhokisi esalivalayo iya kuhlala ingumoya ovuthuzayo.Kwaye emva koko siye saphuma kwishishini lamaphepha exabiso eliphantsi kuloo ndawo yokuhanjiswa kunye nephepha.Ke loo nto iya kuba ngumtsalane kancinci kunyaka wemali olandelayo njengoko siphuma.Kodwa kwakhona, ukuba ujonga ii-comps, sinyuke nge-1.7% ngo-Epreli wonyaka ophelileyo.Imarike yayiphantsi malunga ne-1.4%.Sinyuke nge-2.7% kwikota kunyaka ophelileyo, kwaye imarike yayithe tyaba.Ke iicomps zinzima.
Kodwa emva kokuba sitshilo, ishishini lethu laliqhuba kakuhle kakhulu.Sifanise unikezelo lwethu kunye nemfuno yabathengi bethu.Izityalo ziqhube kakuhle.Babenemeko ezinzima kakhulu kunye namashishini ayephezulu, amashishini ayephantsi.Sahambisa ishishini ngokujikeleza izityalo ngokungenasiphako.Kwaye uSteve uthe abasebenzi bethu basabela ngobugorha.Kwaye ke sikwixesha elide siqinisekile ukuba sinokuqhubeka nokudibanisa eli shishini kunye nesicwangciso sethu esahlukileyo ekuthengisweni koomatshini, ukuthengisa kwangaphambili kwemizobo kuyaqhubeka ukuhlala somelele.Siqinisekile kwisakhono sethu sexesha elide sokukhulisa eli shishini.
UPatrick Edward Lindner, iNkampani yaseWestRock-iGosa eliyiNtloko lokuYila kunye noMongameli wokuPakisha kwaBathengi [17]
Kakhulu.Enkosi, Steve, kwaye enkosi, Jeff.Kwaye ke ngenene andinako--njengoJeff, andikwazi ukuphawula kakhulu ngoMeyi.Ndiza kuzama ukunika iinkcukacha ngo-Epreli, ngakumbi, ukuba ihambelana njani nezimvo ezichazwe nguSteve kwikota.Ngokusisiseko, into esiyibonileyo ekupheleni kwekota ukuya kwinyanga kaMatshi iqhubekile ngo-Epreli.Sibone imfuno eqinileyo kunye nokuzinza ekutyeni, uninzi lwamabakala eenkonzo zokutya kunye nezicelo, isiselo kunye nokhathalelo lwempilo.Ukusilela kwethu ngo-Epreli kwi-CNK kuhlala kunamandla kwiiveki ezi-5 kwaye i-CRB imalunga neeveki ezi-3.Kwaye ke siziva silungile malunga -- kwaye sinethemba malunga nenkonzo yokutya, isiselo kunye nokhathalelo lwempilo.
Siye sadibana nemiceli mngeni ebalulekileyo kushicilelo lwezorhwebo ngakumbi.Kwaye ke mhlawumbi ndingathatha umzuzwana ndiyichaze nje loo nto.Sasihamba kwindawo ethile ebumelwaneni ngo-Epreli, malunga ne-50%.Oko kumalunga nesiqingatha sexabiso lentengiso yemihla ngemihla ngo-Epreli njengoko besiya kuba nako, kwaye malunga nesiqingatha sento ebesinayo ngoFebruwari.Uninzi lwalo luqhutywa kukucuthwa kokuthumela ngokuthe ngqo kunye neentengiso kunye nenye yenzuzo kwiiprojekthi ezifakwe kwi-sheetfed eziqhele ukomelela ngeli xesha lonyaka, ziye zarhoxiswa.Kwaye ke oko kwaqhubeka ngo-Epreli.Ewe, njengoko sele sixoxile, kunzima ukuxela ukuba kuya kuqhubeka ntoni na.
Kwaye kwakhona, siye saba nokuthamba okuthile ngoMatshi, ngakumbi, kwaye oko kwaqhubeka ukuya ku-Epreli kwimimoya yethu ephezulu mhlawumbi ibe nefuthe elithile ngokungahlawuliswa msebenzi.Kwaye nakwizithambiso kunye nokhathalelo lobuhle, ezi mhlawumbi zinokuzikhethela, iimveliso zexabiso eliphezulu.Kwaye ezinye zezo mveliso zazijongwa njengezingabalulekanga, kwaye abathengi bethu bebengazisebenzisi izixhobo zabo.Ke ngo-Epreli, ndingatsho, saqhubeka neendlela esazibone ngoMatshi ukuba uSteve wazichaza.
UMark Adam Weintraub, iSeaport Global Securities LLC, iCandelo loPhando-MD kunye noMhlalutyi oPhezulu woPhando [18]
Kwaye ukuba bendinako--ke ukuba udibanise yonke loo nto ngo-Epreli, ulungelelwaniso lobukhulu, inokubonakala njani?Pat?
UPatrick Edward Lindner, iNkampani yaseWestRock-iGosa eliyiNtloko lokuYila kunye noMongameli wePackaging yabathengi [19]
Ngokubhekiselele kubathengi ngokukodwa?Lilonke, ndingatsho ukuba ngenene kufuneka yahlulwe ngokwebakala ngalinye.Kodwa ndingatsho ukuba u-Epreli wayehla unyaka nonyaka.Awukwazi ukunika inani elichanekileyo ngoku kuba kusekude kakhulu ngeenkcukacha, kodwa phantsi ngokuthozama unyaka nonyaka kunye nokuthelekisa noMatshi.Kwaye uyakubona-uSteve ukhankanye kwizimvo zakhe, ngakumbi malunga ne-SBS, ikakhulu ngenxa yokuba ichatshazelwe sisityalo sorhwebo esithathe malunga ne-14,000 yeetoni zexesha lokuphumla, ukwehla kwezoqoqosho kwinyanga ka-Epreli, ebonisa ukuthamba ebesinako kwiplanti yorhwebo.
Kwaye uMarko, le yiWadi.Ndingongeza nje, ndingaphinda ndibhekiselele kumagqabantshintshi am alungisiweyo xa sasisithi ingeniso kunye nemivuzo iya kuhla ngokulandelelana.Kwaye ngokwesiqhelo, singena kwixesha lonyaka kwisiqingatha sesibini sonyaka apho ingeniso izakunyuka.Ke ndicinga ukuba amagqabantshintshi uJeff noPat abakunike wona ngenyanga ayahambelana nombono wethu wokuhla okulandelelanayo kwekota.
Kumbuzo wam wokuqala, ndiye ndazibuza ukuba ungathetha nje kancinci malunga nobungakanani bohlobo lokwenyuka kwefayibha, ifayibha yakho esetyenzisiweyo iyanda, ukusukela ezantsi, endicinga ukuba ibikwikota yokuqala yemali emva koko amandla akho. ukuphelisa olo lwando.
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [24]
Phawula, ewe.Ke siye saba nokwanda okukhulu kwifiber yethu.Siphezulu mhlawumbi i-$50 okanye itoni ukuza kuthi ga ngoku.Kwaye nge--imfuno ihleli ingaguquki kwifayibha ephinda isetyenziswe, kodwa isizukulwana siye sacelwa umngeni.Ke ukuqala ngoMatshi, sibone ukuhla kwesizukulwana, ikakhulu kuba ishishini elininzi liziivenkile.Ke iivenkile ezithengisa ukutya zihlala zomelele, kodwa lonke ishishini lokuthengisa lithambe ngokwenene.Kwaye emva koko uye watshintshela ekuthengeni kwi-intanethi.Kwaye ke uninzi lwe-OCC kumaziko okurisayikilisha inezinga elingaphantsi kakhulu lokubuyisela kunokuba unalo kwiivenkile ezithengisa ukutya kunye neevenkile zegrosari.Ke oko kubangele uxinzelelo ukuya phezulu.Into esiyenzayo ukuphelisa kwishishini kukuba siqhuba eyona fayibha inyulu okanye ifayibha ephinda isetyenziswe ngokuxhomekeke kwiindleko kumatshini wokusila ukuya kuthi ga kwisakhono sabo sokwenza oko ngokusekelwe kumandla okulinganisa, ngokusekwe kumthamo wabo wokucofa, ukuze silawule oko njengoko. ngokusondeleyo kangangoko kunokwenzeka ukunceda ukunciphisa iindleko.Sinciphisa -- sijonga zonke iiprojekthi zethu zeLean Six Sigma.Sizama ukukhawulelana nokunyuka kwamaxabiso ngemveliso minyaka le.Kwaye ke ngokuxhomekeke ukuba iOCC iya kude kangakanani, siya kuqhubeka nokuzama ukuhlawula zonke iindleko esinokuthi sizenze.
Kwaye ndicinga ukuba kwinqanaba elithile, ukuba ujonga emva kwiminyaka emi-3 eyadlulayo, yayisisivuthuvuthu seedola ezingama-300 ezigidi ekwakunzima ukubaleka.Kodwa ngoku, sibambe ezethu ngokuhlawula iindleko ezithile kwaye sixuba--umxube wefayibha, siphucula umxube wefayibha ngokusekwe kwindleko kwinkqubo.Kwaye ke njengoko siqhubeka unyaka, siza kubona ukuba olu xinzelelo luphezulu luyaqhuba.Ndicinga ukuba iyaqhubeka kude kube nguMeyi, kwaye emva koko siza kujonga ukuba kwenzeka ntoni.Kodwa njengoko besitshilo ngaphambili, kunzima kakhulu ukuqikelela nantoni na ngoku kwintengiso esekwe kwimeko ye-COVID.
Kulungile.Kuluncedo oko, Jeff.Ulandelelwano ebendinalo bekukufutshane neGondi kwaye ndinomdla wokwazi kokubini ukuqaliswa komatshini omtsha kunye nokuba yintoni umphumo onokuthi ube nawo ekuthumeleni kwakho ngaphandle eMexico.Kodwa ndikwanomdla wokwazi ukuba kukho nantoni na kwisivumelwano sentsebenziswano enokwenza ukuba wandise ubunini bakho eGondi, masithi, phakathi kwangoku ukuya ekupheleni kwefiscal '21?
Maka, ndiza kuthatha umbuzo wesibini.Maka, ndiza kuthatha umbuzo wesibini, kwaye uJeff, uphendule umbuzo wokuqala.Akukho nto kwisivumelwano sobambiswano enokuthi ibangele ukuba sifune ukwandisa ubunini bethu.Ngoko ke sizinzile...
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [29]
I-Mexico ijongene nohlobo olufanayo lweentengiso zentengiso esizizo, uMarko.Ke isizukulwana se-OCC siphantsi koxinzelelo oluphezulu, babona isiphumo esifanayo.Ke ukulibaziseka okuthile kwiprojekthi yokusila ngokusekwe kwimeko ye-COVID, ke loo nto iyasolulwa kancinci.Kwaye ke ndingatsho ukuba iimakethi zabo zokusetyenziswa kokugqibela-zinempembelelo efanayo neyethu ngoku e-US Ke iimeko ezifanayo kakhulu eMexico kule nto siyibona apha e-US.
Phawula, sizakufumana -- sizakubeka into ku-10-Q yethu eza kuchaza impendulo kumbuzo ongoGondi.
U-Anthony James Pettinari, iCitigroup Inc, iCandelo loPhando-iVP kunye nePhepha, ukuPakisha kunye noHlalutyi lweeMveliso zeHlathi [32]
Ukulandela nje umbuzo wangaphambili kuJeff, ngaba kunokwenzeka ukubala ixesha elingakanani i-headwind yevolumu evela kwizityalo ezivaliweyo zebhokisi zihlala?Kwaye ngaba kunokwenzeka ukuyilinganisa?Kwaye ke, Jeff, ndicinga ukuba ubonise ukuba iivolumu zika-Epreli ziphantsi nge-4% kunye nabathengi abakhulu ababona ukuvalwa kwezityalo.Ngaba kunokwenzeka konke uhlobo lokulinganisa impembelelo yokuvalwa, nokuba ibiyinxalenye encinci yokwehla okanye isiqingatha okanye uninzi lokuhla?Ukuzama nje ukuqonda ukuba luhlobo luni lokukhula oluqhelekileyo lwendalo oluya kuba.
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [33]
Ngokuqinisekileyo.Ke icandelo lokuqala, Anthony, ukuvalwa kweplanti yebhokisi kwaqala ngoMeyi kulo nyaka uphelileyo, kwaye baqhubekile ukuya kuJanuwari ukuza kuthi ga ngoku.Ngoko ke kukho i--kwaye iphakathi kwe-0.6% ukuya kwindawo iyonke yokuvalwa.Ke njengoko sihamba iminyaka, uninzi lwazo luya kuncipha njengoko sihamba unyaka.Kwaye ngo-Epreli, ndicinga ukuba ukuvalwa kwakubalulekile.Andinazo iinkcukacha zenqanaba lesiza kwimakethi nganye yokugqibela.Kodwa iimakethi zokugqibela eziye zacelwa umngeni ngo-Matshi zahlala zinomngeni ngo-Epreli.Ke amaphepha okuhambisa, iphepha, ishishini, abathengisi, inkonzo yokutya.Kwaye ke saba nempembelelo yezolimo ezaziphezulu, iindawo eziya kwinkonzo yokutya, ekusenokwenzeka ukuba ayisosiqingatha seshishini lethu le-ag, kodwa isesiqhekeza esikhulu, behlile kakhulu.
Ukuba ujonga kubathengi bethu abaphezulu abali-10 ukuba unabathengi abakhulu beeprotheyini, uneemveliso eziphambili zabathengi, iinkampani zempahla, ukutya okucutshungulweyo, apho-liqhekezana elibalulekileyo lezinye iintloko zomoya esiye sajongana nazo.Ke, njengoko benditshilo, amanye ala mashishini anezityalo ezingaphezulu kwe-5, zombini kumthengi ophawulweyo, kwileyibhile yabucala kunye neproteni, kwaye yiCanada kunye ne-US yethu.Ngoko ke ezo yayiziinxalenye ezibalulekileyo zokuhla.
Kwaye ke ukuba ujonga, kukho itshati kwidesika yethu kumacandelo amakhulu, xa ujonga ukuhanjiswa ephepheni, kwaye ndingakunika kanye kwikota kaMatshi, yehle nge-6.6% ngosuku.Kwaye ke oko kusasele kuza kweli shishini.Kwaye ucinga nge-3 enkulu kuthi, inxalenye yeshishini labo lishishini lezimoto, iindawo zemoto, eziphantsi ngokupheleleyo.Kwaye ke ishishini elihambayo, ukuhamba kwindawo yokugcina kuphantsi kakhulu.Kwaye yiloo 1 yabathengi abakhulu, iSebe lezoKhuselo, bamisa zonke iintshukumo zeenkonzo nge-Juni 1. Ngoko ke enye inxalenye ye-headwind.
Ngoko kwezo ndawo zinkulu, loo macandelo makhulu ayephantsi.Kwaye necandelo lethu lePizza ebeliqinile kwaye likhula liza kuza ngo-Epreli.Kwaye andikabinayo loo nto ngoku ngoAprili.Kodwa incasa yamacandelo iyafana ngokuza ngo-Epreli.
U-Anthony James Pettinari, iCitigroup Inc, iCandelo loPhando - iVP kunye nePhepha, ukuPakisha kunye noHlalutyi lweeMveliso zeHlathi [34]
Kulungile.Ziinkcukacha eziluncedo kakhulu.Kwaye ke umbuzo nje, ndiyaqikelela, kubo bobabini amalahle kunye nomthengi.Sibonile amanye amazwe eqala ukuphakamisa indawo yokuhlala kwindawo yeeodolo kunye nokuqonda ukuba ziintsuku zakuqala, ndiyazibuza nje, njengoko uthetha nabathengi bakho, nokuba kukwinkonzo yokutya okanye kukuthengisa okanye kwezinye iindawo zeshishini, ngaba le yinto ukuba uluhlobo lokuyibona njengento ebangela ukuba iiodolo zithathelwe ingqalelo?Okanye nje uhlobo nawuphi na umbala onokunika apho?
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [35]
Ngokuqinisekileyo.Ndizakuqala ndiphinde ndiyiguqulele kuPat njengokuqhubeka.Kuselithuba ukuba ungatsho.Kwaye njengoko benditshilo, amacandelo omelele ngakumbi anexesha eliphantsi kunye neentloko ngenxa yefuthe le-COVID kwisiseko sabasebenzi.Ke ngethemba, njengoko siqala ukubuyisela umva, siqala ukubona ezinye iindlela zokunyuka kwemfuno, kodwa kusesekuseni kakhulu ukuba singatsho kule veki yokuqala kaMeyi.Pat?
UPatrick Edward Lindner, iNkampani yaseWestRock-iGosa eliyiNtloko lokuYila kunye noMongameli wePackaging yabathengi [36]
Ewe.Kwaye enkosi, Jeff.Kwaye ukongeza nje kwicala labathengi, ndingavumelana naloo nto.Ndicinga ukuba-ezona ndawo zinamandla ngoku esizibona zijikeleze inkonzo yokutya kunye nekomityi kunye nesitokhwe sepleyiti ye-SBS, apho singumthengisi webhodi ye-SBS evulekileyo apho.Ke-kodwa kuselithuba ukuba ungatsho ngenene into enokwenzeka apho, kodwa kukho utshintsho oluninzi.Kwaye ke enye isekushicilelo lwezorhwebo, endikhe ndathetha ngalo ngaphambili, ibone ukwehla okubalulekileyo.Kwaye ke sijonge ukuba ngononophelo.Kodwa ngako konke ukungaqiniseki okukhoyo ngoku, kusesekuseni kakhulu ukuba uxele ukuba urhulumente uyavula na okanye omnye umsebenzi ojikeleze ukuncitshiswa kwentlalo uzakuba nefuthe elibonakalayo kwixesha elikufuphi.
USteve, umbuzo nje ongaphezulu, mhlawumbi ngokwentanda-bulumko okanye ixesha elide, malunga nendlela ojonga ngayo ukufunyanwa.Ezinye zezivumelwano ezenziwe lo mjikelo wamva nje, azibonakali ngathi ziqhuba kakuhle kakhulu ekuweni, MPS nabanye imimoya ekupheleni eliphezulu kunye necuba kunye KapStone, ukhankanye ezinye imingeni uloyiso.Ngokucacileyo, umyinge ubephezulu kakhulu, kwaye ngoku kuye kwafuneka ukuba sisike isahlulelo.Ke ixesha elide nje, ngokucacileyo, ibiyinto yokudala ixabiso le-WestRock ibikukufumana.Kodwa ucinga ukuba ukuya phambili, mhlawumbi siya kuba sisimo esincinci ngakumbi kwaye mhlawumbi amandla angeke abe phezulu njengoko bekunjalo kwixesha elidlulileyo kwaye mhlawumbi ukufunyanwa kuya kuthatha indawo engasemva ekunciphiseni amandla kwikamva elibonakalayo. ?
Enkosi ngokubuza umbuzo, Brian.Ndicinga ngokubhekiselele kulwabiwo lwemali, apho sikhoyo, ndicinga ukuba ukuncitshiswa kwamatyala kubekwe phambili ngaphezu kokufunyanwa.Kodwa ndilindele ukuba kwixesha elide, siya kukwazi ukufumana izinto zokongeza ixabiso kwinkampani yethu.
Kulungile.Kwaye ke nje uhlobo olunxulumene naloo nto, uthatha amanyathelo amaninzi ukwenza imali kunye nokuphucula imali.Kanye ngaphakathi kwipotfoliyo, ngaba kukho naziphi na ii-asethi onokuthi ujonge ukuzithengisa okanye ukuntywila ukuze uzame kwaye ukhawulezise loo nkqubo?Kwaye ngaba ikhona eminye imithombo yemali onokuthi ukwazi ukuyitsala, njengokuba, yithi, kwinkunzi yokusebenza?Ndicinga ukuba ekuqaleni, loo nto yayiza kuba ngumsindo omkhulu wonyaka, kodwa izinto zitshintshile.Ke uyazibuza ukuba ngaba zikho ezinye iindlela zokwenza imali kwixesha elikufuphi?
Ewe.Sijonga ishishini lethu njenge -- umsebenzi wethu kukwenza imali, ke siza kujonga zonke ezinye iindlela.Asinanto icacileyo kwipotfoliyo yethu.Ndicinga ukuba ndijonge kuWadi Dickson kunye noJohn Stakel kwaye bajonga inkunzi yokusebenza suku ngalunye.Ke sijonge kwiindlela ezahlukeneyo zoku-- ukuba singakwazi ukwenza imali.
Lo nguYohane kuMarko.Okokuqala nje, ungathetha nje ngeshishini lebhodi ebotshiweyo kwaye njani-- thetha malunga nokuba sikude kangakanani ukufumana ixabiso lenkunzi?Kwaye ke yintoni ireyithi yokusebenza kwebhodi edibeneyo ngexesha le-Q1?
UPatrick Edward Lindner, iNkampani yaseWestRock-iGosa eliyiNtloko lokuYila kunye noMongameli wokuPakisha kwabathengi [44]
Ewe.Ngoko nguPat lo.Ke malunga nebhodi edityanisiweyo kunye ne-SBS ngokuthe ngqo, njengoko uSteve watshoyo, icuba kunye noshicilelo lwentengiso luye lwehla, kwaye sibona imiceli mngeni yexesha elisondeleyo njengoko inxulumene noshicilelo lwentengiso, kunye nentwana yenkonzo yokutya.Ke siye sathatha ixesha lokuhla kwezoqoqosho elingaqhelekanga ngoMatshi nango-Epreli, ebonisa ukuba amazinga ethu okusebenza ebengekho phezulu njengoko ebenjalo ngaphambi koko.
Ngoku singena kwelo xesha, ndingatsho ukuba somelele kakhulu.Kwaye kwaba, njengoko unokulindela, nge-SBS, kunye namazinga okusebenza anyuka kunye nokusilela malunga neeveki ezi-4 njengesiqhelo.Kodwa ngokucacileyo, into esiyibonileyo kwamanye amacandelo esithatha inxaxheba ekusetyenzisweni kwe-SBS okanye ibhodi efakwe i-bleached ngokubanzi, silubonile olo hlengahlengiso koko kuhla kwezi nyanga zimbalwa zidlulileyo ngokuqinisekileyo kube nefuthe kumazinga okusebenza.
Kulungile.Kuluncedo oko.Kwaye emva koko ujike kwi-MPS ngokuthe ngqo ngakumbi.Ubize ubuthathaka baseYurophu kodwa zeziphi iindawo zeshishini le-MPS ezibuthathaka?Ngaba kukho nantoni na eyongezelelweyo kwimimoya ephezulu?
Nje-- lo nguSteve.Ndicinga ukuba umkhondo wabo eYurophu unzima ukuya eBritani.Ke baye banazo-kwaye ke ndicinga ukuba iBrexit ibe ngumceli mngeni kubo.Kwaye ke sihambisa loo mveliso ukuya empuma kangangoko sinakho eYurophu.Ngoko sifudukele ishishini ePoland.Ndicinga ukuba amacandelo awahluke kakhulu kunokuba sibona ngokubanzi.Ishishini lezempilo lenze kakuhle kakhulu.Kwaye ishishini elinophawu lwabathengi liye lacelwa umngeni ngakumbi ngenxa yoko kwathethwa nguPat malunga neevenkile ezingahlawulelwayo kwaye ndingazibiza ngokuba, ishishini elinxulumene ne-COVID.
Ndiyathemba ukuba nilungile kunye neentsapho zenu.Ndinomdla ukuba unokuphawula konke malunga nentsingiselo, ngakumbi kwishishini lemali eBrazil.Ndiyayibulela into yokuba iya kwixesha elicothayo lonyaka, kodwa into esiyifundileyo ukuza kuthi ga ngoku kude kube ngu-Epreli sikubonile kwaye ibonakalisa imfuno eyomeleleyo phaya ezantsi.
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [49]
NguJeff.Ndizakuthatha oko.Ke Brazil, ndicinga ukuba le nto uyifundileyo iyahambelana.Banentengiso yebhodi yeebhokisi ezintle unyaka nonyaka, phantse i-11%.Ukuthengisa kumazwe angaphandle okuphezulu kummandla waseMzantsi Melika ukuya e-Afrika nako.Imiqulu inyuke nge-7% kwishishini lethu laseBrazil.Baye bagqwesa imarike, kodwa oko kwakhula kwi-6 enempilo kunye neepesenti.Ukunyuka kwePorto Feliz kuyaqhubeka ukuhamba kakuhle kakhulu.Bayaqhubeka nokukhulisa ishishini.Baseta iirekhodi kwii-corrugator zabo ezintsha kunye nee-EVOLs kwaye loo ndlela yokunyuka iyaqhubeka ihamba kakuhle kakhulu.
Sibona imimoya ethile evela kwintsholongwane ye-COVID, kodwa ayikho kwinqanaba lokuza kuthi ga ngoku njengoko sibonile apha.Kwakhona, iprojekthi ye-Tres Barras isendleleni kwaye icwangciselwe ukuqalisa, njengoko iWadi itshilo ngaphambili, kwisiqingatha sokuqala sekhalenda ka-2021. kodwa ibuyile kwaye iyasebenza kwaye isendleleni.Ke elo shishini lilonke liyaqhubeka nokusebenza kakuhle kakhulu, kwaye iimarike zabo ziyaqhubeka ukuhlala zomelele ngoku.
Kwaye umbuzo olandelayo, ndiyaqikelela, kwipulp.Uyichazile ukuba yi-20 yezigidi zeedola, ndiyaqikelela, ukuya kwisiqingatha sokuqala sonyaka.Kubekho uthotho lwezaziso zamaxabiso esizibonileyo.Ndinomdla nje kwimbono yexesha, singasibona njani eso sigaba, sisibonelelo semali sika-2021?Okanye ukuba kungoko nangoko kuba uthengisa kwindawo yentengiso?
UPatrick Edward Lindner, iNkampani yaseWestRock-iGosa eliyiNtloko lokuYila kunye noMongameli wePackaging yabathengi [51]
Ewe.Ke mhlawumbi ndiza kuyithatha loo nto kuba ikwisiqwenga somthengi.Kwaye ke uninzi lwepulp esiyenzayo lukwinkqubo yethu ye-SBS njengoko siyilungelelanisa--bhalansisa loo nkqubo kunye nexesha elithile elivulekileyo.I -- imithamo yethu yepulp inyukile mva nje, njengoko ubona kwezinye izinto zesihlomelo esithe sapapasha.Kwaye njengoko usazi, amaxabiso ehlile, amaxabiso apapashiweyo ehlile kwipulp.Ke loo nto ibenempembelelo enkulu kuthi kulo lonke icandelo.Ngokubhekiselele kwinto enokwenzeka ngo-2021 okanye ngaphaya, kunzima kakhulu kuthi ukwenza iprojekthi ngayo yonke into engaqinisekanga, ngekhe sikwazi ukuyenza loo nto.Kodwa nge--ngokuqinisekileyo, ngoMatshi nango-Epreli kunye nokubuyela umva ngenene kulo nyaka-mali wokuya kuthi ga ngoku, ngokuqinisekileyo ube nempembelelo entle kakhulu, ke iqhutywa nje ngamandla amaxabiso kule ntengiso njengoko ipapashiwe ngaphambili.
Ndithetha ukuthi, Gabe, kuthi, yinxalenye encinci yeshishini, njengoko usazi.Kodwa ngokulandelelanayo, sibone ukunyuka okunyukayo kumaxabiso ethu.Isehla unyaka nonyaka.Kodwa kwikota yokugqibela kule kota, sibone ukwanda kwipulp.
Ngoko ngokukhawuleza ubuyele kulwabiwo lwenkunzi.Siyayiqonda into oyenzileyo ngesabelo kwaye ngoba.Ngaba ungasikhumbuza ukuba unomlinganiselo othile wentlawulo?Kwaye kumbuzo onxibeleleneyo, awukhange ukhankanye nto ngokuthe ngqo kwi-repo.Siyazi ukuba uza kusebenzisa isitokhwe ukuxhasa ngemali inkuthazo.Kodwa ungasikhumbuza ukuba kungakanani ukufumaneka onokuba nakho kwirepo?
Sinezabelo ezimalunga nezigidi ezingama-20, kwaye ixesha elide asikazithengi izabelo kuba besicace gca ukuba ulwabiwo lwemali ephambili ibikukuncitshiswa kwamatyala.
UPatrick Edward Lindner, iNkampani yaseWestRock-iGosa eliyiNtloko lokuYila kunye noMongameli wokuPakisha kwabathengi [59]
Ewe.Ewe.I-dividend, ndiya kukuxelela, sichitha ixesha elininzi sicinga malunga nenqanaba elifanelekileyo.Kwaye kunzima ukucacisa umlinganiselo othile wentlawulo.Ndijonge kwi-0.80 yeedola, kuvakala ngathi yi-200 yezigidi zeedola.Sinokwenza i-200 yezigidi zeedola kwaye kufuneka sibuyisele i-200 yezigidi zeedola kubaninizabelo bethu naphantsi kwayo nayiphi na imeko esinokucinga.Kwaye njengoko besitshilo kumagqabantshintshi alungisiweyo, siza kujonga ekwandiseni njengoko izinto zisiya zibonakala ngakumbi.Kwaye ke ndiyacinga, kunzima ngenene ukuthetha ngomlinganiselo othile wentlawulo kule meko.
Ndiyifumene.Kwaye ke umbuzo wam wesibini, 1 yeesosi eziyimfihlo zeWestRock, ubuncinci ngokoluvo lwam, lufakelo koomatshini onalo kuncedo lwabathengi bakho.Ngaba kuya kuba nzima ukukhonza abo matshini?Okanye xa sele zifakiwe, kuxhomekeke kumxhasi ukugcina oomatshini?
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [61]
NguJeff lo.Ke amava e-COVID enze ukuba kube nzima ukwenza loo nto.Kodwa hayi, sithumela umbhalo onezixhobo zePPE, izigqubuthelo zobuso, iiglavu.Sithetha nabathengi bethu kwiimfuno zabo kwiplanti kwaye emva koko iimfuno zethu.Ke sinazo iikhontrakthi zenkonzo eziqhelekileyo esizizalisekisayo kwaye nazo naziphi na iimeko zikaxakeka apho abathengi baya kusidinga.Ke loo nxalenye yeshishini siyaqhubeka nokuhambisa abantu kwaye ngokukhuselekileyo.Sibe nempumelelo enkulu ekwenzeni oko.Kwaye ukuthengisa kwethu kuloo nto-kwishishini lethu lomatshini liqhubekile nokukhula.Njengoko uSteve waxela kwangoko, singaphezulu kwe-300 yezigidi zeedola kwiinyanga ezili-12 ezidlulileyo.Okuvuyisayo kukuba, oko kuyaqhubeka ukukhula, kwaye siyaqhubeka nokukhulisa ishishini kule marike kwaye sisebenzela ezo marike.
U-Adam Jesse Josephson, i-KeyBanc Capital Markets Inc., iCandelo loPhando - uMlawuli kunye noMhlalutyi oPhezulu woPhando loLingano [63]
Jeff, ndibuyela nje kugqabaza lwakho luka-Epreli okomzuzwana.Bendifuna ukubuza nje izinto ezimbalwa.Ke ndicinga ukuba uthe ukuthunyelwa kwempahla kuphantsi kwaye umsebenzi osemva wehlile ekuhambeni kwenyanga kanye ngeso sizathu.Ngaba ungasinika nje ingqiqo yokuba ithini i-backlog ye-containerboard yakho yokusila ngoku xa ithelekiswa naleyo ibiyiyo ekuqaleni kuka-Epreli, ukukhetha nje umhla?Kwaye ke kwisiqwenga sorhwebo lwe-e-commerce, unikwe ukuba urhwebo lwe-e-commerce lomelele kunenkonzo yokutya, ngaba unayo nayiphi na ingqiqo yokuba yintoni impembelelo yokukhula kwe-e-commerce ukuya kuthi ga ngoku ithatha indawo yokutya okulahlekileyo. ishishini lenkonzo?
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [64]
Kulungile, ngoko ndizakuqala ngenxalenye yokugqibela.Ishishini le-e-comm linemivo eyomeleleyo ephindwe kabini, kwaye oko kushiyekileyo.Kwaye unokukhula okukhulu kwi-intanethi kwaye uthenge kwi-intanethi kwaye uthathe evenkileni, elona candelo likhula ngokukhawuleza kwindawo ye-e-comm ukusuka ngoMatshi ukuya ku-Epreli.Ngokubhekiselele kwinkonzo yokutya kunye ne-offset, kunzima ukutsho njengepesenti kuba maninzi amashishini ahlukeneyo abonelela ngenkonzo yokutya, imveliso yobisi, indawo yokubhaka, ezolimo.Ke kunzima ukutsho ukuba i-offset ingaba yimalini kanye.
Ngokumalunga nokusilela, sijonga ukusilela kwinkqubo yeebhokisi.Kwaye ke si--yintsuku ezi-5 ukuya kwezili-10.Kwaye njengoko benditshilo, ngokuza ngoMeyi, bekukho uzinzo ukusuka ku-Epreli kunye nokuthatha kancinci kwinto esiyibonileyo kwiveki yesibini neyesithathu ngo-Epreli, kodwa kusesekuseni kakhulu ukuba singatsho ukuba yinto okanye hayi ngoku ngenxa ukuguquguquka kweemarike zethu.
U-Adam Jesse Josephson, i-KeyBanc Capital Markets Inc., iCandelo loPhando - uMlawuli kunye noMhlalutyi oPhezulu woPhando lwe-Equity [65]
Ewe.Ndiyayibulela kakhulu.Kwaye enye nje enye i-1 kwi-e-commerce, oko kukuthi, kule minyaka mi-3 idlulileyo, ibe ngumlimi owomeleleyo, ukukhula okuphindwe kabini, ngelo xesha, imfuno yebhokisi ihambile ukusuka ekukhuleni nge-3% umva ngo-'17 ukuya kuthi ga ngoku. umgca kunyaka ophelileyo.Ke ndiyazibuza ukuba yeyiphi impembelelo ocinga ukuba ukukhula kwe-e-commerce kunayo kwintengiso iyonke xa kubonakala ngathi i-e-commerce ihlala yomelele kakhulu, kodwa imfuno yebhokisi iye yacaca kule minyaka imbalwa idlulileyo?
UJeffrey Wayne Chalovich, iNkampani yaseWestRock-iGosa eliyiNtloko lezoRhwebo kunye noMongameli wePackaging eTshwayo [66]
Ndicinga ukuba nje-- isekwe kwipesenti yokuba i-e-commerce ikhoyo ngoku kwimarike yeebhokisi, uAdam.Ngoko ukuba ujonga kwitotali, ukuba yi-10% ukuya kwi-12%, ndicinga ukuba loo nto mhlawumbi ngumsebenzi wetotali kwi-e-comm.Kwaye ke unokutshintsha, unepakethe encinci, unokubhalisa, zininzi ezinye izinto ezingena kuloo nto.Kodwa ndiyacinga ukuba, ukuba ujonga emva ekukhuleni okuhlala ixesha elide, ukukhula okungonakaliyo, ezo zinto, ezinye ze-non durables ziye zacelwa umngeni.Kwaye kule meko, icela umngeni ngakumbi ngenxa yemizi-mveliso.Kodwa ukukwazi kwethu ukukhula kuwo onke amacandelo kule minyaka mi-3 idlulileyo kube kuhle kakhulu.Kwaye kwishishini lethu, ndiqinisekile ukuba singaqhubeka nokukhula kwiimarike, sinikwe ixesha elifutshane le-COVID apha, ngethemba, ukuba kwixesha elide, siya kuqhubeka sikhula kwaye siphumelele kwindawo yethu yentengiso.
Enkosi, msebenzisi, kwaye enkosi kubaphulaphuli bethu ngokujoyina umnxeba wanamhlanje.Njengesiqhelo, fikelela kuthi ukuba unayo nayiphi na imibuzo, sihlala sikuvuyela ukukunceda.Enkosi, kwaye ube nosuku oluhle.
Ixesha lokuposa: May-11-2020