Mayu 6, 2020 (Thomson StreetEvents) -- Editan Rubutun na Westrock Co kiran taro ko gabatarwa Talata, Mayu 5, 2020 a 12:30:00 na yamma GMT
Mata da maza, na gode da tsayawa, da maraba da zuwa ga Kamfanin WestRock na Biyu Quarter Fiscal Fiscal 2020 Results Call Conference.(Usoron Mai Gudanarwa)
Ina so in mika taron ga mai magana a yau, Mista James Armstrong, Mataimakin Harkokin Kasuwanci.Na gode.Da fatan za a ci gaba.
Na gode, ma'aikaci.Barka da safiya, kuma na gode don shiga cikin Kiran Kuɗi na Biyu na Kuɗi na 2020.Mun fitar da sanarwarmu ta manema labarai a safiyar yau kuma mun buga gabatarwar rakiyar nunin zuwa sashin hulda da masu saka hannun jari na gidan yanar gizon mu.Ana iya isa gare su a ir.westrock.com ko ta hanyar haɗin yanar gizo akan aikace-aikacen da kuke amfani da su don kallon wannan gidan yanar gizon.
Tare da ni a kan kiran yau akwai Babban Jami'in Gudanarwa na WestRock, Steve Voorhees;Babban Jami’in Kuɗi na mu, Ward Dickson;Babban Jami'in Harkokin Kasuwancinmu da Shugaban Kasuwancin Kasuwanci, Jeff Chalovich;da kuma Babban Jami'in Ƙirƙirar Ƙirƙirar mu kuma Shugaban Kasuwancin Kasuwanci, Pat Lindner.Bayan shirye-shiryen da muka shirya, za mu buɗe kiran taron tambaya da amsa.
Yayin wannan kiran na yau, za mu yi jawabai masu sa ido da suka shafi tsare-tsare, tsammaninmu, kiyasi da kuma imani da suka shafi abubuwan da zasu faru nan gaba.Waɗannan maganganun na iya haɗawa da hatsari da yawa da rashin tabbas waɗanda za su iya haifar da sakamako na gaske ya bambanta da waɗanda muka tattauna yayin kiran.Mun bayyana waɗannan haɗari da rashin tabbas a cikin takaddunmu tare da SEC, gami da 10-K na shekarar kasafin kuɗi ta ƙare Satumba 30, 2019.
Bugu da kari, za mu yi bayani na gaba game da tasirin cutar ta COVID-19 kan ayyukanmu da ayyukan kudi.Girman waɗannan tasirin, gami da tsawon lokaci, iyaka da tsananin cutar, ba shi da tabbas sosai kuma ba za a iya yin tsinkaya da kwarin gwiwa a wannan lokacin.Hakanan za mu yi la'akari da matakan kuɗin da ba na GAAP ba yayin kiran.Mun samar da sulhu na waɗannan matakan da ba na GAAP ba zuwa mafi daidaitattun matakan GAAP kai tsaye a cikin ƙarin bayani na nunin faifai.Kamar yadda aka ambata a baya, nunin nunin yana samuwa akan gidan yanar gizon mu.
Lafiya.Na gode, James.Godiya ga wadanda suka buga waya domin shiga kiran mu na safiyar yau.Muna da abubuwa da yawa da za mu rufe.
Zan fara da gode wa ƙungiyar WestRock mai ban mamaki don duk abin da suke yi don taimakawa haɗa samfuran mahimmanci ga mutane a duniya.Tawagar WestRock, wanda ke da goyan baya da sikelin da kuma faffadan iyawar injin mu da kuma hanyar sadarwa mai jujjuyawar sun ba da amsa da jarumtaka don taimaka wa abokan cinikinmu su hadu da canjin yanayin kasuwa da cutar ta haifar.
Mun samar da ingantaccen sakamako na kuɗi a cikin kwata, tare da gyara sashin EBITDA na dala miliyan 708.Wannan ya kasance a kan babban ƙarshen jagorar da muka bayar a kwata na ƙarshe.Muna aiwatar da bambance-bambancen dabarun mu daga matsayi na ƙarfin kuɗi da ɗimbin yawa.
Cutar sankarau ta COVID-19 ta yi tasiri a kasuwannin duniya, ta haifar da sauyin yanayi da ba a taba ganin irinta ba kuma ta ruguza yanayin tattalin arziki.Dangane da wannan yanayin kuma godiya ga aikin ƙungiyar WestRock, kamfanin ya ci gaba da bayarwa a matsayin wani muhimmin sashi na sassan samar da kayayyaki na duniya, yana tallafa wa abokan cinikinmu tare da tarin samfurori da mafita da kuma isa ga duniya da suke buƙatar samun samfurorin su. masu amfani da suke buƙatar su.
Barkewar cutar ta lalata tsarin buƙatu a duk kasuwancinmu, kuma yayin da wasu kasuwanni, musamman, kasuwancin e-commerce, sun yi ƙarfi sosai, wasu, gami da kasuwannin masana'antu, sun ga mummunan tasiri.Muna ci gaba da yin imani cewa direbobinmu na dogon lokaci na ci gaba ba su canzawa, cewa WestRock ya kasance da kyau tare da dabarun da suka dace don yin nasara da ƙirƙirar ƙima ga duk masu ruwa da tsakinmu.
Bayan da ya fadi haka, hasashen tattalin arzikin duniya ya yi laushi sosai nan gaba kadan.Saboda haka, muna aiwatar da wani shiri na aiki wanda ta hanyarsa muke ɗaukar matakan da suka dace don yin shiri don yanayi daban-daban na tattalin arziki da kasuwa.Mun mai da hankali kan biyan bukatun abokan cinikinmu, tallafawa lafiya, aminci da jin daɗin abokan aikinmu da ƙarin haɓaka kan tushen ƙarfin kuɗi.
Abubuwan da ke biyo baya sune mahimman abubuwan shirin aikin mu na annoba.Mun daidaita ingantattun matakan tsaro a duk faɗin kamfaninmu, gami da nisantar da jama'a, tsabtatawa mai zurfi, rufe fuska, duba zafin jiki da sauran ayyuka don taimakawa abokan wasanmu lafiya da koshin lafiya.Ƙungiyarmu ta yi kyau sosai a wannan lokacin.Kuma a cikin wannan kwata, za mu ba da lambobin yabo na lokaci ɗaya ga masana'antunmu da abokan aikinmu.
Za mu ci gaba da daidaita wadatar mu tare da buƙatun abokin ciniki, gami da rage sauye-sauye a shuke-shuke inda ya cancanta da ɗaukar lokaci a injinan takarda da ke hidimar kasuwanni tare da rage buƙata.A lokaci guda, za mu yi amfani da damar da za su gabatar da kansu, gami da yin amfani da sikeli da ƙarfin tsarin da muke da su don hidimar kasuwanni masu tasowa, gami da kasuwancin e-commerce da kuma ba da amsa ga hauhawar buƙata.
Muna aiwatar da rage farashin aiki na kusan lokaci ta hanyar albashi da raguwar masu riƙewa har zuwa 25% ga manyan ƙungiyar gudanarwarmu da Hukumar Daraktocin mu da kuma rage kashe kuɗi na hankali.Mun shirya yin amfani da hannun jari na kamfaninmu don biyan abubuwan ƙarfafawa na shekara-shekara da kuma ba da gudummawar 401 (k) na kamfaninmu a cikin 2020. Wannan zai samar da ƙarin tsabar kuɗi don rage bashi yayin da ke kara daidaita abubuwan ƙarfafawa na ƙungiyar gudanarwa da abokan aiki a duk matakan. kamfani tare da masu zuba jarinmu.
Muna rage jarin jarin mu da dala miliyan 150 a wannan shekara kuma za mu zuba jarin dala miliyan 600 zuwa dala miliyan 800 a cikin kasafin kudi na shekarar 2021. A wannan matakin, za mu kammala manyan ayyukan babban jari da muke gudanarwa, kula da tsarinmu da kuma sanya jarin jarin da ya zama dole. inganta yawan aiki da wadata kasuwanninmu masu tasowa.
Kuma a ƙarshe, muna sake saita rabonmu na kwata-kwata zuwa $0.20 a kowace kaso don adadin shekara na $0.80 a kowace rabon.Wannan mataki ne na hankali don ɗauka a cikin yanayi mara tabbas wanda zai samar da ma'ana, ɗorewa da gasa ga masu hannun jari na WestRock yayin da ake ware ƙarin dala miliyan 275 a kowace shekara don rage bashi.Wannan zai amfanar masu hannun jarinmu ta hanyar rage amfani, haɓaka yawan kuɗi da kuma ci gaba da samun damar shiga kasuwannin jarin bashi na dogon lokaci.
Kamar yadda yanayin COVID-19 ke tasowa, za mu sake kimanta rabonmu kuma mu nemi haɓaka rabonmu a nan gaba yayin da kasuwanni ke komawa daidai.Wannan haɗin ayyukan zai ba mu damar daidaitawa da sauri ga canje-canje a yanayin kasuwa, kuma muna sa ran za a samar da ƙarin dala biliyan 1 a tsabar kuɗi don rage bashi ta ƙarshen kasafin kuɗi '21.Wannan zai ci gaba da kasuwancinmu a ƙarƙashin yanayin tattalin arziki da kasuwa da kuma tabbatar da cewa WestRock ya kasance da kyau a matsayi na dogon lokaci don samun nasara.
Martanin WestRock game da cutar har zuwa yau da ikonmu na samun nasarar ci gaba ya ta'allaka ne kan aiki tuƙuru da sadaukarwar ƙungiyar WestRock, wacce ta tashi tsaye don ci gaba da gudanar da ayyukanmu da taimakawa abokan cinikinmu.Za mu ci gaba da tallafa wa abokan aikinmu, danginsu da kuma al'ummomin da muke aiki.Yayin da hangen nesa na kusa ba a bayyana ba, muna da dabarun da suka dace da kuma ƙungiyar da ta dace don kewaya wannan yanayin kuma don fito da kamfani mai ƙarfi.
Baya ga ƙayyadaddun ƙa'idodin aminci da ingantattun hanyoyin aminci da muka aiwatar a cikin kamfaninmu, yanzu muna aiki da bambanci fiye da yadda muka yi watanni 2 da suka gabata.Ko muna aiki a wurin aiki ko a gida, muna yin taro akai-akai fiye da kowane lokaci don ganowa da magance matsalolin da ke canzawa cikin sauri yayin da suka taso.Wannan yana tallafawa ƙoƙarinmu don daidaitawa da sauri don saduwa da canje-canjen bukatun abokan cinikinmu.
Kuma mun tashi tsaye don al'ummominmu, gami da haɗin gwiwa tare da abokan cinikinmu da kuma Cibiyar Ƙirƙirar Kiwon Lafiya ta Georgia don ba da tallafin masana'antu don garkuwar fuska sama da 200,000.Muna ba da gudummawar kwalaye da kwantena na abinci ga bankunan abinci, da kuma don rarraba abinci na agaji a yawancin al'ummominmu.
Bari mu juya ga ayyukanmu na kwata na biyu na kasafin kudi.Mun samar da tallace-tallace na net na dala biliyan 4.4 tare da gyara sashin EBITDA na dala miliyan 708, daidaitawar samun kuɗi a kowane kaso na $0.67.A cikin shekarar da ta gabata, mun haɓaka dabarun mu daban-daban tare da haɓaka mai ƙarfi ta ƙara ƙarin maye gurbin injin 380.Mun ƙara abokan cinikin kasuwanci 20 a cikin watanni 12 da suka gabata.Abokan ciniki yanzu sun sami dala biliyan 7.5 na tallace-tallace idan aka kwatanta da dala biliyan 6 a shekara da ta gabata, karuwar 25%.
Gabaɗaya, muna da ƙwaƙƙwaran sassaucin kuɗi tare da fiye da dala biliyan 2.5 na dogon lokaci da aka sadaukar, gami da tsabar kuɗi sama da dala miliyan 600.Muna da ƙarancin balaga bashi har zuwa Maris na 2022, kuma ƙwararrun shirin fensho ɗin mu na Amurka ana ba da 102%.
A cikin kwata, mun sami ƙarfi a cikin tashoshi na e-kasuwanci kuma a cikin furotin, sarrafa abinci, aikin noma, kula da lafiya da sassan kasuwar abin sha.Sauran sassan kasuwa, gami da kayan alatu da samfuran masana'antu, sun yi laushi sakamakon tasirin COVID-19.
Sakamakon kwata na biyu yana nuna mafi girman ɗimbin akwatunan kwantena na cikin gida da jigilar kaya.Bambance-bambancen farashi/haɗaɗɗen yana nuna kwarara-ta hanyar raguwar farashin da aka buga a baya da kuma raguwar kasuwar shekara-shekara a fitarwa da kwantena na cikin gida, ɓangaren litattafan almara da farashin takarda kraft.
Marubucin Corrugated ya ba da sakamako mai ƙarfi a cikin kwata, tare da daidaitawar yanki na EBITDA na $502 miliyan da daidaitawar ɓangaren EBITDA na 18%.Matsakaicin EBITDA da aka daidaita na Arewacin Amurka sun kasance 19%, kuma daidaitawar EBITDA na Brazil sun kasance 28%.
A cikin kwata, aikin aiki mai ƙarfi tare da mafi girma girma, yawan aiki mai ƙarfi da raguwa sun fi raguwa ta raguwar farashin.Siyayya mai ƙarfi a cikin kasuwancin e-commerce, abinci da aka sarrafa da samfuran dillalai kamar samfuran tsaftacewa, samfuran takarda da diapers an daidaita su a cikin rabin na biyu na Maris ta raguwa mai yawa a sassan ƙarshen amfaninmu na rarrabawa da takarda, samfuran masana'antu da sabis na abinci da fakitin Pizza.
Wannan yanayin ya ci gaba har zuwa Afrilu, tare da fiye da 130 na abokan cinikinmu sun ba da rahoton rufewar shuka na wucin gadi.Wannan shine 130 na abokan cinikinmu da ke ba da rahoton rufewar tsire-tsire na wucin gadi da rage sauye-sauye dangane da tasirin coronavirus.Hatta ɓangarorin kamar furotin da abinci da aka sarrafa suna fama da ƙarancin lokaci saboda tasirin coronavirus akan ma'aikatansu.
Jirgin jigilar kaya a cikin kwata ya karu da 1.3% akan cikakkiyar tushe, tare da jigilar kayayyaki yana ƙaruwa a ƙarshen kwata yayin da masu siye suka fara matsuguni a gida.An yi mummunan tasiri ga jigilar akwatin mu ta hanyar rufe masana'antar akwatin 5 a cikin shekarar da ta gabata tare da rage buƙatu daga sassan masana'antu, rarrabawa da sassan kasuwar pizza, da ƙananan tallace-tallace na ƙananan zanen gado zuwa masu juyawa na ɓangare na uku.Tasirin tarin waɗannan abubuwan ya rage tallace-tallacen akwatin mu da 2.7% idan aka kwatanta da bara.
Amma bari mu sanya wannan a cikin hangen nesa.A cikin shekaru 3 da suka gabata, mun sami nasara sosai wajen haɓaka kasuwancin akwatin mu.A haƙiƙa, haɓakar kwalin mu na kwayoyin halitta a wannan lokacin shine kusan 10%, kusan sau biyu ci gaban masana'antu na 5.5%.Hanyar kasuwancin mu ga abokan cinikinmu na ci gaba da yin aiki da kyau don saduwa da bukatun abokin ciniki da sauri.
Ƙarfin kasuwancin mu na preprint ya ba mu damar buɗe sabon wuri a Las Vegas don biyan buƙatunmu na haɓakar zane da kuma samar da faɗuwar sawun mu tare da ƙari na tsarin KapStone.Muna faɗaɗa kayan aikin mu na Jacksonville don ƙara ci gaba da latsawa zai samar da ƙarfin haɓakawa da rage farashi.
Siyar da akwatunan kwantenan mu na cikin gida da na fitarwa sun karu hade da ton 112,000 a cikin kwata idan aka kwatanta da bara.Ton 30,000 na karuwar ya fito ne daga manyan manyan farar fata masu daraja.Ayyukan dabarunmu da haɗin kai na KapStone suna ci gaba.Mun ƙare kwata tare da ƙimar gudu na shekara-shekara na dala miliyan 125 a cikin haɗin gwiwa daga KapStone.Ƙungiyarmu ta sami ci gaba mai mahimmanci don sake fasalin injinan North Charleston sakamakon dakatarwar na'urar takarda ta #2 ta dindindin.An sake rarraba juzu'i na musamman na injin niƙa a cikin sauran ayyukan da suka rage, wanda ya inganta masana'antar mu da samar da ingantaccen farashi.Muna tsammanin kasancewa a farashin samarwa da tanadi da aka tsara a ƙarshen shekara ta kalanda.
A taƙaice, ƙungiyar marufi na WestRock tana aiwatar da matuƙar kyau a cikin wannan mahalli, tare da goyan bayan tsarin shukar akwatinmu mai kyau da tsarin injin mu tare da fitaccen ɗaukar hoto da kuma damar yin mafi girman kewayon kwantena da maki takarda kraft a cikin masana'antar.
Mu juya zuwa sashin Marukuntan Masu Amfani, inda sakamakon ya yi kusan shekara-shekara tare da gyara sashin EBITDA na dala miliyan 222 a cikin yanayi mai saurin canzawa.A cikin kwata, abincin mu, sabis na abinci, abin sha da kasuwancin kula da lafiya sun yi kyau kan haɗewar farashi mai girma da fa'ida daga shirye-shiryen maye gurbin filastik.
Shawarar darajar mu ta bambanta wanda ke ba da damar ƙira, kimiyyar kayan aiki da injina na ci gaba da sadar da ƙima ga abokan cinikinmu.An daidaita wannan juyewar ta hanyar rage buƙatu na kyakkyawa, kayan kwalliya da ruhohi masu tsayi.Ƙananan buƙatun kasuwanci a cikin Maris ya ba da gudummawa ga ɗaukar tan 13,000 na raguwar tattalin arziki a cikin kwata da kuma wani tan 14,000 a cikin Afrilu a duk tsarin SBS ɗin mu.CRB da CNK bayanan baya sun kasance masu ƙarfi a makonni 3 da 5, bi da bi.
Kunshin mabukaci yana shiga cikin kewayon kasuwannin ƙarshe.Mun lura da kasuwancin ta hanyar ruwan tabarau na rukuni 4: Da farko, abinci, sabis na abinci da abubuwan kasuwanci da abin sha ya ƙunshi kusan 57% na tallace-tallace na result.Mun ci nasara tare da abokan cinikinmu tare da bambance-bambancenmu, hadayun katako mai nadawa da kuma cikakkiyar tallace-tallacen kayan kwalliyar takarda zuwa masu canzawa masu zaman kansu.Waɗannan kasuwancin suna ba da haɓaka da ƙima ta hanyar ƙima, samfuran daban-daban, injina da sabis na abokin ciniki;na biyu, sana'ar marufi na musamman sun kai kusan kashi 28% na tallace-tallacen sashin mu.Ƙimar mu da aka ƙara a cikin marufi na musamman yana da nauyi zuwa ɓangaren juyawa na kasuwanci.Kasuwancin kula da lafiya ya kasance mai ƙarfi sosai kuma yana samun goyan bayan haɗaɗɗen hadayar mu na kwali, alamu da abubuwan sakawa.Yayin da sauran ayyukan mu na musamman na kayan masarufi, katunan biyan kuɗi da kafofin watsa labaru sun haɗu, wasu suna girma, wasu suna raguwa akan lokaci;Rukuni na uku shine na musamman na SBS takarda don taba, buga kasuwanci da marufi.Wannan lissafin kusan kashi 13% na tallace-tallacen sashin mu.An ƙalubalanci wannan nau'in a cikin 'yan shekarun nan saboda raguwar adadin abubuwan da ba na duniya ba a cikin bugu na kasuwanci da taba, waɗanda don samar da mahallin, sun ƙi fiye da 20% tun daga kasafin kuɗi '16;na hudu, muna amfani da ɓangaren litattafan almara don daidaita tsarin mu.Faduwar farashin almara na baya-bayan nan ya rage samun riba da kusan dala miliyan 28 zuwa yau da dala miliyan 12 a cikin kwata idan aka kwatanta da bara.
Muna ganin kyawawan dama don haɓaka ta amfani da ilimin kimiyyar kayan mu, ƙirƙira, kayan aikin injina da tsarin kasuwanci tare da abokan cinikinmu.Mun saka hannun jari a cikin musanya kadarori, kuma mun saka hannun jari a tsarin mu na niƙa a Mahrt, Covington da Demopolis don haɓaka tsarin farashi da ingancin samfur.A Covington, yanzu muna samar da mafi ƙarancin yawa SBS a duniya don nada kwali da sauran aikace-aikace.
Don haka yayin da yawancin ɓangarorin kasuwancinmu na Marukuntan Kasuwanci suna haɓaka kuma suna da matsayi mai kyau don ci gaba da ingantawa na dogon lokaci, waɗannan haɓakar an daidaita su ta hanyar haɓakar ƙananan ƙimar mu da raguwar sassan kasuwa.Muna ci gaba da jajircewa don inganta ayyukan wannan kasuwancin na dogon lokaci.
WestRock yana da kyau don yanayin yanayin tattalin arziki na yanzu.Muna da ikon yin hidima da ɗimbin sassan ƙarshen kasuwa, muna da sassauƙa a cikin sassan samar da kayayyaki, gami da ikon amfani da budurwa da fiber sake fa'ida.Ma'aunin mu na duniya yana ba da sakewa da haɓakawa a cikin wannan kasuwa mai saurin canzawa.
Ƙarshen buƙatun kasuwa yana canzawa da sauri.Slide 11 yana ba da bayyani na yanayi na yanzu a kasuwanninmu.Kamar yadda muka gani a baya, buƙatar tashoshi na e-commerce yana da ƙarfi sosai.Mun yi imanin wannan zai ci gaba da girma.Kasuwannin abinci da aka sarrafa da masu siyarwa, abin sha da fakitin ruwa sun yi ƙarfi a cikin Maris yayin da abokan cinikin ke matsuguni kuma suna aiki daga gida.
Kasuwannin furotin sun ƙaura daga inganci mai ƙarfi zuwa mara kyau a cikin 'yan makonnin da suka gabata yayin da kamfanonin sarrafa furotin suka ji tasirin COVID-19.Rufewar masana'antu da buƙatun abokan ciniki sun sami mummunan tasiri ta hanyar rufewa, kuma sauran kasuwanni kamar sabis na abinci da buga kasuwanci suna ci gaba da faɗuwar kasuwar ƙarshensu daga kwata na baya.
Daga inda muka tsaya a yau, yana da wuya a iya hango ko wane irin yanayi ne ke dawwama, da kuma waɗanne za su ci gaba.An yi sa'a, mu daban-daban fayil na takarda da marufi kayayyakin matsayi da mu da kyau don daidaitawa da saduwa da abokan ciniki' canza bukatun fadin wani m giciye-sashe na tattalin arziki.Yayin da hangen nesa ya kasance ba a bayyana ba, mun ɗauka kuma muna shirin ɗaukar matakai don kewaya yanayin kasuwa yayin da suke haɓaka.
Na gode, Steve.Baya ga iyawarmu ta samar da kuɗi daga kasuwancinmu, gudanar da aiki mai ƙarfi na balaga bashin mu da kiyaye manyan matakan ruwa sune ginshiƙan tushen tushen kuɗi na WestRock.A cikin kasafin kudi na 2019, mun tsawaita balaga na fiye da dala biliyan 3 na ayyukan bashi da sama da dala biliyan 2 a cikin lamuni na banki.
Bugu da kari, a shekarar da ta gabata, mun sake dawo da dala miliyan 350 a cikin lamuni da aka biya a watan Maris na 2020. Muna da iyakacin balagaggen bond har zuwa Maris na 2022, da dala miliyan 100 kacal wanda ya kamata a watan Yuni na wannan shekara.A karshen Maris, muna da sama da dala biliyan 2.5 na kudi na dogon lokaci, gami da tsabar kudi dala miliyan 640.A al'adance, muna samar da kwararan kuɗi masu ƙarfi a cikin rabin na biyu na shekarar kasafin kuɗin mu.Yayin da muka rufe watan Afrilu, mun sami damar rage yawan basussuka da kusan dala miliyan 145.Tare da wannan raguwar bashi a cikin Afrilu, sadaukarwarmu -- ƙudirin mu na yanzu da tsabar kuɗi kusan dala biliyan 2.7.
Muna da ɗimbin matashin kai akan alkawurran bashi guda 2, kuma wannan yana ba mu sassauci mai mahimmanci don gudanar da kasuwancinmu.Bugu da kari ga rayayye sarrafa mu bashi maturities da liquidity, mu fensho tsare-tsaren suna a cikin wani karfi matsayi.Kamar yadda Steve ya ambata, shirin mu na fenshon da ya cancanta ya yi yawa, kuma gudummawar kuɗin da muke bayarwa na duniya ga ingantattun tsare-tsarenmu a cikin kasafin kuɗi na 2020 $10 miliyan ne kawai.
Motsawa zuwa Slide 13. Muna janye jagoranmu na cikakken shekara saboda kalubalen yanayin tattalin arziki da ke hade da COVID 19. Ko da yake ba mu ba da jagora ga Q3 ba, abubuwan da suka faru na baya-bayan nan suna iya haifar da tallace-tallace da samun kuɗi don raguwa a jere.Steve ya ba da haske game da canjin buƙatu a cikin yawancin kasuwanninmu na ƙarshe, waɗanda ke yin tasiri mara kyau a cikin takamaiman sassan kasuwancinmu.
Baya ga hasashen ƙarar da ba ta da tabbas, sakamakon Q3 zai yi nuni da kwararar-ta hanyar raguwar index ɗin da aka buga don layin layi a watan Janairu da ragi na Fabrairu don SBS da maki na kwalin da aka sake fa'ida.Kuma ko da yake wasu farashin shigarwa suna raguwa, farashin fiber da aka sake yin fa'ida ya haura dala 50 kan kowace tan tun Disamba.Yayin da yanayi ya daidaita kuma muna da ƙarin haske a cikin abubuwan da ake buƙata na gaba, za mu sake kafa jagorarmu.
Muna ɗaukar matakai masu mahimmanci da yawa waɗanda muke tsammanin za su samar da ƙarin dala biliyan 1 na tsabar kuɗi don rage bashi ta ƙarshen kasafin kuɗi na 2021. Dokar CARES da Majalisar ta kafa kwanan nan ta jinkirta kusan dala miliyan 120 na harajin biyan albashi a cikin rubu'i 3 masu zuwa, wanda zai kasance. za a biya a watan Disamba na 2021 da Disamba na 2022.
Muna shirin yin biyan kuɗin ƙarfafa mu na 2020 da gudummawar 401 (k) yayin 2020 tare da hannun jari na gama gari na WestRock wanda zai ƙara yawan kuɗin mu da kusan dala miliyan 100.Muna rage jarin jarin mu zuwa kusan dala miliyan 950 a cikin kasafin kudi na 2020 kuma a yanzu an kiyasta kewayon dala miliyan 600 zuwa dala miliyan 800 a cikin kasafin kudi na 2021, ya ragu daga jagororin da muka gabata na dala biliyan 1.1 a kasafin kudi na 2020 da dala miliyan 900 zuwa dala biliyan 1 a kasafin kudi na 2021.
Za mu kammala dabarun mu a masana'antar Florence da Tres Barras a cikin watanni 12 masu zuwa.Kuma yayin da ya zama dole mu kewaya tasirin matsuguni a cikin ƙuntatawa da kuma samun kwangila da albarkatun fasaha sakamakon COVID-19, muna sa ran fara sabon injin takarda na Florence a cikin rabin na biyu na shekara ta kalanda. 2020. Aikin haɓaka aikin niƙa na Tres Barras ya kamata ya zama cikakke a cikin Q2 na kasafin kuɗi '21.
A waɗannan matakan saka hannun jari na babban birnin, muna da tabbacin cewa za mu ci gaba da saka hannun jari a cikin ingantaccen tsaro, muhalli da ayyukan kiyayewa da kuma kammala ayyukan mu na injin niƙa yayin da muke saka hannun jari don tallafawa haɓakawa da haɓaka kasuwancinmu.Waɗannan ragi za su samar da dala miliyan 300 zuwa dala miliyan 500 na ƙarin kuɗin da ake samu don rage basussuka zuwa ƙarshen kasafin kuɗi na 2021.
Sake saitin rabon mu na shekara-shekara daga $1.86 a kowace kaso zuwa $0.80 kowace kaso zai haifar da karuwar dala miliyan 400 zuwa tsabar kudi a cikin shekaru 1.5 masu zuwa.Yayin da muke daidaita ayyukanmu da saka hannun jari zuwa matakan buƙatun abokin ciniki, za mu ci gaba da samar da ƙaƙƙarfan kwararar tsabar kuɗi kyauta, kare takardar ma'auni da samun sassaucin kuɗi don aiwatar da dabarunmu.
Na gode, Ward.Dangane da wannan yanayin na cutar, godiya ga kyakkyawan aikin ƙungiyar WestRock, mun tallafa wa abokan cinikinmu tare da keɓancewar samfura da mafita da kuma isa ga duniya waɗanda suke buƙatar samun samfuran su ga masu siye da ke buƙatar su.Muna aiwatar da dabarun mu daban-daban, kuma muna yin shi daga matsayi na ƙarfin kuɗi da ƙarancin kuɗi.
Muna fuskantar lokuttan da ba a taɓa yin irin su ba, kuma hangen nesa a cikin ɗan gajeren lokaci har yanzu ba a bayyana ba.Muna daidaitawa da aiwatar da dabarun mu don amsawa.Shirin aiwatar da cutar ta WestRock zai ba mu damar ba da amsa cikin sauri ga canje-canje a yanayin kasuwa yayin da muke daidaita wadatar mu ga buƙatun kasuwa.Muna sa ran cewa waɗannan da sauran ayyuka za su ƙara ƙarfafa matsayinmu na kuɗi ta hanyar samar da dala biliyan 1 a cikin tsabar kuɗi da ake samu don rage bashi zuwa ƙarshen kasafin kudi na '21.
Dukkanmu a WestRock muna da kwarin gwiwa game da ƙimar mu, cewa muna da dabarun bambance bambancen daidai, ƙungiyar da ta dace don kewaya wannan yanayin kuma don fito da kamfani mai ƙarfi.
Na gode, Steve.Don tunatarwa ga masu sauraronmu, don ba kowa damar yin tambaya, da fatan za a iyakance tambayar ku zuwa 1 tare da bibiya kamar yadda ake bukata.Za mu kai ga yawan adadin lokacin da ya dace.Mai aiki, za mu iya ɗaukar tambayarmu ta farko?
George Leon Staphos, BofA Merrill Lynch, Sashen Bincike - MD da Shugaban Sashin Co-Sector a Binciken Daidaituwa [2]
Godiya ga duk cikakkun bayanai da duk abin da kuke yi akan COVID.Ina tsammanin tambayar farko da nake da ita ta shafi yadda za ku ci gaba da gudanar da ayyukan kasuwanci a kan gaba.Steve da Ward, ya yi kama - kuma kun ambata shi, cewa akwai gagarumin canji a cikin abin da kuke gani dangane da yanayin buƙatu.Yana da wuya a faɗi abin da ba na addini ba, me ne na lokaci ɗaya.Shin zai yi kyau a faɗi cewa da zarar kun ƙayyade hakan, za a sami ƙarin ayyuka don inganta ayyuka, kasuwanci, fayil ɗin.Kuma watakila mun ji abin da muke so mu ji, amma yana kama da mabukaci watakila yana da ɗan ƙarin aikin da za a yi da zarar kun kimanta wannan saboda batutuwan da ke cikin preprint da taba.Don haka idan za ku iya magana da wannan, kuma ina da mai biyo baya.
George, wannan shine Steve.Ina tsammanin kun ba da amsa ko ƙasa da haka don ina tsammanin za mu sanya ido kan abubuwan da ke faruwa a kasuwa, kuma muna sa ran za a sami canje-canje a kan lokaci.Ba zan iya hasashen abin da canje-canjen za su kasance ba.Ba zan iya yin hasashen za mu kalli tsarin mu kuma mu yi aiki da tsarin mu da fayil ɗin mu ta hanyar inganta shi gabaɗaya.Kuma zan yarda da ku cewa muna da - zan faɗi abin da kuka faɗa game da mabukaci, ina tsammanin muna da ƙarin aikin da za mu yi kan mabukaci, zan yarda da hakan, saboda dalilan da kuke...
George Leon Staphos, BofA Merrill Lynch, Sashen Bincike - MD da Shugaban Sashin Co-Sector a Binciken Daidaituwa [4]
Shi ke nan.Sa'an nan kuma yayin da yake kaiwa ga rabo, a fili, yanke shawara mai mahimmanci.Idan aka yi la'akari da kasancewar abin da ke da ɗan sama da 3x, idan aka ba da babban ɗakin alkawari da kuka ce yana da mahimmanci da duk sauran ayyukan da kuka yi don inganta yawan kuɗi, shin akwai wani abu na musamman wanda ya ba ku ɗan dakata don haka, haɓaka rabon?Domin kamar kana da damar ci gaba da biyan rabon.Menene ya fi ba ku damuwa a halin yanzu dangane da kiyaye shi a matsayin da yake a baya?Babu shakka muna mutunta shawarar kuma ina godiya da launi.
Lafiya.George, na gode da yin tambayar domin wannan ba batun ruwa ba ne kwata-kwata.Kuma ina tsammanin kun gano abu 1.Idan akwai abu guda 1 da ke damun mu duka, ko a ina muke, rashin hasashen abin da zai faru ne dangane da yanayin kasuwa.Kuma muna ganin ya fi dacewa mu yi kokarin ganin mun riga mu gidan gaskiya, mu kuma tabbatar da cewa mun shirya tsaf don tunkarar rashin tabbas da muke fama da shi a fannin tattalin arziki da kasuwannin da ke gaba.
Kuma waɗannan ayyuka, kuma ba na kallon shi ba - kamar yadda rabon ya kasance kawai 1 na jerin abubuwan da muke yi.Zan duba duka kunshin ayyukan da muke ɗauka don ba mu damar bincika rashin tabbas da dukanmu ke fuskanta.
George Leon Staphos, BofA Merrill Lynch, Sashen Bincike - MD da Shugaban Sashin Co-Sector a Binciken Daidaito [6]
Don haka wani ɓangare na shi zai iya zama babban birnin da za a buƙaci ku yayin da kuke ƙara inganta fayil ɗin a kan lokaci, shin hakan zai yi daidai?
George Leon Staphos, BofA Merrill Lynch, Sashen Bincike - MD da Shugaban Sashin Co-Sector a Binciken Daidaituwa [8]
Don haka kuna kuma adana ɗan foda, a fili, ana ba da ƙarin motsi waɗanda zaku buƙaci yin a cikin fayil ɗin don inganta ayyuka.Wannan shine 1 daga cikin dalilan da zai yi kyau a sami ƙarin kuɗi.Shin hakan gaskiya ne?
Ee.Ni dai ina kallonsa gaba daya, lamari ne da ba za a iya tsinkaya ba, kuma ina ganin duk ayyukan da muke yi sun dace da mu mu fita gaba dayan lokaci na rashin tabbas da dukkanmu ke ciki.
Mark Adam Weintraub, Seaport Global Securities LLC, Rukunin Bincike - MD & Babban Manazarcin Bincike [11]
Steve, Ina so in bi-a kan cewa - amsar akan tambayar rabo, kawai saboda ina ganin yana da mahimmanci ga masu zuba jari su fahimci sosai.Ina nufin, batun ku shi ne -- babu wani batun ruwa da kuke gani a yanzu, amma mai yiwuwa, kuna yin wannan a matsayin -- kawai idan, da gaske ba ku tsammani ba, amma kawai mai ra'ayin mazan jiya ne. mataki zuwa, kamar yadda ka ce, fita a gabansa.Shin da gaske ne hanyar fahimtar ta?Domin ina ganin mutane da yawa za su karanta shi sama-sama, su ce, wow, dole ne su damu da tsabar kuɗin da suke samu, kawai sun yanke rabon su, kuma hakan ya ba mutane da yawa mamaki.
Ee.Don haka na yaba da tambayar da kuke yi.Wannan ba batun kudin ruwa ba ne.Ina tsammanin yana ƙoƙarin fita a gaban abubuwan da ba a iya faɗi ba.Sannan na yi tunani sosai a kan abin da ya shafi hannun jari, kuma muna samar da kuɗaɗen da za su biya bashin, kuma ina tsammanin hakan zai haifar da fa'ida ga masu hannun jari.Don haka idan ni mai hannun jari ne, ina tsammanin na yaba da wannan saboda nau'in yana ba mu tsabar kuɗi don biyan bashin, wanda zai kasance ga - wanda zai haɓaka ga masu hannun jari kuma zai haɓaka. liquidity da kuma ba mu damar dogon lokaci zuwa kasuwannin jarin bashi, duk abin da nake tsammanin yana da mahimmanci.Kuma rabon da ke $0.80 har yanzu yana da ma'ana kuma yana da mahimmanci kuma yana da gasa ga sauran hanyoyin saka hannun jari da yawa.
Mark Adam Weintraub, Seaport Global Securities LLC, Rukunin Bincike - MD & Babban Manazarcin Bincike [13]
Lafiya.Sa'an nan kuma da sauri a kan -- gane cewa yanayi ne mai ruwa sosai.Shin akwai takamaiman bayani da za ku iya raba tare da mu dangane da yadda buƙatun ke nema a halin yanzu sabanin inda ya kasance, menene mafi kyawun tsammanin ku ga Mayu watakila, inda abubuwa suka yi kama?
Ee, Mark, Zan bar Jeff ya amsa wannan don corrugated sannan Pat bayan haka, amsa wannan ga mabukaci.So Jeff?
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Harkokin Kasuwanci & Shugaban Marufi na Corrugated [15]
Na gode, Steve.Barka da safiya, Mark.Don haka ya yi wuri a ce a ranar Mayu zan ce abubuwan da muka dawo a makon farko sun tabbata.Kuma zan ba da cikakken haske kamar yadda zan iya a kan kundin Afrilu, fahimtar cewa kuna neman dalla-dalla a cikin takamaiman kasuwannin ƙarshe.Ba ni da wannan ra'ayi na granular har yanzu.Sannan kamar yadda kuka ambata, dangane da adadin shuke-shuken abokan cinikinmu na ɗan lokaci, rashin daidaituwa a cikin bayanan buƙatu, ƙila ba ya nuna abin da kwata zai kasance ko ba zai kasance ba.Don haka mun ƙare Afrilu kusan kashi 4%.Mun fara daga watan da ƙarfi tare da koma baya sannan kowane mako yana ci gaba da lalacewa.Don haka muna da, kamar yadda Steve ya ambata, sama da abokan ciniki 130 waɗanda ko dai sun rufe ko rage sauye-sauye a cikin kasuwancin, 4 daga cikin manyan abokan cinikinmu 10 sun sami tsire-tsire masu yawa zuwa ƙarshen Maris zuwa farkon Afrilu.Don haka mun ga cewa a cikin sassa masu ƙarfi a cikin sarrafa abincinmu da kasuwancinmu na furotin.Amurka da Kanada ke nan.Sannan kasuwancin da mu -- waɗanda ke ba da marufi na sabis na abinci ko kasuwancin sabis na abinci su ma sun ragu.Sannan mun ga wannan a cikin sassan amfani na ƙarshe waɗanda ba su da ƙarfi kamar samfuran masana'antu da kasuwancin mu na rarrabawa da takarda, wanda babban sashi ne.
Kasuwancin da muka fita da kuma shuke-shuken akwatin da muka rufe za su ci gaba da kasancewa a iska.Sannan mun fice daga kasuwancin takarda mai ƙarancin ƙima a wannan yanki na rarrabawa da takarda.Don haka wannan zai zama ɗan ja da baya a cikin kasafin kuɗi na gaba yayin da muka fita.Amma kuma, idan ka kalli comps, mun kasance sama da 1.7% a watan Afrilun bara.Kasuwar ta ragu da kusan kashi 1.4%.Mun kasance sama da 2.7% a cikin kwata na bara, kuma kasuwa ta kasance lebur.Don haka comps suna da tauri.
Amma da muka faɗi haka, kasuwancinmu ya yi aiki sosai.Mun daidaita samar da mu tare da bukatun abokan cinikinmu.Tsire-tsire sun gudu da kyau.Suna da yanayi mai wahala sosai tare da kasuwancin da suka tashi, kasuwancin sun ragu.Mun motsa kasuwanci a kusa da shuke-shuke a zahiri babu aibi.Kuma Steve ya ambata ma'aikatanmu sun mayar da martani da jaruntaka.Sabili da haka muna da kwarin gwiwa na dogon lokaci za mu iya ci gaba da haɗa wannan kasuwancin da dabarun mu daban-daban akan siyar da injina, tallace-tallacen hoto na preprint yana ci gaba da kasancewa mai ƙarfi.Muna da yakinin iyawar mu na dogon lokaci don bunkasa wannan kasuwancin.
Patrick Edward Lindner, Kamfanin WestRock - Babban Jami'in Innovation & Shugaban Marubutan Masu Amfani [17]
Mai girma.Na gode, Steve, kuma na gode, Jeff.Don haka ba zan iya gaske ba - kamar Jeff, hakika ba zan iya yin sharhi da yawa a kan Mayu ba.Zan yi ƙoƙarin bayar da wasu cikakkun bayanai na Afrilu, musamman, yadda ya dace da maganganun da Steve ya bayyana a cikin kwata.Ainihin, abin da muka gani a ƙarshen kwata zuwa watan Maris ya ci gaba har zuwa Afrilu.Mun ga ingantaccen buƙata da kwanciyar hankali a abinci, yawancin maki da aikace-aikacen sabis na abinci, abin sha da kula da lafiya.Bayanan mu a watan Afrilu akan CNK yana da ƙarfi a makonni 5 kuma CRB yana kusan makonni 3.Don haka muna jin daɗi game da -- da kyakkyawan fata game da sabis na abinci, abin sha da kula da lafiya.
Mun ci karo da wasu kyawawan ƙalubale masu mahimmanci akan buga kasuwanci musamman.Don haka watakila zan ɗauki ɗan lokaci in kwatanta hakan.Mun kasance a wani wuri a cikin unguwar a watan Afrilu, kusan 50%.Wannan kusan rabin adadin tallace-tallace na yau da kullun ne a cikin Afrilu kamar yadda muke da shi, kuma kusan rabin abin da muke da shi a cikin Fabrairu.Yawancin abin da gaske ke motsawa ta hanyar raguwa a cikin aikawasiku kai tsaye da tallace-tallace da kuma wasu ribar da aka samu akan ayyukan da aka saba da su waɗanda galibi za su yi ƙarfi a wannan lokacin na shekara, da gaske an soke su.Kuma haka ya ci gaba a cikin Afrilu.Tabbas, kamar yadda muka tattauna, yana da wuya a faɗi abin da zai kasance a gaba.
Hakanan, muna da ɗan laushi a cikin Maris, musamman, kuma hakan ya ci gaba har zuwa Afrilu a cikin ruhohinmu masu tsayi mai yiwuwa ya ɗan yi tasiri ta hanyar rashin biyan kuɗi.Har ila yau, a cikin kayan shafawa da kula da kyau, waɗannan sun fi dacewa da hankali, samfurori masu daraja.Kuma ana kallon wasu daga cikin waɗannan samfuran a matsayin marasa mahimmanci, kuma abokan cinikinmu ba sa sarrafa kayan aikin su.Don haka Afrilu, zan ce, da gaske ya ci gaba da yanayin da muka gani a cikin Maris wanda Steve ya bayyana.
Mark Adam Weintraub, Seaport Global Securities LLC, Rukunin Bincike - MD & Babban Manazarcin Bincike [18]
Kuma idan zan iya - don haka idan kun haɗa wannan duka a cikin Afrilu, tsari na girma, menene zai yi kama?Pat?
Patrick Edward Lindner, Kamfanin WestRock - Babban Jami'in Innovation & Shugaban Marubutan Masu Amfani [19]
Dangane da mabukaci na musamman?Don haka gabaɗaya, zan ce da gaske dole ne a rushe ta kowane ɗayan maki.Amma zan iya cewa Afrilu ya ragu daga shekara zuwa shekara.Ba za a iya ba da takamaiman lamba ba a yanzu saboda ya yi da wuri tare da cikakkun bayanai, amma ƙasa da ƙanƙanta shekara-shekara har ma da Maris.Kuma za ku gani - Steve ya ambata a cikin maganganunsa, musamman a kusa da SBS, musamman saboda tasirin shukar kasuwanci wanda muka ɗauki kusan tan 14,000 na raguwa, raguwar tattalin arziki a cikin watan Afrilu, yana nuna taushin da muke da shi a shukar kasuwanci.
Kuma Mark, wannan shine Ward.Zan ƙara kawai, zan mayar da martani ga shirye-shiryena lokacin da muka ce kudaden shiga da abin da ake samu za su ragu a jere.Kuma bisa ga al'ada, muna kan gaba zuwa lokacin yanayi a cikin rabin na biyu na shekara inda kudaden shiga za su karu.Don haka ina tsammanin maganganun da Jeff da Pat suka ba ku a watan sun yi daidai da ra'ayinmu game da raguwar jeri na kwata.
Don tambayata ta farko, na yi mamakin ko za ku iya yin magana kaɗan game da tsarin girman nau'in fiber ɗinku yana ƙaruwa, fiber ɗin da aka sake yin amfani da shi yana ƙaruwa, tun daga ƙasa, wanda nake tsammanin yana cikin kwata na farko na kasafin kuɗi sannan kuma ikon ku. don biya diyya wadanda karuwa.
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Kasuwanci & Shugaban Marubutan Rubutun [24]
Mark, iya.Don haka mun sami ƙaruwa sosai a cikin fiber ɗin mu.Wataƙila mun haura dala 50 ko makamancin haka zuwa yanzu.Kuma tare da - buƙatun ya kasance mai dorewa don fiber sake fa'ida, amma an ƙalubalanci tsara.Don haka daga watan Maris, mun ga raguwar tsararraki, galibi saboda yawancin kasuwancin dillalai ne.Don haka shagunan sayar da kayan abinci sun kasance masu ƙarfi, amma sauran kasuwancin tallace-tallace sun yi laushi da gaske.Sannan kun sami canji zuwa siyan kan layi.Don haka yawancin OCC a cikin cibiyoyin sake yin amfani da su yana da ƙarancin farfadowa fiye da yadda kuke da shi a cikin shagunan sayar da kayayyaki da shagunan kayan abinci.Don haka wannan ya haifar da matsin lamba ga juye.Abin da muke yi don daidaitawa a cikin kasuwancin shine muna gudanar da fiber na budurwowi ko fiber da aka sake yin amfani da su dangane da farashin da ake kashewa a masana'antar har zuwa karfinsu na yin hakan bisa daidaita makamashi, gwargwadon iyawarsu, don haka muna sarrafa hakan kamar yadda yake. a kusa kamar yadda zai yiwu don taimakawa wajen daidaita farashin.Mun rage - muna duban duk ayyukan mu na Lean Six Sigma.Muna ƙoƙarin daidaita hauhawar farashin kayayyaki ta hanyar yawan aiki kowace shekara.Sannan kuma ya danganta da nisan da OCC ke tafiya, za mu ci gaba da ƙoƙarin daidaita duk farashin da za mu iya.
Kuma ina tsammanin a wani lokaci, idan ka waiwaya baya shekaru 3 da suka gabata, iskar dala miliyan 300 ce ta iska wacce ke da ɗan wahalar fita.Amma a yanzu, muna riƙe namu tare da kashe wasu farashi da haɗawa da mu - haɗin fiber, inganta haɗin fiber dangane da farashin da ke cikin tsarin.Sa'an nan kuma yayin da muka wuce shekara, za mu ga ko wannan matsin lamba ya ci gaba.Ina tsammanin zai ci gaba har zuwa Mayu, sannan za mu kalli abin da ya faru.Amma kamar yadda muka fada a baya, yana da matukar wahala a hango komai a yanzu a cikin kasuwa dangane da yanayin COVID.
Lafiya.Wannan yana taimaka, Jeff.Bibiyar da nake da ita tana kusa da Gondi kuma ina sha'awar duka farkon farkon na'ura da irin tasirin da zai iya haifar da fitar da ku zuwa Mexico.Amma ni ma ina sha'awar ko akwai wani abu a cikin yarjejeniyar haɗin gwiwa wanda zai sa dole ne ku ƙara mallakar ku a Gondi, a ce, tsakanin yanzu zuwa ƙarshen kasafin kuɗi na '21?
Mark, Zan dauki tambaya ta biyu.Mark, Zan ɗauki tambaya ta biyu, kuma Jeff, za ku amsa tambaya ta farko.Babu wani abu a cikin yarjejeniyar haɗin gwiwa da zai sa mu buƙatar haɓaka ikon mallakarmu.Don haka mun tsaya tsayin daka...
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Harkokin Kasuwanci & Shugaban Marufi na Corrugated [29]
Mekziko tana fuskantar nau'in haɓakar kasuwa iri ɗaya da muke, Mark.Don haka ƙarni na OCC ƙananan matsa lamba na sama, suna ganin tasirin iri ɗaya.Don haka wasu jinkiri a cikin aikin niƙa dangane da yanayin COVID, don haka ana ɗan shimfiɗa shi kaɗan.Sannan zan iya cewa kasuwannin ƙarshen amfani da su suna da yawa - suna da tasiri iri ɗaya kamar namu a yanzu haka a cikin Amurka Don haka yanayin kamanni a Mexico da abin da muke gani a nan Amurka.
Mark, za mu samu - za mu sanya wani abu a kan 10-Q ɗinmu wanda zai ƙayyade amsar tambayar akan Gondi.
Anthony James Pettinari, Citigroup Inc, Rukunin Bincike - VP da Takarda, Marufi & Mai Binciken Kayayyakin daji [32]
Kawai bibiyar tambayar farko ga Jeff, shin zai yiwu a ƙididdige tsawon lokacin da iskar ƙarar iska daga tsire-tsiren akwatin da ke rufe?Kuma yana yiwuwa a yi girmansa?Sannan, Jeff, Ina tsammanin kun nuna adadin Afrilu ya ragu da kashi 4% tare da manyan abokan ciniki suna ganin wasu rufewar shuka.Shin yana yiwuwa kwata-kwata a iya ƙididdige tasirin rufewar, ko wani ɗan ƙaramin yanki ne na raguwa ko rabin ko mafi yawan raguwar?Ƙoƙarin kawai don fahimtar irin ci gaban kwayoyin halitta na al'ada zai kasance.
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Kasuwanci & Shugaban Marubutan Rubutun [33]
Tabbas.Don haka kashi na farko, Anthony, an fara rufe shukar akwatin ne a watan Mayu na shekarar da ta gabata, kuma sun ƙare har zuwa watan Janairu.Don haka akwai -- kuma yana tsakanin 0.6% zuwa jimlar ma'ana don rufewa.Don haka yayin da muke tafiya cikin shekaru, yawancin waɗannan za su ragu yayin da muke motsawa cikin shekara.Sannan a cikin Afrilu, ina tsammanin rufewar ta kasance mai mahimmanci.Bani da cikakken bayanin matakin rukunin yanar gizo na kowace kasuwa ta ƙarshe.Amma kasuwannin ƙarshe waɗanda aka ƙalubalanci a cikin Maris sun kasance ƙalubale a cikin Afrilu.Don haka takaddun rarraba, takarda, masana'antu, dillalai, sabis na abinci.Sannan kuma mun sami tasiri har ma da aikin noma ya tashi, sassan da ke zuwa hidimar abinci, wanda wataƙila ba rabin kasuwancin mu ba ne, amma har yanzu yanki ne mai mahimmanci, sun ragu sosai.
Idan kun kalli manyan abokan cinikinmu guda 10 waɗanda kuke da wasu manyan abokan cinikin furotin, kuna da wasu manyan samfuran mabukaci, kamfanonin kaya, abinci da aka sarrafa, a can - wannan wani muhimmin yanki ne na wasu iska da muka fuskanta.Don haka muna da, kamar yadda na ce, wasu daga cikin waɗannan kasuwancin suna da tsire-tsire sama da 5, duka a cikin mabukaci masu alama, a cikin lakabin sirri sannan kuma sunadaran, kuma Kanada da Amurka ke nan a gare mu.Don haka waɗannan su ne mahimman abubuwan da suka faru na koma baya.
Kuma idan kun duba, akwai ginshiƙi a cikin benenmu akan manyan sassan, lokacin da kuka kalli rarraba a cikin takarda, kuma zan iya ba ku daidai a cikin kwata na Maris, ya ragu da kashi 6.6% kowace rana.Kuma don haka ya rage zuwa cikin wannan kasuwancin.Kuma kuna tunanin manyan 3 a gare mu, wani ɓangare na kasuwancin su shine kasuwancin motoci, kayan aikin mota, wannan ya ƙare gaba ɗaya.Sa'an nan kuma kasuwancin motsi, motsi a cikin ajiya ya ragu sosai kuma.Kuma wannan shine 1 na manyan abokan ciniki, Ma'aikatar Tsaro, sun dakatar da duk wani motsi don ayyukan har zuwa Yuni 1. Don haka wannan wani bangare ne na iska.
Don haka a cikin waɗannan manyan yankuna, waɗannan manyan sassan sun ragu.Kuma ko da ɓangaren Pizza ɗin mu wanda ya kasance mai ƙarfi kuma yana girma yana zuwa cikin Afrilu.Kuma ba ni da wannan musamman ga Afrilu.Amma dandanon sassan ainihin iri ɗaya ne yana zuwa cikin Afrilu.
Anthony James Pettinari, Citigroup Inc, Rukunin Bincike - VP da Takarda, Marufi & Mai Binciken Kayayyakin daji [34]
Lafiya.Wannan yana da matuƙar taimako daki-daki.Sannan kawai tambaya don, ina tsammani, duka biyun corrugated da mabukaci.Mun ga wasu jihohi sun fara ɗaukar matsuguni a cikin oda kuma sun fahimci cewa ainihin kwanakin farko ne, kawai ina mamakin, yayin da kuke magana da kwastomomin ku, ko a cikin sabis na abinci ne ko dillali ko wasu sassan kasuwanci, wannan wani abu ne. wanda kuke gani a matsayin ma'ana mai ma'ana don ɗaukar oda?Ko kawai irin kowane launi da za ku iya bayarwa a can?
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Harkokin Kasuwanci & Shugaban Marufi na Corrugated [35]
Tabbas.Zan fara sannan in juya zuwa Pat a matsayin ci gaba.Ya yi wuri a ce.Kuma kamar yadda na ce, sassan da ke da ƙarfi suna samun raguwa da iska saboda tasirin COVID akan tushen ma'aikatan su.Don haka da fatan, yayin da muke farawa, mun fara ganin wasu abubuwan da ake buƙata na ɗauka, amma ya yi wuri a faɗi a cikin wannan makon farko na Mayu.Pat?
Patrick Edward Lindner, Kamfanin WestRock - Babban Jami'in Innovation & Shugaban Marubutan Masu Amfani [36]
Ee.Kuma na gode, Jeff.Kuma kawai ƙara a gefen mabukaci, zan yarda da hakan.Ina tsammanin -- tabbas mafi kyawun wurare a yanzu da muke gani suna kusa da sabis na abinci da kofi da kayan farantin abinci don SBS, inda muke buɗaɗɗen kasuwa na hukumar SBS a can.Don haka - amma ya yi wuri a faɗi ainihin abin da zai iya faruwa a wurin, amma an sami sauye-sauye da yawa.Sannan ɗayan har yanzu yana cikin bugu na kasuwanci, wanda na ambata a baya, ya ga wasu kyawawan raguwa.Don haka muna kallon hakan a hankali.Amma tare da duk rashin tabbas da ke akwai a yanzu, ya yi wuri a faɗi da gaske ko jihar tana buɗewa ko kuma wasu ayyukan nisantar da jama'a za su yi tasiri mai ma'ana nan da nan.
Steve, tambaya kawai, watakila a falsafa ko kuma tsayin lokaci, akan yadda kuke kallon saye.Wasu daga cikin yarjejeniyoyi da aka yi wannan sake zagayowar kwanan nan, ba su da alama suna yin aiki sosai a cikin koma baya, MPS tare da wasu ruhohi masu ƙarfi da taba da KapStone, kun ambaci wasu ƙalubalen cikin nasara.Babu shakka, abin amfani ya zama ɗan ƙaramin ƙarfi, kuma yanzu dole ne mu yanke rabon.Don haka kawai dogon lokaci, a fili, wannan shine abin ƙirƙira ƙima ga WestRock shine saye.Amma kuna tunanin cewa ci gaba, watakila za mu kasance dan kadan fiye da kima kuma watakila abin da za a yi amfani da shi ba zai yi girma kamar yadda ya kasance a baya ba kuma ƙila saye zai ɗauki ƙarin wurin zama na baya don rage yawan abin da za a iya gani a nan gaba. ?
Na gode da yin tambayar, Brian.Ina tsammanin game da rabon jari, daga inda muke, ina tsammanin an ba da fifikon rage bashi akan saye.Amma ina tsammanin na dogon lokaci, za mu iya yin sayayya don ƙara ƙima ga kamfaninmu.
Lafiya.Sannan kawai nau'in da ke da alaƙa da hakan, kuna ɗaukar matakai da yawa don samar da kuɗi da haɓaka kuɗi.Kawai a cikin fayil ɗin, akwai wasu kadarorin da zaku nema don siyarwa ko karkatar da su don gwadawa da haɓaka wannan tsari?Kuma akwai wasu hanyoyin samun kuɗi da za ku iya cire, kamar, a ce, daga jarin aiki?Ina tsammanin da farko, wannan zai zama babban iskar iska na shekara, amma abubuwa sun canza.Don haka kawai kuna mamakin ko akwai wasu hanyoyin samar da kuɗi a cikin ɗan gajeren lokaci?
Ee.Muna kallon kasuwancinmu kamar -- aikinmu shine samar da tsabar kudi, don haka zamu duba duk wasu hanyoyin.Ba mu da wani abu na musamman akan fayil ɗin mu wanda ya yi fice.Ina tsammanin ina kallon Ward Dickson da John Stakel kuma suna kallon jarin aiki kowace rana.Don haka muna kallon levers iri-iri don -- wanda za mu iya samar da kuɗi.
Wannan shine Yohanna akan Markus.Da farko dai, za ku iya kawai yin magana ta hanyar kasuwancin hukumar da aka lalata da kuma ta yaya - ku yi magana game da nisa daga samun kuɗin jari?Sannan mene ne jimlar yawan aikin hukumar bleached ya kasance yayin Q1?
Patrick Edward Lindner, Kamfanin WestRock - Babban Jami'in Innovation & Shugaban Marubutan Masu Amfani [44]
Ee.Don haka wannan shine Pat.Don haka a kusa da allon bleached da SBS musamman, don haka kamar yadda Steve ya yi tsokaci, taba da bugu na kasuwanci sun kasance cikin raguwar abin duniya, kuma muna ganin wasu ƙalubale na kusa da ke da alaƙa da bugu na kasuwanci, kuma kaɗan akan sabis na abinci.Don haka mun ɗauki wasu lokutan tattalin arziƙin da ba a saba gani ba a cikin Maris da Afrilu, wanda ke nuni da cewa ƙimar aikinmu ba ta kai yadda ake yi a baya ba.
Yanzu idan muka shiga wannan lokacin, zan iya cewa muna da ƙarfi sosai.Kuma ya kasance, kamar yadda zaku yi tsammani, tare da SBS, tare da ƙimar aiki yana sama da bayanan baya a kusa da makonni 4 kamar yadda aka saba.Amma a fili, abin da muka gani a wasu sassan da muke shiga cikin wannan amfani da SBS ko hukumar bleached gabaɗaya, mun ga waɗancan gyare-gyare a cikin waɗancan sauye-sauyen cikin watanni biyun da suka gabata waɗanda suka yi tasiri ga ƙimar aiki.
Lafiya.Wannan yana taimakawa.Sannan juya kawai zuwa MPS musamman.Kun kira raunin Turai amma wadanne sassan kasuwancin MPS ne suka fi rauni?Akwai wani abu ban da manyan ruhohi?
Kawai - wannan shine Steve.Ina tsammanin sawun su a Turai yana da nauyi zuwa Burtaniya.Don haka sun sami wasu - don haka ina tsammanin Brexit ya kasance ƙalubale a gare su.Don haka muna motsa wannan samarwa har zuwa gabas kamar yadda za mu iya a Turai.Don haka mun ƙaura kasuwanci zuwa Poland.Ina tsammanin sassan ba su da bambanci sosai fiye da yadda muke gani gabaɗaya.Kasuwancin kiwon lafiya ya yi kyau sosai.Kuma kasuwancin alamar mabukaci ya sami ƙarin ƙalubale saboda abin da Pat ya ce game da shagunan da ba su biya haraji kuma kawai zan kira shi, kasuwancin da ke da alaƙa da COVID.
Ina fatan ku da iyalan ku kuna lafiya.Ina sha'awar idan za ku iya yin sharhi kwata-kwata game da abubuwan da ke faruwa, musamman a cikin kasuwancin da aka lalata a Brazil.Na yaba da cewa yana shiga cikin lokacin sannu a hankali, amma abin da muka karanta ya zuwa yanzu har zuwa Afrilu ya gani kuma yana nuna wasu kyawawan buƙatu a can.
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Harkokin Kasuwanci & Shugaban Marufi na Corrugated [49]
Ya da Jeff.Zan dauka.Don haka Brazil, ina tsammanin abin da kuka karanta ya daidaita.Suna da ingantaccen tallace-tallacen kwandon kwandon sama da shekara-shekara, kusan 11%.Yawan fitar da kayayyaki a yankin Kudancin Amurka zuwa Afirka kuma.Ƙididdigar sun haura 7% don kasuwancinmu na Brazil.Sun zarce kasuwa, amma hakan ya karu da kashi 6 cikin 100 na lafiya.Ramp din Porto Feliz yana ci gaba da tafiya sosai.Suna ci gaba da haɓaka kasuwancin.Suna kafa bayanai akan sabbin masu sarrafa su da EVOLs kuma wannan haɓaka yana ci gaba da tafiya sosai.
Muna ganin wasu iska daga kwayar cutar ta COVID, amma ba har zuwa yau kamar yadda muka gani a nan.Har ila yau, aikin Tres Barras yana kan hanya kuma an shirya farawa, kamar yadda Ward ya fada a baya, a farkon rabin kalandar 2021. Mun dauki wani ɗan gajeren jinkiri, jinkirin kwanaki 10, dangane da wasu ayyukan gwamnati, ya rushe. amma yana dawowa da gudu kuma yana kan hanya.Don haka gabaɗayan kasuwancin ya ci gaba da yin aiki sosai, kuma kasuwannin su na ci gaba da yin ƙarfi a yanzu.
Kuma tambaya ta gaba, ina tsammani, akan ɓangaren litattafan almara.Kun ambace shi cewa iskar dala miliyan 20 ce, ina tsammani, zuwa rabin shekara ta farko.An yi jerin sanarwar farashin da muka gani.Don kawai sha'awar daga yanayin lokaci, ta yaya za mu iya ganin wancan lokacin, wannan shine ƙarin fa'idar kasafin kuɗi na 2021?Ko kuma idan yana da ƙila ya fi nan da nan saboda kuna siyarwa a cikin kasuwar tabo?
Patrick Edward Lindner, Kamfanin WestRock - Babban Jami'in Innovation & Shugaban Marubutan Masu Amfani [51]
Ee.Don haka watakila zan ɗauki wannan saboda yana cikin yanki na mabukaci.Don haka yawancin ɓangaren litattafan almara da muke yi suna cikin tsarin SBS yayin da muke daidaita shi - daidaita wannan tsarin tare da ɗan buɗe lokaci.The -- kundin mu ya ƙaru kwanan nan, kamar yadda kuke gani a wasu ƙarin abubuwan da muka buga.Kuma kamar yadda kuka sani, farashin ya ragu, farashin da aka buga ya ragu a ɓangaren litattafan almara.Don haka hakan ya yi tasiri sosai a gare mu a fagagen.Dangane da abin da zai iya faruwa a cikin 2021 ko bayan haka, yana da matukar wahala a gare mu mu aiwatar da duk abin da bai tabbata ba, ba za mu iya yin hakan ba.Amma tare da -- tabbas, Maris da Afrilu da komawa da gaske don wannan shekara-zuwa-kwana kasafin shekara, tabbas yana da kyakkyawar tasiri sosai, don haka da gaske ne ke motsa shi ta hanyar farashin farashi a wannan kasuwa kamar yadda aka buga a baya.
Ina nufin, Gabe, a gare mu, wani ɗan ƙaramin sashi ne na kasuwanci, kamar yadda kuka sani.Amma a jere, mun ga wani motsi sama a farashin mu.Yana raguwa har shekara-shekara.Amma kwata na karshe zuwa wannan kwata, mun ga karuwa a cikin ɓangaren litattafan almara.
Don haka da sauri a dawo kan babban rabon kuɗi.Mun fahimci abin da kuka yi tare da rabon kuma me yasa.Za a iya tunatar da mu idan kuna da takamaiman rabon biyan kuɗi?Kuma akan wata tambaya mai alaƙa, ba ku ambaci wani abu musamman akan repo ba.Mun san za ku yi amfani da haja don ba da tallafi.Amma za ku iya tunatar da mu yawan wadatar ku da za ku iya samu a wurin ajiyar?
Muna da kusan hannun jari miliyan 20, kuma ba mu sake siyan hannun jari ba cikin ɗan lokaci kaɗan saboda mun fito fili cewa fifikon rabon jarin mu shine rage bashi.
Patrick Edward Lindner, Kamfanin WestRock - Babban Jami'in Innovation & Shugaban Marubutan Masu Amfani [59]
Ee.Ee.Rarraba, zan gaya muku, mun dauki lokaci mai yawa muna tunanin menene matakin da ya dace.Kuma yana da wuya a tantance takamaiman rabon biyan kuɗi.Ina duban $0.80, yana jin kamar dala miliyan 200 ne.Za mu iya samar da dala miliyan 200 kuma ya kamata mu dawo da dala miliyan 200 ga masu hannun jarinmu kuma a ƙarƙashin kowane yanayin da za mu iya tunanin.Kuma kamar yadda muka fada a cikin sharhin da aka shirya, za mu duba karuwar hakan yayin da abubuwa ke kara fitowa fili.Sabili da haka ina tsammanin, yana da matukar wahala a yi magana game da takamaiman rabon biyan kuɗi a cikin wannan yanayin.
Na samuSannan tambayata ta biyu, 1 na sirrin miya na WestRock, aƙalla a ganina, shine kayan aikin injin da kuke da su a wuraren abokan cinikin ku.Don haka yana da wuya a yi hidima ga waɗannan injina?Ko da zarar an shigar da su, shin ya rage ga abokin ciniki ya kula da injinan?
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Harkokin Kasuwanci & Shugaban Marufi na Corrugated [61]
Wannan shine Jeff.Don haka gogewar COVID ya sa ya ɗan wahala yin hakan.Amma a'a, muna aika rubutu tare da kayan aikin PPE, murfin fuska, safar hannu.Muna magana da abokan cinikinmu akan buƙatun su a cikin shuka sannan kuma buƙatun mu.Don haka muna da kwangilolin sabis na yau da kullun waɗanda muke cikawa sannan kuma duk wani gaggawa inda abokan ciniki zasu buƙaci mu.Don haka wannan ɓangaren kasuwancin mu ci gaba da motsa mutane cikin aminci.Mun sami babban nasara wajen yin hakan.Kuma tallace-tallacenmu a cikin wannan - a cikin kasuwancin injin mu ya ci gaba da girma.Kamar yadda Steve ya ruwaito da wuri, mun haura dala miliyan 300 a cikin watanni 12 da suka gabata.Abin farin ciki, wannan yana ci gaba da girma, kuma muna ci gaba da haɓaka kasuwancin a wannan kasuwa kuma muna hidima ga waɗannan kasuwanni.
Adam Jesse Josephson, KeyBanc Capital Markets Inc., Sashen Bincike - Darakta kuma Babban Manazarcin Bincike na Daidaito [63]
Jeff, komawa zuwa sharhin watan Afrilu na ɗan lokaci.Ina so in tambayi abubuwa guda biyu.Don haka ina tsammanin kun ce an rage jigilar kayayyaki kuma an yi raguwa a cikin watan saboda ainihin wannan dalili.Shin za ku iya ba mu wasu ma'anar abin da aka kwatanta da abin da ya faru a farkon Afrilu, kawai don zaɓar kwanan wata?Sannan akan sashin kasuwancin e-commerce, ganin cewa kasuwancin e-commerce yana da ƙarfi sosai fiye da sabis na abinci yana shan wahala, shin kuna da ma'anar menene tasirin ci gaban kasuwancin e-commerce har ya zama ainihin maye gurbin abincin da aka rasa. kasuwancin sabis?
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Kasuwanci & Shugaban Marubutan Rubutun [64]
To, don haka zan fara da kashi na ƙarshe.Kasuwancin e-comm yana haɓaka lambobi biyu masu ƙarfi, kuma hakan ya rage.Kuma kuna da girma mai girma a kan layi sannan kuma ku siya kan layi kuma ku ɗauka a cikin kantin sayar da kayayyaki, wanda shine yanki mafi girma cikin sauri a cikin e-comm daga Maris zuwa Afrilu.Dangane da sabis na abinci da kuma kashe kuɗi, yana da wuya a ce kashi ɗaya bisa ɗari saboda akwai sana'o'i daban-daban waɗanda ke ba da sabis na abinci, kiwo, biredi, noma.Don haka yana da wuya a faɗi abin da aka kashe zai zama daidai adadin.
Dangane da bayanan baya, muna kallon abubuwan da ke cikin tsarin akwatin.Don haka muna -- yana da koma bayan kwanaki 5 zuwa 10.Kuma kamar yadda na ce, zuwa cikin watan Mayu, an sami kwanciyar hankali daga Afrilu kuma an ɗan ɗauko daga abin da muka gani a cikin mako na biyu da na uku a cikin Afrilu, amma ya yi wuri don sanin ko hakan ya kasance ko a'a a yanzu saboda. halin da ake ciki a kasuwanninmu.
Adam Jesse Josephson, KeyBanc Capital Markets Inc., Rukunin Bincike - Darakta kuma Babban Manazarcin Bincike na Gaskiya [65]
Ee.Ina godiya.Kuma kawai 1 sauran 1 akan kasuwancin e-commerce, wanda shine, a cikin shekaru 3 da suka gabata, ya kasance mai ƙarfi mai ƙarfi, haɓaka lambobi biyu, a lokacin, buƙatun akwatin ya tashi daga girma da 3% baya a cikin '17 zuwa asali lebur. rufi a bara.Don haka kawai ina mamakin irin tasirin da kuke tsammanin haɓakar kasuwancin e-commerce ke haifarwa a kasuwa gabaɗaya yayin da ake ganin kamar kasuwancin e-commerce ya kasance mai ƙarfi sosai, amma buƙatun akwatin ya faɗi cikin ƴan shekarun da suka gabata?
Jeffrey Wayne Chalovich, Kamfanin WestRock - Babban Jami'in Kasuwanci & Shugaban Marubutan Rubutun [66]
Ina tsammanin kawai - yana dogara ne akan yawan adadin kasuwancin e-commerce a yanzu na kasuwar akwatin gabaɗaya, Adam.Don haka idan ka dubi jimlar, idan yana da kashi 10% zuwa 12%, ina tsammanin wannan yana iya zama kawai aikin jimillar e-comm.Sannan kana da maye gurbin, kana da kananan marufi, kana da rajista, akwai wasu abubuwa da yawa da ke shiga cikin hakan.Amma ina ganin har yanzu idan ka waiwaya baya ga ci gaba mai dorewa, ci gaban da ba ya dawwama, waɗannan abubuwan, an ƙalubalanci wasu daga cikin abubuwan da ba su da ƙarfi.Kuma a cikin wannan yanayi, ya fi fuskantar kalubale saboda masana'antu.Amma ikonmu na girma a cikin sassan cikin shekaru 3 da suka gabata ya yi kyau sosai.Kuma ga kasuwancinmu, ina da tabbacin cewa za mu iya ci gaba da girma a cikin kasuwanni, idan aka ba da ɗan gajeren lokaci na COVID a nan, da fatan, cewa a cikin dogon lokaci, za mu ci gaba da girma da nasara a kasuwanninmu.
Na gode, ma'aikaci, kuma godiya ga masu sauraronmu don shiga kiran na yau.Kamar koyaushe, tuntuɓe mu idan kuna da tambayoyi, koyaushe muna farin cikin taimakawa.Na gode, kuma ku yi babbar rana.
Lokacin aikawa: Mayu-11-2020