Consumer giants warning bells on the trade war Donald Trump

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The largest consumer commodity groups in the world warned that the United States’s trade war, Trump, is already wandering in the fragile consumer morale and threatens to let consumers deal with a new round of high prices.

The Pepsico Personal Care and Personal Care Giants and Brockter & Gamble (P&G) reduced their financial expectations for this year on Thursday due to the uncertainty related to tariffs. Meanwhile, Unilever Westlé said that the delicate shoppers would have to swallow higher prices.

Pepsi, the maker of soft drinks and Doritos chips, said the profits are likely to accumulate in 2025, which led to expectations for the number one growth. The company blamed the customs tariffs and economic uncertainty in 1.8 percent sales during the first three months of the year.

“We may not feel satisfied with the consumer now as we were a few months ago,” financial director Jimmy Colfield told analysts.

P&G, which includes its commercial signs included in the Tide and Gillette Razors laundry, reduced its sales and profits for this year even when the prices raised modestly in the last quarter.

“The main driver … is a more tense consumer that reduces the short -term consumption,” said André Schultin, the financial director of the correspondents. He said that consumers were taking a position “waiting and celebrating” due to uncertainty about the stock market, job market, mortgage rates and politics.

P&G now expects organic sales to grow by 2 percent this year, a decrease from a previous expectation of a growth of 3 percent and 5 percent.

“The low demand in the basic categories, such as washing detergents and toothpaste, adding that the low demand in basic categories, such as washing detergents and toothpaste, adding that the low demand in the basic categories, such as washing cleaners and toothpaste, adding that the low demand in basic categories, such as washing cleaners and toothpaste, adding that the low demand In the basic categories, such as washing detergent and toothpaste.

The P&G share price decreased by 5 percent after the trading update, while Pepsi’s decreased by 4 percent.

Warnings from American consumer giants added to Companies are widely interested in On the customs tariff, Trump will take the American economy.

While European consumer groups, Unilever and Nestlé, have maintained their financial guidelines, they also warned on Thursday against developing uncomfortable consumers.

“We entered in 2025 with a consumer who was not optimistic, at the very least,” said the CEO of Nestle Laurent Frex during the investor’s call on Thursday.

Fernando Fernandez, the newly appointed CEO of Unilever, said in London that the direct impact of the definitions of the group’s profitability will be limited, but warned that multiplication on consumer morale is still risks. Fernandez also pointed to the high prices of basic commodities and currency fluctuations as a cause of anxiety.

During a period of high inflation after the Covid-19 pandemic, home brand manufacturers have passed largely to their high costs to consumers. However, with Trump’s tariff threatening to raise inflation again, there are increasing concerns that many consumers will not rise in prices.

David Hayes, a Geofrez analyst, said companies are struggling with how to cover the increasing costs without losing customers.

“Nestle and to some extent, Unilever knew that the reaction of high prices is still not yet clear,” he said, adding that the P&G indicated that she would not be able to transfer completely higher costs to consumers.

Nestle, the Swiss group behind Nespresso and Kitkat, said it had reduced prices in the United States by 1 percent in an attempt to marry its market share after shoppers traded cheaper products – indicating the limits of pricing power.

Fernandez said that Unilever was witnessing the return of some inflation in commodity prices, especially in personal care and ice cream sections, but he remained “cautious” about raising prices.

Magnum and Dove Soap increased by 1.7 percent in the first quarter, but the volume of goods that he sold only 1.3 percent increased. In general, its basic sales increased by 3 percent in the first three months of the year.

Schulten of P&G said that the group would consider raising prices to make up for any Trump tariff. The company also plans to consider replacing the display sources, changing how to formulate products and enhance productivity.