TD Cowen分析师指出，美国移民政策的调整将为宝洁公司带来挑战。过去数十年间，这家消费品巨头始终受益于美国拉美裔人口的增长及其经济实力的提升。数据显示，拉美裔家庭规模较美国家庭平均水平高出36%，这意味着他们对婴幼儿护理产品的需求更为旺盛，同时更注重家居清洁用品的消费。
分析师强调，移民政策的变化将持续影响该群体对经济安全的预期，导致其更难接受溢价商品。"这将对宝洁及整个家清个护行业构成长期重大挑战。"政策调整可能削弱消费者对高端产品的购买意愿，进而影响企业的盈利增长空间。
TD Cowen分析师指出，美国移民政策的调整将为宝洁公司带来挑战。过去数十年间，这家消费品巨头始终受益于美国拉美裔人口的增长及其经济实力的提升。数据显示，拉美裔家庭规模较美国家庭平均水平高出36%，这意味着他们对婴幼儿护理产品的需求更为旺盛，同时更注重家居清洁用品的消费。
分析师强调，移民政策的变化将持续影响该群体对经济安全的预期，导致其更难接受溢价商品。"这将对宝洁及整个家清个护行业构成长期重大挑战。"政策调整可能削弱消费者对高端产品的购买意愿，进而影响企业的盈利增长空间。
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