Ku ya 6 Gicurasi 2020 (Umuhanda wa Thomson)
Banyarwandakazi, murakoze kuba mwahagaze iruhande, kandi murakaza neza kuri sosiyete ya WestRock ya kabiri yigihembwe cya kabiri cy’ingengo y’imari ya 2020.(Amabwiriza ya Operator)
Ubu ndashaka guha iyi nama umuvugizi wawe uyu munsi, Bwana James Armstrong, VP w’umubano w’abashoramari.Murakoze.Nyamuneka komeza.
Urakoze, ukora.Mwaramutse, kandi ndabashimira ko mwinjiye mu ngengo yimari ya kabiri yigihembwe cya 2020.Twasohoye itangazamakuru muri iki gitondo kandi dushyira ahagaragara amashusho aherekeza igice cyumubano wabashoramari kurubuga rwacu.Bashobora kuboneka kuri ir.westrock.com cyangwa bakoresheje umurongo kuri porogaramu ukoresha kugirango urebe iyi webcast.
Nanjye kumuhamagaro yuyu munsi ni Umuyobozi mukuru wa WestRock, Steve Voorhees;umuyobozi mukuru ushinzwe imari, Ward Dickson;umuyobozi mukuru wubucuruzi akaba na perezida wibikoresho bipfunyitse, Jeff Chalovich;kimwe n'Umuyobozi mukuru ushinzwe guhanga udushya na Perezida ushinzwe gupakira abaguzi, Pat Lindner.Dukurikijeho ibitekerezo byateguwe, tuzafungura umuhamagaro kubibazo-n'ibisubizo.
Mugihe cyo guhamagarwa kwuyu munsi, tuzatanga ibitekerezo-tureba imbere bijyanye na gahunda zacu, ibyo dutegereje, ibigereranyo n'imyizerere ijyanye nibizaza.Aya magambo arashobora kuba arimo ibyago byinshi nibidashidikanywaho bishobora gutera ibisubizo nyabyo gutandukana mubintu bitandukanye nibyo twaganiriye mugihe cyo guhamagarwa.Turasobanura izi ngaruka nibidashidikanywaho mubyo twashyikirije SEC, harimo 10-K yacu y'umwaka w'ingengo y'imari warangiye ku ya 30 Nzeri 2019.
Twongeyeho, tuzatanga ibitekerezo-byerekeranye n'ingaruka z'icyorezo cya COVID-19 ku mikorere yacu n'imari.Ingano y'izi ngaruka, harimo igihe, urugero n'uburemere bw'icyorezo, ntikiramenyekana cyane kandi ntishobora guhanurwa ufite ikizere muri iki gihe.Tuzavuga kandi ingamba zamafaranga zitari GAAP mugihe cyo guhamagarwa.Twatanze ubwiyunge bw'izi ngamba zitari GAAP ku ngero zagereranywa cyane na GAAP ku mugereka w'icyerekezo.Nkuko byavuzwe mbere, kwerekana amashusho birahari kurubuga rwacu.
Nibyo.Urakoze, James.Ndashimira abo mwaterefonnye kugirango baze guhamagara muri iki gitondo.Dufite byinshi byo gutwikira.
Nzatangira nshimira ikipe ya WestRock itangaje kubyo bakora byose kugirango bafashe guhuza ibicuruzwa byingenzi nabantu kwisi.Itsinda rya WestRock, rishyigikiwe nubunini nubushobozi bwagutse bwuruganda rwacu hamwe numuyoboro uhindura abantu bitabiriye ubutwari kugirango bafashe abakiriya bacu guhangana nimihindagurikire yisoko ryatewe nicyorezo.
Twabonye umusaruro ushimishije mu bijyanye n’amafaranga mu gihembwe, hamwe n’igice cyahinduwe na EBITDA ya miliyoni 708 $.Ibi byari kumurongo wo hejuru wubuyobozi twatanze mugihembwe gishize.Turimo dushyira mubikorwa ingamba zinyuranye duhereye kumwanya wimbaraga zamafaranga hamwe nubwinshi bwimikorere.
Icyorezo cya COVID-19 cyagize ingaruka ku masoko y'isi, gitera ihungabana ritigeze ribaho kandi gihindura ubukungu.Kuruhande rwibi kandi tubikesha imikorere yikipe ya WestRock, isosiyete yakomeje gutanga nkigice cyingenzi cyurwego rwogutanga amasoko ku isi, ifasha abakiriya bacu portfolio yibicuruzwa nibisubizo ndetse no kwisi yose bakeneye kugirango ibicuruzwa byabo bigere abaguzi babakeneye.
Icyorezo cyahungabanije uburyo busabwa mu bucuruzi bwacu, kandi mu gihe amasoko amwe, cyane cyane e-ubucuruzi, yari akomeye cyane, andi, harimo n’amasoko y’inganda, yabonye ingaruka mbi.Turakomeza kwizera ko abashoramari bacu b'igihe kirekire mu iterambere badakomeza guhinduka, ko WestRock ikomeje guhagarara neza hamwe n'ingamba nziza zo gutsinda no guha agaciro abafatanyabikorwa bacu bose.
Tumaze kubivuga, ubukungu bwisi yose bworoheje cyane mugihe cya vuba.Turimo rero, dushyira mubikorwa gahunda y'ibikorwa tunyuramo dufata ingamba zubushishozi kandi bukwiye kugirango twitegure ibihe bitandukanye byubukungu nisoko.Twibanze ku guhaza ibyo abakiriya bacu bakeneye, dushyigikira ubuzima, umutekano n’imibereho myiza ya bagenzi bacu ndetse no kurushaho kubaka umusingi w’imbaraga z’amafaranga.
Ibikurikira nibyingenzi byingenzi bigize gahunda y'ibikorwa byibyorezo.Twashyizeho ingamba zihamye zo kubungabunga umutekano muri sosiyete yacu, harimo intera mbonezamubano, isuku yimbitse, gutwikira isura, kugenzura ubushyuhe nibindi bikorwa kugirango dufashe bagenzi bacu umutekano kandi bafite ubuzima bwiza.Ikipe yacu yakoze neza bidasanzwe muriki gihe.Kandi muri iki gihembwe, tuzatanga ibihembo byo kumenyekanisha icyarimwe kubakozi dukora hamwe nibikorwa.
Tuzakomeza guhuza ibyo dukeneye nibisabwa nabakiriya, harimo kugabanya guhinduranya ibihingwa aho bibaye ngombwa no gufata umwanya muto kumashini zacu zimpapuro zitanga amasoko hamwe nibisabwa.Muri icyo gihe, tuzifashisha amahirwe aho biyerekana, harimo gukoresha igipimo nubushobozi bwa sisitemu yacu isanzweho kugirango dukorere amasoko akura, harimo e-ubucuruzi no gusubiza ibibazo bikenewe.
Turimo gushyira mubikorwa kugabanya ibiciro byigihe gito byo kuyobora iyobowe nu mushahara no kugumana kugabanuka kugera kuri 25% kubitsinda ryacu rikuru hamwe ninama yubuyobozi yacu ndetse no kugabanya amafaranga yakoreshejwe mubushake.Turateganya gukoresha imigabane yisosiyete yacu kugirango twishyure buri mwaka kandi dutange inkunga 401 (k) iterwa inkunga nisosiyete yacu muri 2020. Ibi bizatanga amafaranga yinyongera aboneka mukugabanya imyenda mugihe turusheho guhuza ibyifuzo byitsinda ryabayobozi hamwe nabagenzi kurwego rwose. isosiyete hamwe n'abashoramari bacu.
Turimo kugabanya ishoramari ryacu miriyoni 150 muri uyu mwaka kandi tuzashora miliyoni 600 kugeza kuri miliyoni 800 mu ngengo y’imari 2021. Kuri uru rwego, tuzasoza imishinga y’imari shingiro dufite, kubungabunga gahunda yacu no gushora imari shoramari bikenewe kuzamura umusaruro no gutanga amasoko yacu akura.
Hanyuma, dusubiramo inyungu zacu buri gihembwe kugeza $ 0.20 kumugabane ku mwaka wa $ 0.80 kumugabane.Iyi ni intambwe ishimishije yo gutera mu bidashidikanywaho bizatanga inyungu zifatika, zirambye kandi zipiganwa ku banyamigabane ba WestRock mu gihe izatanga miliyoni 275 z'amadolari ku mwaka mu kugabanya imyenda.Ibi bizagirira akamaro abanyamigabane bacu kugabanya imbaraga, kuzamura umuvuduko no gukomeza kugera kumasoko yimari maremare yigihe kirekire.
Mugihe ibintu bimeze kuri COVID-19 bigenda bihinduka, tuzongera gusuzuma inyungu zacu kandi turebe kuzamura inyungu zacu mugihe kizaza mugihe amasoko azasubira mubisanzwe.Uku guhuza ibikorwa bizadushoboza kumenyera vuba n’imihindagurikire y’imiterere y’isoko, kandi turateganya ko tuzatanga andi miliyari imwe y’amadolari yo kugabanya imyenda kugeza mu mpera z’ingengo y’imari '21.Ibi bizakomeza ubucuruzi bwacu mubihe bitandukanye byubukungu n’isoko kandi bizatuma WestRock ikomeza guhagarara neza kugirango bigerweho neza.
Igisubizo cya WestRock kuri iki cyorezo kugeza ubu hamwe nubushobozi bwacu bwo gutsinda tujya imbere biterwa nakazi gakomeye nubwitange bwikipe ya WestRock, yahagurukiye gukomeza ibikorwa byacu no gufasha abakiriya bacu.Tuzakomeza gutera inkunga bagenzi bacu, imiryango yabo ndetse nabaturage dukorera.Mugihe icyerekezo cya vuba cyigihe kidasobanutse, dufite ingamba nziza hamwe nitsinda ryiza muburyo bwo kuyobora ibidukikije no kuvuka isosiyete ikomeye.
Usibye inzira zisanzwe kandi zongerewe umutekano twashyize mubikorwa muri societe yacu, ubu dukora muburyo butandukanye nubwa mbere hashize amezi 2 gusa.Twaba dukora mu kigo gikora cyangwa murugo, duhura kenshi kuruta mbere hose kugirango tumenye kandi dukemure ibibazo byimikorere bihinduka vuba nkuko bivutse.Ibi biradufasha imbaraga zacu kugirango duhuze vuba kugirango duhuze ibyifuzo byabakiriya bacu.
Kandi twahagurukiye abaturage bacu, harimo gufatanya nabakiriya bacu ndetse n’ikigo cya Jeworujiya gishinzwe ubuvuzi bushya bwo gutanga ubuvuzi bwo gutanga inganda zirenga 200.000.Turimo gutanga udusanduku dusukuye hamwe na kontineri y'ibiribwa muri banki y'ibiribwa, ndetse no gukwirakwiza ibiryo byita ku bantu benshi mu baturage bacu.
Reka duhindukire kumikorere yacu yigihembwe cya kabiri.Twinjije amafaranga angana na miliyari 4.4 z'amadolari hamwe n'igice cyahinduwe na EBITDA ya miliyoni 708 z'amadolari, twahinduye inyungu ku mugabane wa $ 0.67.Umwaka ushize, twateje imbere ingamba zacu zitandukanye hamwe no gukura gukomeye twongera 380 basimbuza imashini.Twongeyeho abakiriya 20 ba entreprise mumezi 12 ashize.Abakiriya ba entreprise ubu binjije miliyari 7.5 z'amadolari yo kugurisha ugereranije na miliyari 6 z'amadolari y'umwaka ushize, kwiyongera 25%.
Muri rusange, dufite ihinduka ryinshi ryamafaranga hamwe na miliyari zisaga 2,5 z'amadolari y’igihe kirekire cyakozwe, harimo amafaranga arenga miliyoni 600.Dufite igihe gito cyo kwishyura kugeza muri Werurwe 2022, kandi gahunda yacu ya pansiyo yujuje ibyangombwa muri Amerika ni 102%.
Mu gihembwe, twabonye imbaraga mu miyoboro ya e-ubucuruzi no muri poroteyine, ibiryo bitunganijwe, ubuhinzi, ubuvuzi ndetse n’ibice by’isoko ry’ibinyobwa.Ibindi bice byisoko, harimo ibicuruzwa byiza nibicuruzwa byinganda, byoroheje biturutse ku ngaruka za COVID-19.
Igihembwe cya kabiri ibisubizo byerekana ibicuruzwa byoherezwa mu mahanga hamwe n’ibikoresho byo mu rugo hamwe n’ibisohoka.Ibiciro / kuvanga itandukaniro byerekana ibicuruzwa byasohotse mbere byagabanutse kandi uko umwaka utashye isoko ryagabanutse mubicuruzwa byoherezwa mu mahanga hamwe n’ibikoresho byo mu gihugu, ibicuruzwa hamwe n’ibiciro by'impapuro.
Gupakira neza byatanze ibisubizo bihamye mu gihembwe, hamwe na EBITDA yahinduwe igice cya miliyoni 502 z'amadolari naho igice cya EBITDA cyahinduwe cya 18%.Amajyaruguru ya Amerika yahinduye EBITDA marge yari 19%, naho EBITDA ya Berezile yahinduwe 28%.
Mu gihembwe, imikorere ikomeye ifite imbaraga nyinshi, umusaruro ukomeye hamwe no guta agaciro byari birenze kugabanuka kubiciro byagabanutse.Igurishwa rikomeye muri e-ubucuruzi, ibiryo bitunganijwe nibicuruzwa bicuruzwa nkibicuruzwa byogusukura, ibicuruzwa byimpapuro hamwe nimpapuro zasibwe byagabanutse mugice cya kabiri cyukwezi kwa Werurwe kugabanuka cyane mugice cyanyuma cyo gukoresha cyo gukwirakwiza impapuro, ibicuruzwa byinganda nibiribwa hamwe na pizza.
Iyi nzira yarakomeje muri Mata, abakiriya bacu barenga 130 bavuga ko ifungwa ry’agateganyo ryahagaritswe.Nibyo 130 mubakiriya bacu batangaza ko gufunga ibihingwa byigihe gito no kugabanya guhinduranya ukurikije ingaruka za coronavirus.Ndetse ibice nka proteyine nibiryo bitunganijwe birababara mugihe gito kubera ingaruka za coronavirus kubakozi babo.
Ibicuruzwa byoherejwe mu gihembwe byiyongereyeho 1,3% ku buryo budasubirwaho, ibicuruzwa byoherejwe byiyongera mu mpera z’igihembwe kuko abaguzi batangiye kwikinga mu rugo.Ibicuruzwa byacu byoherejwe byagize ingaruka mbi ku ifungwa ry’inganda 5 mu mwaka ushize ndetse no kugabanya ibicuruzwa biva mu bice by’inganda, kugabura no kugurisha pizza, no kugurisha amashuka make ku mpinduka z’abandi bantu.Ingaruka ziterwa nibi bintu byagabanije kugurisha agasanduku kacu 2,7% ugereranije numwaka ushize.
Ariko reka tubishyire mubitekerezo.Mu myaka 3 ishize, twatsinze cyane mukuzamura ubucuruzi bwacu.Mubyukuri, agasanduku kacu kohereza ibicuruzwa kama muri iki gihe ni hafi 10%, byikubye kabiri iterambere ryinganda 5.5%.Uburyo bwacu bwubucuruzi kubakiriya bacu bukomeje gukora neza kugirango duhuze ibyifuzo byabakiriya byihuse.
Imbaraga zubucuruzi bwacu bwo gucapa zadushoboje gufungura ahantu hashya i Las Vegas kugirango duhuze ibyifuzo byacu bigenda byiyongera kandi tunatanga ibirenge byagutse hiyongereyeho sisitemu ya KapStone.Turimo kwagura ibikoresho byateguwe bya Jacksonville kugirango twongere imashini ikomeza itanga ubushobozi bwo kwiyongera no kugabanya ibiciro.
Ibicuruzwa byinjira mu gihugu no kohereza ibicuruzwa hanze byiyongereyeho toni 112.000 mu gihembwe ugereranije n’umwaka ushize.Toni 30.000 yo kwiyongera yaturutse kumurongo wo hejuru-wera wera hejuru.Imishinga yacu yibikorwa no guhuza KapStone birakomeje.Twasoje igihembwe hamwe numwaka wa miliyoni 125 zamadorali yo gukorana na KapStone.Ikipe yacu imaze gutera intambwe ishimishije mu gusana uruganda rwa Charleston y'Amajyaruguru nyuma yo guhagarika burundu imashini yimpapuro # 2.Urusyo rwihariye rwuruvange rwongeye kugabanywa mubikorwa bisigaye, byahinduye inganda zacu kandi bitanga umusaruro.Turateganya kuba ku gipimo cy’umusaruro twateganijwe no kuzigama mu mpera zumwaka.
Muri rusange, itsinda rya WestRock ryapakiye ibintu bikora neza cyane muri ibi bidukikije, dushyigikiwe na sisitemu yo guteramo udusanduku twashoramari neza hamwe na sisitemu y'urusyo rufite imiterere ihambaye ya geografiya hamwe nubushobozi bwo gukora intera nini ya kontineri hamwe nimpapuro zerekana impapuro mu nganda.
Reka duhindukire ku gice cyacu cyo gupakira abaguzi, aho ibisubizo byagereranijwe neza umwaka-mwaka hamwe nigice cyahinduwe na EBITDA ya miliyoni 222 z'amadolari mu bidukikije bihindagurika cyane.Mu gihembwe, ibiryo byacu, serivisi y'ibiribwa, ibinyobwa n’ubucuruzi byita ku buzima byitwaye neza ku kuvanga ibiciro biri hejuru ndetse n’inyungu zituruka kuri gahunda yo gusimbuza plastike.
Igitekerezo cyacu gitandukanye cyifashisha igishushanyo, ubumenyi bwibikoresho na mashini bikomeje gutanga agaciro kubakiriya bacu.Uku kuzamuka kwagabanijwe no kugabanuka gukenewe mubwiza, kwisiga hamwe numwuka wohejuru.Ibicuruzwa byacapwe byacuruzwa muri Werurwe byagize uruhare mu gufata toni 13,000 zubukungu bwifashe nabi mu gihembwe na toni 14,000 muri Mata muri sisitemu ya SBS.CRB na CNK ibirarane byakomeje gukomera mubyumweru 3 na 5.
Gupakira abaguzi bitabira amasoko menshi yanyuma.Turareba ubucuruzi binyuze mumurongo wibyiciro 4 byingenzi: Icya mbere, ibiryo, serivisi yibiribwa nubucuruzi bwibinyobwa bigizwe na 57% byo kugurisha igice.Turatsinze hamwe nabakiriya bacu hamwe nibitandukanyirizo, byuzuzanya bikubiyemo amakarito yatanzwe hamwe nurutonde rwuzuye rwibicuruzwa byanditseho kugurisha kubigenga byigenga.Ubu bucuruzi butanga iterambere nagaciro binyuze mu guhanga udushya, ibicuruzwa bitandukanye, imashini na serivisi zabakiriya;icya kabiri, ubucuruzi bwihariye bwo gupakira bugizwe na 28% yo kugurisha igice cyacu.Agaciro kongerewe mugupakira kabuhariwe karemereye kuruhande rwubucuruzi.Ubucuruzi bwubuzima bwarakomeye cyane kandi bushigikirwa nogutanga amakarito, ibirango hamwe ninjiza.Mugihe imikorere yandi maturo yihariye yibicuruzwa byabaguzi, amakarita yo kwishura nibitangazamakuru byavanze, bimwe bikura, bimwe bigabanuka mugihe;icyiciro cya gatatu ni umwihariko wa SBS urupapuro rwitabi, icapiro ryubucuruzi nugupakira ibintu.Ibi bingana na 13% byibicuruzwa byacu.Iki cyiciro cyamaganwe mu myaka yashize kubera kugabanuka kw’isi mu icapiro ry’itabi n’itabi, bitanga ibisobanuro, byagabanutse hejuru ya 20% kuva mu ngengo y’imari ya 16;kane, dukoresha pulp kugirango duhuze sisitemu.Ibiciro bya pulp biheruka kugabanuka byagabanije kwinjiza amafaranga agera kuri miliyoni 28 $ umwaka ushize na miliyoni 12 z'amadolari mu gihembwe ugereranije n’umwaka ushize.
Turimo kubona amahirwe meza yo gukura dukoresheje ubumenyi bwibintu, guhanga udushya, gutanga imashini hamwe nuburyo bwubucuruzi hamwe nabakiriya bacu.Twashora imari mu guhindura imitungo yacu, kandi twashora imari muri sisitemu y'urusyo rwa Mahrt, Covington na Demopolis kugirango tunoze imiterere y'ibiciro ndetse n'ubwiza bw'ibicuruzwa.Kuri Covington, ubu turimo gukora ubucucike buri hasi ya SBS kwisi kugirango ikubye ikarito nibindi bikorwa.
Mugihe rero ibice byinshi byubucuruzi bwacu bwo gupakira abaguzi bwagiye butera imbere kandi buhagaze neza kugirango dukomeze gutera imbere mugihe kirekire, iri terambere ryagiye ryuzuzwa nimikorere yibiciro byacu byongeweho agaciro no kugabanuka kumasoko yanyuma.Dukomeje kwiyemeza kunoza imikorere ndende yubucuruzi.
WestRock ihagaze neza kugirango ibihe byubukungu byifashe ubu.Dufite ubushobozi bwo gutanga umurongo mugari wibice byanyuma byisoko, dufite ibintu bihindagurika murwego rwo gutanga, harimo nubushobozi bwo gukoresha fibre yisugi na recycled.Igipimo cyacu ku isi gitanga ubudahangarwa kandi buhindagurika muri iri soko rihinduka vuba.
Kurangiza isoko birahinduka vuba.Igice cya 11 gitanga incamake yimiterere iriho mumasoko yacu.Nkuko byavuzwe haruguru, ibisabwa mumiyoboro ya e-ubucuruzi birakomeye cyane.Turizera ko ibi bizakomeza kwiyongera.Amasoko y'ibiribwa yatunganijwe kandi acururizwamo, ibinyobwa n'ibipfunyika byamazi byari bikomeye muri Werurwe mugihe abakiriya bahungiraga kandi bagakorera murugo.
Amasoko ya poroteyine yavuye mu byiza cyane ahinduka mubi mu byumweru bike bishize kuko amasosiyete atunganya poroteyine yumvise ingaruka zatewe na COVID-19.Inganda n’isaranganya abakiriya basaba byagize ingaruka mbi ku gufunga, kandi andi masoko nka serivisi y’ibiribwa ndetse n’icapiro ry’ubucuruzi akomeza uburyo bwo kugabanuka kw'isoko rya nyuma kuva mu gihembwe gishize.
Duhereye aho duhagaze uyumunsi, biragoye kumenya inzira zigihe gito, nizizakomeza.Kubwamahirwe, portfolio yacu itandukanye yimpapuro nibipfunyika biduha umwanya mwiza wo guhuza no guhuza ibyo abakiriya bacu bakeneye bakeneye muburyo butandukanye bwubukungu.Mugihe icyerekezo kidasobanutse neza, twafashe kandi turimo kwitegura gufata ingamba zo kugendana nisoko uko isoko ryatera imbere.
Urakoze, Steve.Usibye ubushobozi bwacu bwo kwinjiza amafaranga mubucuruzi bwacu, gucunga neza igihe cyimyenda yacu no gukomeza urwego runini rwimikorere nibintu byingenzi bigize WestRock ikomeye.Mu ngengo y’imari ya 2019, twongereye igihe cy’amadolari arenga miliyari 3 z’inguzanyo ziyemeje ndetse na miliyari zisaga 2 z'amadolari y'inguzanyo mu gihe cya banki.
Byongeye kandi, umwaka ushize, twongeye gutera inkunga ingana na miliyoni 350 z’amadolari yagombaga gutangwa muri Werurwe 2020. Dufite igihe ntarengwa cy’inguzanyo kugeza muri Werurwe 2022, hamwe na miliyoni 100 gusa ni zo zigomba gutangwa muri Kamena uyu mwaka.Mu mpera za Werurwe, twari dufite miliyari zisaga 2,5 z'amadolari yo kwishyurwa mu gihe kirekire, harimo miliyoni 640 z'amadolari.Ubusanzwe, twinjiza amafaranga menshi mugice cya kabiri cyumwaka wingengo yimari.Mugihe twasoje Mata, twashoboye kugabanya amadeni agera kuri miliyoni 145.Hamwe no kugabanya imyenda muri Mata, ibyo twiyemeje - ubu twiyemeje kandi amafaranga agera kuri miliyari 2.7.
Dufite umusego mwinshi kumasezerano 2 yimyenda, kandi ibi biduha guhinduka gukomeye kugirango dukore ubucuruzi bwacu.Usibye gucunga neza igihe cyamadeni yacu no gutembera, gahunda ya pansiyo ihagaze neza.Nkuko Steve yabivuze, gahunda yacu y’izabukuru yujuje ibyangombwa muri Amerika irarenze, kandi amafaranga yatanzwe ku isi muri gahunda zacu zujuje ibisabwa mu ngengo y’imari ya 2020 ni miliyoni 10 gusa.
Kwimukira kuri slide 13. Turimo gukuraho ubuyobozi bwumwaka wose kubera ibidukikije byubukungu bitoroshye bifitanye isano na COVID 19. Nubwo tudatanga ubuyobozi kuri Q3, impinduka ziheruka zishobora gutuma ibicuruzwa n’inyungu bigabanuka bikurikiranye.Steve yagaragaje impinduka zikenewe mu masoko yacu ya nyuma, bigira ingaruka mbi mubice byinshi byubucuruzi bwacu.
Usibye ibipimo bitazwi neza, ibisubizo bya Q3 bizagaragaza imigendekere yo kugabanuka kwerekanwa ryashyizwe ahagaragara kuri linerboard muri Mutarama no kugabanuka kwa Gashyantare kuri SBS hamwe nu byiciro byongeye gukoreshwa.Nubwo ibiciro bimwe byinjira bigenda bigabanuka, ibiciro bya fibre byongeye gukoreshwa birenga $ 50 kuri toni kuva Ukuboza.Mugihe ibintu bigenda bihinduka kandi tukarushaho kugaragara mubihe bizaza, tuzasubiramo ubuyobozi.
Turimo gufata ingamba nyinshi zifatika duteganya ko zizatanga andi miliyari y'amadolari y'amanyamerika aboneka mu kugabanya imyenda kugeza mu mpera z'ingengo y'imari ya 2021. Itegeko rya CARES riherutse gushyirwaho na Kongere rirengera hafi miliyoni 120 z'amadolari y'imisoro y'imishahara mu gihembwe 3 kiri imbere, izabikora kwishyurwa mu Kuboza 2021 na Ukuboza 2022.
Turateganya gutanga amafaranga yo gushimangira 2020 hamwe nintererano 401 (k) muri 2020 hamwe na WestRock imigabane rusange izamura amafaranga yacu hafi miliyoni 100.Turimo kugabanya igishoro cyacu kigera kuri miliyoni 950 z'amadolari mu ngengo y’imari ya 2020 none turagereranya intera ingana na miliyoni 600 kugeza kuri miliyoni 800 mu ngengo y’imari ya 2021, tuvuye ku buyobozi twari dufite mbere ya miliyari 1.1 z'amadolari mu ngengo y’imari ya 2020 na miliyoni 900 kugeza kuri miliyari imwe mu ngengo y’imari 2021.
Tuzasoza imishinga yacu yibikorwa mumashanyarazi ya Florence na Tres Barras mumezi 12 ari imbere.Mugihe mugihe twagombaga kumenya ingaruka zubuhungiro ahantu hamwe no kuboneka kwamasezerano nubutunzi bwa tekiniki biturutse kuri COVID-19, turateganya gutangiza imashini nshya yimpapuro za Florence mugice cya kabiri cyumwaka. 2020. Umushinga wo kuzamura uruganda rwa Tres Barras ugomba kuba wuzuye muri Q2 yingengo yimari '21.
Kuri uru rwego rw’ishoramari, twizeye ko tuzakomeza gushora imari mu mishinga ikwiye y’umutekano, ibidukikije no kubungabunga no kurangiza imishinga yacu y’inganda ndetse tunashora imari mu gushyigikira umusaruro no kuzamuka mu bucuruzi bwacu.Iri gabanywa rizatanga miliyoni 300 kugeza kuri miliyoni 500 z’amafaranga y’inyongera aboneka mu kugabanya imyenda kugeza mu mpera z’ingengo y’imari 2021.
Kuvugurura inyungu zacu zumwaka kuva $ 1.86 kumugabane kugeza $ 0.80 kumugabane bizatanga miliyoni 400 zamadorali yiyongera kumafaranga mumyaka 1.5 iri imbere.Mugihe duhindura ibikorwa byacu nishoramari kurwego rwabakiriya bakeneye, tuzakomeza kubyara amafaranga menshi yubusa, kurinda impapuro zinguzanyo kandi dufite uburyo bworoshye bwamafaranga kugirango dushyire mubikorwa ingamba.
Urakoze, Ward.Kuruhande rwibi byorezo, tubikesheje imikorere idasanzwe yikipe ya WestRock, twateye inkunga abakiriya bacu hamwe na portfolio idasanzwe yibicuruzwa nibisubizo ndetse no kugera kwisi yose bakeneye kugeza ibicuruzwa byabo kubaguzi babikeneye.Turimo dushyira mubikorwa ingamba zitandukanye, kandi turabikora duhereye kumwanya wimbaraga zamafaranga hamwe nubwinshi bwimikorere.
Turimo duhura nibihe bitigeze bibaho, kandi imyumvire mugihe cya vuba ntisobanutse.Turimo guhuza no gushyira mubikorwa ingamba zacu mugusubiza.Gahunda y'ibikorwa by'ibyorezo bya WestRock izadushoboza guhita twita ku mpinduka z’imiterere y’isoko uko duhuza ibyo dukeneye ku isoko.Turateganya ko ibi nibindi bikorwa bizarushaho gushimangira ubukungu bwacu dutanga miliyari imwe y’amadolari y’amafaranga aboneka mu kugabanya imyenda kugeza mu mpera z’ingengo y’imari '21.
Twese muri WestRock twizeye icyifuzo cyacu, ko dufite ingamba zinyuranye zitandukanijwe, itsinda ryiza kugirango dushobore kuyobora ibidukikije no kuvuka isosiyete ikomeye.
Urakoze, Steve.Nkwibutsa abatwumva, guha buriwese amahirwe yo kubaza ikibazo, nyamuneka gabanya ikibazo cyawe kuri 1 hamwe no gukurikirana nkuko bikenewe.Tuzagera kuri benshi nkuko igihe kibyemerera.Operator, dushobora gufata ikibazo cyambere?
George Leon Staphos, BofA Merrill Lynch, Ishami ry’Ubushakashatsi - MD n’Umuyobozi w’Umurenge mu bushakashatsi bw’imigabane [2]
Urakoze kubisobanuro byose hamwe nibyo ukora byose kuri COVID.Ndakeka ikibazo cya mbere nagize kijyanye nuburyo uzakomeza gucunga portfolio yubucuruzi ku buryo bugana imbere.Steve na Ward, byasaga nkaho - kandi wabivuze, ko hari itandukaniro rikomeye mubyo ubona mubijyanye nibisabwa.Biragoye kuvuga ibyisi, niki kimwe.Byaba byiza tuvuze ko numara kumenya ko, ko hazabaho ibikorwa byinyongera byo kunoza imikorere, ubucuruzi, portfolio.Kandi birashoboka ko twumvise gusa ibyo twifuzaga kumva, ariko birasa nkumuguzi wenda afite akazi gato ko gukora umaze gusuzuma ibi kubera ibibazo biri mukwandika no kunywa itabi.Niba rero washobora kuvugana nibyo, kandi nkagira icyo nkurikirana.
Joriji, uyu ni Steve.Ndatekereza ko wasubije byinshi cyangwa bike kubibazo kuko ntekereza ko tugiye gukurikirana ibibera ku isoko, kandi turateganya ko hazabaho impinduka mugihe.Sinshobora guhanura ibyo guhinduka bizaba.Sinshobora guhanura ko tuzareba sisitemu yacu tugakoresha sisitemu na portfolio yacu muburyo bwo kuyitezimbere muri rusange.Kandi nemeranya nawe ko dufite - Navuga ibyo wavuze kubaguzi, ngira ngo dufite akazi kenshi ko gukora kubaguzi, ndabyemera, kubwimpamvu wowe ...
George Leon Staphos, BofA Merrill Lynch, Ishami ry’Ubushakashatsi - MD n’Umuyobozi w’Umurenge mu bushakashatsi bw’imigabane [4]
Byose.Hanyuma nkuko bigeze ku nyungu, biragaragara, icyemezo cyingenzi.Urebye uburyo buri hejuru ya 3x, urebye icyumba cy'amasezerano wavuze ko gifite akamaro kandi nindi mirimo yose wakoze kugirango utezimbere, hari ikintu cyihariye cyaguhaye guhagarara bityo, bigabanya inyungu?Kuberako wasaga nkaho ufite umwanya wo gukomeza kwishyura inyungu.Ni iki kiguha impungenge cyane muri iki gihe mu rwego rwo kugumana urwego rwahozeho?Biragaragara ko twubaha icyemezo kandi ndashima ibara.
Nibyo.Joriji, urakoze kubaza ikibazo kuko iki ntabwo arikibazo cyimikorere rwose.Kandi ngira ngo wamenye ikintu 1.Niba hari ikintu 1 kitureba twese, aho twaba turi hose, ni ukudateganya ibizaba bijyanye nuburyo isoko ryifashe.Turatekereza gusa ko ari byiza kuri twe kugerageza gusohoka mbere yibyo kandi tukareba ko twiteguye guhangana n’ikibazo kidashidikanywaho dufite mu bukungu no ku isoko ry’imbere.
Kandi ibi bikorwa, kandi ndareba ntabwo - nkuko inyungu ari 1 gusa yuruhererekane rwibintu dukora.Nareba kuri pake yose yibikorwa turimo gukora kugirango twemerere kugendagenda neza gushidikanya twese duhura nabyo.
George Leon Staphos, BofA Merrill Lynch, Ishami ry’Ubushakashatsi - MD n’Umuyobozi w’Umurenge mu bushakashatsi bw’imigabane [6]
Igice cyacyo rero gishobora kuba igishoro ushobora gusabwa mugihe urushijeho kunoza portfolio mugihe, byaba byiza?
George Leon Staphos, BofA Merrill Lynch, Ishami ry’Ubushakashatsi - MD n’Umuyobozi w’Umurenge mu bushakashatsi bw’imigabane [8]
Urimo rero kubika ifu imwe, biragaragara, ukurikije izindi ngendo ushobora gukenera gukora muri portfolio kugirango utezimbere ibikorwa.Iyo ni 1 mu mpamvu zerekana ko byaba byiza ufite amafaranga yinyongera.Ese ibyo birakwiye?
Yego.Gusa ndareba muri rusange, ni ibintu bitateganijwe, kandi ndatekereza ko ibikorwa byose dukora birakwiriye cyane ko tuvamo mbere yigihe kitazwi neza twese turimo.
Mark Adam Weintraub, Seaport Global Securities LLC, Ishami ry'ubushakashatsi - MD & Ushinzwe Ubushakashatsi Bukuru [11]
Steve, ndashaka gusa kubikurikirana - igisubizo kubibazo byinyungu, gusa kuberako ntekereza ko ari ngombwa kubashoramari kubyumva neza.Ndashaka kuvuga, igitekerezo cyawe nuko aribyo - ntakibazo gihari ubona ubungubu, ariko birashoboka, ibi ubikora nka a - mugihe gusa, mubyukuri utabiteze, ariko ni ugukumira cyane ibikorwa kugirango, nkuko ubivuze, sohoka imbere yacyo.Nukuri mubyukuri inzira yo kubyumva?Kuberako ntekereza ko abantu benshi bagiye kuyisoma hejuru bakavuga bati, wow, bagomba guhangayikishwa no kubyara amafaranga, bagabanya inyungu zabo gusa, kandi ibyo byatunguye abantu benshi.
Yego.Ndashima rero ko ubajije.Ntabwo arikibazo cyimikorere.Ndibwira ko igerageza gusohoka imbere y'ibyabaye bitateganijwe.Noneho ndabitekerezaho cyane nkurikije uko abanyamigabane babibona, kandi tubyara amafaranga azajya kwishyura umwenda, kandi ndatekereza ko ibyo bizagera ku nyungu zabanyamigabane.Niba rero ndi umunyamigabane, ndatekereza ko ibi ndabishima kuko ubwoko butwemerera amafaranga kwishyura umwenda, bigiye kuboneka - bigiye kubarwa kubwinyungu zabanyamigabane kandi bigiye kuzamura gutembera no kuduha igihe kirekire kugera kumasoko yimyenda yimyenda, ibyo byose mbona ari ngombwa cyane.Kandi inyungu ku $ 0.80 iracyafite ireme kandi irakomeye kandi irahatana nubundi buryo bwinshi bwo gushora imari.
Mark Adam Weintraub, Seaport Global Securities LLC, Ishami ryUbushakashatsi - MD & Ushinzwe Ubushakashatsi Bukuru [13]
Nibyo.Hanyuma, byihuse kuri - - kumenya ko ari ibintu byoroshye.Haba hari ibintu byihariye ushobora kutugezaho ukurikije uko ibisabwa bisa muri iki gihe n'aho byari bimeze, ibyo utegereje muri Gicurasi wenda, aho ibintu bisa?
Nibyo, Mark, ngiye kureka Jeff asubize kubyo gukosorwa hanyuma Pat nyuma yibyo, subiza ibyo kubaguzi.Noneho Jeff?
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [15]
Urakoze, Steve.Mwaramutse, Mariko.Biracyari kare rero kubivuga kuri Gicurasi navuga ko ibirarane byacu mucyumweru cya mbere bihamye.Kandi nzatanga ibisobanuro byinshi uko nshoboye kumubumbe wa Mata, numva ko urimo gushaka ibisobanuro birambuye kumasoko yihariye.Gusa simfite ubwo buryo bwo kubona ibintu kugeza ubu.Hanyuma nkuko wabivuze, ukurikije umubare wabakiriya bacu bafunga ibihingwa byigihe gito, ihindagurika mubisabwa, ntibishobora kwerekana icyo gihembwe kizaba cyangwa kitazaba.Twarangije Mata rero munsi ya 4%.Twatangiye ukwezi gukomeye hamwe na backlogs hanyuma buri cyumweru buhoro buhoro turushaho kuba mubi.Dufite, nkuko Steve yabivuze, abakiriya barenga 130 bafunze cyangwa bagabanije guhinduranya ubucuruzi, 4 mubakiriya bacu 10 ba mbere bari bafite ibihingwa byinshi kugeza mu mpera za Werurwe kugeza mu ntangiriro za Mata.Twabonye rero ko mubice bikomeye mubiribwa byacu bitunganijwe hamwe nubucuruzi bwa poroteyine.Iyo ni Amerika na Kanada.Hanyuma ubucuruzi twe - butanga serivise zo gupakira ibiryo cyangwa ubucuruzi bwa serivisi y'ibiribwa nabwo bwaragabanutse.Hanyuma twabonye ibi mubice-byo gukoresha amaherezo byari bifite intege nke nkibicuruzwa byinganda zacu no gukwirakwiza no gucuruza impapuro, nigice kinini.
Ubucuruzi twasohotse hamwe nudusanduku twafunze tuzakomeza kuba umutwe.Hanyuma, twasohotse mubucuruzi buke bwimpapuro ziciriritse muri iryo gabana nimpapuro.Ibyo rero byaba ari bike byo gukurura umwaka wingengo yimbere utaha.Ariko na none, iyo urebye kuri comp, twazamutseho 1,7% muri Mata umwaka ushize.Isoko ryamanutse hafi 1.4%.Twazamutseho 2,7% mu gihembwe umwaka ushize, kandi isoko ryari rimeze neza.Comp rero irakomeye.
Ariko tumaze kubivuga, ubucuruzi bwacu bwakoraga neza cyane.Twahujije ibyo dutanga hamwe nibyo abakiriya bacu bakeneye.Ibimera byagenze neza.Bari bafite ibibazo bitoroshye hamwe nubucuruzi bwari hejuru, ubucuruzi bwarahagaze.Twahinduye ubucuruzi hafi yibihingwa muburyo butagira inenge.Kandi Steve yavuze abakozi bacu bakiriye ubutwari.Kandi rero turi mubihe byigihe kirekire twizeye ko dushobora gukomeza guhuza ubu bucuruzi ningamba zacu zitandukanye zo kugurisha imashini, kugurisha ibishushanyo mbonera bikomeza gukomera.Twizeye mubushobozi bwigihe kirekire muri twe kuzamura ubucuruzi.
Patrick Edward Lindner, Isosiyete ya WestRock - Umuyobozi Ushinzwe guhanga udushya & Perezida w’ibipfunyika by’abaguzi [17]
Birakomeye.Urakoze, Steve, kandi urakoze, Jeff.Kandi rero sinshobora rwose - nka Jeff, mubyukuri sinshobora gutanga ibitekerezo byinshi muri Gicurasi.Nzagerageza gutanga ibisobanuro birambuye muri Mata, byumwihariko, uburyo bihuye nibitekerezo Steve yasobanuye mugihembwe.Mu byingenzi, ibyo twabonye mu mpera zigihembwe kugeza ukwezi kwa Werurwe rwose byarakomeje muri Mata.Twabonye icyifuzo gikomeye kandi gihamye mubiribwa, ibyiciro byinshi bya serivise y'ibiribwa nibisabwa, ibinyobwa no kwita kubuzima.Ibirarane byacu muri Mata kuri CNK bikomeza gukomera mubyumweru 5 naho CRB iri hafi ibyumweru 3.Kandi rero twumva tumerewe neza - kandi dufite ibyiringiro kuri serivisi y'ibiribwa, ibinyobwa no kwita kubuzima.
Twagize ibibazo bikomeye cyane kubicapiro byubucuruzi byumwihariko.Kandi rero birashoboka ko nzafata akanya nkabisobanura gusa.Twagiye ahantu muri quartier muri Mata, hafi 50%.Ibyo ni kimwe cya kabiri cyikiguzi cya buri munsi muri Mata nkuko twakunze kubikora, naho kimwe cya kabiri cyibyo twari dufite muri Gashyantare.Ibyinshi muribyo biterwa gusa no kugabanuka muburyo bwo kohereza ubutumwa no kwamamaza kandi bimwe mubyunguka kumushinga wamabati ubusanzwe byakomera muriki gihe cyumwaka, byahagaritswe gusa.Kandi rero ibyo byakomeje muri Mata.Nibyo, nkuko twabiganiriyeho, biragoye kuvuga ibyo bigiye imbere.
Kandi na none, twagize ubwitonzi muri Werurwe, byumwihariko, kandi ibyo byakomeje muri Mata mu myuka yacu yo mu rwego rwo hejuru birashoboka ko byagize ingaruka ku musoro.Kandi no kwisiga no kwita kubwiza, ibi birashoboka cyane kubushake, ibicuruzwa bifite agaciro kanini.Kandi bimwe muribyo bicuruzwa byafatwaga nkibidakenewe, kandi abakiriya bacu ntabwo bakoraga ibikoresho byabo.Mata rero, navuga, rwose nakomeje inzira twabonye muri Werurwe Steve yari yarasobanuye.
Mark Adam Weintraub, Seaport Global Securities LLC, Ishami ry'ubushakashatsi - MD & Ushinzwe Ubushakashatsi Bukuru [18]
Niba kandi mbishoboye - none niba ushyize hamwe byose muri Mata, ukurikije ubunini, niki gishobora kuba gisa?Pat?
Patrick Edward Lindner, Isosiyete ya WestRock - Umuyobozi ushinzwe guhanga udushya & Perezida w’ibikoresho byo gupakira abaguzi [19]
Kubireba abaguzi byumwihariko?Muri rusange rero, navuga ko bigomba rwose gucika kuri buri cyiciro cyihariye.Ariko navuga ko Mata yagabanutse umwaka-mwaka.Ntushobora gutanga umubare nyawo ubungubu kuko ni kare cyane hamwe nibisobanuro, ariko munsi yoroheje umwaka-mwaka-kimwe na Werurwe.Kandi wabona - Steve yavuze mubitekerezo bye, cyane cyane hafi ya SBS, cyane cyane ko byatewe ninganda zubucuruzi twafashe toni zigera ku 14.000 zigihe cyo kumanura, ubukungu bwifashe nabi mukwezi kwa Mata, byerekana ubwo bworoherane twari dufite muruganda rwubucuruzi.
Kandi Mark, iyi ni Ward.Nakongeraho gusa, Nongeye kugaruka kubitekerezo byanjye byateguwe mugihe twavuze ko amafaranga yinjira ninjiza azagabanuka bikurikiranye.Kandi mubisanzwe, twerekeje mugihe cyibihe mugice cya kabiri cyumwaka aho amafaranga yinjira yiyongera.Ndatekereza rero ko ibitekerezo Jeff na Pat bombi baguhaye mukwezi bihuye nukuntu tubona kugabanuka gukurikiranye kwigihembwe.
Kubibazo byanjye byambere, nibajije niba ushobora kuvuga bike kubijyanye nurutonde rwubunini bwubwoko bwa fibre yawe yiyongera, fibre yawe yongeye gukoreshwa, kuva hasi, nkeka ko bishoboka ko byari mugihembwe cyambere cyimari hanyuma ubushobozi bwawe guhagarika ibyo kwiyongera.
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [24]
Mark, yego.Twagize ubwiyongere bukomeye muri fibre yacu.Turi hejuru ya $ 50 cyangwa arenga toni kugeza ubu.Kandi hamwe - icyifuzo gisigaye gihoraho kuri fibre yongeye gukoreshwa, ariko igisekuru cyarahanganye.Guhera muri Werurwe rero, twabonye igabanuka mu gisekuru, ahanini kubera ko ubucuruzi bwinshi ari ibicuruzwa.Amaduka y'ibiryo rero akomeje gukomera, ariko ubucuruzi bwubucuruzi busigaye bworoheje rwose.Hanyuma wagize impinduka zo kugura kumurongo.Kandi rero byinshi muri OCC mubigo bitunganyirizwamo ibicuruzwa bifite igipimo gito cyo gukira ugereranije nuko ufite mububiko bw’ibicuruzwa no mu maduka.Ibyo rero byateje igitutu hejuru.Ibyo dukora kugirango duhoshe mubucuruzi nuko dukoresha fibre yisugi cyane cyangwa fibre yongeye gukoreshwa bitewe nigiciro cyurusyo kugeza kubushobozi bwabo bwo gukora ibyo bishingiye kuringaniza ingufu, dushingiye kubushobozi bwabo, bityo turabicunga nkuko hafi bishoboka kugirango ifashe guhagarika ikiguzi.Turagabanya - tureba imishinga yacu yose ya Lean Six Sigma.Turagerageza guhagarika ifaranga ry'umusaruro buri mwaka.Hanyuma ukurikije intera OCC igana, tuzakomeza kugerageza kwishyura ibicuruzwa byose dushobora.
Kandi ndatekereza ko mugihe runaka, iyo usubije amaso inyuma mumyaka 3 ishize, byari miliyoni 300 zamadorali yumutwe byari bigoye kurenza.Ariko ubungubu, dufashe ibyacu hamwe no gukuraho ibiciro bimwe no kuvanga ibyacu - kuvanga fibre, guhitamo fibre ivanze hashingiwe kubiciro muri sisitemu.Noneho mugihe tunyuze mumwaka, tuzareba niba iyi pression yo hejuru ikomeje.Ndibwira ko bikomeje muri Gicurasi, hanyuma tuzareba uko bigenda.Ariko nkuko twabivuze kare, biragoye cyane guhanura ikintu icyo aricyo cyose mumasoko ukurikije uko COVID imeze.
Nibyo.Ibyo bifasha, Jeff.Gukurikirana nari mfite byari hafi ya Gondi kandi mfite amatsiko yo gutangiza imashini nshya n'ingaruka zishobora kugira ku byoherezwa muri Mexico.Ariko nanone mfite amatsiko niba hari ikintu mumasezerano yubufatanye wagira ngo ugomba kongera umutungo wawe muri Gondi, vuga, hagati yubu nimpera yimari ya 21?
Mark, Nzafata ikibazo cya kabiri.Mark, Nzafata ikibazo cya kabiri, na Jeff, urasubiza ikibazo cya mbere.Ntakintu kiri mumasezerano yubufatanye cyadutera gukenera kongera nyirubwite.Turahagaze rero ...
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [29]
Mexico ihura nubwoko bumwe bwisoko ryisoko turimo, Mark.Iyaruka rya OCC rero ryumuvuduko wo hejuru, barabona ingaruka zimwe.Bamwe rero badindiza umushinga wurusyo ukurikije uko COVID imeze, ibyo rero birambuye gato.Noneho navuga ko amasoko yabo yo gukoresha arangiza - cyane - afite ingaruka nkizacu muri iki gihe muri Amerika Ibintu bisa cyane muri Mexico rero nibyo tubona hano muri Amerika
Ikimenyetso, tuzabona - tuzashyira ikintu kuri 10-Q yacu izerekana igisubizo cyikibazo kuri Gondi.
Anthony James Pettinari, Citigroup Inc, Ishami ry’ubushakashatsi - VP n'impapuro, Gupakira & Isesengura ry'ibicuruzwa byo mu mashyamba [32]
Gusa ukurikiranye kubibazo byabanje kubazwa Jeff, birashoboka kugereranya igihe ingano yumutwe uva mubihingwa bifunze bimera?Kandi birashoboka kubipima?Hanyuma, Jeff, ngirango werekanye ko umubare wa Mata wagabanutseho 4% hamwe nabakiriya benshi babona ibihingwa byahagaritswe.Birashoboka na gato kugereranya ingaruka ziterwa no guhagarika, yaba igice gito cyo kugabanuka cyangwa kimwe cya kabiri cyangwa byinshi byagabanutse?Gusa ugerageza kumva ubwoko bwikura risanzwe ryaba.
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [33]
Nibyo.Igice cya mbere rero, Anthony, gufunga uruganda rwamasanduku rwatangiye muri Gicurasi umwaka ushize, kandi rwarangije kugeza muri Mutarama kugeza ubu.Hariho rero - kandi iri hagati ya 0,6% kugeza ku ngingo yose yo gufunga.Mugihe rero tugenda tunyura mumyaka, ibyinshi muribyo bizagabanuka uko tugenda umwaka.Hanyuma muri Mata, ntekereza ko gufunga byari ngombwa.Ntabwo nfite urubuga urwego rurambuye kuri buri soko ryanyuma.Ariko amasoko yanyuma yarangijwe muri Werurwe yakomeje kuba ingorabahizi muri Mata.Impapuro zo gukwirakwiza, impapuro, inganda, abadandaza, serivisi y'ibiryo.Hanyuma, twagize ingaruka mubuhinzi bwari hejuru, ibice bijya muri serivisi y'ibiribwa, birashoboka ko atari kimwe cya kabiri cyibikorwa byacu byubuhinzi, ariko biracyari igice kinini, byagabanutse cyane.
Niba urebye abakiriya bacu 10 ba mbere ko ufite abakiriya ba protein bakomeye, ufite ibicuruzwa byingenzi byabaguzi, amasosiyete yibicuruzwa, ibiryo bitunganijwe, ngaho - icyo ni igice cyingenzi cya bimwe mumutwe twahuye nabyo.Twagize rero, nkuko nabivuze, bumwe murubwo bucuruzi bwari bufite ibihingwa birenga 5, haba mubaguzi bamenyekanye, muri label yihariye hanyuma proteine, kandi iyo ni Kanada na Amerika kuri twe.Ibyo rero byari ibice byingenzi byo kumanuka.
Noneho, iyo urebye, hari imbonerahamwe mu igorofa yacu ku bice binini, iyo urebye isaranganya mu mpapuro, kandi ndashobora kuguha neza mu gihembwe cya Werurwe, yagabanutseho 6,6% ku munsi.Kandi rero ibyo bikomeza kuza muri ubu bucuruzi.Kandi utekereza kuri big 3 kuri twe, igice cyibikorwa byabo nubucuruzi bwimodoka, ibice byimodoka, ibyo biramanutse rwose.Hanyuma ubucuruzi bwimuka, kwimuka mububiko buramanuka cyane nanone.Kandi uwo ni 1 mubakiriya benshi, Minisiteri yingabo, bahagaritse kwimuka kwa serivisi kugeza ku ya 1 kamena. Icyo rero nikindi gice cyumutwe.
Muri utwo turere twinshi rero, ibyo bice binini byari hasi.Ndetse n'igice cyacu cya Pizza cyakomeje kandi gikura kiraza muri Mata.Kandi simfite ibyo byihariye kugeza muri Mata.Ariko uburyohe bwibice ni bimwe bizaza muri Mata.
Anthony James Pettinari, Citigroup Inc, Ishami ry’ubushakashatsi - VP n'impapuro, Gupakira & Isesengura ry'ibicuruzwa byo mu mashyamba [34]
Nibyo.Ibyo biradufasha cyane.Hanyuma, ikibazo gusa, ndakeka, kubaguzi n'abaguzi.Twabonye leta zimwe zitangira kuzamura ubwugamo ahantu hateganijwe kandi twumva ko ari iminsi yambere, gusa ndimo nibaza, mugihe uganira nabakiriya bawe, haba muri serivisi y'ibiribwa cyangwa gucuruza cyangwa ibindi bice byubucuruzi, nikintu runaka ko umeze nkubusobanuro bufite intego yo gufata ibyemezo?Cyangwa ubwoko bwamabara yose ushobora gutanga hano?
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [35]
Nibyo.Nzatangira hanyuma mpindukire kuri Pat nkikomeza.Biracyari kare kubivuga.Kandi nkuko nabivuze, ibice ndetse bikomeye birakomeye bigira igihe cyo guta umutwe no guhindukira kubera ingaruka za COVID kubakozi babo.Twizere rero ko, mugihe dutangiye gusubira inyuma, dutangira kubona ibintu bimwe na bimwe bikenewe, ariko hakiri kare kubivuga muri iki cyumweru cya mbere Gicurasi.Pat?
Patrick Edward Lindner, Isosiyete ya WestRock - Umuyobozi mukuru ushinzwe guhanga udushya & Perezida w’ibikoresho byo gupakira abaguzi [36]
Yego.Kandi urakoze, Jeff.Kandi nongeyeho kuruhande rwabaguzi, nabyemera.Ndibwira ko - birashoboka ko umwanya uhinduka cyane kurubu tubona turi hafi ya serivise y'ibiribwa hamwe nigikombe hamwe namasahani ya SBS, aho turi isoko ryugururiwe isoko rya SBS.Noneho - ariko hakiri kare kuvuga mubyukuri ibishobora kuba ahari, ariko habaye impinduka nyinshi.Hanyuma ikindi kiracyari mubicuruzwa byubucuruzi, ibyo navuze mbere, nabonye kugabanuka gukomeye.Kandi rero turareba neza.Ariko hamwe nibidashidikanywaho biri hanze aha, haracyari kare kugirango tumenye niba leta ifungura cyangwa bimwe mubikorwa bijyanye no gutandukanya imibereho bigiye kugira ingaruka zifatika mugihe cya vuba.
Steve, ikibazo gusa, wenda filozofiya cyangwa igihe kirekire, gusa nukuntu ubona ibyaguzwe.Amwe mumasezerano yakozwe muriki cyiciro giheruka, ntabwo asa nkaho yitwaye neza cyane mugihe cyamanutse, MPS hamwe na roho zimwe zohejuru hamwe n itabi na KapStone, wavuze zimwe mubibazo byatsinze.Ikigaragara ni uko imbaraga zabaye ndende cyane, kandi tugomba guca inyungu.Igihe kirekire rero, biragaragara, ibyo byabaye indangagaciro yo kurema WestRock yari kugura.Ariko uratekereza ko kujya imbere, birashoboka ko tuzaba twirengagije gato kandi birashoboka ko imbaraga zidashobora kuba ndende nkuko byari bimeze kera kandi birashoboka ko kugura bizatwara umwanya munini kugirango ugabanye imbaraga zigihe kizaza. ?
Urakoze kubaza ikibazo, Brian.Ntekereza ko kubijyanye no kugabana imari, aho turi, ngira ngo kugabanya imyenda bishyirwa imbere kuruta kugura.Ariko ndateganya mugihe kirekire, tuzashobora gukora ibintu kugirango twongere agaciro muruganda rwacu.
Nibyo.Hanyuma rero ubwoko bumwe gusa bujyanye nibyo, urimo gutera intambwe nyinshi zo kubyara amafaranga no kuzamura ubwishingizi.Muri portfolio gusa, hari umutungo ushobora kureba kugurisha cyangwa kugabanuka kugirango ugerageze no kwihutisha iyo nzira?Kandi hari andi masoko y'amafaranga ushobora gushobora gukuramo, nka, kuvuga, kuva mumari shingiro?Ntekereza ko mu ntangiriro, ibyo byari kuba byiza cyane umwaka, ariko ibintu byarahindutse.Gusa rero wibaze niba hari izindi nzira zo kubyara amafaranga mugihe cya vuba?
Yego.Turareba ibikorwa byacu nka - akazi kacu nukubyara amafaranga, bityo tuzareba inzira zose.Ntabwo dufite ikintu cyihariye kuri portfolio yacu igaragara.Nibwira ko ndeba Ward Dickson na John Stakel kandi bareba igishoro gikora buri munsi.Turareba rero levers zitandukanye kugirango - dushobora kubyara amafaranga.
Uyu ni Yohana kuri Mariko.Mbere na mbere, ushobora kuvuga gusa binyuze mubucuruzi bwakuweho nuburyo - kuvuga uburyo turi kure yo kubona ikiguzi cy'ishoramari?Noneho nigipimo rusange cyibikorwa byubuyobozi byakorwaga muri Q1?
Patrick Edward Lindner, Isosiyete ya WestRock - Umuyobozi ushinzwe guhanga udushya & Perezida w’ibikoresho byo gupakira abaguzi [44]
Yego.Uyu rero ni Pat.Hafi rero yubuyobozi bwa SBS hamwe na SBS byumwihariko, nkuko Steve yabivuze, itabi nicapiro ryubucuruzi byagabanutse mubyisi, kandi turabona imbogamizi zigihe gito kuko zijyanye no gucapa ubucuruzi, na gato kuri serivisi y'ibiribwa.Twafashe rero ubukungu budasanzwe muri Werurwe na Mata, byerekana ko ibiciro byacu bitari hejuru nkuko byari bimeze mbere yabyo.
Noneho tugeze muri kiriya gihe, navuga ko twakomeye rwose.Kandi byari, nkuko ubyiteze, hamwe na SBS, hamwe nigipimo cyo gukora kiri hejuru kandi gisubira inyuma hafi ibyumweru 4 nkuko bisanzwe.Ariko biragaragara, ibyo twabonye mubice bimwe na bimwe twitabira gukoresha SBS cyangwa ikibaho cyakuweho muri rusange, twabonye ibyo byahinduwe muri uko kugabanuka mumezi abiri ashize rwose byagize ingaruka kubiciro byimikorere.
Nibyo.Ibyo birafasha.Hanyuma uhindukire kuri MPS gusa.Wahamagaye intege nke zi Burayi ariko ni ibihe bice byubucuruzi bwa MPS bidakomeye?Hariho ikindi usibye imyuka yohejuru?
Gusa - uyu ni Steve.Ndibwira ko ikirenge cyabo muburayi kiremereye mubwongereza.Bafite bimwe - kandi rero ndatekereza ko Brexit yababereye ikibazo.Kandi rero turimo kwimura umusaruro muburasirazuba uko dushoboye muburayi.Twimuye rero ubucuruzi muri Polonye.Ndibwira ko ibice rwose bidatandukanye cyane nibyo tubona muri rusange.Ubucuruzi bwita ku buzima bwakoze neza cyane.Kandi ubucuruzi bwamamaza abaguzi bwarushijeho kuba ingorabahizi kubera ibyo Pat yavuze kubyerekeye amaduka adasoreshwa kandi gusa nabyita, ubucuruzi bujyanye na COVID.
Nizere ko wowe n'imiryango mukora neza.Amatsiko niba ushobora gutanga ibisobanuro kuri byose kubyerekeranye, cyane cyane mubucuruzi bwangiritse muri Berezile.Ndashima ko igiye mugihe cyihuta, ariko ibyo twasomye kugeza ubu kugeza muri Mata byari byarabonye kandi byerekana ibyifuzo bikomeye hano hepfo.
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [49]
Ni Jeff.Nzabifata.Burezili rero, ngira ngo ibyo wasomye birahuye.Bafite ibikoresho byiza byo kugurisha hejuru yumwaka-mwaka, hafi 11%.Ibicuruzwa byoherezwa mu karere ka Amerika yepfo muri Afurika nabyo.Umubare wazamutseho 7% kubucuruzi bwacu bwa Berezile.Barushije isoko, ariko ibyo byazamutse ku buzima bwiza 6-wongeyeho.Porto Feliz kuzamuka ikomeje kugenda neza cyane.Bakomeje guteza imbere ubucuruzi.Barimo gushiraho inyandiko kuri corugator zabo nshya na EVOL kandi ibyo kuzamuka bikomeje kugenda neza cyane.
Turimo kubona imitwe imwe ituruka kuri virusi ya COVID, ariko ntabwo iri murwego rwo gukundana nkuko twabibonye hano.Nanone, umushinga wa Tres Barras uri mu nzira kandi uteganijwe gutangira, nk'uko Ward yabivuze mbere, mu gice cya mbere cya kalendari 2021. Twafashe gutinda gato, gutinda kw'iminsi 10, dushingiye ku bikorwa bimwe na bimwe bya guverinoma, twari twaravuye mu gisirikare, ariko iragarutse kandi ikora no munzira.Ubwo rero ubucuruzi muri rusange bukomeje gukora neza cyane, kandi amasoko yabo akomeje kuguma muri kano kanya.
Kandi ikibazo gikurikiraho, ndakeka, kuri pulp.Wavuze ko ari miliyoni 20 z'amadolari ya Amerika, ndakeka yuko kugeza mu gice cya mbere.Habayeho urukurikirane rwo gutangaza ibiciro twabonye.Gusa mfite amatsiko duhereye kubihe, nigute dushobora kubona icyo cyiciro muri, ibyo nibyiza byingengo yimari 2021?Cyangwa niba bishoboka byihuse kuko ugurisha isoko ryumwanya?
Patrick Edward Lindner, Isosiyete ya WestRock - Umuyobozi Ushinzwe Guhanga udushya & Perezida w’ibikoresho by’abaguzi [51]
Yego.Birashoboka rero ko nzabifata kuko biri mubice byabaguzi.Kandi rero ubwinshi bwa pulp dukora buri muri sisitemu ya SBS nkuko tuyiringaniza - kuringaniza sisitemu hamwe nigihe cyo gufungura.Umubare wa pulp wiyongereye vuba, nkuko mubibona mubintu bimwe byumugereka twasohoye.Kandi nkuko mubizi, ibiciro byagabanutse, ibiciro byatangajwe byagabanutse.Ibyo rero byagize ingaruka zikomeye kuri twe murwego rumwe.Kubireba ibishobora kubaho muri 2021 cyangwa nyuma yayo, biragoye cyane ko dushushanya ibintu byose bitazwi neza, ntitwabishobora.Ariko hamwe - rwose, Werurwe na Mata kandi tugasubira mubyukuri muri uyu mwaka w’ingengo y’imari, byanze bikunze byagize ingaruka zikomeye, bityo rero bigaterwa gusa ningaruka zijyanye nibiciro muri iryo soko nkuko byatangajwe mbere.
Ndashaka kuvuga, Gabe, kuri twe, ni agace gato k'ubucuruzi, nkuko mubizi.Ariko bikurikiranye, twabonye kugenda hejuru mubiciro byacu.Yamanutse iracyari umwaka-mwaka.Ariko igihembwe gishize kugeza iki gihembwe, twabonye kwiyongera muri pulp.
Gusa rero byihuse usubire kugenerwa igishoro.Twumva ibyo wakoze hamwe ninyungu n'impamvu.Urashobora kutwibutsa niba ufite igipimo cyihariye cyo kwishyura?Kandi kubibazo bifitanye isano, ntacyo wavuze byumwihariko kuri repo.Turabizi ko ugiye gukoresha ikigega kugirango utere inkunga.Ariko ushobora kutwibutsa uburyo ushobora kuba ufite kuri repo?
Dufite imigabane igera kuri miliyoni 20, kandi ntabwo twigeze tugura imigabane mugihe kitari gito kuko twasobanuye neza ko igenamigambi ryacu ryibanze ari ukugabanya imyenda.
Patrick Edward Lindner, Isosiyete ya WestRock - Umuyobozi mukuru ushinzwe guhanga udushya & Perezida w’ibikoresho byo gupakira abaguzi [59]
Yego.Yego.Inyungu, nzakubwira, ubwoko bwamaranye umwanya munini dutekereza kurwego rukwiye.Kandi biragoye kwerekana igipimo cyihariye cyo kwishyura.Ndebye $ 0.80, byumvikana ko ari miliyoni 200 $.Turashobora kwinjiza miliyoni 200 z'amadolari kandi tugomba gusubiza miliyoni 200 $ kubanyamigabane bacu kandi mubihe byose dushobora gutekereza.Kandi nkuko twabivuze mubitekerezo byateguwe, tugiye kureba kwiyongera uko ibintu bigenda bigaragara.Kandi rero ndatekereza, mubyukuri biragoye kuvuga kubyerekeye igipimo cyihariye cyo kwishyura muri ibi bidukikije.
Kubona.Hanyuma ikibazo cyanjye cya kabiri, 1 yisosi y'ibanga ya WestRock, byibuze mubitekerezo byanjye, ni ibikoresho byimashini ufite mubikoresho byabakiriya bawe.Noneho birakomeye gukorera izo mashini?Cyangwa iyo bimaze gushyirwaho, bireba umukiriya kubungabunga imashini?
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [61]
Uyu ni Jeff.Uburambe bwa COVID rero bwarushijeho gukomera kubikora.Ariko oya, twohereza inyandiko hamwe nibikoresho bya PPE, gutwikira mumaso, gants.Tuganira nabakiriya bacu kubyo basabwa muruganda hanyuma ibyo dusabwa.Dufite amasezerano asanzwe ya serivisi turimo kuzuza hanyuma nanone ibihe byihutirwa aho abakiriya bazadukenera.Icyo gice rero cyubucuruzi dukomeje kwimura abantu kandi mumutekano.Twagize amahirwe menshi yo kubikora.Kandi ibicuruzwa byacu muribyo - mubucuruzi bwimashini yacu byakomeje kwiyongera.Nkuko Steve yabitangaje kare, twiyongereyeho miliyoni 300 z'amadolari mu mezi 12 ashize.Igishimishije rero, ibyo bikomeje kwiyongera, kandi dukomeje guteza imbere ubucuruzi muri iryo soko no gukorera ayo masoko.
Adam Jesse Josephson, KeyBanc Capital Markets Inc, Ishami ry’ubushakashatsi - Umuyobozi n’isesengura ry’ubushakashatsi bukuru bw’imigabane [63]
Jeff, gusa subira kubitekerezo byawe byo muri Mata akanya.Nashakaga kubaza ibintu bibiri.Ndatekereza rero ko wavuze ko ibicuruzwa byagabanutse kandi ibirarane byagabanutse mugihe cyukwezi kubwimpamvu.Urashobora kuduha kumva neza icyo inyuma ya kontineri yawe ya kontineri yagereranijwe nubu ugereranije nuko byari bimeze muntangiriro za Mata, kugirango duhitemo itariki?Noneho ku gice cya e-ubucuruzi, urebye ko e-ubucuruzi bukomeye kuruta serivise y'ibiribwa ibabaye, urumva ko ingaruka ziterwa no kuzamuka kwa e-bucuruzi ku buryo ahanini zisimbuza ibiryo byatakaye? ubucuruzi bwa serivisi?
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [64]
Nibyiza, nuko nzatangirana nigice cyanyuma.Ubucuruzi bwa e-comm burazamutse cyane, kandi hasigaye.Kandi ufite iterambere ryinshi kumurongo kandi ukagura kumurongo hanyuma ugatwara mububiko, kikaba aricyo gice cyakuze vuba mumwanya wa e-comm kuva muri Werurwe kugeza Mata.Kubijyanye na serivisi y'ibiribwa no guhagarika, biragoye kubivuga nkijanisha kuko hariho ubucuruzi bwinshi butandukanye butanga serivise y'ibiribwa, amata, imigati, ubuhinzi.Biragoye rero kuvuga icyo offset yaba nkumubare nyawo.
Nkaho gusubira inyuma, tureba inyuma muri sisitemu.Natwe rero turi - ni iminsi 5 kugeza 10.Kandi nkuko nabivuze, uza muri Gicurasi, habaye ihungabana guhera muri Mata hamwe na pikipiki nkeya mubyo twabonye mucyumweru cya kabiri n'icya gatatu muri Mata, ariko hakiri kare kumenya niba ibyo ari inzira cyangwa atari nonaha kubera ihindagurika ku masoko yacu.
Adam Jesse Josephson, KeyBanc Capital Markets Inc, Ishami ry’Ubushakashatsi - Umuyobozi n’isesengura ry’ubushakashatsi bukuru bw’imigabane [65]
Yego.Ndabishima.Kandi izindi 1 gusa 1 kuri e-ubucuruzi, aribwo, mumyaka 3 ishize, yabaye umuhinzi ukomeye, kwiyongera kwimibare ibiri, muricyo gihe, isanduku yisanduku yavuye ku kwiyongera 3% inyuma muri 17 igera kumurongo. umurongo umwaka ushize.Gusa ndimo nibaza ni izihe ngaruka utekereza ko kuzamuka kwa e-ubucuruzi bigira ku isoko rusange mugihe bisa nkaho e-ubucuruzi bukomeje kuba imbaraga zikomeye, ariko agasanduku k'ibisanduku kagabanutse mumyaka mike ishize?
Jeffrey Wayne Chalovich, Isosiyete ya WestRock - Umuyobozi mukuru w’ubucuruzi & Perezida w’ibikoresho bipfunyika [66]
Ntekereza ko aribyo - bishingiye ku ijanisha e-ubucuruzi bugezweho muri rusange ku isoko rusange, Adam.Niba rero urebye yose hamwe, niba ari 10% kugeza 12%, ngira ngo birashoboka ko aribwo buryo bwuzuye muri e-comm.Noneho ufite insimburangingo, ufite ibipfunyika bito, ufite kwiyandikisha, hari ibindi bintu byinshi bijyamo.Ariko ndatekereza ko burigihe iyo usubije amaso inyuma ukareba iterambere rirambye, gukura kudahoraho, ibyo bintu, bimwe mubidashoboka byarakemuwe.Kandi muri ibi bidukikije, biranagoye cyane kubera inganda.Ariko ubushobozi bwacu bwo gukura mubice mumyaka 3 ishize byabaye byiza cyane.Kandi kubucuruzi bwacu, Nishimiye ko dushobora gukomeza gutera imbere kumasoko, urebye igihe gito cya COVID hano, twizere ko mugihe kirekire, tuzakomeza gutera imbere no gutsinda kumasoko yacu.
Urakoze, ukora, kandi ndashimira abaduteze amatwi kwitabira umuhamagaro wuyu munsi.Nkibisanzwe, utugereho niba ufite ikibazo, burigihe twishimiye gufasha.Murakoze, kandi mugire umunsi mwiza.
Igihe cyo kohereza: Gicurasi-11-2020