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cover of episode In Omaha: Berkshire Hathaway’s 2025 Meeting with Brooks & See’s 5/2/25

In Omaha: Berkshire Hathaway’s 2025 Meeting with Brooks & See’s 5/2/25

2025/5/2
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Dan Sheridan: 我很自豪地看到Brooks团队取得的成果，我们在全球范围内实现了强劲增长，每个地区都实现了两位数的增长。然而，关税的不确定性对我们的业务构成了挑战。我们大部分产品都在越南和印尼生产，已经面临着高关税，额外的10%关税更是雪上加霜。我们正在努力通过优化整个价值链来应对，这包括与供应商合作降低成本，同时避免将成本转嫁给消费者。将生产转移到其他地区并非易事，因为东南亚地区在性能跑鞋制造方面已经积累了深厚的工艺和成熟的供应链，这需要一个漫长的过程。中国市场的增长令人印象深刻，这得益于中国跑步运动的蓬勃发展。尽管贸易战的不确定性令人担忧，但我们相信，只要跑步运动的参与度持续增长，我们就有机会在中国市场上竞争并取得成功。Brooks的成功源于我们对产品和生物力学的持续关注，以及跑者对合适跑鞋的忠诚度。 Pat Egan: See's Candies公司今年开局良好，情人节和复活节的销售额显著增长。但最近几个月增长有所放缓，这与市场整体的不确定性有关。尽管如此，我们的销售额仍然高于去年同期水平。消费者仍然寻求快乐和See's体验，这体现在我们250家全年营业的实体店中。我们通过密切关注消费者反馈，并根据市场需求调整生产规模来应对销售波动。我们还通过营销活动和产品创新来刺激需求。可可价格的波动对我们的成本造成了巨大影响，但我们通过期货市场购买来进行风险管理。

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We bring you to Omaha, Nebraska, ahead of the tens of thousands of Berkshire shareholders that make the pilgrimage to Warren Buffett every spring. At this “Woodstock for Capitalists,” Berkshire’s 60+ portfolio companies sell limited edition and specialty wares to Buffett acolytes. See’s Candy CEO Pat Egan is ready to satisfy sweet-loving shareholders with 24,603 pounds and 41,156 units of product, and Brooks Running CEO Dan Sheridan has special, limited edition sneakers, just for this year’s meeting. Sheridan discusses the impact tariffs have had on his production, and both Berkshire portfolio company CEOs share their excitement for another festival of business. Tune into CNBC’s TV and digital channels this weekend to catch every minute of the 2025 Berkshire Hathaway Annual Meeting) coverage.

 

Dan Sheridan - 11:57

Pat Egan - 19:00

 

In this episode:Becky Quick, @BeckyQuick)Joe Kernen, @JoeSquawk)

Andrew Ross Sorkin, @andrewrsorkin)

Katie Kramer, @Kramer_Katie)