Supply chain, inflation top subjects of Q4’21 earnings calls — Panjiva
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Supply Chain Research

Supply chain, inflation top subjects of Q4’21 earnings calls

Business Sentiment 206 Cons. Discr. - Apparel 497 Materials - Construction 113 U.S. 5321

Inflation and supply chains are topics of increasing attention, from both central banks and companies as expectations move away from the tough that increasing prices would be transitory. Analysis of earnings call transcripts from CapitalIQ show mentions of inflation related words appeared in 71.0% of calls in Q4 2021, up from 39.2% in Q4 2020. This is a reversal from expectations at the beginning of the epidemic, where companies expected a fall in economic activity and an extended recession. Supply chain talk followed a similar pattern recently, up to 77.8% of calls in Q4 2021 form 53.8%...

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