@lost
Hi Lost,
To continue our discussion regarding inflation, I feel that the debate is moving from "is inflation temporary ?" to " which companies/sector have the best pricing power ?".
About this, there was an interesting article this week in The Economist.
Based on an UBS survey of S&P 1,500, 3 sectors have the best pricing power : consumer staples, communication services and IT.
The 3 sectors which have the least pricing power : energy, financials and material.
In its survey, UBS defines pricing power as the ability to raise prices without harming sales.
The "pricing-power score" is based on 4 indicators : mark-up, market share, volatility and skew of profit margin.
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