P&G Announces 'Irresistible Superiority' Strategy To Win In Global Slump
This article was originally published in The Rose Sheet
Executive Summary
Firm's sales were down in all segments but health care in the third quarter, reflecting challenges it sees worldwide across consumer industries. In this environment, and facing the threat of commoditization in the categories where it competes, P&G is focused on delivering "irresistible superiority," a strategy that drew questions from analysts as to how exactly it will translate to wins in practice.
You may also be interested in...
P&G Looks To Follow Brand Trimming By Spreading Through M&A
P&G posts 2% organic growth in its latest quarter and its adjusted EPS beat analyst expectations as it is again interested in M&A. However, analysts ask whether P&G, under pressure from an activist investor, has entered a growth era or is pushing a “false positive.”
If P&G Seeks OTC Sale, Pharma Buyers Might Line Up
P&G's activist investor Trian Fund Management is known for pressuring big companies to break up. The OTC business would likely have plenty of potential buyers.
P&G Could Lean Toward OTC Brand Sales With Activist Investor Influence
Analysts consider the potential for P&G splitting up or selling OTC or beauty care assets following CEO David Taylor's recent comments on possible moves with activist investor Trian. Analysts weigh in on the potential for sale or swap of brands and whether the moves would help.