Trian Partners Activist Presentation Deck
P&G Must Learn to Play the "Small" and "Local" Game
Big brands like P&G's that sell at high prices face increased risk of commoditization, particularly
as competitors innovate with technologies and marketing strategies targeted at millennials,
I
i specialty channels, local consumers, etc.
I
PANTENE
-PRO-V
ogs
beauty pure
and simple
U.S. Hair Care:
-120 bps
+260 bps
Crest. -130 bps
U.S. Oral Care:
SENSODYNE +240 bps
(Owned by P&G)
Examples Within P&G's Categories
(Market Share Change: 2011-2016)
(Owned by Johnson
& Johnson)
(Owned by P&G)
(Owned by
GlaxoSmithKline)
Source: Euromonitor International Limited 2017 Ⓒ.
Gillette -1,250 bps (Owned by P&G)
+1,000 bps (DSC Owned by
Unilever; Harry's
privately owned)
DOLLAR SHAVE CLUB
+
U.S. Men's Shave:
HARRY'S
Pampers
Merries
Luott
No.1 Brond in Jap
China Diapers:
-650 bps
+780 bps
(Owned by P&G)
(Owned by Kao)
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