Trian Partners Activist Presentation Deck
P&G is Losing Market Share at the Local Level Across Businesses
Market shares are down in 68% of the top 20 country-categories
Note:
■
Losing market share in each individual category on a global basis over the past 5 and 3 year
periods
Country
USA
China
United Kingdom
Japan
Canada
Germany
Brazil
Russia
Italy
France
Spain
Mexico
India
Philippines
Argentina
Turkey
Saudi Arabia
Poland
Egypt
South Korea
% Sales
34%
10%
4%
4%
3%
3%
3%
3%
2%
2%
2%
2%
2%
1%
1%
1%
1%
1%
1%
1%
Global P&G
Country-Category Pairs Losing Share
Total # of Country-Category Pairs
% Losing Share
Baby, Feminine &
Family Care
3 Yr
0.3%
(1.7%)
0.8%
5 Yr
(0.1%)
(0.8%)
0.9%
(0.1%) (0.0%)
0.1%
0.2%
(0.9%)
0.4%
Value Share Market Share Gain / (Loss)
Fabric &
Home Care
(2.0%)
(4.2%)
2.2%
(0.6%)
(0.5%)
15
20
75%
(2.9%)
(0.0%)
(1.0%) (2.3%)
(2.5%) (1.1%)
(4.4%)
(4.1%)
(1.8%) (3.7%) (0.4%)
(1.2%) 0.2%
1.7%
(1.8%)
(0.9%)
3.0%
1.9%
(1.0%)
1.6%
(2.4%) (7.3%)
(2.6%)
3.0%
(0.3%)
(4.0%)
3.5%
(0.0%)
11
20
55%
(0.3%)
(0.6%)
(2.3%)
(0.3%) (0.4%)
(0.1%)
(0.8%)
0.0%
3 Yr
5 Yr
0.2%
0.0%
(0.4%)
(0.2%)
(2.6%) (1.7%)
5.1%
2.7%
2.7%
0.6%
(1.0%)
(0.6%)
(0.2%)
(1.6%)
(6.6%) (6.9%) (0.9%)
0.2%
(0.8%)
(0.2%)
(0.5%)
16
20
80%
(0.1%)
(0.6%)
0.2%
(0.2%)
1.3%
0.2%
1.5%
(1.2%)
1.0%
Beauty, Grooming &
Health Care
5 Yr
(2.6%)
(3.6%)
(0.2%)
10
20
50%
(0.9%)
0.1%
(0.9%)
(0.9%)
0.5%
(0.1%)
(0.2%)
(0.3%)
(0.9%)
0.1%
0.6%
(1.1%)
0.2%
(1.6%)
(3.9%) (0.1%)
1.0%
(1.0%)
(1.7%)
15
20
75%
3 Yr
(1.6%)
(2.6%)
(1.0%)
0.1%
(0.9%)
(1.2%)
0.2%
(0.5%)
(0.5%)
(0.0%)
(0.3%)
(0.4%)
(0.6%)
(0.2%)
0.4%
(0.8%)
0.3%
(0.6%)
0.4%
(0.5%)
(1.2%)
15
20
75%
Total P&G
5 Yr
41
60
68%
3 Yr
41
60
68%
Source: Euromonitor International Limited 2017 © and Consumer Edge research. All rights reserved. The incorporated Euromonitor data has been independently researched as part of its
annual Passport research process. Euromonitor makes no representations about the suitability of this data for investment decisions. "Baby, Feminine & Family Care" measures P&G's
market share trends in Euromonitor's "Tissue & Hygiene" category. "Fabric & Home Care" measures P&G's market share trends in Euromonitor's "Home Care" category. "Beauty,
Grooming & Health Care" measures P&G's market share trends in Euromonitor's "Beauty & Personal Care" category.
Figures highlighted in red indicate market share loss.
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