Trian Partners Activist Presentation Deck
...But the Results Have Not Improved Under the "End-to-End" Model
In the U.S. where "End-to-End” has been in-place for 2 years, results remain mixed at best
Question from Research Analyst on Last Earnings Call Regarding End-to-End:
"I just wanted to talk a little bit about implementation of End-to-End. I think in North America, we're
kind of at a 2-year point for that being put in place, and I understand it was the lead market. There was
going to be a lot of learning and adjusting. But it looks like you're still -- share trends are still not clearly
where they need to be in the U.S."
- Question from Lauren Lieberman, Barclays Analyst, on P&G's Q4'17 Earnings Call, July 27, 2017
Source: Company filings.
P&G's U.S. Sales From Continuing Operations ($ in billions)
$26.8
2015
+0.7%
$27.0
2016
+1.1%
$27.3
2017
- 37 -View entire presentation