Trian Partners Activist Presentation Deck
It Has Been Decades Since P&G Created a New Leading Brand
P&G has not created a meaningful new brand since Swiffer, almost 20 years ago
All of P&G's Brands Per the Company's Website
ambi
pur
Charmin
Created Pre 1960
Gillette
VICKS
BONUX
3m1
Old Spice
cheer
stay colorful
*
*
Meta
Baterk
DASH
ERA
*
Pampers
TAMPAX Tide
*
*
BRAUN
*
Crest
OLAY
Oral-B
PANTENE
*
Cascade
Comet
Daz
dreft
FAIRY
Joy
*
*
*
Mr
Clean
Pepto
Bismol
Secret
IVORY
Fixodent
*
Created 1960-1980
Bold
2in1
ARIEL
Bounty
Downy
head&
shoulders
Luvs
*
AUSSIE
DODOT
Poffs
KUN
scope
DAWN
Source: Company website. Naturella is not a "Top Brand" as defined on P&G's website.
Gain
O
Herbal
Essences
Safeguard
bonce
Prilosec
OTC
Salvo
=
Acquired
Created 1980-2000
SK-II
*
Rejoice
*
Ma
Clearblue
Swiffer
always
febreze
whisper
Created 2000 - Today
ā
naturella
(2008)
Despite ~$2bn in
annual R&D, and
$3-4bn in annual
capex far more
than any
competitor
- 57 -View entire presentation