Sector Capsule: Nappies/Diapers/Pants in China
Nappies/diapers/pants recorded retail current value growth of 10% in 2017, as value sales rise to CNY54.0 billion The two-child policy supported...
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With ‘Brand Building’ Ad Era Over, Can Food Inflation Rescue FMCG Margins?
I’ve been underweight consumer staples on valuation and business model disruption risks since 2015 and the sector has de-rated significantly...
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Procter & Gamble - A Safe Bet or a Gamble?
AbstractAn ongoing streamlining of the Procter & Gamble’s businesses, the end of a proxy battle, a set of decent earnings results, and the...
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Sector Briefing: Tissue and Hygiene in Japan (Market Summary) - Part 1
Waning Chinese demand for nappies hits overall growth rate Demographic changes shaping market performance Adult incontinence drives share...
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China Consumers - Chinese Prefer Japanese Diapers - We Go Shopping to Find Out
China has the highest level of consumer confidence in the world. China disposable income up 7.3% YoY. China napkins and diaper segments grew 11%...
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