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Strategies & Market Trends : Value Investing -- Ignore unavailable to you. Want to Upgrade?

To: E_K_S who wrote (62036)	5/21/2019 7:27:22 AM
From: Spekulatius	Read Replies (1) \| Respond to of 78666

re NWL - I think this is a tough one. I believe the brands have lost and will lose considerable brand equity, similar to the KHC situation, which translates into lower pricing power. It appears to be a secular trend that many consumer products are getting commoditized. I believe in 5-10 years, one of the most important brands will be “Amazon Essentials”, besides Kirkland ( Costco). Nestle for example has this problem too, but they managed to escape this, buy actually trying to improve their products. They have a goal that each new product is preferred by 80% of the customer in blind tests. That’s very different from just marketing spiels or putting an old product into a new packaging format like many peers are doing.