Please Share:: 
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
HINDUSTAN UNILEVER:
Key takeaways
Company has stabilized market shares in most categories. It is gaining shares in soaps
through Dove and Pears.
It is focusing on mass customization in emerging categories like conditioners and skincare
and is driving consumption. It has achieved volume leadership in hair conditioners
(beating L’Oreal).
It is focusing on increasing direct rural distribution to 0.75 mn outlets from the current
0.25 mn.
Of the three margin drivers pricing, mix and costs, only costs are negative currently.
It will implement calibrated price increases without hurting volume growth and volume
market shares. Margins could be under pressure for the next two to three quarters.
Adspends will likely remain at ~14% of sales.
India Equity Research Reports, IPO and Stock News
Visit http://indiaer.blogspot.com/ for complete details �� ��
HINDUSTAN UNILEVER:
Key takeaways
Company has stabilized market shares in most categories. It is gaining shares in soaps
through Dove and Pears.
It is focusing on mass customization in emerging categories like conditioners and skincare
and is driving consumption. It has achieved volume leadership in hair conditioners
(beating L’Oreal).
It is focusing on increasing direct rural distribution to 0.75 mn outlets from the current
0.25 mn.
Of the three margin drivers pricing, mix and costs, only costs are negative currently.
It will implement calibrated price increases without hurting volume growth and volume
market shares. Margins could be under pressure for the next two to three quarters.
Adspends will likely remain at ~14% of sales.
No comments:
Post a Comment