P&G Hygiene & Health Care - long term buy?

[sujay85]

Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys?

https://timesofindia.indiatimes.com/business/india-business/hygiene-products-like-sanitary-napkins-disinfectants-and-adult-diapers-could-soon-come-under-price-control/articleshow/70823761.cms?from=mdr The government is looking to cap products that essentially fall in the FMCG basket of products. What next toothpaste? That is one of the most important personal hygiene product used in a day!!! I wonder how would someone like Warren Buffett invest in a country like India? I always felt products w…

Fast Moving Consumer Goods (FMCG) & Consumer Durables: Long-term Best Buys?

Good for the consumers though. I think Sanitary Napkin will now become a volume play, rather than a margin game. So, this segment will become unattractive for newer & smaller players like Unicharm (Sofy) etc., because churning profits via high volume requires greater distribution reach what the older players like P&G, J&J and Kimberly-Clark have. Smaller budget players like Amrutanjan will stay. However, FMCG biggies like HUL may enter the segment. But P&G Hygiene because of re…