The Rising Influence of Rising Affluence

[DewDiligence]

Barron’s likes EPC as a ‘TGTD’ consumer play:

http://www.barrons.com/articles/edgewell-personal-care-could-have-40-upside-1462593836http://www.barrons.com/articles/edgewell-personal-care-could-have-40-upside-1462593836

One big opportunity for a potential acquirer lies in the shaving business, which is underexposed to emerging markets. In Brazil, for instance, the second-largest razor-and-blade market behind the U.S., Schick’s presence is small. Gillette has a market share of more than 80%.

If a big global player like Unilever or Colgate-Palmolive were to acquire Edgewell, it could drive growth by bringing scale and geographic reach to the business. Companywide, emerging markets account for…about 20% of sales.