Replies to post #11107 on The Rising Influence of Rising Affluence

[DewDiligence]

CL’s 3Q15 sales hit from currency was a whopping 13%:

http://www.wsj.com/articles/strong-dollar-hurts-colgate-palmolive-sales-1446436010

[DewDiligence]

“We know we haven’t been delivering lately and we need to bring our standards up.”
—David Taylor, CEO of Proctor & Gamble

http://www.wsj.com/articles/p-g-ceo-says-performance-in-china-unacceptable-1455809323

PG may simply be too bloated to produce the kinds of consistent results investors used to expect from them.