9 Comments
Jun 13, 2020Liked by Vivek Raju, Azhar Jafri

Great Insights. Acquisition of "Art Of Shaving" could have been mentioned as it compliments the male grooming range for P&G, although a small value compared to a 8B write off.

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Jun 2, 2020Liked by Vivek Raju, Azhar Jafri

I really loved the article.

I must also mention that, I feel you both are living up to your name of "Simplanations!".

Very simple to understand along with a comprehensive view.

With regards to the above article , Can you also give the numbers of the global players - market share ? . This would help me get a much clearer picture of the Beard Grooming Industry.

Can you also share your thoughts on - Can Gillette have a long innings to play if it gets down to using some eco - friendly raw materials and ride on the slogan of "protecting nature".

Would love to hear more from you ?

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Jun 2, 2020Liked by Vivek Raju, Azhar Jafri

Another great piece of writing. Comprehensive and thoroughly researched. While reading, the things I liked: extensive coverage of Indian 'beard maintenance' market as well. The idea of 'peak frequency' was new for me. (I was hoping) for a mention of dollar shave club and it's subscription strategy which helped them find their USP.

A point which I find worth pondering: considering the cyclical nature of the 'beard maintenance' trend, wouldn't it be too harsh to discount the valuation of a household brand like Gillette. I mean, as a brand, Gillette has garnered enough trust of the customers and become a go-to brand (at least in India). Should 'goodwill' get so adversely affected because of a recent trend (cyclical nature) which might last for let's say 5-10 years (till we have bearded faces everywhere:)

Another intriguing thing to note would be: how a beard removing brand forays into beard maintenance segment, which seems counter intuitive to customers. I was thinking, instead of umbrella branding, they ought to be creating a completely new vertical/brand but Gillette surprised us by launching the beard maintenance segment also, under the 'Gillette' brand. P&G is known for having created a robust "house of brands" and this addition also will gel well. Have to see that the marketing communication of the two seemingly opposite verticals don't contradict each other.

But, like Marico, Emami and others, should P&G have explored the option of acquiring stakes in upcoming beard maintenance startups? Are they late to join the wagon?

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Jun 28, 2020Liked by Azhar Jafri

Fantastic read! Would like to ask- how do you guys make the infographics (using what?). Thanks!

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Loved it!

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