Supported by Its Home-Care and Human Healthcare Businesses, Kao Stands to Deliver High ROICs.
We believe Kao has built up a wide moat in its home market of Japan, particularly around its home-care (24% of sales) and human healthcare (19% of...
242 Views
Robust Growth on Human Health Care Business More than Offset Kao's Beauty Care Business in 3Q
Wide-moat Kao’s strong brand power in the diaper and home-care business further fueled its 11% sales growth in human health care business (18% of...
196 Views
China Consumers - Chinese Prefer Japanese Diapers - We Go Shopping to Find Out
China has the highest level of consumer confidence in the world. China disposable income up 7.3% YoY. China napkins and diaper segments grew 11%...
477 Views
Kao's Diaper Business Sees Stronger Growth in Emerging Asia, Raise FVE to JPY 7,900
Wide-moat Kao’s human health care business, which sells diapers and sanitary napkins, delivered 4 percentage point higher sales growth (16.7% year...
256 Views
Brexit and Its Impact on the Largest FMCG Companies
As the UK is set to leave the EU, we can examine the potential impact of Brexit on retail sales of FMCG companies covered in Passport. The exact...
626 Views