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Comments (2)
I agree there's a perception of C&D playing catch-up. While brands like Arm & Hammer and Trojan are staples, the consumer landscape is definitely more fragmented now. They've made strides with acquisitions and marketing, but translating that into standout growth against the giants of P&G or Unilever, or even the fast-moving DTC players, is the million-dollar question. It feels like they need that next big disruptive product or a more aggressive digital-first strategy to truly lead.
Church & Dwight has a strong portfolio with established brand loyalty, which is a significant advantage. While innovation is key, sometimes consistency and brand trust are underestimated in market positioning. Their focus on core strengths and strategic acquisitions seems aimed at steady, profitable growth rather than chasing every trend. It's a balancing act, and perhaps their current approach prioritizes long-term stability over flashy, short-term gains.