Discover and read the best of Twitter Threads about #Colgate

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1/ High market share co having high valuation means you are betting more on (a) more usage per person (b) higher prices per unit (c) completely new biz to deliver for ensuing profit or cash flow growth to justify current multiple. #Colgate
2/ Beyond a point getting incremental share becomes very tough. The market leader then has to develop the category to grow the market to increase usage. “Daag ache hain” campaign is probably the best example aka more usage
3/ The other alternative is to keep developing value added products so you can charge more for them aka higher prices
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