P&G Portfolio Reduction Provides Answers, Raises Questions – Analysts
This article was originally published in The Rose Sheet
Executive Summary
Which brands P&G chooses to divest, what valuation they will command and whether shedding roughly $1 billion in brands from an $80 billion portfolio is sufficient for the firm’s needs are among questions raised by UBS analyst Stephen Powers in an Aug. 4 note following the firm’s restructuring announcement.