tag:blogger.com,1999:blog-2949218657849719987.post8140930338629244025..comments2024-02-10T10:35:20.557+00:00Comments on My contrarian adventure: Analysis of Henkel 2016Fredrik von Oberhausenhttp://www.blogger.com/profile/10924238593055161520noreply@blogger.comBlogger2125tag:blogger.com,1999:blog-2949218657849719987.post-74146339910633189212016-04-30T06:10:11.133+01:002016-04-30T06:10:11.133+01:00Henkel have some very well known consumer products...Henkel have some very well known consumer products in categories similar to P&G. Moat.... Yeah... With the trend of more and more retail chains producing and selling their own brands I really can not say what will happen to their moat there and that of course equally goes to P&G that have shown no growth in the last couple of years.<br /><br />With the adhesive they are standing very strong. In many countries their brand name is being used instead of people asking for adhesive so that is a pretty strong moat.<br /><br />Henkel additionally have zero own production sites. Everything is outsourced which gives them flexibility.<br /><br />Many of us financial bloggers are not consuming as the majority of the population. I always make a price/quality evaluation and I never end up with the expensive brand products which makes it hard for me to understand why someone goes out and buy those products yet people do so there must be something to it.<br /><br />Fredrik von OberhausenAnonymousnoreply@blogger.comtag:blogger.com,1999:blog-2949218657849719987.post-77017048141371353292016-04-29T21:38:09.777+01:002016-04-29T21:38:09.777+01:00Hi,
I am not familiar with any of the Henkels'...Hi,<br />I am not familiar with any of the Henkels's products, so my question might seem very naive: Whats the moat of Henkel, in terms of qualitative analysis? Something similar to P&G?<br />Thanks,<br />raheelraheelhttps://www.blogger.com/profile/09345054947244319704noreply@blogger.com