Household Products


I always look at economics of the business
A bird in the hand is worth 2 in the bush and the question is how sure are you there are 2 in the bush and how long you have to wait to get them out
1. How many birds are in the bush?
2. When you gonna get them out?
3. How sure are you?
If interest rates are 15% roughly you've got 2 birds out of bush in 5 years equal to bird in the hand but if interest rates are 3% and you can get 2 birds out in 20 years it still makes sense to give up the bird in the hand because it's all gets back to discounting an interest rate. Often you don't know not only how many birds in the bush but in the case of internet companies there were not any birds in the bush but they still take the bird that you give them from the hand
Loop through all the subindustries and try to understand how many birds are in the bush from the perspective of economics of the business

Revenue

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP grow per year to compare with Revenue Change
1. The Procter & Gamble Company PG39,95139,24440,16943,37351,40756,74168,22276,47683,50379,02978,93882,55983,68084,16783,06276,27965,29965,05866,83267,68470,950
2. Kimberly-Clark Corporation KMB13,98214,52413,56614,34815,08315,90316,74718,26619,41519,11519,74620,84621,06321,15219,72418,59118,20218,25918,48618,450
3. Colgate-Palmolive Company CL9,3589,4289,2949,90310,58411,39712,23813,79215,33015,32715,56416,73417,08517,42017,27716,03415,19515,45415,54415,693
4. The Clorox Company CLX4,0893,9034,0614,1444,3244,3884,6444,8475,2735,4505,5345,2315,4685,6235,5915,6555,7615,9736,1246,2146,721
5. Church & Dwight Co., Inc CHD7961,0811,0471,0571,4621,7371,9462,2212,4222,5212,5892,7492,9223,1943,2983,3953,4933,7764,1464,358
6. Spectrum Brands Holdings, Inc SPB8499117181368110000003,4784,5365,5435,9635,8165,2155,0093,1463,8023,964
7. Energizer Holdings, Inc ENR2,0121,8401,6321,6341,7561,7982,4952,745
8. Central Garden & Pet Company CENT1,6541,6041,6511,8292,0552,2152,3832,696
9. Central Garden & Pet Company CENTA1,3551,1231,0781,1451,2671,3811,6221,6711,7051,6141,5241,6291,7001,6541,6041,6511,8292,0552,2152,3832,696
10. WD-40 Company WDFC153175217238242263287308317292322336343369383378381381409423409
11. Oil-Dri Corporation of America ODC175168162173186188205212232236219227241251266261262262266277283
12. Ocean Bio-Chem, Inc OBCI16.1418.0121202217.652021212527323133343436394242
13. PURE Bioscience, Inc PURE1.662.413.212.590.260.160.20.341.490.731.440.460.810.820.550.731.291.831.771.916.92
14. Press Ventures, Inc PVEN000
15. KP Tissue Inc KPTSF0000000


Revenue Growth

200020012002200320042005200620072008200920102011201220132014201520162017201820192020
Display GDP growth per year to compare with Revenue Change
1. The Procter & Gamble Company PG0.980.981.021.081.191.11.21.121.090.9511.051.011.010.990.920.8611.031.011.05
2. Kimberly-Clark Corporation KMB1.041.040.931.061.051.051.051.091.060.981.031.061.0110.930.940.9811.011
3. Colgate-Palmolive Company CL1.011.010.991.071.071.081.071.131.1111.021.081.021.020.990.930.951.021.011.01
4. The Clorox Company CLX0.950.951.041.021.041.011.061.041.091.031.020.951.051.030.991.011.021.041.031.011.08
5. Church & Dwight Co., Inc CHD1.361.360.971.011.381.191.121.141.091.041.031.061.061.091.031.031.031.081.11.05
6. Spectrum Brands Holdings, Inc SPB1.171.171.181.552.030.30NANNANNANNANINF1.31.221.080.980.90.960.631.211.04
7. Energizer Holdings, Inc ENR0.910.910.8911.071.021.391.1
8. Central Garden & Pet Company CENT0.970.971.031.111.121.081.081.13
9. Central Garden & Pet Company CENTA0.830.830.961.061.111.091.171.031.020.950.941.071.040.970.971.031.111.121.081.081.13
10. WD-40 Company WDFC1.141.141.241.11.021.091.091.071.030.921.11.051.021.081.040.991.0111.071.040.96
11. Oil-Dri Corporation of America ODC0.960.960.971.071.071.011.091.031.11.020.931.041.061.041.060.98111.011.041.02
12. Ocean Bio-Chem, Inc OBCI1.121.121.140.971.080.821.161.040.981.181.111.160.981.051.0411.071.081.071.01
13. PURE Bioscience, Inc PURE1.451.451.330.810.10.591.281.684.430.491.970.321.751.010.671.331.771.420.971.083.62
14. Press Ventures, Inc PVENNANNANNAN
15. KP Tissue Inc KPTSFNANNANNANNANNANNANNAN