Clearly, management should have taken a closer look at Holmes' forecast when it was acquired, but we do not believe that the division is losing market share. |
I think in particular the underarm (deodorant) category was one where competitors like Colgate and Unilever were clamoring for some divestiture, |
I think in particular the underarm (deodorant) category was one where competitors like Colgate and Unilever were clamoring for some divestiture. |
I think women get a little crazier when they run in packs. They want to outdo each other. |
Revenue came in a little bit lower than expected, but that has to do with timing of shipments. As investors start to digest today's news the stock will move higher. |
The simple reason that they're able to forecast that kind of figure, that they're able to launch and get retail acceptance for something this large, is really positive. |
There may be some surprise to the near-term dilution in earnings. The numbers are encouraging, but when you are talking about 2008, it is tough to get too excited. |
They raised their long-term revenue guidance, which tells me that they feel pretty good about the product pipelines, |
They raised their long-term revenue guidance, which tells me that they feel pretty good about the product pipelines. |