1416 ET - 宝洁何时能重获竞争优势尚未明朗,但TD Cowen分析师指出这一过程很可能耗时良久。分析师表示,宝洁承认在消费者转向通过新媒体渠道评估品牌并热衷线上购物时未能及时跟进,现正试图运用新型分析工具加速商业洞察与决策落地。尽管宝洁凭借市场调研、研发和媒体资源的先天优势占据先机,但实际业绩改善的周期仍是未知数。"鉴于挑战规模之大,我们认为这将是一场持久战",分析师强调其市场份额已出现下滑,多个关键品类同时显露颓势。
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道琼斯通讯社
2026年1月27日14:16 ET(19:16 GMT)
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