How Chinese diapers are disrupting the US consumer market
There is growing competition in the diaper market with Chinese brands entering the US, creating pricing pressure.s. Barclays Managing Director and US cosmetics, household, and personal care analyst Lauren Lieberman joins Market Domination to highlight that these upstart brands, which are manufactured in China, have a "premium look and feel to the packaging." Most importantly, these are brands gaining market share in major retailers like Walmart (WMT) and Target (TGT). "So, when you look at the scanner data there's this loose category called 'all other'... And, all other has been the share winner, and it is these brands," Lieberman says. Additionally, Lieberman transitions into discussing GLP-1 weight-loss drugs and consumer nutrition trends. “GLP-1s are easy to put your finger on as a big structural change,” she says, while emphasizing that volume issues are influenced by various factors like economic pressures. To watch more expert insights and analysis on the latest market action, check out more Market Domination here. This post was written by Josh Lynch