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P&G reporting :
First year Beauty segment is doing -3.5% (from +3%)
Grooming went from 4% to 0.12%
Health care went from 12% to 1.7%
etc etc
GenEO = refinement of niches
AI is amazing for refinement, fuck generic products and long live the future
Long the picks and shovels
29.7.2025
Something which feels not discussed enough is how strong LLMs are at recommending niche and better products to generic high end
Out of my recurring buys, I have refined and specialised all my recurring buys IF I can purchase them online
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