When Economic Moats Fail – A Gillette Case Study (medium.datadriveninvestor.com)

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“Five or ten years from now, I would be amazed if Gillette has lost market share…” — Warren Buffett (2002) Fast forward to today...Gillette’s market share has fallen from 70% to 54%. Their 2019 U.S. sales were $150M... Dollar Shave Club reached $225M...