Reckitts aims to outperform its categories by 2%; trouble is it sees its markets growing only 1-2% due to pressure in West a la $PG $KMB

Reckitt Q bests expectations as decent exposure to emerging mkts, categories helps growth. EM sales +17% vs US +5% & Europe -2% $PG $CL $KMB

Colgate, Unilever #s show importance of picking right categories, geog exposure in staples in #twospeedworld. $CL $UN > $PG $KMB $GIS $$

As @ Colgate, #Unilever EM exposure ensures sales at +6.5% much healthier than West-focused peers, though mostly on price rises $CL $PG $KMB

Hershey margin contracted despite nearly 6% pricing - it can only get tougher for West-focused staples as input costs rise $HSY $PG $KMB $$

WInning staples have more EM exposure where shoppers more willing to absorb inflation. Those reliant on West struggle $CL $KO > $PG $KMB