2 ms·
DSC has 15 percent of the market, by volume. The low revenue numbers is because they sell so cheaply . As for profits, it's hard to evaluate those since DSC is
by petra 10y ago
DSC has 15 percent of the market, by volume. The low revenue numbers is because they sell so cheaply .
As for profits, it's hard to evaluate those since DSC is in growth mode. But in general DSC as the owner of the customer relationship will get all the market power and considering razors cost pennies to make , DSC will probably have a decent future.
But that's outside of the matter. It's about turning a large market into a much small one, and in the process stealing leadership from gillete.
- dingaling 10y ago> DSC has 15 percent of the market, by volume. I'm struggling to see how that's possible. - The highest count of their subscribers I've seen is 3 million. Let's round that to 5 million. - There are about 160 million adult males in the USA. http://countrymeters.info/en/United_States_of_America_(USA) http://countrymeters.info/en/United_States_of_America_(USA) - Assume that only half shave with a cartridge razor: 80 million. - Using such conservative figures, at a ceiling that means DSC has 5 / 80 of the possible subscriber market, or 6.25%. Unless each subscriber is buying nearly three times as many blades as normal...?
- petra 10y agoYes, you're probably right, Stratechery which usualy does good work estimated this at 15%, but europmonitor - which this kind of thing is their job, estimate is at 5%.