Consumer: Cosmetics, Household & Personal Care Products - 2010 2nd
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Consumer: Cosmetics, Household & Personal Care Products - 2010 2nd

In second place for a second year running is Lauren Lieberman. “The hardest-working analyst in the space and the most responsive,” is how one buy-side backer describes the Barclays Capital researcher.

Lauren Lieberman Barclays Capital


In second place for a second year running is Lauren Lieberman. “The hardest-working analyst in the space and the most responsive,” is how one buy-side backer describes the Barclays Capital researcher. In September 2009, Lieberman reaffirmed her neutral rating on Colgate-Palmolive Co., at $74.75, telling clients that the New York–based consumer-products manufacturer’s sales growth was lagging those of its peers, with the inevitable result being an earnings slowdown. The stock was trading as high as $84.59 in late July, but when the company reported disappointing second-quarter sales a few days later, shareholders fled. The share price had tumbled to $73.84 by the end of August.


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After two years in the runner-up position, Chip Dillon of Credit Suisse rises to No. 3. “He is able to understand more-esoteric issues specific to the space,” touts one client. Dillon initiated coverage of Pactiv Corp., the maker of Hefty brand trash and sandwich bags and a producer of food-service and food-packaging products, in March with an outperform rating, making the case that the Lake Forest, Illinois–based company was undervalued on the basis of earnings and cash flow.
Michael Gambardella, who sits atop the sector for a third year running, “has been covering this space for 25 years or more — I believe that is the right number — and he offers an unparalleled perspective, given his history with these companies and his relationships,” according to one satisfied client.
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