P&G Could Lean Toward OTC Brand Sales With Activist Investor Influence

Analysts consider the potential for P&G splitting up or selling OTC or beauty care assets following CEO David Taylor's recent comments on possible moves with activist investor Trian. Analysts weigh in on the potential for sale or swap of brands and whether the moves would help.

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Speculation is growing that Procter & Gamble Co., now that activist investor Trian Fund Management has a stake, will break up, divest more brands or arrange asset swaps with competitors, notably in the OTC drug and beauty product sectors.

Analysts have buzzed about P&G's prospects since Trian, a firm known to invest in large consumer companies before pressuring them...

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