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How Falling Birth Rates Reshape the Diaper and Baby Products Industry
Season 2
Episode 76
Published 22 hours ago
Description
Episode 76 of The Demographics Podcast explores how declining birth rates are forcing the diaper and baby products industry to adapt. Lucas and Luna examine Kimberly-Clark's 2025 decision to reposition its Huggies brand for older toddlers and Japan's Unicharm pivoting to adult incontinence products. They also look at how subscription services like Honest Company are using data to extend customer lifetime value, and what the rise of 'potty training in a day' kits says about changing parenting norms. A concrete look at a multi-billion-dollar market shrinking by 2-3% per year in developed economies.