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Demand For Batteries Is Shrinking, Yet Prices Keep On Going and Going ... Up (wsj.com)

schwit1 shares a report: Batteries on average cost 8.2% more than a year ago, while prices in the overall household-care segment rose only 1.8%, according to Nielsen. At a time when prices are stagnating on everything from toilet paper to diapers, such pricing power for a product that is increasingly obsolete has confounded shoppers [Editor's note: the link may be paywalled]. "As far as the prices go, you don't have a choice," said Samuel Hurly, a contractor from Mount Vernon, N.Y., as he scanned a Home Depot display of AAA batteries to power flashlights he uses on the job. Batteries ordered online take too long to arrive, Mr. Hurly said, and he finds cheaper, private-label options lose power too quickly.

Battery prices were more likely to fluctuate a few years ago, when Duracell was owned by consumer-products giant Procter & Gamble Co. and Energizer was part of Edgewell Personal Care Co. Those companies were more focused on their bigger, more profitable razor businesses -- Edgewell with Schick and P&G with Gillette. They would invest less in batteries, or slash prices to drive up volume, to compensate for weak sales in other units, said SunTrust analyst Bill Chappell. Energizer Holdings Inc. spun off from Edgewell in 2015, and Duracell broke apart from P&G a year later when it was acquired by Warren Buffett's Berkshire Hathaway Inc.
schwit1 asks, "Both businesses have become more profit-focused since separating from their previous owners. Is the Energizer/Duracell duopoly ripe for disruption?"

5 of 210 comments (clear)

  1. Eneloop is the way to go by ZorinLynx · · Score: 5, Informative

    Nobody should be buying any batteries that aren't Eneloop rechargeables. They come charged, do not self discharge appreciably, and perform better than alkalines in most situations. Once you have a set you can keep using and recharging them for many years. I have decade old Eneloops that still work great.

    Sanyo (later Panasonic) solved the rechargeable battery problem completely.

    1. Re:Eneloop is the way to go by Rick+Schumann · · Score: 1, Informative

      NiMH cells are 1.2V nominal, alkaline primary batteries are 1.5V nominal; devices designed for alkaline primary batteries won't necessarily work correctly (or work correclty for very long) with 1.2V cells. 1.2V is considered "discharged" for an alkaline battery, by the way. Rechargeable cells would be fine, but they need to be 1.5V nominal like what they're replacing; otherwise you need to redesign products to work with 1.2V cells, or with a 'dummy' slot so you can use 1 extra 1.2V cell.

    2. Re:Eneloop is the way to go by Junta · · Score: 5, Informative

      If you need more than 1.2V out of your alkaline battery, you will chew threw batteries pretty quickly. A typical discharge curve has about 40% capacity left when the alkaline hits 1.2V. Generally you don't consider an alkaline depleted until it's at 0.9V.

      If you design for 1.5V, then the batteries will become useless even though you have more than 95% of your capacity remaining.

      Alkaline voltage drops proportional to charge pretty dramatically. It would be *nicer* if the voltage on NiMH was higher, but anything that demanded more than 1.2V out of alkaline batteries was pretty crappy.

      --
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    3. Re:Eneloop is the way to go by Junta · · Score: 4, Informative

      Oh, I neglected to mention that while Alkaline voltage drops with capacity, NiMH has a pretty flat voltage relatively speaking. It stays right around 1.2V for most of it's capacity, then drops all of a sudden as it nears drained.

      --
      XML is like violence. If it doesn't solve the problem, use more.
  2. Re:Ripe for disruption by Luckyo · · Score: 4, Informative

    Problem being that that's not how AA standard works. Alkaline battery goes from 1,5V at full charge to about 0,8 as it is close to being empty. As a result, AA devices are commonly configured to accept any voltage in that range.

    Modern NiMH stays at very stable 1,2V throughout the charge, making them actually better than alkaline in most usage scenarios. The only problem is that they tend to trip "at below 1,2V, alkaline is probably at about 1/3 charge left, so change the battery please". I have this issue with xbox 360 wireless controller, where my second gen, 5 year old eneloops will trip that after about 10 hours of usage, and then keep powering the controller for about 40 more hours before they need to be swapped.

    Typical alkalines trip it after about 20 hours, and shut down about 10 hours after that.