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EPC -6.3% -5.8% -4.3%
CLX -8.7% -7.1% -9.5%
KVUE -9.4% -7.2% -8.6%
REYN -10.2% -4.1% -3.8%
CL -13.6% -14.3% -8.8%
NWL -21.7% -18.4% -15.1%
Source: NielsenIQ. J.P. Morgan
Figure 58: Y/Y % Change in Price per Unit
Y/Y % Change ranked high to low in latest 4-week period
4-Wk 12-Wk 52-Wk
CL 15.5% 17.3% 14.8%
CLX 15.1% 16.1% 15.9%
KVUE 14.5% 13.6% 10.6%
REYN 14.3% 12.6% 15.6%
EPC 11.0% 9.5% 9.4%
UNLVR 10.1% 10.5% 14.1%
HNST 8.1% 11.1% 11.3%
ENR 7.9% 11.3% 17.3%
PG 7.1% 7.2% 8.8%
KMB 6.8% 8.3% 7.5%
CHD 4.4% 5.8% 7.4%
NWL 1.8% 1.9% 4.6%
Source: NielsenIQ. J.P. Morgan
Figure 59: Y/Y % Change in Velocity
Y/Y % Change ranked high to low in latest 4-week period
4-Wk 12-Wk 52-Wk
KVUE 12.0% 12.1% 13.4%
CLX 10.9% 11.7% 7.3%
ENR 10.8% 13.5% 19.5%
KMB 7.2% 7.5% 6.8%
CL 6.0% 6.8% 8.5%
UNLVR 4.9% 6.5% 14.2%
CHD 4.8% 5.3% 6.4%
PG 4.0% 4.5% 5.4%
HNST 3.5% 3.2% 5.8%
EPC 3.4% 5.0% 8.2%
REYN 1.5% 6.2% 12.1%
NWL -0.7% 0.1% 4.7%
Source: NielsenIQ. J.P. Morgan
Figure 60: Y/Y % in Total Distribution Points
Y/Y % Change ranked high to low in latest 4-week period
4-Wk 12-Wk 52-Wk
HNST 20.5% 21.2% 13.2%
CHD 1.3% 2.3% 0.2%
REYN 1.2% 1.7% -0.8%
PG 0.8% 1.8% 0.8%
EPC 0.6% -1.8% -3.2%
UNLVR -0.5% -0.3% -4.9%
KMB -3.9% -3.8% -1.9%
CLX -5.2% -3.4% -2.3%
CL -5.8% -5.9% -3.4%
KVUE -7.3% -6.0% -10.9%
ENR -8.6% -10.2% -10.8%
NWL -19.6% -16.9% -15.2%
Source: NielsenIQ. J.P. Morgan
Figure 61: Y/Y% Change in TDP on Promotion
Y/Y % Change ranked high to low in latest 4-week period
4-Wk 12-Wk 52-Wk
HNST 3.5% 1.1% 0.0%
ENR 2.7% 1.8% 2.7%
KVUE 2.1% 1.4% 0.9%
CHD 1.2% 0.7% 2.2%
EPC 0.4% -1.1% -2.0%
CLX 0.2% 1.3% -0.3%
PG -0.7% -0.5% -0.9%
KMB -0.8% -0.3% -0.3%
UNLVR -1.4% 0.6% 0.3%
CL -1.5% -2.0% -1.3%
REYN -3.3% -0.3% -1.7%
NWL -4.4% -0.9% 2.0%
Source: NielsenIQ. J.P. Morgan
Figure 62: Y/Y% Change in Promotional Efficiency
Y/Y % Change ranked high to low in latest 4-week period
4-Wk 12-Wk 52-Wk
NWL 6.0% 4.9% -0.2%
KVUE 5.3% 3.9% 0.2%
HNST 4.3% -1.9% -0.3%
PG 2.9% 1.9% -1.6%
CHD 1.7% 2.0% 2.8%
CLX 1.6% 4.6% 3.0%
UNLVR 0.7% -1.5% -0.4%
EPC 0.2% -0.7% -2.1%
ENR -0.3% 1.5% 0.0%
CL -0.6% -1.6% -4.3%
REYN -1.0% -1.1% 2.6%
KMB -1.1% -2.8% -2.5%
Source: NielsenIQ. J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
44
Andrea Teixeira, CFA AC
(1-212) 622-6735
andrea.f.teixeira@jpmorgan.com
North America Equity Research
29 May 2023 J P M O R G A N
Key Brands POS Performance in the U.S.
Below we have added the latest POS trends in the U.S. as per NielsenIQ data for some
of KVUE􀋖s iconic brands.
Figure 63: Summary of $ Takeaway in Tracked Channel
5W Ending 5W Ending
12/31/2022 4/1/2023 5/6/2023 12/31/2022 4/1/2023 5/6/2023