Datasets:
johnsone
/
initiation

Dataset card Data Studio Files
xet
 Community
text
stringlengths
1
711
05/08/21
06/05/21
07/03/21
07/31/21
08/28/21
09/25/21
10/23/21
11/20/21
12/18/21
01/15/22
02/12/22
03/12/22
04/09/22
05/07/22
06/04/22
07/02/22
07/30/22
08/27/22
09/24/22
10/22/22
11/19/22
12/17/22
01/14/23
02/11/23
03/11/23
04/08/23
05/06/23
Sales Volume Pricing
Source: NielsenIQ. J.P. Morgan
The latest NielsenIQ data points to Zyrtec􀋖s consumption up +6.8% (pricing up +10.2%
while volume down -3.1%) in the latest five-week period ending May 6. This print is an
acceleration from dollar takeaway up +3.3% (pricing up +7.3%, volume down -3.8%) in
the 12-week period ending 4/01, and consumption up +3.5% (pricing up +7.6% but
volume down -3.8%) for the 12-week period ending 12/31/22. However, we note that
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
46
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
there has been a sequential deceleration on a four-year CAGR basis where Zyrtec􀋖s
takeaway was up +7.8% for the 12-week period ending 12/31, +5.2% for the 12-week
period ending 4/01, and +4.8% for the five-week period ending 5/06.
Figure 66: $ Takeaway in Tracked Channels - Zyrtec
Rolling 12W Period Ending 5/06
-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
01/16/21
02/13/21
03/13/21
04/10/21
05/08/21
06/05/21
07/03/21
07/31/21
08/28/21
09/25/21
10/23/21
11/20/21
12/18/21
01/15/22
02/12/22
03/12/22
04/09/22
05/07/22
06/04/22
07/02/22
07/30/22
08/27/22
09/24/22
10/22/22
11/19/22
12/17/22
01/14/23
02/11/23
03/11/23
04/08/23
05/06/23
Sales Volume Pricing
Source: NielsenIQ. J.P. Morgan
The most recent tracked channel data shows that headline consumption for Benadryl
was up +7.4% (pricing up +16.3% but volume down -7.7%) for the five-week period
ending 5/06, which sequentially accelerated both on a headline and on four-year CAGR
basis. Benadryl􀋖s dollar takeaway was up +4.5% (pricing up +12.5%, volume down -
7.1%) for the 12-week period ending 4/1/23 and was up +2.0% (pricing up +11.2% but
volume down -8.3%) for the 12-week period ending 12/31/22. As it relates to four-year
CAGR, takeaway was up +6.3% for the 12-week period ending 12/31, +3.9% for the
12-week period ending 4/01, and +4.4% for the five-week period ending 5/06.
Figure 67: $ Takeaway in Tracked Channels - Benadryl
Rolling 12W Period Ending 5/06