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-20.0%
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
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
As per the most recent data from NielsenIQ, Aveeno􀋖s dollar takeaway was slightly up
+1.9%, with pricing (up +18.2%) being the main driver, while volume was down -
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
47
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
13.8% in the five-week period ending May 6. This is a sequential acceleration from the
12-week period ending 4/1/23, where headline consumption was slightly down -0.9%
(pricing up +13.9% while volume was down -13.0%). Dollar takeaway was flat (-0.1%),
broken out into pricing up +9.7% but volume down -8.9% in the 12-week period ending
12/31/22. The brand appears to have easier comps in the prior period, when headline
consumption was down -6.7% (flat or +0.3% pricing and -7.0% volume) in the fiveweek
period ending 5/7/22. On a four-year CAGR basis, takeaway was modestly up
+2.0% for the 12-week period ending 12/31 and was flat (+0.2%) for the 12-week
period ending 4/01, while it was slightly up sequentially by +0.9% for the five-week
period ending 5/06.
Figure 68: $ Takeaway in Tracked Channels - Aveeno
Rolling 12W Period Ending 5/06
-15.0%
-10.0%
-5.0%
0.0%
5.0%
10.0%
15.0%
20.0%
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