text stringlengths 1 711 |
|---|
100 |
150 |
200 |
250 |
KENVUE BAYER AG SANOFI PRIVATE LABEL HALEON |
4W 13W 52W |
Source: NielsenIQ, J.P. Morgan |
Figure 95: Paincare - U.S. Volume Share |
For Periods Ending 5/06/23, YOY (bps) |
(35) |
(4) (0) |
69 |
(30) |
(14) |
(69) |
(0) |
111 |
(17) |
13 |
(123) |
(1) |
58 |
47 |
(150) |
(100) |
(50) |
- |
50 |
100 |
150 |
KENVUE BAYER AG SANOFI PRIVATE LABEL HALEON |
4W 13W 52W |
Source: NielsenIQ, J.P. Morgan |
Allergies. In the allergies category globally, KVUE leads with market share of 17.2% as |
mentioned above, followed by Bayer (13.1%) and Sanofi (11.8%). As it relates to |
brands, both of KVUEs brands, Zyrtec and Benadryl, have gained global market share |
slightly during the time frame considered. |
Figure 96: Allergy - Global Market Share by Company |
15.8% |
17.2% |
12.3% |
13.1% |
11.8% |
11.8% |
4.1% 3.8% |
0.0% |
2.0% |
4.0% |
6.0% |
8.0% |
10.0% |
12.0% |
14.0% |
16.0% |
18.0% |
20.0% |
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 |
Kenvue Bayer Sanofi Haleon |
Source: Euromonitor, J.P. Morgan |
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP. |
64 |
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 |
Figure 97: Allergy - Global Market Share by Brands - KVUE Absolute Leader Combining Zyrtec and Benadryl |
11.8% |
8.3% |
7.9% |
6.2% |
0.0% |
2.0% |
4.0% |
6.0% |
8.0% |
10.0% |
12.0% |
14.0% |
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022 |
Claritin Zyrtec Allegra/Telfast Benadryl |
Source: Euromonitor, J.P. Morgan |
In the U.S., NielsenIQ tracked channel data shows that KVUE gained +89 bps of value |
share in the four-week period ending 5/6/23, which is slightly below gain of +96 bps as |
of PYE but improved from losing -37 bps as of PY. However, KVUEs volume share has |
been pressured, losing -64 bps in the four-week period ending 5/6/23 (and compares to |
losing -69 bps as of PYE but gaining +20 bps as of PY). We note here that private label |
gained +85 bps of volume share in the four-week period ending 5/6/23 (vs. +88 bps as |
of PYE but losing -90 bps as of PY). Below we show how both value and volume share |
performed for the 4, 13 and 52 weeks ending 5/6/23 for KVUE and some of its |
competitors. |
Figure 98: Allergy - U.S. Value Share |
For Periods Ending 5/06/23, YOY (bps) |
89 |
(10) |
(59) |
(19) |
27 |
124 |
(85) |
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