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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