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4W 13W 52W
Source: NielsenIQ, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
67
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
Digestive Remedies. Globally, data from Euromonitor points to KVUE holding the
second largest market share position (7.2%) in the digestive remedies category, while
Haleon has the highest market share with 7.8% market share. As it relates to brands,
KVUE􀋖s larger brands include Imodium (2.4% global market share) and Pepcid (1.5%
market share on a global basis), while Dulcolax (Sanofi) has the largest market share
(2.5%). We have included charts below showing how KVUE stacks up against
competitors in the digestive remedies category globally overall. (KVUE has a few other
brands with small market share that are too small to show here.)
Figure 104: Digestive Remedies Global Market Share by Company
8.0% 7.8%
6.8% 7.2%
7.1% 6.5%
5.8% 5.9%
2.6% 2.3% 2.4% 2.3%
0.0%
1.0%
2.0%
3.0%
4.0%
5.0%
6.0%
7.0%
8.0%
9.0%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Haleon Kenvue Sanofi Bayer Procter & Gamble Reckitt
Source: Euromonitor, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
68
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 105: Digestive Remedies Global Market Share by Brands
2.5%
2.4%
2.2%
1.7%
1.5%
0.0%
0.5%
1.0%
1.5%
2.0%
2.5%
3.0%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Dulcolax Imodium Tums Gaviscon Pepcid
Source: Euromonitor, J.P. Morgan
NielsenIQ data shows that KVUE gained +50 bps of value share in the four-week period
ending 5/6/23 in the acid relief category, which is an improvement from slightly gaining
+4 bps as of PYE but losing -6 bps as of PY. We also looked at the anti-diarrhea
category, where the company􀋖s performance is worse, losing value share of -101 bps in
the four-week period ending 5/6/23 (vs. gaining +217 bps as of PYE and +165 as of
PY). In the digestive aid category, KVUE gained +102 bps value share in the four-week
period ending 5/6/23 (vs. losing -265 bps PYE but gaining +51 bps PY) while PL lost -
49 bps value share during this time period and compares to gaining +319 as of PYE and
+77 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 for acid relief,
anti-diarrhea, and digestive aid categories.
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
69
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 106: Acid Relief - Value Share
For Periods Ending 5/06/23, YOY (bps)
50
(72)
(36) (36)
60
26
58
(58)
(26)
(39)
56
(10)
20
(45)
(16)
(28)
40
(1)
(80)
(60)
(40)
(20)