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711
(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 114: Face Care - Value Share
For Periods Ending 5/06/23, YOY (bps)
(197)
(109)
426
(58) (53)
(215)
(130)
414
(55) (54)
(296)
(85)
370
(29) (40)
(400)
(300)
(200)
(100)
-
100
200
300
400
500
KENVUE PROCTER & GAMBLE L'OREAL SA UNILEVER GROUP PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 115: Face Care - Volume Share
For Periods Ending 5/06/23, YOY (bps)
(191)
15
411
11
(236)
(207)
9
419
(10)
(182)
(255)
(8)
433
2
(86)
(300)
(200)
(100)
-
100
200
300
400
500
KENVUE PROCTER & GAMBLE L'OREAL SA UNILEVER GROUP PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Body Care. With a global market share of 6.3% in the mass body care category, KVUE
has a long way to catch up with Beiersdorf, which has the largest global market share of
14.1% in this category according to the Euromonitor data. Turning to brands, Aveeno􀋖s
market share of 2.0% and Johnson􀋖s of 1.2% globally as of 2022 are also far behind in
market share from the #1 brand (Nivea owned by Beiersdorf with market share of 12%)
in this category.
Figure 116: Mass Body Care Global Market Share by Company
14.3% 14.1%
10.3%
9.9%
8.3%
8.7%
6.9%
6.3%
2.0%
3.4%
1.5% 1.4%
0.0%
2.0%
4.0%
6.0%
8.0%
10.0%
12.0%
14.0%
16.0%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Beiersdorf Unilever Natura&Co Kenvue L'Oréal Procter & Gamble
Source: Euromonitor, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
73
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 117: Mass Body Care Global Market Share by Brands
12.0%
4.5%
2.6%