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(50)
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KENVUE BEIERSDORF AG L'OREAL SA SANOFI UNILEVER
GROUP
PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 120: Body Wash - Value Share
For Periods Ending 5/06/23, YOY (bps)
(32)
189
(136)
(281)
(28)
151
(106)
(279)
(12)
142
(52)
(122)
(400)
(300)
(200)
(100)
-
100
200
300
KENVUE PROCTER & GAMBLE COLGATE UNILEVER GROUP
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 121: Body Wash - Volume Share
For Periods Ending 5/06/23, YOY (bps)
(50)
225
(163)
(66)
(28)
151
(106)
(279)
(12)
142
(52)
(122)
(400)
(300)
(200)
(100)
-
100
200
300
KENVUE PROCTER & GAMBLE COLGATE UNILEVER GROUP
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Sun care. KVUE has the third place in global market share (8.2%) according to data
from Euromonitor, far behind Beiersdorf (15.2%) but more comparable with L􀋖Oreal
(8.5%; covered by Celine Pannuti). KVUE competes in the sun care market with brands
including Neutrogena (4.7%), Johnson􀋖s (1.9%), Piz Buin (1.0%), Aveeno (0.5%), and
much smaller Dabao (0.1%).
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
75
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 122: Mass Adult Sun Care Global Market Share by Company
14.7%
15.2%
8.8%
9.5% 8.5%
8.2%
6.6%
7.3%
4.3%
3.3%
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 L'Oréal Kenvue Edgewell Kao Corp
Source: Euromonitor, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
76
Andrea Teixeira, CFA AC
(1-212) 622-6735
andrea.f.teixeira@jpmorgan.com