Datasets:
johnsone
/
initiation

Dataset card Data Studio Files
xet
Community
text
stringlengths
1
711
11.6% 11.9%
9.9% 9.6%
4.5% 4.5%
3.1% 3.0%
0.9% 2.6%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Kenvue Colgate Procter & Gamble Haleon Sanofi Church & Dwight
Source: Euromonitor, J.P. Morgan
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
78
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 127: Mouthwash Global Market Share by Brands
34.9%
10.1%
5.2%
2.1%
3.0%
0.0%
5.0%
10.0%
15.0%
20.0%
25.0%
30.0%
35.0%
40.0%
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
Listerine Colgate Crest Aquafresh
ACT TheraBreath Oral-B Scope
Source: Euromonitor, J.P. Morgan
For the U.S. alone, the NielsenIQ tracked channel data for the four-week period shows
that KVUE􀋖s dollar value share has 􀋘improved,􀋙 albeit negative, through the time line
considered with value share loss of -102 bps for the four-week period ending 5/6/23 (vs.
-344 bps as of PYE and -394 bps as of PY) in the U.S. It is worth noting that UW-rated
Church & Dwight (CHD) has been gaining value share in all three periods, with gain of
+499 bps in the four-week period ending 5/6/23, +375 bps in the four-week period
ending 12/31/22 (PYE) and +203 bps in the four-week period ending 5/7/22 (PY) in the
U.S. as per NielsenIQ, but globally Euromonitor points to market share of 2.6%. As it
relates to volume share, KVUE lost -109 bps in the four-week period ending 5/6/23 (vs.
losing -235 bps as of PYE and -202 bps as of PY), while CHD gained +260 bps in the
four-week period ending 5/6/23 (vs. gaining +181 bps as of PYE and +89 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.
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
79
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 128: Mouthwash - Value Share
For Periods Ending 5/06/23, YOY (bps)
(102)
(209)
(16)
(48)
(90)
499
(61) (39)
(180)
(51)
(27)
(62)
408
(22)
(256)
(21)
(44)
22
(17)
320
26
(300)
(200)
(100)
-
100
200
300
400
500
600
KENVUE PROCTER &
GAMBLE
COLGATE SANOFI PRIVATE
LABEL
CHURCH &