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 KVUEs 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 & |
Subsets and Splits
No community queries yet
The top public SQL queries from the community will appear here once available.