text
stringlengths 1
711
|
|---|
DWIGHT
|
HALEON
|
4W 13W 52W
|
Source: NielsenIQ, J.P. Morgan
|
Figure 129: Mouthwash - Volume Share
|
For Periods Ending 5/06/23, YOY (bps)
|
(109)
|
(71)
|
6 12
|
(115)
|
260
|
0
|
(59)
|
(41)
|
(25)
|
1
|
(108)
|
210
|
5
|
(151)
|
17
|
(17)
|
16
|
(66)
|
155
|
23
|
(200)
|
(150)
|
(100)
|
(50)
|
-
|
50
|
100
|
150
|
200
|
250
|
300
|
KENVUE PROCTER &
|
GAMBLE
|
COLGATE SANOFI PRIVATE
|
LABEL
|
CHURCH &
|
DWIGHT
|
HALEON
|
4W 13W 52W
|
Source: NielsenIQ, J.P. Morgan
|
Wound Care. KVUE has the largest global market share in the wound care category
|
with 19.2%, with a large gap from the next couple of competitors, Beiersdorf (11%) and
|
3M (5.3%). This is also evident in the brand share analysis as shown below with
|
KVUEs Band-Aid well above the others.
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Figure 130: Wound Care Global Market Share by Company
|
19.4% 19.2%
|
10.7% 11.0%
|
5.5% 5.3%
|
3.6% 3.6%
|
3.1%
|
0.0%
|
5.0%
|
10.0%
|
15.0%
|
20.0%
|
25.0%
|
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
|
Kenvue Beiersdorf 3M Yunnan Baiyao Paul Hartmann
|
Source: Euromonitor, J.P. Morgan
|
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
|
80
|
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 131: Wound Care Global Market Share by Brands
|
16.1%
|
10.8%
|
2.5%
|
1.5%
|
3.8%
|
0.0%
|
2.0%
|
4.0%
|
6.0%
|
8.0%
|
10.0%
|
12.0%
|
14.0%
|
16.0%
|
18.0%
|
2013 2014 2015 2016 2017 2018 2019 2020 2021 2022
|
Band-Aid Hansaplast Nexcare Johnson's Dermaplast
|
Source: Euromonitor, J.P. Morgan
|
For the U.S. alone, we analyzed the NielsenIQ data for both bandages and antiseptic
|
categories as part wound care. Within bandages, KVUE lost -72 bps of value share in
|
the four-week period ending 5/6/23 (vs. flat of -1 bp as of PYE but gaining +181 bps as
|
of PY) and lost -176 bps of volume share in the four-week period ending 5/6/23 (vs. -
|
111 bps as of PYE but gaining +260 bps as of PY) in the bandages category. There are
|
other competitors outside of KVUEs main peers in the bandages category that we did
|
not capture in our U.S. analysis. KVUEs antiseptic category in the U.S. appears to be
|
much smaller in comparison as per total category sales data from tracked channel. The
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company gained +456 bps value share in the four-week period ending 5/6/23 (vs. +418
|
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