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. |
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 |
company gained +456 bps value share in the four-week period ending 5/6/23 (vs. +418 |
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