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bps as of PYE and +558 bps as of PY) and +437 bps volume share in the four-week
period ending 5/6/23 (vs. +463 bps as of PYE and +676 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 for both the bandages and antiseptic categories.
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP.
81
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 132: Bandages - Value Share
For Periods Ending 5/06/23, YOY (bps)
(72)
2
(39)
(20)
(64) (63)
(80)
(70)
(60)
(50)
(40)
(30)
(20)
(10)
-
10
KENVUE PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 133: Bandages - Volume Share
For Periods Ending 5/06/23, YOY (bps)
(176)
181
(127)
138
(143)
(26)
(200)
(150)
(100)
(50)
-
50
100
150
200
KENVUE PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 134: Antiseptic - Value Share
For Periods Ending 5/06/23, YOY (bps)
456
5
(279)
410
(6)
(276)
482
(6)
(400) (319)
(300)
(200)
(100)
-
100
200
300
400
500
600
KENVUE RECKITT PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Figure 135: Antiseptic - Volume Share
For Periods Ending 5/06/23, YOY (bps)
437
51
(338)
396
(13)
(253)
485
(14)
(400) (327)
(300)
(200)
(100)
-
100
200
300
400
500
600
KENVUE RECKITT PRIVATE LABEL
4W 13W 52W
Source: NielsenIQ, J.P. Morgan
Baby Toiletries. The baby care and child-specific categories point to KVUE having the