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KENVUE BEIERSDORF AG L'OREAL SA UNILEVER GROUP PRIVATE LABEL |
4W 13W 52W |
Source: NielsenIQ, J.P. Morgan |
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP. |
86 |
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 |
U.S. Pricing, Share and Volume by Category |
- Tracked Channels |
Figure 148: KVUE Value & Volume Share Change by Key Categories - U.S. (Prior Year-End) |
Contribution to Total Sales in Latest 4, 13 & 52-Weeks, Weighted Change in Value Share & Dollar Equivalent Unit (EQ) Share |
For Periods Ending 12/31/22 |
JOHNSON & JOHNSON % $ Mix % $ Mix % $ Mix |
L4W L13W L52W L4W L13W L52W L4W L13W L52W |
KVUE |
Acid Relief 2.8% 2.9% 2.6% 4 (0) 31 (18) (21) 3 |
Allergy 9.3% 9.9% 10.9% 96 120 13 (69) (58) (35) |
Antibiotic 2.1% 2.2% 2.4% (169) (130) (118) (282) (245) (254) |
Anti-Diarrhea 2.4% 2.4% 2.2% 217 21 170 131 (76) 99 |
Antiseptic 0.0% 0.0% 0.0% 418 373 394 463 418 411 |
Baby Bath 2.9% 3.1% 3.3% (18) (27) (324) (15) (19) (374) |
Baby Lotion 0.7% 0.7% 0.8% (322) (282) (162) (100) (121) (155) |
Baby Oil 0.5% 0.5% 0.6% (33) (72) (402) 286 281 (53) |
Baby Powder 0.4% 0.4% 0.5% (107) 58 (104) (101) 2 (188) |
Baby Soap 0.9% 1.0% 1.1% 64 11 (303) 532 320 (339) |
Bandages 4.1% 4.3% 4.5% (1) (33) 15 (111) (146) 1 |
Body Wash 2.3% 2.3% 2.3% 38 10 (14) 56 25 15 |
Body Lotion 3.8% 3.5% 3.2% (224) (192) (68) (138) (96) (2) |
Cold & Flu 2.6% 2.1% 1.2% (113) 8 154 (13) (13) 4 |
Digestive Aid 0.7% 0.7% 0.6% (265) (159) 130 (530) (255) 104 |
Facial Skin Care 10.1% 10.4% 10.6% (266) (297) (299) (194) (251) (217) |
Mouthwash 9.1% 9.5% 9.3% (344) (293) (322) (235) (179) (173) |
Pain Relief 20.1% 18.7% 16.3% 75 205 129 48 41 61 |
Sun Care 6.5% 4.5% 3.8% 172 187 (162) 343 371 30 |
Weighted Total 81.3% 79.1% 76.4% (45) (18) (80) (32) (51) (70) |
YOY $ Share Change (bps) YOY EQ Share Change (bps) |
Source: NielsenIQ, J.P. Morgan |
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP. |
87 |
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 149: KVUE Value & Volume Share Change by Key Categories - U.S. (Prior Year) |
Contribution to Total Sales in Latest 4, 13 & 52-Weeks, Weighted Change in Value Share & Dollar Equivalent Unit (EQ) Share |
For Periods Ending 5/7/22 |
JOHNSON & JOHNSON % $ Mix % $ Mix % $ Mix |
L4W L13W L52W L4W L13W L52W L4W L13W L52W |
KVUE |
Acid Relief 2.5% 2.5% 2.7% (6) 50 56 5 29 39 |
Allergy 13.6% 12.4% 10.9% (37) (48) 14 20 15 54 |
Antibiotic 2.4% 2.4% 2.6% (222) (127) 30 (380) (220) 6 |
Anti-Diarrhea 2.0% 2.0% 2.1% 165 231 189 176 212 234 |
Antiseptic 0.0% 0.0% 0.0% 558 286 79 676 356 103 |
Baby Bath 3.3% 3.6% 3.6% (645) (625) (396) (673) (737) (592) |
Baby Lotion 0.8% 0.9% 0.9% (49) (42) (127) (89) 74 23 |
Baby Oil 0.6% 0.6% 0.6% (540) (579) (207) (124) (230) (132) |
Baby Powder 0.5% 0.5% 0.5% (377) (521) (303) (463) (704) (524) |
Baby Soap 1.1% 1.1% 1.2% (541) (486) (351) (811) (825) (498) |
Bandages 4.2% 4.2% 4.5% 181 213 83 260 282 206 |
Body Wash 2.2% 2.3% 2.4% (50) (49) (14) (5) (1) 19 |
Body Lotion 3.0% 3.3% 3.2% (9) (31) 36 16 1 5 |
Cold & Flu 0.8% 0.8% 0.8% 159 191 333 6 11 18 |
Digestive Aid 0.5% 0.6% 0.6% 51 136 397 80 175 501 |
Facial Skin Care 10.1% 11.1% 11.5% (291) (258) (203) (136) (138) (17) |
Mouthwash 8.7% 9.3% 9.7% (394) (423) (129) (202) (250) (101) |
Pain Relief 15.3% 15.2% 14.7% 76 72 250 72 82 86 |
Sun Care 6.2% 4.4% 4.1% (550) (505) (426) (310) (322) (255) |
Weighted Total 77.8% 77.1% 76.5% (152) (139) (29) (83) (85) (20) |
YOY $ Share Change (bps) YOY EQ Share Change (bps) |
Source: NielsenIQ, J.P. Morgan |
This document is being provided for the exclusive use of DAVID WANG at MARLOWE PARTNERS LP. |
88 |
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 150: KVUE Pricing Change by Key Categories - U.S. (Prior Year-End) |
Change in Pricing in Latest 4, 13 & 52-Weeks |
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