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Main | |
| Consumer was 24%, 25% and 27% of sales in 2007, 2008, and 2009. Acquired Pfizer Consumer Healthcare (PCH) on 12/20/06. |
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| OTC/Nutritionals (31% in Q310) - Marc Robinson is Company Group Chairman |
| Brands: Tylenol, Sudafed, Benadryl, Zyrtec, Rolaids, Dolormin, Motrin, Motilium, Mylanta, Imodium, Pepcid, Nicorette, Splenda, Lactaid, Benecol, Sun Crystals, Viactiv - Largest OTC business in the world. |
| Tylenol (acetominophen) competes versus aspirin (Bayer aspirin, Bayer), naproxen (Aleve, Bayer) and ibuprofen (Advil, Wyeth; Motrin, JNJ). Roughly $1bn adult in the US. 50% is extra-strength. Biggest product in OTC/Nutritionals. |
| Splenda #2 brand? $200m? |
| Mylanta $150m |
| Pepcid/AC $100m |
| Motrin (ibuprofen) competes with aspirin, naproxen, other forms of ibuprofen and acetominophen. Roughly $100m? |
| Nicotrol (nicotine addiction) discontinued? |
| Imodium $80m? |
| Benecol $50m? |
| Nizoral Shampoo $20m? |
| Skin Care (21% in 2007) - Neutrogena, Lubiderm, Aveeno, Vendome. JNJ far behind in Body Cleansing, Sun Care, Facial and Hand, Body & Foot. |
| Neutrogena is top brand at $400m? |
| Aveeno $100m? |
| Dabao |
| Baby Care (14% in 2007) - Johnson's, Soothing Naturals, BabyCenter, Desitin. |
| Baby Shampoo - $200m |
| Babycenter.com - Exits retail Q2 2009. |
| Women's Health (12% in 2007) - Sanitary Protection |
| Napkins $300m |
| Tampons $75m |
| Monistat $50m |
| Contraceptive Gels $20m |
| K-Y |
| Stay Free |
| Oral Care (11% in Q310) - Listerine (#1 mouthwash in the US), Reach (#2 floss in the US, #1 WW?), Manual Brush (#3 manual brush), Denture Care, Power Brushes, Rembrandt toothpaste, Whitening Strips. |
| Listerine is the top mouthwash brand with 52% market share, Scope has 18% share, private label is 14% in the US. US mouthwash market is 700m, CAGR 2-4%. |
| Reach is the second floss brand with 22% share, less than Glide (PG) with 42% share in the US. |
| All Other (8% in 2007) - Band-Aid $160m (was Skin Care) |
| Oreal Health and Beauty |
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| International 56%, US 44% in 2007. |
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| Brazil 2007 10% growth, underperformed. |
| Russia 2007 16% growth, outperformed. |
| India 2007 10% growth, outperformed. |
| China 2007 9% growth, outperformed. |
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| Acquisitions |
| Vania - June 2009 |
| Dabao - Q3 2008 |
| PCH - 12/20/2006 |