AB
1Main
2Consumer was 24%, 25% and 27% of sales in 2007, 2008, and 2009. Acquired Pfizer Consumer Healthcare (PCH) on 12/20/06.
3
4OTC/Nutritionals (31% in Q310) - Marc Robinson is Company Group Chairman
5Brands: Tylenol, Sudafed, Benadryl, Zyrtec, Rolaids, Dolormin, Motrin, Motilium, Mylanta, Imodium, Pepcid, Nicorette, Splenda, Lactaid, Benecol, Sun Crystals, Viactiv - Largest OTC business in the world.
6Tylenol (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.
7Splenda #2 brand? $200m?
8Mylanta $150m
9Pepcid/AC $100m
10Motrin (ibuprofen) competes with aspirin, naproxen, other forms of ibuprofen and acetominophen. Roughly $100m?
11Nicotrol (nicotine addiction) discontinued?
12Imodium $80m?
13Benecol $50m?
14Nizoral Shampoo $20m?
15Skin Care (21% in 2007) - Neutrogena, Lubiderm, Aveeno, Vendome. JNJ far behind in Body Cleansing, Sun Care, Facial and Hand, Body & Foot.
16Neutrogena is top brand at $400m?
17Aveeno $100m?
18Dabao
19Baby Care (14% in 2007) - Johnson's, Soothing Naturals, BabyCenter, Desitin.
20Baby Shampoo - $200m
21Babycenter.com - Exits retail Q2 2009.
22Women's Health (12% in 2007) - Sanitary Protection
23Napkins $300m
24Tampons $75m
25Monistat $50m
26Contraceptive Gels $20m
27K-Y
28Stay Free
29Oral 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.
30Listerine 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%.
31Reach is the second floss brand with 22% share, less than Glide (PG) with 42% share in the US.
32All Other (8% in 2007) - Band-Aid $160m (was Skin Care)
33Oreal Health and Beauty
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35International 56%, US 44% in 2007.
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37Brazil 2007 10% growth, underperformed.
38Russia 2007 16% growth, outperformed.
39India 2007 10% growth, outperformed.
40China 2007 9% growth, outperformed.
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42
43
44Acquisitions
45Vania - June 2009
46Dabao - Q3 2008
47PCH - 12/20/2006