PG PG Procter & Gamble Loading... : Bullish and Bearish Analyst Opinions

Kenvue explicitly stated it is losing share in mouthwash because it is not playing strongly enough in the fastest-growing mild alcohol-free segment, a direct signal to competitors with strong offerings in that segment. — This admission provides a clear roadmap for competitors to double down on the alcohol-free oral care segment to entrench their share gains against Listerine.

Consumption outpaced organic sales growth across all segments in Q1, driven by US price/trade investment, indicating Kenvue is gaining share and household penetration in the US despite retailer destocking. — This suggests the US price/trade investments are driving market share gains for Kenvue, indicating a competitive pricing response from Kenvue that could pressure US market share for peers like Church & Dwight and L'Oreal.