Over The Counter 2 Apr 2024: Analyzing The Spin-Out Trend In Consumer Health, With HBW’s Malcolm Spicer And Tom Gallen

In this episode, HBW Insight’s Europe and US editors bring their expertise to bear on the current the trend towards standalone OTC companies in global consumer health. We look at four major players: Haleon, which separated from GSK almost two years ago; Kenvue, soon to celebrate its first anniversary as a new company; Sanofi Consumer Healthcare, which is poised to split from its pharma parent; and Bayer, which has decided to buck the trend, holding on to its consumer health division. We discuss some of the advantages of becoming a standalone company, for example in leaning into a wider concept of self-care.

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Further Reading

Haleon Surprises Analysts With Stand-Out Cold & Flu Showing In Q4

Kenvue Prioritizes Growing 15 Brands In Pivot To Recovering Marketplace Prominence

Sanofi Consumer Healthcare Separation: Four Talking Points

Bayer To Hold On To Consumer Health While It Deals With More Pressing Issues

Further Listening

Over The Counter 13 Nov 2023: How OTC Companies Can Respond To Preventative Health Trends, With Simon-Kucher & Partners

Over The Counter 11 Sept 2023: Trends Shaping The OTC Industry Today, With BSS Consulting’s Birgit Schuhbauer

Over The Counter 20 March 2023: The Shape Of The Global OTC Market To Come, With IQVIA Consumer Health's Amit Shukla

Over The Counter 22 November 2021: CHC Spin Outs, Supply Chain Issues And Other Q3 Trends

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Over The Counter Theme Music:

Warm Vacuum Tube by Admiral Bob (c)

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HBW Podcast

Explore how consumer health is evolving. On the go.

David Ridley hosts in-depth conversations with industry leaders.

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