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SUPPLY CHAINS TO ADMIRE | 2023
Personal Products
L'Oréal is the Supply Chains to Admire Award Winner for 2023. The Company has made the winner's circle for seven out of the ten Supply Chain to Admire analysis. The focus on customer-centric innovation drives results. Estee Lauder was a winner in 2015 but loses ground in the industry despite extensive investment in digital innovation. Industry margin increased by 9% as inventory turns decreased by 6.3%.
Table 36. Personal Products Sector Evaluation for the Period of 2013-2022
INDUSTRY: Personal Products
IMPROVE- MENT
COMPANY INFORMATION
PERFORMANCE
VALUE
RETURN ON INVESTED CAPITAL
2022 REVENUE (MS)
SUPPLY CHAIN INDEX
GROWTH (Year Over Year Revenue)
FUNDAMENTAL AVERAGE SCORE
INVENTORY TURNS
OPERATING MARGIN
PRICE TO BOOK
MARKET CAP
NAME
2013 - 2022
Beiersdorf
$9,279
3
2.0%
3.23
13.9%
13.1%
3
2.69
17,531
Coty
$5,304
1
3.9%
2.61
3.6%
1.4%
5
10.12
8,521
Estee Lauder
$17,737
4
6.4%
1.68
16.6%
19.5%
10
12.41
60,487
Herbalife Ltd
$5,204
10
2.9%
2.38
12.3%
23.0%
6
7.62
5,280
Inter Parfums
$1,087
6
7.5%
1.69
14.2%
7.9%
10
3.71
1,781
Kao Corporation
$11,895
10
-0.5%
4.21
11.5%
12.9%
9
3.43
24,043
L'Oreal
$40,349
6
4.1%
2.79
18.2%
14.8%
NA
4.88
146,932
Natures Sunshine Products
$422
12
1.8%
2.08
4.2%
6.3%
7
1.79
239
Nu Skin Enterprises
$2,226
9
2.0%
1.86
11.5%
15.4%
9
3.82
3,212
PZ Cussons PLC
$798
5
-4.9%
3.34
12.1%
6.7%
NA
0.22
105
Revlon Inc
$1,980
8
4.6%
2.56
6.7%
-7.6%
4
0.00
1,105
Shiseido Co Ltd
$8,185
2
0.9%
1.89
6.4%
5.0%
7
4.28
17,277
Packaging Corporation of America
$8,478
11
12.8%
6.43
14.8%
12.9%
10
4.06
9,545
Sealed Air
$5,642
2
-1.5%
5.79
13.8%
9.5%
5
17.09
7,789
Silgan Holdings
$6,411
8
6.2%
5.80
9.0%
7.5%
9
3.90
3,631
Smurfit Kappa Group PLC
$13,515
16
4.2%
7.34
10.5%
5.4%
3
2.17
7,665
Sonoco Products
$7,251
11
4.5%
8.89
9.0%
7.5%
10
3.03
5,232
Westrock
$21,257
18
9.0%
7.03
7.9%
4.4%
9
0.84
9,213
Winpak
$1,181
13
6.1%
4.77
16.7%
12.6%
9
1.64
1,523
MEAN WITH OUTLIERS
$8,706
2.6%
2.53
10.9%
9.9%
7
4.58
23,876
MEAN WITHOUT OUTLIERS
2.4%
2.52
10.9%
9.9%
8
4.58
12,689
Pharmaceuticals The pharmaceutical industry stalled post-recession; AbbVie Pharmaceutical, a biologics manufacturer, was placed into the Winner's Circle for the fourth consecutive year but fell out of the Winner's Circle in this analysis. Regeneron shows above peer group results for performance and value but fails to make the Winner's Circle on Improvement. The winner is Gilead Sciences. Regeneron makes the cut for performance, but loses based on rate of performance improvement to peer group.
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