Supply Chains to Admire 2022 - Report v4.0-web

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2022 // SUPPLY CHAINS TO ADMIRE

Personal Products Ten years after the end of the recession, margins in this industry are flat, but there are increasing product complexity and shifts in the channel. During the pandemic volume increased from a growth rate of a -2% to 13%. Last year, L'Oréal, the Supply Chains to Admire Award Winner for five consecutive years, stumbled on growth and falls out of the Winner's Circle. The industry operates on 11% margin.

Table 36. Personal Products Sector Evaluation for the Period of 2012-2021

INDUSTRY: Personal Products

COMPANY INFORMATION

IMPROVEMENT

PERFORMANCE

VALUE

RETURN ON INVESTED CAPITAL

GROWTH (Year Over Year Revenue)

2021 REVENUE

SUPPLY CHAIN INDEX

INVENTORY TURNS

OPERATING MARGIN

PRICE TO BOOK

MARKET CAPITALIZATION

NAME

2012 - 2021

Beiersdorf

$9,024

9

1.6%

3.28

13.8%

13.5% 2.37

14,938

Coty

$4,630

1

3.7%

2.63

4.4%

-3.7%

9.88

7,793

Estee Lauder

$16,215

8

6.5%

1.73

16.1%

19.8% 11.55

53,950

Henkel AG & Co

$23,742

9

1.0%

5.15

13.6%

10.9% 2.83

46,651

Herbalife Ltd

$5,803

12

5.7%

2.42

12.9%

26.4% 8.51

5,486

Inter Parfums

$880

1

5.8%

1.73

13.6%

9.6%

3.33

1,533

Kao Corporation

$12,931

6

-1.4%

4.24

11.8%

13.0% 2.15

16,198

L'Oreal

$38,202

13

3.3%

2.85

17.9%

14.4% 4.48

136,385

Natures Sunshine Products

$444

14

2.1%

2.11

4.8%

8.6%

1.87

246

Nu Skin Enterprises

$2,696

11

6.2%

1.94

12.4%

17.5% 3.94

3,220

Ocean Bio-Chem Inc

$64

3

9.5%

2.59

10.5%

11.1% 1.56

45

PZ Cussons PLC

$805

4

-4.2%

3.32

12.2%

6.3%

1.43

857

Revlon Inc

$2,079

7

5.4%

2.82

7.7%

-6.5%

0.00

1,178

Shiseido Co Ltd

$9,435

5

3.4%

1.86

5.9%

4.8%

3.98

15,887

MEAN WITH OUTLIERS

3%

2.8

11.3%

11%

4.01

19,060

MEAN WITHOUT OUTLIERS

$8,165.0

3%

2.8

11.3%

11%

4.01

11,524

Pharmaceuticals The pharmaceutical industry stalled post-recession, accelerated improvement in the period of 2012-2021. AbbVie pharmaceutical, a biologics manufacturer, places into the Winner's Circle for the fourth consecutive year. The Company is a spin-off of Abbott Labs. In general, sector margins continue to grow, but supply chain competency lags other process sectors. The Pharmaceutical industry is the most profitable industry sector at 22% margin.

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