52
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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