Cetaphil vs CeraVe

Did Galderma license Winlevi??

 

Anyone know more about the sale of the consumer business?

 

Winlevi is ours in Q3

 

My 11 year old saved her money to buy CeraVe because of tiktoc.
Influencers influence.

 

Nothing against Cetaphil. Tried CeraVe Lotion recently. Very good product. Would buy again.

 

Can't even find Cetaphil in CVS as it is always on bottom shelf and there is usually only 1 or 2 bottles of just one SKU. Not good.

 

Even store brands are easier to find than Cetaphil. Than they wonder why we are no longer number one. Need to spend money to make money.

 

Cetaphil requires substantial investment and heavy sampling to defend the # 2 position. Thomas & Flemming are here to skim what they can with the lowest possible investment. Best they can do is sell the consumer business.

 

Heard more changes this week at the top were made and feeling is Fleming is getting ready to make a big move this summer. Could be sale or acquisition as everything is on the table.

 

Doesn’t matter either way. The damage is done.