Malcolm Spicer
US Consumer Health Managing Editor
Latest From Malcolm Spicer
US FDA Clearance For Masimo’s Stork Wakes Up OTC Baby Monitoring Technology Competition
Masimo receives US regulatory clearance for Stork OTC baby monitoring system six months after Owlet received first clearance for the type of product following a regulatory stumble which halted sales of a previous device in 2021.
US Competition To Connect Obesity Drug Patients With Supplements Attracts Retail Heavyweights
Vitamin Shoppe announces Whole Health Rx telehealth services offering supplements for GLP-1 patients and access to doctors for prescribing the drugs a week after GNC said it was “first major retailer to establish an entire section dedicated to assisting GLP-1 users.”
Opill Launch Delivers For Perrigo While Growing Pains Slow Overall First-Quarter Results
Perrigo spares little about Opill’s launch, advertising and outlook in Q1 earnings briefing, but management also makes clear it’s a large firm and some other segments of its global consumer health products business are holding back overall results.
Kenvue Cutting Staff 4% After Year Apart From J&J
Along with latest results, Kenvue says as its “transitions services agreement” with J&J ends, its board approves reducing global workforce by around 4%. It expects around $275m in pre-tax restructuring costs in both 2024 and 2025 without changes to its capital allocation priorities.
Herbalife's Rising Digital Platform Floats All Boats Other Than Marketing To GLP-1 Patients
Direct seller reports Q1 sales up 1% to $1.3bn but net sales off 17.1% from year-ago period to $24.3m. Its distributor ranks jumped so far in 2024, particularly in China, where changes were made in the past year including new company leadership.
Bausch + Lomb’s Prescription For Consumer Health Sales Growth Includes ‘Benefit’ From Rx Drugs
Blink NutriTears supplement containing lutein/zeaxanthin, curcumin and vitamin D3 coming in 2024 is example of a cross-segment sales benefit B+L sees in dry eye product category. Consumer eye care and vision health product sales are key drivers for 18% Q1 net sales growth to $1.1bn.