消费者保健公司，主要研制、生产、销售与健康、护理、营养等相关的产品，包括非处方 ( OTC ) 药品。
大量的收购、合并和关闭，已致这一产业在全球范围内出现高度整合，该领域前10家公司控制着全球多数市场份额。
2017年，全球前10位的消费者保健公司的总收入为701.571亿美元，较2016年的653.356亿美元略有增长。
近日，医药咨询公司IGEAhub发布「TOP10 CONSUMER HEALTH COMPANIES 2018」，相关数据来源于公司网站和年度报告等公开资料。
直接上榜单——
Sources: SEC filings, annual reports, companies’ websites, news websites and research reports by consultancy companies.
「TOP10 CONSUMER HEALTH COMPANIES 2018」简介
1、Johnson & Johnson Inc 强生
Johnson & Johnson ( J&J ) is top brand in pharmaceutical and consumer goods manufacturing and is engaged in the research, development, manufacture and sales of pharmaceuticals, medical devices and consumer health products. In 2017, the Consumer segment revenue was USD 13602 million and as a percentage to sales was 18.6%, versus 18.3% in 2016. The increase was attributable to higher gains on divestitures of COMPEED in 2017. This was partially offset by higher selling, marketing and administrative expenses.
强生是医药和消费品制造业领域的“巨无霸”，主要从事医药、医疗器械和消费者保健产品的研发、生产和销售。2017年强生消费者保健业务的收入为136.2亿美元，较上一年增长2.22%，占其总销售额的18.6%，2016年的占比为18.3%。占比增加的原因是2017年的资产剥离获得了更高收益，抵消了较高的销售、营销及管理费用。
2、GlaxoSmithKiline Plc 葛兰素史克
GlaxoSmithKline ( GSK ) is research-focused pharmaceutical company engaged in manufacturing, distributing and pharmaceuticals trading. GlaxoSmithKline has portfolio in prescription medicines, vaccines and consumer healthcare. Consumer Healthcare turnover at USD 10462.5 million accounts for 26% of group turnover and was up 8% AER, 2% CER. Revenue was driven by strong performance by power brands in Wellness and Oral health and impacted by lower sales of tail brands across the Nutrition and Skin health categories and broader market slowdown in key categories.
GSK主要从事药品的研发、生产、分销和销售，公司在处方药、疫苗、消费者保健方面均有投资组合。2017年GSK的消费者保健业务收入104.625亿美元，较上一年增长7.74%，占集团营业额的26%。收入增长是由保健和口腔健康等强势品牌的骄人业绩所推动，并且受到横跨营养与皮肤健康领域较低的销售及关键领域市场增长放缓所影响。
3、Amway Corp 安利
Amway is a world ' s leader in direct selling with operations in more than 100 countries. In 2017, company has generated revenue of USD 8600 million from the consumer health segment. It manufactures and distributes 450+ consumer products that support health and well-being. Top-selling brands for Amway are Nutrilite™ vitamin, mineral and dietary supplements, Artistry™ skincare and color cosmetics, eSpring™ water treatment systems and XS™ energy drinks.
安利是全球领先的直销企业，业务遍及全球100多个国家。2017年公司消费者保健业务收入86亿美元。公司生产和分销450+种消费者产品。
4、Procter & Gamble Co 宝洁
The Procter & Gamble Company (P&G) sells consumer packaged goods with segments comprising of hair, skin and personal, oral, family, feminine, and baby care product lines. In 2017, company has generated revenue of USD 7513 million from the consumer health segment. P&G ' s health care segment includes gastrointestinal, rapid diagnostics, respiratory, vitamins/ minerals/ supplements, other personal health care products. Company ' s sales outside the U.S. in personal health care are supported by PGT Healthcare partnership with Teva Pharmaceuticals Ltd.
宝洁销售包括头发、皮肤、个人、口腔、家庭、女性和婴儿护理产品系列的快速消费品。2017年公司消费者保健业务收入75.13亿美元。宝洁的保健产品包括胃肠道、快速诊断、呼吸、维生素/矿物质/补充剂以及其他个人保健产品。公司在美国以外市场的个人医疗保健产品销售由PGT医疗保健公司与梯瓦制药的合作提供支持。
5、Bayer AG 拜耳
Bayer ' s Consumer Health segment markets non-prescription (OTC) medicines, medical products and cosmetics in the dermatology, nutritional supplement, analgesic, digestive health, allergy, cold, foot care and sun protection categories. In 2017, company has generated revenue of USD 7034.4 million from the consumer health segment. Consumer Health figures in 2017 was below the prior-year level and also below company expectations. Sales declined by a currency and portfolio-adjusted 1.7 percent, while clean EBITDA decreased significantly by 12.8 percent.
拜耳的消费者保健业务销售OTC、皮肤学医疗产品和化妆品、营养补充、止痛、消化健康、过敏、感冒、脚部护理和防晒类别的产品。2017年公司消费者保健业务收入70.344亿美元，低于去年水平，同时也低于公司预期。
6、Reckitt Benckiser Group Plc 利洁时
Reckitt Benckiser Group plc manufactures, markets, and sells health, hygiene, and home products. The company offers wellness products in wellbeing, foot-care, vitamins, and supplements. In 2017, company has generated revenue of USD 6871.5 million from the consumer health segment. The combination of organic growth strategy and acquisitions has generated significant growth for the company. On 10 February 2017, company announced that it has signed an agreement to acquire Mead Johnson for USD 16.6 billion in cash.
利洁时制造、营销及销售健康、卫生和家庭产品，为健康、足部护理、维生素和补充剂提供健康产品。2017年公司消费者保健业务收入68.715亿美元，有机增长战略与收购相结合，为公司带来了显著增长。2017年2月10日，公司宣布已签署一项收购协议，以166亿美元现金收购美赞臣。
7、Sanofi 赛诺菲
Sanofi is a French pharmaceutical company involved in research, development, manufacture and marketing of therapeutic solutions. Sanofi offer medicines in prescription and over the counter (OTC) category. In 2017, company has generated revenue of USD 4832 million from the consumer health segment. On January 1, 2017, Sanofi completed the acquisition transaction of Boehringer Ingelheim ' s (BI) CHC business in most markets that helped in critical scale and strengthen geographical presence. The deal enhanced Sanofi ' s position in four strategic categories of allergy, cough & cold, pain, digestive and nutritionals.
赛诺菲从事研究、开发、生产和销售治疗性解决方案，公司提供处方药和OTC产品。2017年赛诺菲消费者保健业务收入48.32亿美元。2017年1月1日，赛诺菲完成对勃林格殷格翰消费者保健业务在大多数市场的收购交易，这有助于扩大规模以及加强地理存在。这笔交易增强了赛诺菲在过敏、咳嗽和感冒、疼痛、消化和营养补充剂等4个领域的地位。
8、Herbalife Ltd 康宝莱
Herbalife Nutrition is a global multi-level marketing (MLM) corporation that develops, markets, and sells weight management, targeted nutrition, energy, sports & fitness, and outer nutrition products to and through a network of independent members. In 2017, company has generated revenue of USD 4427 million from the consumer health segment. The revenue generated from verticals includes weight management (64.2%), targeted nutrition (24.5%), energy, sports & fitness (6.0%) and outer nutrition (2.1%). Company conducted business in 94 countries throughout the world. The top ten countries worldwide represented approximately 71.8% total global revenue.
康宝莱是一家全球性的多级营销公司，开发、销售与体重管理、定向营养、能量、运动和健身以及外部营养产品，并通过一个独立的成员网络进行销售。2017年公司消费者保健业务收入44.27亿美元，其中体重管理 ( 64.2% ) 、定向营养 ( 24.5% ) 、能量&运动和健身 ( 6% ) 、外部营养 ( 2.1% ) 。康宝莱在全球94个国家开展业务，全球排名前10位的国家占其全球总收入的71.8%。
9、Pfizer Inc 辉瑞
Pfizer is a research-based pharmaceutical company engaged in the wellness, prevention and treatment for diseases across a broad range of therapeutic areas. The company operates through Innovative Health and Established Health businesses segment. In 2017, company has generated revenue of USD 3472 million from the consumer health segment. Pfizer is one of the largest over-the-counter (OTC) healthcare companies in the world. Pfizer ' s non-prescription medicines for pain management, respiratory & digestive health, and nutritional & personal care products, are marketed in more than 90 countries.
辉瑞是全球最大的非处方药医疗保健公司之一，在全球90多个国家销售疼痛管理、呼吸和消化健康的OTC、营养补充剂及个人护理产品。2017年辉瑞消费者保健业务收入34.72亿美元。今年7月，辉瑞宣布将其业务由原有的两大业务分拆为三大业务部门：创新药物、成熟药物和消费者保健，该重组将于2019财年生效。
10、Nature ' s Bounty Co 自然之宝
The Nature ' s Bounty Co. manufactures, markets, distributes, and retails vitamins, minerals, nutritional supplements, herbs, sports and active nutrition, and ethical beauty products in the United States and internationally. In 2017, company has generated revenue of USD 3342 million from the consumer health segment. In 2017, Kohlberg Kravis Roberts (KKR) purchased a majority ownership stake in the company, while The Carlyle Group has retained a minority share.
Nature ' s Bounty意为“大自然的恩赐”，中文译为“自然之宝”。公司在美国和国际范围内生产、销售、分销和零售维生素、矿物质、营养补充剂、草药、运动和活性营养品以及伦理美容产品。2017年公司消费者保健业务收入33.42亿美元。2017年7月，KKR集团以30亿美元从凯雷集团收购了Nature ' s Bounty公司的大部分股权，凯雷集团保留少部分股权。
据欧睿国际 ( Euromonitor International ) 发布的一份研究报告称，全球消费者保健产品在2016年的销售额为2170亿美元，预计2020年将达到2900亿美元。2016年，OTC产生的收入为985亿美元，占全球消费者健康产业收入的45%。美国在全球消费者健康产业中占据主导地位，收入达670亿美元，占全球市场份额的31%。
美国、中国、日本、德国、意大利占据全球61%市场份额。2020年，韩国、法国、印度、墨西哥被认为是销售增长最有潜力的市场。
公众对自我护理和自我医疗的倾向性、健康&预防医学意识的提高、可支配收入的增加、个性化产品的需求、电子商务网站和健康导向的移动应用程序的广泛接受、医疗保健成本的增加、老年人口的增长、处方药向OTC的转变等将积极推动整个消费者保健市场的增长，直至2020年。
此外，较低的进入壁垒、较少的监管障碍也有利地推动了小公司的产品创新，导致全球消费者保健业务中可销售的以客户为中心的利基产品的快速增长。不过在许多发展中市场，例如中国，法规以及假冒产品却抑制了市场中消费者保健业务的增长。
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