Cetaphil vs CeraVe





























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.