UBS Shopping Cart: Lilly cuts Mounjaro prices ahead of Ozivy launch; L’Occitane premium expansion

研报英文原文证据摘录

UBS Shopping Cart: Lilly cuts Mounjaro prices ahead of Ozivy launch; L’Occitane premium expansion

Global Research

15 June 2026ab

Brazilian Retailers Equities

AmericasUBS Shopping Cart: Lilly cuts Mounjaro prices

ahead of Ozivy launch; L’Occitane premium Consumer, Cyclical

expansion Vinicius Strano,AnalystCFA

vinicius.strano@ubs.com

+55-11-2767 6688

Eli Lilly expands discounts ahead of Ozivy launch Isabella Lamas

Associate Analyst

According to NeoFeed, Eli Lilly launched a new discount program offering discounts isabella.lamas@ubs.com

of up to 35% on its GLP-1 portfolio just ahead of EMS's Ozivy launch, expected on +55-11-2767 6836

June 15. Under the program, patients purchasing both 2.5mg and 5mg boxes can

Lucca Biasi

receive discounts of approximately R$1.1k, while two-box packages of 7.5mg offer

discounts of around R$1.6k, and 10mg packages provide discounts of roughly R lucca.biasi@ubs.com

$2.6k. The initiative started on June 12 and is available through both pharmacies +55-11-2767 6173

and online channels. According to the news, competitive pricing pressure in Brazil's

Pedro Perone

GLP-1 market is expected to intensify further with the arrival of new entrants.

pedro.perone@ubs.com

L’Occitane accelerates premium expansion in Brazil +55-11-2767 6007

According to Valor, L’Occitane plans to strengthen its presence in Brazil’s luxury

beauty market through its premium brand, L’Occitane en Provence, targeting over

100 stores openings over the next two years while gradually phasing out the kiosk

format. The premium brand currently operates 103 stores and accounts for ~40% of

the group’s sales in Brazil, while L’Occitane au Brésil has 305 locations and

contributes the remaining 60%. As part of its repositioning strategy, the company