Lactaid(KVUE)

Lactaid is the leading lactose-free dairy brand, producing milk, ice cream, cottage cheese, and cream products that are treated with lactase enzyme to pre-digest the lactose — allowing the estimated 36% of Americans who are lactose intolerant to enjoy real dairy products without gastrointestinal symptoms. Lactaid is owned by McNeil Nutritionals, a subsidiary of Johnson & Johnson (NYSE: JNJ), though J&J has divested various consumer health assets over the years; the Lactaid brand is now part of the consumer health spinoff Kenvue (NYSE: KVUE).\n\nLactaid's products are made with real cow's milk that undergoes lactase enzyme treatment to break down lactose into simpler sugars (glucose and galactose) that lactose-intolerant individuals can digest without discomfort. The resulting products taste like regular dairy (the additional simple sugars may make the milk slightly sweeter) but are tolerated by those who lack sufficient lactase enzyme production. The Lactaid milk line includes whole, 2%, 1%, fat-free, and calcium-enriched varieties, with the ice cream line as an important premium revenue driver.\n\nIn 2025, Lactaid competes with Fairlife (Coca-Cola, ultra-filtered lactose-free milk), private label lactose-free milk from Horizon Organic (Danone), and plant-based milk alternatives (oat milk, almond milk) that lactose-intolerant consumers may choose instead. Lactaid's brand positioning as real dairy (unlike plant-based alternatives) and its established retail distribution give it a defensible position among lactose-intolerant consumers who prefer dairy taste and nutrition. Kenvue's ownership (post-J&J consumer health spinoff in 2023) provides a dedicated consumer health focus. The 2025 strategy focuses on growing the premium ice cream segment, maintaining retail distribution leadership, and reinforcing the "real dairy, no discomfort" positioning that differentiates Lactaid from both plant-based alternatives and generic lactase supplements.