NIQ Global Intelligence plc · NYSE:NIQ
NIQ Global Intelligence — NielsenIQ — Investor Presentation (2024)
8 slides from NIQ Global Intelligence's investor presentation, Aug 12, 2024
Slide 1: Beauty Evolves: Are You Ready?
Beauty Evolves: Are You Ready? State of Beauty 2024 © 2024 Nielsen Consumer LLC. All Rights Reserved. © 2024 Nielsen Consumer LLC. All Rights Reserved.
Slide 2: 2024 change is imminent
2024 change is imminent © 2024 Nielsen Consumer LLC. All Rights Reserved. 2
Slide 3: Inflation still impacting global consumers, though beauty has weathered the storm
Inflation still impacting global consumers, though beauty has weathered the storm Beauty continues to be a priority In the US, it now takes $132 to buy Consumers increasing what costs $100 in 2019 allocation of FMCG spend on Beauty +13% +11% Globally US Beauty delivers unit growth, despite rising pr
Slide 4: The consumer view of beauty is expanding
The consumer view of beauty is expanding + = Beauty + Beauty Body Personal Care Wellness and Mind 58% online $102.4B $45.8B $148.2B 42% +11.7% +11.8% +11.7% in-store Source: NielsenIQ Omnishopper Panel Total US Latest 52 weeks ending 12/30/2023 vs YA. Dollar percent change Beauty and Wellness is Bat
Slide 5: Search data informs growing product claims
Search data informs growing product claims NIQ tracks 1,500+ commonly searched product attributes including 413 beauty-specific product attributes Clinical Natural Visible Results Identify Salicylic Acid +63% Snail Slime +239% Age / Dark Spots +152% • Top attributes by category Contains Niacinamide
Slide 6: Celebrity beauty brands create excitement and growth
Celebrity beauty brands create excitement and growth 1990s Celebrity beauty brands are now worth more than $1bn in the US (+58% vs YA) 2000s 2010s 2020s 2024 Source: NielsenIQ Omnishopper Panel Total US Latest 52 weeks ending 11/4/2023 vs YA. © 2024 Nielsen Consumer LLC. All Rights Reserved. 6
Slide 7: Dupes are not just copies, they are engines for growth in beauty
Dupes are not Innovator just copies, PL Dupe brands +12% brands +54% they are engines for growth +42% in beauty Top 5 innovator brands vs. Their dupe counterparts Driving new consumers to niche categories 98% of shoppers stated that discovering dupes has expanded their regular beauty routine. Settin
Slide 8: Thank You!
Thank You! For more information, get in touch! Tara James Taylor Tara.james@nielseniq.com https://www.linkedin.com/in/tarajamestaylor/ • Revealing new pathways to growth https://shop.nielseniq.com/beauty-inner-circle/ © 2024 Nielsen Consumer LLC. All Rights Reserved. 8