NIQ Global Intelligence plc · NYSE:NIQ
NIQ Global Intelligence — NielsenIQ — Investor Presentation (November 2022)
10 slides from NIQ Global Intelligence's investor presentation, November 2022
Slide 1: Understanding New Inflation Dynamics in Mass Beauty
Understanding New Inflation Dynamics in Mass Beauty The impact of inflation on mass beauty & personal care Nov 2022 © 2022 Nielsen Consumer LLC. All Rights Reserved.
Slide 2: Executive Summary
Executive Summary The rise in inflation has been a key theme throughout 2022, we have watched as prices have shot up over 8% across the CPG landscape. Consumers are noticing, and we have seen their anxieties reflected in declining consumer confidence, as well as an increased level of concern about r
Slide 3: Consumer confidence improved in September due to unemployment and gas prices declining
Consumer confidence improved in September due to unemployment and gas prices declining Unemployment -0.2 pts (Sep '22 vs Aug '22) Unemployment Consumer Confidence 3.5% -1.2 pts (Sep '22 vs YAGO) is down 108.0 Savings Rate 3.5% 0.0 pts (Aug '22 vs Jul ‘22) Savings rates continue to fall +4.4 pts Sep
Slide 4: As expected, the majority of consumers are concerned about rising prices
As expected, the majority of consumers are concerned about rising prices Q: How concerned would you be if Level of Concern prices were to increase for everyday items over the next 12 months? 45% | 41% Extremely 26% | 27% Very Yes: 97% 20% | 23% Somewhat 6% | 06% A Little Source: NielsenIQ, Total US
Slide 5: Fragrance and HBL buyers are most concerned about price increases
Fragrance and HBL buyers are most concerned about price increases How concerned would you be if prices were to increase for everyday items over the next 12 months? 80% 73% 68% 71% 70% 70% 69% 69% 69% 69% 70% 66% Total Beauty and Personal Care 60% 50% 40% 30% 20% 10% 0% FRAGRANCES HBL DEODORANT COSME
Slide 6: Inflationary impacts continue to grow
Inflationary impacts continue to grow Beauty and Personal Care AVG Unit Price % Chg Composite Price % Chg September US Inflation Rate: 8.2% 9.1 Q4 '21 4.2 Food: 11.2% 8.5 US Consumer Price Index All Items Percentage Q1 '22 Change 6.1 10.0 8.0 6.0 9.7 Q2 '22 4.0 8.9 2.0 0.0 13.2 Q3 '22 -2.0 11.9 -4.0
Slide 7: Forecasting the future state of beauty & personal care
Forecasting the future state of beauty & personal care Beauty & personal care is currently facing headwinds that many in the CPG industry can relate to such as price increases and changing consumer shopping behaviors. Despite these challenges, tailwinds, such as social media influence, the clean bea
Slide 8: Introducing the ATI segments
Introducing the 5 ATI segments Frenzied & Frazzled Product Switchers Store Switchers Deal Stockers Unwavering Uses any & all Seeks out low priced Stocks up on strategies to reduce products, particularly Seeks out low priced products when on No special actions cost Private Label stores deal taken to
Slide 9: Key Takeaways
Key Takeaways Inflation has been top of mind for all those in the industry as we continue to monitor how consumers shift their behavior in reaction to rising prices. Consumers will need to allocate more of their dollars towards essentials and make more calculated decisions on how they spend their di
Slide 10: Thank you.
Thank you. For more information visit our insights hub at: niq.com/beauty 10 © 2022 Nielsen Consumer LLC. All Rights Reserved.