NIQ Global Intelligence plc · NYSE:NIQ
NIQ Global Intelligence — NielsenIQ — Conference Presentation (2024)
18 slides from NIQ Global Intelligence's conference presentation, Aug 12, 2024
Slide 1: Beauty: The Event Connecting Brand Marketing and R&D Innovation
BEAUTY The Event Connecting Brand Marketing and R&D Innovation am wa
Slide 2: Your Presenter Today: Anna Mayo
YOUR PRESENTER TODAY PRESENTATION DOWNLOAD Anna Mayo Vice President NielsenIQ Beauty Vertical 2
Slide 3: NIQ delivers the Full View of beauty buying behavior
DTC/pure play Amazon Instacart & Shipt NIQ delivers the Beauty Health Specialty Full View specialty Club beauty buying Social behavior Department Store 90+ Dollar Global • The industry's most trusted DIY Markets consumer data—more Grocery channels, sources, consumers, Discount and regions • Validate
Slide 4: Beauty continues to see dollar and unit growth, despite inflation
Beauty continues to see dollar and unit growth, despite inflation Beauty and personal care omni dollar sales Total beauty omni: $102.4B +11.7% +11.7% Dollars 40% 60% +3.9% Units In-store Online Source: NielsenIQ Omnishopper 52 weeks ending 12/30/2023.
Slide 5: Positive beauty growth across categories
Positive beauty growth across categories Beauty and personal care categories – 3 year $ sales CAGR Growers Stable Slowing +15.8% +14.9% +9.2% +8.5% +5.3% +3.4% Deodorant Fragrance Hair Care HBL Bath & Shower Hair Removal +11.5% +11.4% Sun Care Cosmetics +11.0% Facial Skin Care Source: NielsenIQ Omni
Slide 6: Deep Dive: Facial Skin Care
DEEP DIVE: FACIAL SKIN CARE 6
Slide 7: Treatments and moisturizer are booming segments
Treatments and moisturizer are booming segments Segments $ and unit growth Segments share of total category 24.9% 8.7% 22.7% 18.9% 1.3% 8.9% 15.0% 3.0% 11.3% 13.0% 7.2% 6.0% 4.3% 1.5% -2.6% -6.3% 30.5% -19.1% -19.2% 46.4% Eye skin care Facial Facial Facial Facial Facial toner Facial cleanser cleanse
Slide 8: Amazon is dominating, DTC facing challenges
Amazon is dominating, DTC facing challenges Size and growth of key beauty channels (omnichannel view) Facial Skin Care L52 week 40.0% Amazon 30.0% Club 20.0% Unit % Chg Beauty Specialty Dollar 10.0% Grocery Mass Facial Skincare 0.0% #1 category on -15.0% -10.0% -5.0% 0.0% 5.0% 10.0% 15.0% 20.0% 25.0
Slide 9: Top brands/growing brands
Top brands/growing brands Top $ sales Top 3 growers Neutrogena Olay CeraVe Bubble Peach Slices COSRX $1.1B $818.9MM $748.9MM $29.4MM $25.0MM $129.8MM +17.8% -4.4% +27.2% +893.3% +253.6% +204.7% Source: NielsenIQ Omnishopper Panel Total US L52 weeks ending 12/30/2023
Slide 10: Celebrity brands making a splash
Celebrity brands making a splash Sales exceed $87.1MM with +48.6% YoY growth. Representing 0.6% of total Facial Skin Care Honest Florence by Mills Meaningful Beauty $16.6MM $6.3MM $12.8MM +127.0% YoY growth +21.7% YoY Growth +92.7% YoY Growth Source: NielsenIQ Omnishopper Panel Total US L52 wee
Slide 11: 'Free From' claims and wellness support drive growth
'Free From' claims and wellness support drive growth Sustained trends Growth trends Emerging Emerging trends trends Ceramides Angelica Root Phthalate free 17.0%, +31.6% 0.05%,+11052% 63.6%, +17.6% Sustainable Microbiome Paraben free 14.3%, +15.3% 0.4%, +179% 80.2%, +13.2% Aluminum free Vegan Snail s
Slide 12: Vitamin C reigns supreme, but food-based ingredients are growing
Vitamin C reigns supreme, but food-based ingredients are growing Ingredients: largest Vol Ingredients: fastest growing % chg Vitamin C 3,449,163 Snail Slime +2186% Retinol 1,014,558 Mango +662% Hyaluronic acid 754,941 Salicylic acid +252% Niacinamide 604,329 Apple +181% Snail slime 432,857 Hemp +162
Slide 13: Awareness of ingredients accelerating over time
Awareness of ingredients accelerating over time Source: Kline Aesthetic Consumer Insights Survey
Slide 14: Skincare goals focus on wrinkle free, smoothness, and hydration
Skincare goals focus on wrinkle free, smoothness, and hydration Source: Kline Aesthetic Consumer Insights Survey
Slide 15: Skin care need can vary by consumer group
Skin care need can vary by consumer group Gen Z has a higher item Eye skin care for ‘Menopause Latina consumers over-index Black consumers over-index Asian American consumers buy rate ($148) than support’ growing +399.6% with facial toners out of all other with eye skin care and facial spend +$50 mo
Slide 16: Gen Alpha proves it's never too young to start a skin care routine
Gen Alpha proves it's never too young to start a skin care routine Facial Skin Care Sales Trends Total US Households with Tweens Households with Teens $14.5 B $2.4 B $2.3B +13.1% +27.2% +28.6% Favorite Brands 13-17 +155% +348% +222%
Slide 17: What's top of mind for facial skin care?
What's top of mind for facial skin care? Facial skin care regimens Ingredients Matter The skin care consumer is Prepare for Gen Alpha as they 1 hold strong 2 3 educated and diverse 4 enter the market If you can claim it, say it!
Slide 18: Thank you for your attention!
Thank you for your attention! Anna Mayo PHOTO Vice President NielsenIQ Beauty Vertical Connect with me on LinkedIn: https://www.linkedin.com/in/anna-mayo/ Visit our site for the latest beauty insights: https://shop.nielseniq.com/beauty-inner-circle/ Feel free to contact me for further discussion