Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — Investor Presentation (January 2026)

11 slides from Niq Global Intelligence's investor presentation, January 2026

  1. Slide 1: The Rise of Indie Beauty

    The Rise of Indie Beauty January 2026 © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary © 2026 Nielsen Consumer LLC. All Rights Reserved.

  2. Slide 2: Methodology

    Methodology NielsenIQ Defines an indie beauty brand as: • Brand with under $300M in annual revenue that is independently owned and operated • Not part of a multi-brand conglomerate • Can be a recipient of private equity or venture capital investment Confidential and proprietary © 2026 Nielsen Consum

  3. Slide 3: Indie brands appeal to consumers by activating on key category trends

    Indie brands appeal to consumers by activating on key category trends K-Beauty Celeb Beauty Clean Beauty Personalization Ingredients Wellness Confidential and proprietary © 2026 Nielsen Consumer LLC. All Rights Reserved. 3

  4. Slide 4: Indie brands continue to outpace Conglomerates

    Indie brands continue to outpace Conglomerates Indie brand dollar sales performance ($B) $85.1B $80.2B $74.6B $40.0B $32.7B $28.2B 2YA YA L52W BPC Indie BPC Conglomerate $ % chg vs YAG YA L52 weeks Total Beauty & Personal Care 9.8% 10.8% Indies 16.1% 22.3% Conglomerates 7.4% 6.1% Source: NielsenIQ O

  5. Slide 5: Fragrance Indie brands growth has the highest gap to Conglomerate brand growth rate

    Fragrance Indie brands growth has the highest gap to Conglomerate brand growth rate $ Share by Ownership 64% 59% 61% 68% 71% 36% 41% 39% 32% 29% Beauty & Personal Care Cosmetics & Nail Facial Skin Care Fragrances Hair Care Indie Conglomorate $ % chg vs YAG Cosmetics & Nail Facial Skin Care Fragrance

  6. Slide 6: Conglomerate brands are not seeing the in-store growth rates that Indie brands are achieving

    Conglomerate brands are not seeing the in-store growth rates that Indie brands are achieving In-Store vs Online share 38% +17.5% 70% +27.8% 62% +0.1% 30% +11.2% Indies Conglomerates In-Store Online Source: NielsenIQ Omnishopper Panel Total US Latest 52 weeks ending 11/1/2025 Confidential and proprie

  7. Slide 7: While Indies are a growing segment, they are at disadvantage when it comes to shelf space

    While Indies are a growing segment, they are at disadvantage when it comes to shelf space Total Distribution Points – Shelf Space Advantage for Conglomerate Brands in Mass Retail Cosmetics & Nail 2.8x Facial Skin Care 2.6x Hair Care 1.9x Fragrance 1.4x Source: NielsenIQ RMS Total US xAOC L52 week en

  8. Slide 8: Conglomerates have higher loyalty as Indie buyers may be more willing to experiment with brands

    Conglomerates have higher loyalty as Indie buyers may be more willing to experiment with brands Average loyalty 8.8 13.2 Indies Conglomerates Source: NielsenIQ Omnishopper Panel Total US Latest 52 Weeks Ending 11/1/2025 Confidential and proprietary © 2026 Nielsen Consumer LLC. All Rights Reserved. 8

  9. Slide 9: Facial Skin Care bucks the trend with higher levels of exclusivity compared to Cosmetics & Hair

    Facial Skin Care bucks the trend with higher levels of exclusivity compared to Cosmetics & Hair Fragrance is less developed in Indies compared to the other beauty categories Buyer Exclusivity 5.0% 10.6% 14.9% 3.7% 13.8% 13.1% 27.2% 47.2% 81.3% 83.2% 62.2% 37.9% Cosmetics & Nail Facial Skin Care Frag

  10. Slide 10: Age is less of a determinant of Indie brand usage

    Age is less of a determinant of Indie brand usage Asian consumers are highly engaged in beauty and are seeing an over index with Indies Indie brand dollar share index 119 100 103 102 96 98 98 83 Gen Z Millennial Gen X Boomer Hispanic Asian Black White Source: NielsenIQ Omnishopper Panel Total US Lat

  11. Slide 11: Thank you!

    Thank you! © 2026 Nielsen Consumer LLC. All Rights Reserved. Confidential and proprietary

NIQ Global Intelligence — Investor Presentation (January 2026) on 6ix