Niq Global Intelligence Plc · NYSE:NIQ

Niq Global Intelligence — Cosmoprof Miami 2025

29 slides from Niq Global Intelligence's conference presentation, January 2025

Slide 3: NIQ delivers the Full View of beauty buying
DTC/pure play Amazon Instacart & Shipt NIQ delivers the Health Beauty Full View of specialty Specialty Club beauty buying Social behavior Department Store 90+ Dollar • The industry's most trusted Global consumer data—more DIY Markets channels, sources, consumers, Grocery and regions Discount • Valid
Slide 4: Beauty Retail key themes
Beauty Retail • Ecommerce Acceleration - With more than 40% of all beauty sales happening online, the new world of beauty retail is digital • Social Selling Makes Waves - TikTok Shop has proven the stickiness of social selling platforms. With its future still uncertain, there are many challengers re
Slide 5: Online continues to drive growth for beauty
Online continues to drive growth for beauty + = Total Beauty and 43% In-Store Online Personal Care online $61.8B $45.7B $107.5B 57% +2.8% +11.1% +6.2% in-store Source: NielsenIQ POD Omnishopper Panel Total US L52 week ending 11/30/2024 vs YA.Dollar percent change © 2023 Nielse n Consumer LLC. A ll R
Slide 6: Beauty continues its 5 year growth streak
Beauty continues its 5 year growth streak Source:NielsenIQ Omnishopper Panel, Total US, Total Beauty & Personal Care, L52W ending 11/23/24 In-Store vs. Online Trended Dollar Sales $70.0B 16.0% 14.5% $60.7B $61.7B 14.0% $60.0B $56.1B $53.2B 12.0% $50.0B $48.0B 10.8% 10.8% $45.6B $41.5B 10.0% $40.0B $
Slide 7: Theft prevention methods significantly impact shopper loyalty
Methods impacting store experience, like Theft Prevention, significantly impact shopper loyalty 20% of On average, a Shoppers are Drug Stores customer make up 2 of the shopper will are less likely purchases Top 5 retailers wait 2-3 to wait for were lost when identified as being minutes for the Beaut
Slide 8: Major Trends that will Impact Beauty Retail
Amazon’s Dominance Major Trends Social Selling Emerges that will Impact Beauty Retail Future of DTC Private Brands Evolve Demographics are Destiny © 2024 Nielse n Consumer LLC. A ll Rights Reserved. 8
Slide 10: Retail consolidates as the big get bigger
Retail consolidates as the big get bigger $ Share Pt Chg Amazon delivers well-rounded growth Amazon 2.1 Category $ % Chg vs YA Hair Care 17.6% Mass -0.2 +7.3 Facial Skin Care 32.7% Amazon’s Beauty Specialty 0.0 Cosmetics & Nail 6.3% gain in share vs 2021 Hair Removal 4.6% Club 0.0 Bath & Shower 28.9
Slide 11: Amazon Beauty is growing among older, high income, diverse households
Amazon Beauty is growing among older, high income, diverse households Key Demos growing with Amazon Beauty: Boomers Millennials HH Income Diverse $100K+ Source: NielsenIQ Panel on Demand Omnishopper, Amazon, Total Beauty, Latest 52 weeks ending 11/30/2024 vs YA © 2024 Nielse n Consumer LLC. A ll Rig
Slide 13: TikTok Shop's success continues to compound
Only 1 year in, TikTok Shop’s success continues to compound • #8 Health & Beauty ecommerce retailer • 12.5% of ecommerce shoppers made a purchase on TikTok Shop in the last year • TikTok Shop Health & Beauty sales have seen a 35%% growth in dollars sales in the recent 6 months NielsenIQ eCommerce Re
Slide 14: Beauty remains a prevalent department for TikTok sales
Beauty remains a prevalent department for TikTok sales, while clothing follows close behind TikTok Top 10 Category Sales (Millions) $1,340 $1,010 $547 $351 $234 $222 $179 $163 $144 $129 Health & Apparel & Home & Electronics & Appliances Toys & Grocery & Tools & Sports & Automotive Beauty Accessories
Slide 15: Social Selling is fueling discovery and impulse
Social Selling is fueling discovery and impulse, though quality and trust are concerns How much do you trust the beauty products you have ordered? • 68% of purchases on social selling platforms are made on impulse • Top reasons for making a purchase on a social 20.3% selling site: o I discovered som
Slide 16: Social selling captures 6.2% of ecommerce market share
Social selling captures 6.2% of ecommerce market share in Beauty/Personal Care 3.2% 1.4% 1.1% 0.2% 0.2% 0.1% Source: NielsenIQ FoxIntelligence, Total US, Beauty & Personal Care (Bath & Body, Fragrances, Hair Care, Make-up, Manicure & Pedicure, Facial Skin Care, HBL, Sun Care, Shaving & Hair Removal,
Slide 18: What is DTC?
What is DTC? DTC takes on many shapes and forms DTC Pure Play Multi level marketing (MLM) Brand.com Started by online only, shipping directly Brands that use direct seller reps to Brands that already exist in B&M to customers enable online sales space that then launched their own websites to sell di
Slide 19: All DTC formats face declines this year
All DTC formats face declines this year, with Brand.com as most resilient $ Sales 2022 2023 2024 $3.5 B $3.2 B $3.3 B $1.99 B $1.95 B $1.8 B $1.2 B $1 B $793 M -4.5% -21.6% -1.9% vs YA vs YA vs YA Pure Play MLM Brand.com Source: NielsenIQ E-commerce Data powered by Rakuten, 52 we 11/30/2024 Beauty &
Slide 20: A variety of challenges face the industry
A variety of challenges face the industry 1 2 3 4 Costly advertising for online Rising Inflation and supply Continuous increased Direct seller/MLM model spaces costs competition in digital spaces in question Potential Tariffs Need for a more robust omnichannel experience © 2023 Nielse n Consumer LLC
Slide 22: Retailers use Private Brand as a vehicle for quality and value
Retailers continue to use Private Brand as a vehicle for quality and value 5% of Total % of Category Sales by Brand Type Beauty Sales are Private National Brand Private Brand Label 1.1% 4.0% 3.3% 4.3% 4.3% 7.0% 6.6% 7.9% Private Label Category Share Gains 99.9% 98.9% Bath/Shower: +1.4 pts 96.0% 96.7
Slide 25: Polyculturalism continues to be a growth driver
Polyculturalism continues to be a growth driver % contribution to total population growth by race/ethnicity 2020-2025 2% 53% 19% 19% 8% Asian Americans spend $53 more annually on moisturizer than the average beauty consumer, and are heavy shoppers of Costco, Sephora and Target Hispanics spend about
Slide 26: Channel strategies should vary based on age target
Channel strategies should vary based on age target Gen Z and Millenials are more likely to shop for Beauty and Personal Care products at Sephora and Target Over indexing channels for Beauty and Personal Care Gen Z Millennials Gen X Boomers/Traditionalists Department, Dollar, Drug, Department, Dollar
Slide 27: What do we need to do to attract these generations
Generations – what do we need to do to attract these generations Boomers Gen X Millennials Gen Z Gen Alpha Redefined Reignited Broadening Affordability & Education & Aging Beauty Passion Beauty Novelty Safety Rewarding Personalized Emerging Skin Care Tech & Social Loyalty Solutions Market Focus Savv
Slide 28: Key thoughts
Key thoughts A time for exploration and discovery Shoppers are looking for beauty in new and varied places. Brands need to be experimenting with how their products show up, and how to incorporate social and gamified experiences to appeal to shoppers The in-store experience is ripe for a comeback Whi
Slide 29: Thank You!
Thank You! For more Anna Mayo Anna.Mayo@nielseniq.com Vice President information, NielsenIQ Beauty Vertical get in touch: Jacqueline Flam Jacqueline.Flam@nielseniq.com SVP, Beauty, Drug & OTC Retail NielsenIQ Visit our site for the latest beauty insights: https://niq.com/beauty © 2023 Nielse n Consu

NIQ Global Intelligence — Cosmoprof Miami 2025 on 6ix

Niq Global Intelligence — Cosmoprof Miami 2025

Slide 1: Beauty Retail's (R)Evolution

Slide 2: Your presenters today

Slide 3: NIQ delivers the Full View of beauty buying

Slide 4: Beauty Retail key themes

Slide 5: Online continues to drive growth for beauty

Slide 6: Beauty continues its 5 year growth streak

Slide 7: Theft prevention methods significantly impact shopper loyalty

Slide 8: Major Trends that will Impact Beauty Retail

Slide 9: Amazon is now the #1 US Beauty Retailer

Slide 10: Retail consolidates as the big get bigger

Slide 11: Amazon Beauty is growing among older, high income, diverse households

Slide 12: Social Selling Takeover

Slide 13: TikTok Shop's success continues to compound

Slide 14: Beauty remains a prevalent department for TikTok sales

Slide 15: Social Selling is fueling discovery and impulse

Slide 16: Social selling captures 6.2% of ecommerce market share

Slide 17: Future of DTC

Slide 18: What is DTC?

Slide 19: All DTC formats face declines this year

Slide 20: A variety of challenges face the industry

Slide 21: Retailers Innovate with Private Brands

Slide 22: Retailers use Private Brand as a vehicle for quality and value

Slide 23: Upgraded Store Brands

Slide 24: Demographics are Destiny

Slide 25: Polyculturalism continues to be a growth driver

Slide 26: Channel strategies should vary based on age target

Slide 27: What do we need to do to attract these generations

Slide 28: Key thoughts

Slide 29: Thank You!