1、 2025 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietaryApril 2025Beauty E-Commerce in 2025:Navigatingthe next Era2/4 2025 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary 2025 Nielsen Consumer LLC.All Rights Reserved.2NIQ delivers theFull View of beauty buyin

2、gbehavior The industrys most trusted consumer datamore channels,sources,consumers,and regions Validated with point of sales data directly from retailersDTC/pure playAmazonHealth SpecialtyClubDollarGroceryDrugInstacart&ShiftBeauty specialtySocialDepartment StoreDIYDiscountMassConvenience90+GlobalMark

3、ets2/4 2025 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary 2025 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietaryGlobal Beauty Performance2/4 2025 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary2023 Survive2024 Revive2025 Thrive?4Sourc

4、e:NIQ 2024 Mid-Year Consumer Outlook,Global,Q:Compared to a year ago,is your household better off or worse off financially?Source:NIQ,Global Strategic Planner,54 markets,Eq Vol Price%Change,L52we 6/16/2024 vs priorConsumers have a cautiously optimistic mindset entering 2025,but much on the horizon i

5、s unknown48%49%43%41%37%36%13%11%12%12%15%17%Mid-2022Jan 2023Mid-2023Jan 2024Mid-2024Jan 2025West Europe Consumer Financial Position,Sentiment YoYWorse offBetter off#4 biggest concernGlobal Warming/EnvironmentUp from#5 in Jan 2024+12%+4%202220232024$100$117Consumers arespending 17%more vs 20222/4 20

6、25 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietarySource:NielsenIQ QBN RMS Beauty MAT Q3 2024,69 countries*Fact:Value%growth vs YA(unweighted)Beauty=Hair,Skin,Fragrance,Cosmetic&NailAdditional sourcing:Omnisales(FR,DE,IT,ES),Omnishopper(US),incl TikTok(CN),incl ecom(KR)Beauty C