从世界，到中国—美妆个护行业趋势报告

Information Classification: General从世界，到中国美妆个护行业趋势郑冶 Jack ZhengNIQ中国首席增长官© 2024 Nielsen Consumer LLC. All Rights Reserved.OECD Consumer price indices: Frequency of observation: Quarterly. Measure: Consumer price index, National, Growth rate, over 1 year. Unit of measure: Percent per annum2随着销售额的不断增加，美业在全球范围内的热度也不断攀升Beauty has been a global success story as values have continued to grow区域性销售额增长率 Regional Beauty value growth %North America+10% Latin America+19% Europe+11%Africa Middle East+29% Asia Pacific+12%Global12%OECD Consumer price indicesQ2 2022 9.7Q2 2024 5.8OECD Consumer price indicesQ2 2022 9.7Q2 2024 5.8Global12%© 2024 Nielsen Consumer LLC. All Rights Reserved.© 2023 Nielsen Consumer LLC. All Rights Reserved.282831205758555214141428Packaged FoodBeveragesHousehold ProductsBeautyCheaper BrandsMaintain Current SpendingBetter Quality Brands3Question: Attitude on spend by category Source: NIQ BASES survey February 2024与其他快速消费品类别相比，消费者更不愿意减少在美容方面的支出Compared to other FMCG categories, consumers are more reluctant to reduce spending on beauty消费者希望保持在“追求美丽”上的花销Consumers want to maintain beauty spendingAttitude on spends by each category - APAC© 2024 Nielsen Consumer LLC. All Rights Reserved.4Nominal USD20242034$562B$897BConsumer Income EffectNet New ConsumersInflation and Exchange Rates全球消费者对于美业的需求将会在接下里10年带来$3000亿的规模增长Global Consumer Demand for Beauty will continue to grow by $300Bn in the next 10 yearsNominal USDConsumer Income Effect消费者收入影响Net New Consumers净新客Inflation and Exchange Rates通胀和汇率CAGR4.8%Share of Total Spending0.9%© 2024 Nielsen Consumer LLC. All Rights Reserved.AVAILABILITY*——场——AFFORDABILITY*——人——ATTRACTIVENESS*——货——5© 2024 Nielsen Consumer LLC. All Rights Reserved.AVAILABILITY*——场——AFFORDABILITY*——人——ATTRACTIVENESS*——货——6© 2024 Nielsen Consumer LLC. All Rights Reserved.© 2024 Nielsen Consumer LLC. All Rights Reserved.护肤品整体全域增长Total SkincareChina Omni10.0 11.2 0.4 7.6 62.9 7.9 +4.2%爽肤水 Toner+4.0%Value % GRin MAT 2404 vs. YASkincare Sub-cate | Value % GR vs YAMAT TY膏霜 Skin Moisturizer+9.5%洁面 Facial Cleanser+2.2%个护Personal Wash-4.8%面膜Facial Mask-12.3%唇膏Lip Balm+10.1%护肤品大类全域持续增长，主要来自于润肤膏霜类产品的贡献Skincare grew positively in MAT thanks to Skin Moist. as the key driver in Omni landscapeFacial 面部Cont. 22.4% | +14.0%Body 身体Cont. 15.1% | +19.0%Source: RMS Omni (Offline and Ecom data) ending 2404(*) Skincare includes Facial Cleanser, Facial Mask, Lip Balm, Personal Wash, Skin Moist, Toner. Lip Balm only tracked in Offline(*) Online: JD, Tmall, Douyin, Kuaishou,…/ Offline: Hyper, Super, Mini, Cosmetics, Grocery, CVS, General stores © 2024 Nielsen Consumer LLC. All Rights Reserved.-7.8-9.8-17.2-7.5-4.9-4.7-10.07.36.2-11.4-1.624.120.010.4线下线上 线上市场为护肤品类产品的主战场，并持续贡献增长Online dominated and developed in most of Skin sub-cates322719165452151425222018687381844648858675788082MAT YAMAT TYMAT YAMAT TYMAT YAMAT TYMAT YAMAT TYMAT YAMAT TYMAT YAMAT TYOFFLINEONLINE+4.2+2.2-12.3-4.8+14.0+19.0+4.0Total Omni MAT TY vs YA护肤整体Skin Care洁面Facial Cleanser面膜Facial M