2025年全球美容行业消费者状况展望报告英文版

ConsumerEdge.comState of theGlobal ConsumerPrepared ByStacie RabinowitzVP of Client Solutions2025 OUTLOOK1302Table of ContentsReturn to RootsMeet in the MiddleBrand MattersBeauty vs. Total Consumer SpendLargest Geographic StrengthSpend Growth DriversStrongest AccelerationOnline SpendRegional DifferencesA Look AheadKey Themes04010404Global Spend Growth05020709Global Subindustry Trends110317Conclusion2304Demographics19Welcome to the State of the Global Beauty Consumer. Inthis biannual report, Consumer Edge will be highlightingthe top trends in Beauty spending across the globe,looking ahead to which company strategies are likely to bemost successful in the months ahead. In this winter report, explore valuable actionable insightsinto what might be in store for beauty stores across theglobe in 2025.IntroductionThe report is based on our CE Transact Global dataset, whichcaptures payment account spend in the US, UK, Germany,France, Italy, Spain, and Austria. For the beauty industry, thismeans that the data is reflective of direct-to-consumer (DTC)spend and purchases directly from beauty brands or beautyspecialty retail, but does not incorporate wholesale sales ofbeauty brands at multi-category retailers. 03Key ThemesLooking ahead at 2025, three themes stand out as expected tohave the most impact on Beauty success in coming months:3BRAND MATTERS204MEET IN THE MIDDLE1RETURN TO ROOTSIn many ways, Beauty industry spending is returning to its roots. In2025, Beauty companies may find that tried and true strategies leadto success more often than jumping on the bandwagon of new fads. A willingness to overspend on luxury may have run its course, andthe premiumization of mass beauty may be enough to satisfy thelower-priced needs of most shoppers. Brands do still matter at all price points, and consumers areshifting to buying their favorite brands directly and more often. In this report, the beauty industry is comprised of 3 subindustries:Beauty Product BrandsDTC online and brick &mortar retail beautybrands and manufacturers(ex: Fenty Beauty, E.L.F.Cosmetics)Beauty RetailDTC online and brick &mortar retailers selling awide variety of brands fromvarious manufacturers (ex:Sephora, Ulta)Beauty ServicesBeauty-relatedservices businesss(ex: Regis Salons,XpresSpa)In 2024, Beauty spend growth underperformed broader totalconsumer spend growth (Chart 1). Among the subindustries in theoverall Beauty Industry, Beauty Products showed the most negativegrowth, but also the most drastic acceleration heading into Q4. This could mean a promising trajectory for the Beauty Industryinto 2025. Indeed, the Beauty Industry saw higher spend growthacceleration in the second half of 2024 than Total Spend, anotherpositive bellwether. Beauty vs. Total Consumer Spend Global Spend Growth05Chart 1Global Spend Growth YoY2025 PlaybookAs beauty becomes a more importantcomponent of consumer spending,beauty companies need to be poisedto invest in inventory and marketing topropel their brands forward