欧洲美容与个人护理行业市场前景及投资研究报告-培训课件外文版2024.4

INDUSTRIES

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MARKETSBeautyandpersonalcaree-commerceinEuropeCHAPTER

01MarketoverviewBeautyandpersonalcaree-commercemarketrevenueinEuropefrom2018to2029(inbillionU.S.dollars)Beauty&personalcaree-commercemarketrevenueinEurope2018-202950454044.2542.5640.3336.583532.5129.0128.863025201510526.0225.4624.5319.3417.2620180201920202021202220232024202520262027202820293Description:Therevenueinthebeauty&personalcareE-commercemarketinEuropewasforecasttocontinuouslyincreasebetween2024and2029byintotal15.4billionU.S.dollars(+53.36percent).Aftertheseventhconsecutiveincreasingyear,theindicatorisestimatedtoreach44.25billionU.S.dollarsandthereforeanewpeakin2029.ReadmoreNote(s):Europe;2018to2029Source(s):Year-on-year(YoY)salesgrowthofcosmeticsandbeautye-commerceinEurope,MiddleEast,andAfricafromJunetoNovemberin2023Monthlysalesgrowthforbeautyandcosmeticse-commerceEMEA202360%52%50%42%40%32%29%30%20%10%0%20%5%JuneJulyAugustSeptemberOctoberNovember4Description:FromJunetoNovember2023,theyear-on-year(YoY)growthofonlinebeautyandcosmeticssalesfluctuatedinEMEA(Europe,MiddleEast,andAfrica).TheYoYsalesgrowthstartedinJuneatfivepercent.ItreacheditshighestpointinSeptemberat52percent.Thepercentagethendroppedagain,ultimatelyreachinga42percentYoYgrowthinNovember.ReadmoreNote(s):Africa,Europe,MENA;JunetoNovember2023Source(s):SignifydRevenuechangeinthebeautyandpersonalcaree-commercemarketinEuropefrom2019to2029Beauty&personalcaree-commercemarketrevenuechangeinEurope2019-202931%26.78%26%21%16%11%6%18.29%12.65%12.52%12.1%10.93%10.23%5.55%3.96%2.21%1%-4%-9%-14%-19%-12.25%202220192020202120232024202520262027202820295Description:Therevenuechangeinthebeauty&personalcareE-commercemarketinEuropewasforecasttocontinuouslydecreasebetween2024and2029byintotalsevenpercentagepoints.Accordingtothisforecastin2029,theindicatorwillhavedecreasedforthefourthconsecutiveyearto3.96percent.ReadmoreNote(s):Europe;2019to2029Source(s):Beautyandpersonalcaree-commercerevenueforecastinEuropefrom2017to2028,bysegment(inbillionU.S.dollars)Beautyandpersonalcaree-commercerevenueinEurope2017-2028,bysegmentBeautyTechCosmeticsFragrancesPersonalCareSkinCare504540353025201510512.811.2716.8510.0915.369.969.48.1818.986.485.8515.015.2714.3613.5310.730.681.367.299.550.61.216.368.51.085.561.085.581.035.211.860.94.781.5620230.523.821.143.113.422.611.921.972.260.911.010202020212022202420252026202720286Description:Therevenueisforecasttoexperiencesignificantgrowthinallsegmentsin2028.Notably,thepersonalcaresegmentstandsoutwiththehighestvalueof18.98billionU.S.dollars.ReadmoreNote(s):Europe;2017to2028Source(s):Averagerevenueperuserinthebeautyandpersonalcaree-commercemarketinEuropefrom2018to2029,bysegmentARPUinthebeauty&personalcaree-commercemarketinEurope2018-2029CosmeticsPersonalCare200.82SkinCareFragrancesBeautyTech246.0930025020015010050271.93268.65262.43246.71229.78227.42210.9196.34196.62192.83108.7988.45107.8289.35108.7792.48109.0893.99101.8478.24101.9984.3394.6975.9195.0578.2593.2375.3388.5271.7789.384.7569.1773.1920.2719.2920.5721.0821.3418.4116.7616.8117.9115.0715.3515.9613.5810.7211.869.69.4210.1110.9211.8612.6713.258.879.0402018201920202021202220232024202520262027202820297Description:Thearpuisforecasttoexperiencesignificantgrowthinallsegmentsin2029.Aspartofthepositivetrend,theindicatorreachesthemaximumvalueforallfivedifferentsegmentsattheendofthecomparisonperiod.ParticularlynoteworthyisthesegmentCosmetics,whichhasthehighestvalueof271.93U.S.dollars.ReadmoreNote(s):Europe;2018to2029Source(s):Marketsizeofonlineconsumer-to-consumer(C2C)fashionandbeautyresaleintheEuropeanUnion(EU)in2022withaforecastfor2026(inbillioneuros)C2Cfashionandbeautyresalee-commercemarketvalueintheEU2022-20262521.42015.115105020222026*8Description:In2022,thefashionandbeautyconsumer-to-consumer(C2C)e-commercemarketwaswortharound15billioneurosintheEuropeanUnion(EU).By2026,itisforecasttogrowtoover21billioneuros,representinga42percentgrowth.

ReadmoreNote(s):EU;2022;*forecastdataSource(s):CBCommerceEuropeMostpopularsecondhandbeautycategoriespurchasedonlineinselectedEuropeancountriesin2023MostpurchasedsecondhandbeautycategoriesonlineinEurope2023FragrancesCosmeticsSkincareHaircare8%7.5%7%6%5%4%3%2%1%0%4%3.2%3%2%1.9%1.7%1.5%1.4%1.3%0.8%0.6%0.5%0.4%0.4%0.3%FranceUnitedKingdomSpainItaly9Description:Accordingtodataanalyzingthee-receiptsofonlineshoppersin2023,fragrancesrankedasthemostpopularsecondhandbeautycategoryinFrance,theUnitedKingdom,Spain,andItaly.Secondhandfragranceshadthehighestshareofe-commercevalueinFrance,ataround7.5percent.InItaly,thissharestoodatroughly3.2percent.ReadmoreNote(s):Europe;January1toDecember31,2023Source(s):Foxintelligence;NielsenIQCHAPTER

02LeadingbeautyretailersToponlinestoresintheBeautysegmentinItalyin2022,bye-commercenetsales(inmillionU.S.dollar)Italy:Top5BeautyonlinestoresE-commercerevenueinmillionU.S.dollar020406080100120140notino.itsephora.itveralab.it124.5112.466.3hair-gallery.itdouglas.it63.557.311Description:Notino.itistheonlineshopwiththehighesteCommercenetsalesthatissellingproductsintheBeautye-commercemarketinItaly,witharevenueofUS$124.5millionin2022generatedinItaly,followedbysephora.itwithUS$112.4million.Thirdplaceistakenbyveralab.itwithUS$66.3million.Hair-gallery.itisthefourthbiggestBeautyonlinestoreinItalywithUS$63.5millionin2022.ReadmoreNote(s):Italy;2022Source(s):ecommerceDB.com;ToponlinestoresinthebeautysegmentinFrancein2022,bye-commercenetsales(inmillionU.S.dollars)France:top5beautyonlinestores2022E-commercerevenueinmillionU.S.dollars100

150050200250300sephora.frnocibe.fr242.5167yves-rocher.frnotino.fr105.489.7beauteprivee.fr73.712/statistics/1405893/top-beauty-online-stores-franceSephora.frrankedastheonlineshopwiththehigheste-commercenetsalesinthebeautye-commercemarketinFrance.In2022,Sephorageneratedarevenueof242,5millionU.S.dollarsinthecountry.Nobice.frfollowedwith167millionU.S.dollars.ReadmoreNote(s):France;2022Source(s):ecommerceDB.com;ToponlinestoresinthebeautysegmentinSwedenin2022,bye-commercenetsales(inmillionU.S.dollars)Sweden:top5beautyonlinestores2022E-commercerevenueinmillionU.S.dollars020406080100120140kicks.se126.261.7cocopanda.senotino.se30.720.8nordicfeel.se20.113Description:LrankedastheleadingonlinebeautystoreinSwedenin2022,bye-commercenetsales.In2022,generatedaround126millionU.S.dollarsinonlinesalesinSweden.Kicks.serankedsecond,withnetsalesreachingover60millionU.S.dollars.Cocopanda.sefollowed,withe-commercenetsalesofroughly30millionU.S.dollars.ReadmoreNote(s):Sweden;2022Source(s):ecommerceDB.com;LeadingonlineretailersforbeautybrandsintheUnitedKingdom(UK)in2023,bypurchaseintentclicksToponlineretailersforbeautybrandsinUK2023,bypurchaseintentclicksOther10%Sephora2%Amazon3%Boots5%Lookfantastic12%Superdrug68%14Description:SuperdrugwasthemostpopularonlineretailerforbeautybrandsintheUnitedKingdom(UK)in2023,basedonpurchaseintentclicks.Superdrugrecordeda68percentshareofpurchaseintentclicks.Purchaseintentclicksrefertotheamountoftimesaconsumerhasclickedthroughtoaminimumofoneretailerduringonesession.Lookfantasticcameinsecondplacewitha12percentshareofclicks.Bootsaccountedforthethird-highestshareofpurchaseintentclickswitharoundfive[...]

ReadmoreNote(s):UnitedKingdom;January1toNovember16,2023Source(s):MikMakLeadingonlinebeautyretailersinGermanyin2023,bypurchaseintentclicksToponlinebeautyretailersinGermany2023,bypurchaseintentclicksOther18.6%Parfumdreams6.3%Douglas47.5%Galeria7.3%Müller8.0%Flaconi11.8%15Description:DuringthesurveyedtimefromJune2022toMay2023,DouglasemergedastheleadingonlinebeautyretailerinGermany.Intermsofpurchaseintentclicks,Douglasaccountedfor47.5percentofthetotalshare.Flaconirankedsecond,withashareof11.8percent.ReadmoreNote(s):Europe,Germany;June1,2022toMay31,2023Source(s):MikMakLeadingonlinebeautyretailersinSpainin2023,bypurchaseintentclicksToponlinebeautyretailersinSpain2023,bypurchaseintentclicksElCorteIngles28.9%Other27%Druni15%Perfume’sClub7.5%Douglas8%Sephora13.6%16Description:TheonlinebeautystoreofElCorteInglesdominatedSpanishonlinebeautyretailingduringtheexaminedperiod,spanningJune2022toMay2023.ElCorteInglesaccountedforalmost30percentoftotalpurchaseintentclicks.Withashareof15percent,Drunirankedsecond.ReadmoreNote(s):Europe,Spain;June1,2022toMay31,2023Source(s):MikMakCHAPTER

03LeadingpersonalcareretailersToponlinestoresinthepersonalcaresegmentinItalyin2022,bye-commercenetsales(inmillionU.S.dollars)Italy:Top10personalcareonlinestores2022E-commercerevenueinmillionU.S.dollars020406080100120140160180amazon.itnotino.it156.1126.1unieuro.it113.3112.4sephora.itfarmae.it106esselungaacasa.itfarmacosmo.itfarmacialoreto.itshop-farmacia.ithair-gallery.it81.379.978.368.963.518Description:Amazon.itisleadingtheonlinestoreinthepersonalcaresegmentinItaly,withe-commercenetsalesof156.1millionU.S.dollarsin2022.Notino.itfollowed,with126.1millionU.S.dollarsgeneratedinItaly.Unieuro.itplacedthird,witharevenueof113.3millionU.S.dollars.ReadmoreNote(s):Italy;2022Source(s):ecommerceDB.com;ToponlinestoresinthePersonalCaresegmentintheUKin2022,bye-commercenetsales(inmillionU.S.dollar)UnitedKingdom:Top10PersonalCareonlinestoresE-commercerevenueinmillionU.S.dollar200

3000100400500600amazon.co.uk562.9553422.1408.5347next.co.uk299.1285.4255.4246.4225.9sainsburys.co.uk19Description:TisleadingthePersonalCaree-commercemarketintheUK,withe-commercenetsalesofUS$562.9millionin2022generatedintheUK,followedbyamazon.co.ukwithUS$553million.ThirdplaceistakenbywitharevenueofUS$422.1million.BisthefourthbiggestPersonalCareonlinestoreintheUKwithnetsalesofUS$408.5millionin2022.ReadmoreNote(s):2022Source(s):ecommerceDB.com;ToponlinestoresinthepersonalcaresegmentinGermanyin2022,bye-commercenetsales(inmillionU.S.dollar)Germany:Top10personalcareonlinestoresE-commercerevenueinmillionU.S.dollar200

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4000100500483600700800docmorris.dedouglas.de741.4640.1amazon.de591.9flaconi.de310.1dm.de257.8medikamente-per-klick.deotto.de220.3218.6zalando.de204.3172.3medpex.de20Description:Docmorris.deisleadingthePersonalCaree-commercemarketinGermany,withe-commercenetsalesofUS$741.4millionin2022generatedinGermany,followedbydouglas.dewithUS$640.1million.ThirdplaceistakenbySwitharevenueofUS$591.9million.Amazon.deisthefourthbiggestPersonalCareonlinestoreinGermanywithnetsalesofUS$483millionin2022.ReadmoreNote(s):Germany;2022Source(s):ecommerceDB.com;ToponlinestoresinthepersonalcaresegmentinSwedenin2022,bye-commercenetsales(inmillionU.S.dollars)Top10personalcareonlinestoresinSweden2022,bye-commercenetsalesE-commercerevenueinmillionU.S.dollars020406080100120140apotea.se130.2126.2mathem.sekicks.se74.761.7meds.se37.632.231.9kronansapotek.secocopanda.sezalando.se30.730.127.321Description:Apotea.seisleadingthepersonalcaree-commercemarketinSweden,withe-commercenetsalesof30.2millionU.S.dollarsin2022generatedinthecountry.Lrankedsecond,with126.2millionU.S.dollars,followedbymathem.sewitharevenueof74.7millionU.S.dollars.ꢀForanextendedranking,pleasevisitecommerceDB.com.ReadmoreNote(s):Sweden;2022Source(s):ecommerceDB.com;LeadingonlinepersonalcareretailersinFrancein2023,bypurchaseintentclicksToponlinepersonalcareretailersinFrance2023,bypurchaseintentclicksAmazon21%Nocibe10.9%Otherretailers53.7%Cocooncenter5.0%Atida4.6%CarrefourDrive4.2%22Description:AsofMay2023inFrance,theonlineretailerwiththelargestshareofonlinetrafficwithpurchaseintentforpersonalcareproductswasAmazon,with21percent.Theretailerwiththesecond-largestshareofpurchaseintentclickswasNocibe,whichhadonlyhalfthatofAmazon,atnearly11percent.Cocooncentercameinnext,atalmostsixpercent,followedcloselybyAtidaandCarrefourDrive.Purchaseintentclicksrefertothenumberoftimesashopperclicksthroughtoretailersona[...]

ReadmoreNote(s):France;June1,2022toMay31,2023Source(s):MikMakLeadingonlinepersonalcareretailersinSpainin2023,bypurchaseintentclicksToponlinepersonalcareretailersinSpain2023,bypurchaseintentclicksAmazon16.0%Other44.5%Primor15.8%Druni12.8%ElCorteIngles6.1%Carrefour4.3%23Description:AccordingtodatagatheredfromJune2022toMay2023,AmazonranksastheforemostonlinepersonalcareretailerinSpain,basedonpurchaseintentclicks.Purchaseintentclicksaredefinedbythenumberoftimesaconsumerhasclickedthroughtoatleastoneretailerinasinglesession.Amazonhadapurchaseintentclickshareof16.5percent.Primorfollowed,withashareof15.8percent.ReadmoreNote(s):Europe,Spain;June1,2022toMay31,2023Source(s):MikMakCHAPTER

04OnlinetrafficMostpopularhealthandbeautye-commercesitesinItalyasofJanuary2024,byuniquemonthlyvisitors(in1,000s)Mostvisitedbeautye-commercesitesinItaly2024Averageuniquemonthlyvisitorsinthousands*05001,0001,5002,0002,500NotinoSephora2,1331,458Douglas1,395Tigotà671BottegaVerdePinalliKIKOMilanoVeraLabL'ErbolarioQCTermeShopCaddy's431388353329323257236MarionnaudBaròCosmeticsLookfantasticSkinLabo23022822520625Description:ThemarketplaceNotinowasthemostpopularhealthandbeautye-commercesiteinItaly.AsofJanuary2024,anaverageofovertwomillionuniqueuserspermonthvisitedtheplatform.ThewebsiteofSephorafollowedwitharound1.4millionvisitors,whileDouglasrankedthird,atapproximately1.3millionmonthlyuniquevisitors.ReadmoreNote(s):Italy;January2024Source(s):CasaleggioAssociati;SemrushMostvisitedbeautyandcosmeticswebsitesinFranceinDecember2023(inmillions)MostpopularbeautyandcosmeticswebsitesinFrance2023,bywebsitetrafficNumberofvisitsinmillions012345678sephora.fr7.26.44nocibe.fr5.77yves-rocher.frmarionnaud.frcompagnie-des-sens.frnotino.fr4.314.213.241.931.851.141.126Description:InDecember2023,theretailersephora.frwasthemostvisitedbeautyandcosmeticswebsiteinFrance,acquiringmorethansevenmillionvisitors.FollowingcloselybehindtheFrenchSephorawebsite,received6.44millionvisits.Nocibe.framassedroughly5.77millionvisitors.ReadmoreNote(s):France;December2023Source(s):SemrushMostvisitedbeautyandcosmeticswebsitesinSwedeninDecember2023(in1,000s)MostpopularbeautyandcosmeticswebsitesinSweden2023,bywebsitetrafficNumberofvisitsinthousands60002004008001,0001,2001,4001,322kicks.se1,151382notino.se351316cocopanda.separfym.se267251227bangerhead.se18318027Description:InSweden,LykoandKicksdominatethelistofmost-visitedbeautyandcosmeticswebsites.Thenumberofvisitorstoexceeded1.3millioninDecember2023.Kick.se,inturn,attractedaround1.1millionvisitors.ꢀOtherpopularbeautyandcosmeticswebsitesincludeRituals,Notino,andFragrantica.ReadmoreNote(s):Sweden;December2023Source(s):SemrushLeadingbeautywebsitesintheUnitedKingdom(UK)inthe4thquarter2023,byshareofvoiceLeadingwebsitesinthebeautysectorUK2023,byshareofvoiceShareofvoice*4%0%1%2%3%5%6%7%8%9%amazon.co.uk8.05%7.97%4.22%maccosmetics.co.ukpinterest.co.uk3.13%2.57%1.93%1.86%1.59%1.54%1.51%1.51%glamourmagazine.co.ukmakeup.uk1.25%1.1%28/statistics/882187/leading-beauty-websites-by-sov-united-kingdom-ukInthefourthquarterof2023,amazon.co.ukwastheleadingbeautywebsiteintheUnitedKingdom(UK).Itsshareofvoicereachedroughly8.05percent,followedbyand,witha7.97and4.22percentshareofvoice,respectively.ReadmoreNote(s):UnitedKingdom;Q42023Source(s):PiDatametricsMostvisitedbeautyandcosmeticswebsitesinGermanyinDecember2023(inmillions)MostpopularbeautyandcosmeticswebsitesinGermany2023,bywebsitetrafficNumberofvisitsinmillions0123456789douglas.deflaconi.de7.985.48parfumo.de3.41.79notino.de1.671.541.461.38parfumdreams.destylebook.desephora.de1.1easycosmetic.de1.0429Description:InDecember2023,DouglaswasthemostvisitedbeautyandcosmeticswebsiteinGermany.Thatmonth,theGermanbeautywebsiteattractednearlyeightmillionvisitors.Thesecondmostsought-afterbeautysite,Flaconi.de,garneredoverfivemillionwebsitevisitors.Otherpopularsitesincludedparfumo.deand.ReadmoreNote(s):Germany;December2023Source(s):SemrushMostvisitedbeautyandcosmeticswebsitesinSpaininDecember2023(inmillionvisits)Mostpopularbeauty&cosmeticswebsitesSpain2023Websitevisitsinmillions30124567primor.eu6.195.7druni.es5.36notino.es3.962.32fragrantica.essephora.es1.671.31.110.930.8730Description:InDecember2023,rankedasthemostvisitedbeautyandcosmeticswebsiteinSpain.Tattractedoversixmillionwebsitevisitorsthatmonth.Primor.eurankedsecondwithapproximately5.7millionwebsitevisitors,followedbydruni.eswithafigureof5.36million.ReadmoreNote(s):Spain;December2023Source(s):SimilarWebCHAPTER

05ConsumptionNumberofusersinthebeautyandpersonalcaree-commercemarketinEuropefrom2018to2029(inmillionusers)Usersinthebeauty&personalcaree-commercemarketinEurope2018-2029250208.39202.24195.39200187.83179.58170.23162.32152.81141.6715010050130.22111.37100.57020182019202020212022202320242025202620272028202932Description:Thenumberofusersinthebeauty&personalcareE-commercemarketinEuropewasforecasttocontinuouslyincreasebetween2024and2029byintotal38.2millionusers(+22.44percent).Aftertheeleventhconsecutiveincreasingyear,theindicatorisestimatedtoreach208.39millionusersandthereforeanewpeakin2029.Notably,thenumberofusersofthebeauty&personalcareE-commercemarketwascontinuouslyincreasingoverthepastyears.

ReadmoreNote(s):Europe;2018to2029Source(s):Shareofcross-borderonlineshoppersofcosmeticsinEuropein2023,bycountryCosmeticscross-borderonlineshoppersinEurope2023,bycountryShareofrespondents15%0%5%10%20%25%30%EuropeanaveragePoland18%28%TheNetherlandsAustria21%19%Italy18%18%UnitedKingdomFrance17%CzechRepublicSpain16%16%16%SwedenGermany14%33Description:AEuropeansurveyconductedin2023showedthatPolishshoppersweremostinclinedtoshopforbeautyproductsonlinefromabroad.WhileoveraquarterofPolishshoppersreportedpurchasingbeautyproductsfromforeignsites,theNetherlands(21percent)hadthesecond-mostcross-borderonlinecosmeticshoppers,followedbyAustria(19percent),andItaly(18percent).ReadmoreNote(s):Europe;2023;5,000shoppersSource(s):DHLGroupShareofonlineshoppershavingasubscriptiontobeautyproductsinEuropein2023,bycountryOnlineshopperssubscribingtobeautyproductsinEurope2023,bycountryShareofrespondents20%

25%0%5%10%15%30%35%40%39%45%50%49%55%EuropeanaverageFranceTheNetherlandsItaly45%43%42%AustriaGermanyUnitedKingdomPoland39%39%37%Spain35%Czechia32%31%Sweden34Description:In2023,theEuropeanaverageforonlinebeautyproductsubscriptionsstoodatnearly40percent.WhencomparingselectedEuropeancountries,Francehadthehighestshareofbeautysubscriptionshoppersataround49percent.TheNetherlandsfollowed,with45percentofonlineshopperssigningupforbeautyproductsviadigitalchannels.ReadmoreNote(s):Europe;2023;5,000shoppersSource(s):DHLGroupShareofconsumerspurchasingbeautyproductsonlineinselectedEuropeancountriesin2ndquarter2023,bygenerationShareofshoppersbuyingbeautyproductsonlineinEurope2023,bygenerationCountrySwedenItalyGen

Z

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(18-24)46%Millennials

(25-40)Gen

X

(41-56)34%Baby

Boomer

(57-75)48%46%35%39%34%35%47%45%43%54%54%38%28%16%23%15%14%18%15%16%20%27%18%18%29%13%41%34%NorwayNetherlandsPortugalBelgiumFrance40%28%39%29%37%30%37%26%37%28%Spain37%34%Poland33%38%UnitedKingdomGermanyGreece33%28%32%19%32%40%Austria32%26%35Description:SwedenhadthehighestpercentageofGenZonlinebeautyshopperscomparedtootherEuropeancountriesinthesecondquarterof2023.AlmosthalfofSwedishGenZconsumerspurchasedmake-uprelatedgoodsthroughdigitalchannels.TheUnitedKingdomandGermany,inturn,hadthehighestpercentageofmillennialbeautyshoppers,ataround54percent.GreecehadthehighestshareofGenXandbabyboomerbeautyshoppers,with