Beauty and Personal Care in the US

Transcription

1 Beauty and Personal Care in the US Customer Service Hotline: Page 1 of 24

2 一 调研说明中商情报网全新发布的 Beauty and Personal Care in the US 主要依据国家统计局 国家发改委 商务部 中国海关 国务院发展研究中心 行业协会 工商 税务 海关 国内外相关刊物的基础信息以及行业研究单位等公布和提供的大量资料, 结合深入的市场调研资料, 由中商情报网的资深专家和研究人员的分析 首先, 报告对本行业的特征及国内外市场环境进行描述, 其次, 对本行业的上下游产业链, 市场供需状况及竞争格局等进行了细致的详尽剖析, 接着报告中列出数家该行业的重点企业, 并分析相关经营财务数据 最后, 对该行业未来的发展前景, 投资风险及投资策略给出科学的建议 本报告是行业生产 贸易 经销等企业在激烈的市场竞争中洞察市场先机, 根据市场需求及时调整经营策略, 为战略投资者选择恰当的投资时机和公司领导层做战略规划提供了准确的市场情报信息及科学的决策依据 报告名称 Beauty and Personal Care in the US 出版日期 May/2011 报告格式 PDF 电子版或纸介版 交付方式 发送或 EMS 快递 中文价格 印刷版 0 元 电子版 0 元 中文印刷版 + 电子版 0 元 订购热线 二 报告目录 About this report : This market report provides market trend and market growth analysis of the Beauty and Personal Care industry in USA. With this market report, you ll be able to explore in detail the changing shape and p otential of the industry. You will now be able to plan and build strategy on real industry data and proje ctions. The Beauty and Personal Care in USA market research report includes: Analysis of key supply-side and demand trends Detailed segmentation of international and local products Historic volumes and values, company and brand market shares Customer Service Hotline: Page 2 of 24

3 Five year forecasts of market trends and market growth Robust and transparent market research methodology, conducted in-country Our market research reports answer questions such as: What is the market size of Beauty and Personal Care in USA? What are the major brands in USA? How are sales of mass versus premium beauty products evolving? What are the key shifts in retail channel distribution? Why buy this report? Gain competitive intelligence about market leaders Track key industry trends, opportunities and threats Inform your marketing, brand, strategy and market development, sales and supply functions Each report is delivered with the following components: Report: PDF and Word Market statistics: Excel workbook Sample Analysis EXECUTIVE SUMMARY Beauty and personal care sales recover in 2010 After a slight decline in beauty and personal care sales in 2009, demand increased in 2010 as the US e conomy started to show signs of improvement. Consumers reined in their spending in 2009 due to a w eak housing market and high unemployment levels. While the unemployment rate remained high in 20 10, consumer confidence did rise during the year. Americans slowly returned to stores and resumed th eir traditional giftgiving habits in This boosted sales of discretionary products such as fragrances. Premium beauty outpaces mass sales Beauty and personal care sales growth in 2010 was driven by premium products, which grew after dec lining in In particular, premium skin care saw resurgence in 2010 and outperformed the mass se gment. Consumers of premium skin care products economised in late 2008 and through 2009 by using the last drop of moisturiser before repurchasing, and also traded down to mass brands. In 2010 an imp roving economy and strong stock market performance combined with product innovation attracted up perincome shoppers back to department store beauty counters to buy premium skin care products. At the same time many consumers in lower- Customer Service Hotline: Page 3 of 24

4 income groups continued to struggle as high unemployment rates and increasing gas prices reduced th eir spending power. In turn, poor economic prospects for lowincome consumers contributed to flat sales of mass skin care products in Merger and acquisition heats up in beauty space Beauty companies went on a shopping spree in 2010 as the global economy recovered and access to cr edit improved. Japanese cosmetics company Shiseido made news when it purchased colour cosmetics company Bare Escentuals for US$1.7 billion in March As a result, Shiseido was able to nearly d ouble its value share of the US beauty industry. France s Coty Inc purchased the Philosophy skin care business from private equity firm The Carlyle Group for around US$1 billion in November. In Septem ber 2010 British- Dutch Unilever agreed to purchase hair care company Alberto Culver for US$3.7 billion, with the tran saction completed in May The addition of Alberto Culver doubled Unilever s share in hair care, but still leaves it behind L Oréal Groupe and Procter & Gamble Co. Supermarkets/hypermarkets lead beauty and personal care sales Supermarkets/hypermarkets represents the leading channel for beauty and personal care products in th e US. However, this channel saw its value share decline in 2010 due to Wal- Mart s poor performance. Wal- Mart saw its sales decline as its Project Impact initiative to reduce SKU count and clean up aisles to m ake shopping easier for affluent shoppers alienated its core lowincome consumer segment. Many of these lowincome consumers migrated to dollar stores (variety stores) while higherincome consumers returned to department stores. Growth through 2015 The US beauty and personal care market is expected to show moderate growth over the forecast perio d in constant value terms. Consumers are expected to increase their purchases of beauty products as th e US economy recovers and manufacturers launch new valueadded features. A rise in employment levels will lead to more disposable income to spend on beauty. Antiageing skin care is expected to experience good growth, as baby boomers will drive growth in antiageing products as they seek to look as young as they feel. Sales of malespecific bath and shower products and skin care are expected to continue growing due to the immaturit y of these niches, and increasing comfort with grooming regimens among younger American men. Bo dy wash/shower gel, liquid soap, and sun care are also expected to do well. Customer Service Hotline: Page 4 of 24

5 Table of Contents : Beauty and Personal Care in the US - Industry Overview EXECUTIVE SUMMARY Beauty and personal care sales recover in 2010 Premium beauty outpaces mass sales Merger and acquisition heats up in beauty space Supermarkets/hypermarkets lead beauty and personal care sales Growth through 2015 KEY TRENDS AND DEVELOPMENT Beauty merger and acquisition heats up The growing power of social media Innovations in packaging and delivery systems multiply Democratisation of distribution America is getting older MARKET DATA Table 1 Sales of Beauty and Personal Care by Category: Value Table 2 Sales of Beauty and Personal Care by Category: % Value Growth Table 3 Sales of Premium Cosmetics by Category: Value Table 4 Sales of Premium Cosmetics by Category: % Value Growth Table 5 Beauty and Personal Care Company Shares by NBO Table 6 Beauty and Personal Care Company Shares by GBO Table 7 Beauty and Personal Care Brand Shares by GBN Table 8 Penetration of Private Label by Category Table 9 Sales of Beauty and Personal Care by Distribution Format: % Analysis Table 10 Sales of Beauty and Personal Care by Category and by Distribution Format: % Analysis Table 11 Forecast Sales of Beauty and Personal Care by Category: Value Table 12 Forecast Sales of Beauty and Personal Care by Category: % Value Growth Table 13 Forecast Sales of Premium Cosmetics by Category: Value Table 14 Forecast Sales of Premium Cosmetics by Category: % Value Growth DEFINITIONS Customer Service Hotline: Page 5 of 24

6 Summary 1 Research Sources Beauty and Personal Care in the US - Company Profiles Chanel SA in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 3 Chanel SA: Competitive Position 2010 Energizer Holdings Inc in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 6 Energizer Holdings Inc: Competitive Position 2010 Summary 7 Schick-Wilkinson Sword: Competitive Position 2010 Estée Lauder Cos Inc in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 10 Estée Lauder Cos Inc: Competitive Position 2010 Summary 11 Clinique Laboratories Inc: Competitive Position 2010 Guthy-Renker Corp in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 13 Guthy-Renker Corp: Competitive Position 2010 John Paul Mitchell Systems Inc in Beauty and Personal Care (USA) STRATEGIC DIRECTION Customer Service Hotline: Page 6 of 24

7 KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 15 John Paul Mitchell Systems: Competitive Position 2010 Johnson & Johnson Consumer Products Inc in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 18 Johnson & Johnson Consumer Products Inc: Competitive Position 2010 Limited Brands Inc in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND Chart 1 Limited Brands: Bath & Body Works in US INTERNET STRATEGY PRIVATE LABEL Summary 21 Limited Brands Inc: Private Label Portfolio COMPETITIVE POSITIONING Summary 22 Bath & Body Works: Competitive Position 2010 L'Oréal USA Inc in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 25 Body Shop Inc: Competitive Position 2010 Summary 26 L Oréal USA Inc: Competitive Position 2010 Procter & Gamble Co, The in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND Customer Service Hotline: Page 7 of 24

8 PRODUCTION COMPETITIVE POSITIONING Summary 29 Procter & Gamble Co: Competitive Position 2010 Unilever Home & Personal Care USA in Beauty and Personal Care (USA) STRATEGIC DIRECTION KEY FACTS COMPANY BACKGROUND PRODUCTION COMPETITIVE POSITIONING Summary 32 Unilever Home & Personal Care USA: Competitive Position 2010 Baby Care in the US - Category Analysis HEADLINES TRENDS Baby care sales grew by 2% in current value terms in 2010 despite a decline in the birth rate and a w eak economy. The economic slowdown led to many consumers becoming worried regarding their futu re. This contributed to a declining birth rate, as many Americans postponing having children until the economy improves and they can afford to spend money on larger homes and day care costs. The numb er of live births in the US declined by 0.7% in 2009 and by 2.2% in 2010, after growing by 1.4% in and 2.7% in Parents have also become more costconscious, and have become willing to purchase private label products and reduce overall consumptio n. During the boom times parents eagerly overspent on their young children, leading to historic value growth far ahead of live birth growth rates. As a result, the 2% value growth rate of 2010 was lower th an the 3% average for the review period as a whole. COMPETITIVE LANDSCAPE Johnson & Johnson remained the undisputed leader in sales of baby care in the US at the end of the r eview period, with a 39% value share in 2010, up slightly from 38% in The company is synony mous with baby care, and has had a strong presence in bath products, hair care and skin care for decad es. Many parents have grown up with Johnson s products and consider them safe and of high quality. The standard Johnson s Baby brand remains the gold standard, being used by hospitals and other he alth professionals. Johnson & Johnson also benefits from being recommended by the medical commun ity, which remains the best form of advertising and promotion for baby care products. In addition to its flagship Johnson s Baby brand, the company successfully extended its oatmealbased Aveeno adult skin care line into the Aveeno Baby line in The company also invests in ext ensive advertising support for its products. Customer Service Hotline: Page 8 of 24

9 PROSPECTS Retail sales of baby care products are expected to grow 7% in constant value terms over the forecast period, to reach US$1,107 million by 2015 at constant 2010 prices. This represents an increase on the 4% constant value growth rate experienced over the review period. With the US economy showing sig ns of recovery and a rising stock market, affluent consumers have begun to resume spending on discre tionary items, albeit more cautiously than in the prerecessionary times. The birth rate is expected to remain virtually flat, leading to limited growth opport unities for babyspecific properties. Growth prospects for children s products are expected to be better. CATEGORY DATA Table 15 Sales of Baby Care by Category: Value Table 16 Sales of Baby Care by Category: % Value Growth Table 17 Baby Care Premium Vs Mass % Analysis Table 18 Baby Care Company Shares Table 19 Baby Care Brand Shares by GBN Table 20 Baby Skin Care Brand Shares by GBN Table 21 Baby Sun Care Brand Shares by GBN Table 22 Forecast Sales of Baby Care by Category: Value Table 23 Forecast Sales of Baby Care by Category: % Value Growth Table 24 Forecast Baby Care Premium Vs Mass % Analysis Bath and Shower in the US - Category Analysis HEADLINES TRENDS After growing by 4% in value terms in 2009, bath and shower products declined by 2% in Gro wth in 2009 was driven by liquid soap, which benefiting from the H1N1 scare. Following the initial H 1N1 outbreaks in Mexico in April 2009 Americans turned to hand sanitisers. US consumers reacted ve ry strongly to the H1N1 scare, leading to hand sanitisers being ubiquitously present in consumers poc kets and purses, in offices and at retail and restaurant counters. As a result, value sales of liquid soap g rew by 19% in 2009, followed by a 9% decline in Bath and shower s 2% value decline of 2010 was an anomaly, in contrast to the 1% review period average growth. COMPETITIVE LANDSCAPE Unilever leads in bath and shower products with a 23% value share in 2010, up from 22% in T he company s midpriced Dove soap and body wash/shower gel accounts for the bulk of company sales in bath and show Customer Service Hotline: Page 9 of 24

10 er. Dove s affordable price point and pampering valueadded qualities helped it grow in The Dove brand also benefited from the 2009 launch of Dove Body Wash with NutriumMoisture, claiming that its soybean oil and lipids formulation is clinically p roven to significantly reduce dryness and improve moisturisation. PROSPECTS Bath and shower products is a very mature category, and sales are expected to decline by 2% in cons tant value terms over the forecast period a better performance than the 4% constant value decline see n over the review period. Body wash/shower gel, liquid soap and intimate wipes are expected to be the only major growth categories, albeit at a much slower rate, with the remaining products expected to s how declining sales. CATEGORY DATA Table 25 Sales of Bath and Shower by Category: Value Table 26 Sales of Bath and Shower by Category: % Value Growth Table 27 Bath and Shower Premium Vs Mass % Analysis Table 28 Bath and Shower Company Shares Table 29 Bath and Shower Brand Shares by GBN Table 30 Bath and Shower Premium Brand Shares by GBN Table 31 Forecast Sales of Bath and Shower by Category: Value Table 32 Forecast Sales of Bath and Shower by Category: % Value Growth Table 33 Forecast Bath and Shower Premium Vs Mass % Analysis Colour Cosmetics in the US - Category Analysis HEADLINES TRENDS American women returned to department store cosmetics counters in 2010 as the US economy began a recovery. Consumers reduced their spending on colour cosmetics during the recession by trading down from premium colour cosmetics sold in department stores to mass pro ducts sold in drugstores and mass merchandisers. As a result, sales of premium colour cosmetics decli ned by 4% in current value terms in 2009 while sales of mass products grew by 1%. In 2010, both mas s and premium colour cosmetics value sales rose by 4%. The 4% value growth for total colour cosmet ics in 2010 represented an improvement over the 2% average growth for the review period. COMPETITIVE LANDSCAPE L Oréal USA Inc remained the leader in sales of colour cosmetics in the US at the end of the review period. The company s three brands Maybelline, L Oréal and Lancôme held a combined value sha re of 23% in 2010, up half a percentage point from Its mass- Customer Service Hotline: Page 10 of 24

11 market Maybelline brand was the second leading colour cosmetics brand in PROSPECTS Value sales of colour cosmetics are expected to show good growth over the forecast period as the US economy recovers and manufacturers launch new innovations for easier and/or more fun makeup application. Colour cosmetic sales are forecast to grow by a total of 6% over the forecast period in constant value terms, after having declined by 1% in constant value terms over the forecast period. CATEGORY DATA Table 34 Sales of Colour Cosmetics by Category: Value Table 35 Sales of Colour Cosmetics by Category: % Value Growth Table 36 Colour Cosmetics Company Shares Table 37 Colour Cosmetics Brand Shares by GBN Table 38 Facial Make-up Brand Shares by GBN Table 39 Eye Make-up Brand Shares by GBN Table 40 Lip Products Brand Shares by GBN Table 41 Nail Products Brand Shares by GBN Table 42 Colour Cosmetics Premium Brand Shares by GBN Table 43 Forecast Sales of Colour Cosmetics by Category: Value Table 44 Forecast Sales of Colour Cosmetics by Category: % Value Growth Deodorants in the US - Category Analysis HEADLINES TRENDS 2010 witnessed a renewed commitment to genderspecific deodorant formulation and marketing. In 2010, less than 5% of deodorants were genderneutral, compared with over 30% of products a decade earlier. Hereto positioned as a unisex product, Sure, which Helen of Troy purchased from Innovative Brands in March 2010, was completely relaunched with men s and women s lines. COMPETITIVE LANDSCAPE Procter & Gamble maintained its industryleading position in 2010, with a value share of 34%. The company benefited from the huge success of Old Spice s Smell Like A Man, Man campaign, though total growth was mitigated by the discontinu ance of TAG deodorant spray in October Unilever follows closely behind and has been able to c ultivate impressive growth in its Degree for Men and Dove lines, the latter of which launched a men s care line in PROSPECTS Customer Service Hotline: Page 11 of 24

12 As a result of the unstable economic situation, 2010 witnessed fewer product launches than recent ye ars, although several launches did stand out. In February, Unilever s Degree brand rolled out Nature E ffects, an antiperspirant and matching body spray line that uses natureinspired scents, such as tea tree oil, orange blossom and honeysuckle. Touting stronger natural bona fi des was The Body Shop s DeoDry line, launched in June. The line replaces controversial parabens and aluminium with volcanic minerals, essential oils, aloe vera and sugar cane alcohol, which is all source d in line with the company s Community Trade guidelines. CATEGORY DATA Table 45 Sales of Deodorants by Category: Value Table 46 Sales of Deodorants by Category: % Value Growth Table 47 Deodorants Premium Vs Mass % Analysis Table 48 Deodorants Company Shares Table 49 Deodorants Brand Shares by GBN Table 50 Forecast Sales of Deodorants by Category: Value Table 51 Forecast Sales of Deodorants by Category: % Value Growth Table 52 Forecast Deodorants Premium Vs Mass % Analysis Depilatories in the US - Category Analysis HEADLINES TRENDS Depilatories value sales were flat in Growth in the depilatory industry is closely associated wi th innovation. After 2008 s Venus Embrace and 2009 s Quattro for Women TrimStyle, 2010 proved a down year for new products, as manufacturers were hesitant to launch innovations in an uncertain eco nomic environment. COMPETITIVE LANDSCAPE In 2010 Procter & Gamble Co maintained its position at the top of the depilatories industry with a 40 % value share. Despite slight share losses to Bic Corp and Schick- Wilkinson Sword over the review period, the company s top billing in this industry should remain unc hallenged for some time, and may well grow again if it is able to leverage its innovation and marketin g prowess. PROSPECTS In constant value terms depilatories retail sales growth will remain flat over the forecast period. As women s razors innovation approaches a level of relative parity with men s products, the category wil l meet the same obstacles as male offerings. Great innovations may still have acutely advantageous eff ects, but as women find more and more of their shaving needs are met by current offerings, manufactu Customer Service Hotline: Page 12 of 24

13 rers will find incremental improvements, becoming more and more difficult to sell. CATEGORY DATA Table 53 Sales of Depilatories by Category: Value Table 54 Sales of Depilatories by Category: % Value Growth Table 55 Depilatories Company Shares Table 56 Depilatories Brand Shares by GBN Table 57 Forecast Sales of Depilatories by Category: Value Table 58 Forecast Sales of Depilatories by Category: % Value Growth Fragrances in the US - Category Analysis HEADLINES TRENDS The fragrance industry recovered from a steep 7% decline in 2009 to rise 2% in Fragrance sale s fell in 2009 due to the economic downturn, with overall gift giving and selfpurchasing down because fragrances are considered a luxury. With an improving economy, upperincome consumers felt comfortable spending on themselves and on others once more. As a result, sale s of premium fragrances grew by 3% in 2010 after declining by 5% in 2008 and by 7% in In tur n, total sales of fragrances grew by 2% in 2010 to reach US$5.3 billion. COMPETITIVE LANDSCAPE Coty Inc is the leading fragrance player, with a 13% value share in 2010, down from 14% in T he company is strong in both mass and premium fragrances. In the mass segment, Coty markets a wid e range of established strong brands, such as adidas, Jovan and Stetson. It also has a significant presen ce in the premium segment with its Calvin Klein fragrances. The company has been successful with its Marc Jacobs, Vera Wang, and Kenneth Cole fragrances, licensed from successful fashion designers. Celebrity fragrances have been the main focus of the company, as it launched fragrances from Jennifer Lopez, Celine Dion, Sarah Jessica Parker and Tim McGraw. Coty Inc s latest success was its Februar y 2010 launch of Beyonce Heat a premium women s fragrance created with singer Beyonce Knowle s. The company lost share in 2010 due to underperformance in its mass fragrances division. PROSPECTS Retail sales of fragrances are forecast to decline by 3% in constant value terms over the forecast peri od, to US$5.2 billion at constant 2010 prices. This is a much better performance than the 20% sales de cline of the review period. The 2008/2009 recession contributed to the steep 20% decline over , and the US economy is expected to make a recovery over the forecast period. Nevertheless, frag rance sales are still expected to show a decline in coming years, because many Americans have lost int erest in fragrances. Fragrance makers will need to address consumer apathy and confusion. There has Customer Service Hotline: Page 13 of 24

14 been an explosion in the use of scents beyond fine fragrances, with everything from hand dishwashing soap to fabric softeners to women s razor handles now infused with scents. As a result, fragrances hav e lost their mystique and become less special and commoditised. With over a hundred new fragranc e launches a year, the glut of fragrances in the marketplace has also created consumer confusion. The s aturated scent environment has arguably contributed to consumer confusion and apathy, making it ver y difficult to make a brand stand out. For these reasons it will be very difficult to create interest in frag rances among non-fragrance users. CATEGORY DATA Table 59 Sales of Men s Fragrances by Concentration: % Value Analysis Table 60 Sales of Women s Fragrances by Concentration: % Value Analysis Table 61 Sales of Fragrances by Category: Value Table 62 Sales of Fragrances by Category: % Value Growth Table 63 Fragrances Company Shares Table 64 Fragrances Brand Shares by GBN Table 65 Men's Premium Fragrances Brand Shares by GBN Table 66 Women's Premium Fragrances Brand Shares by GBN Table 67 Forecast Sales of Fragrances by Category: Value Table 68 Forecast Sales of Fragrances by Category: % Value Growth Hair Care in the US - Category Analysis HEADLINES TRENDS 2010 marked the third consecutive year that total US hair care value sales declined. However, 2010 s miniscule decline was much lower compared with the previous two years. Every category but coloura nts witnessed volume decreases in 2010, as consumers continued to cut back on the variety of hair car e products they owned at any one time, and made sure to get every last drop of each bottle. Poor perfo rmances by salon hair care and shampoos weighed particularly heavily on the industry. COMPETITIVE LANDSCAPE L Oréal USA Inc maintained its 24% sales value share in Losses in salon hair care were comp ensated by gains in hair colourants, both of which segments L Oréal leads. In the mass market segmen t the Fructis brand performed well in 2010, especially in shampoos, and Vive was able to halt the shar p drop it witnessed in 2009, thanks particularly to strong conditioner sales. The company followed s successful EverPure launch with L Oréal EverStrong. The sulphatefree line features several shampoos and conditioners, an overnight repair treatment and a deep replenis hing masque. Customer Service Hotline: Page 14 of 24

15 PROSPECTS Hair care sales are expected to grow slowly over the forecast period, with a constant value CAGR of 1%, benefiting from the expected upswing after Greater functionality is likely to dominate bran d positioning, as beleaguered consumers begin to expect more value from their hair care dollar. While the jury is still out regarding how long the recession will affect consumer behaviour, it will be the valu e-oriented brands, which promise salonquality technology or natural ingredients, that will perform well, especially as the economy only slowl y recovers through CATEGORY DATA Table 69 Sales of Hair Care by Category: Value Table 70 Sales of Hair Care by Category: % Value Growth Table 71 Hair Care Premium Vs Mass % Analysis Table 72 Sales of Styling Agents by Type: % Value Breakdown Table 73 Hair Care Company Shares Table 74 Hair Care Brand Shares by GBN Table 75 Styling Agents Brand Shares by GBN Table 76 Colourants Brand Shares by GBN Table 77 Salon Hair Care Company Shares Table 78 Salon Hair Care Brand Shares by GBN Table 79 Hair Care Premium Brand Shares by GBN Table 80 Forecast Sales of Hair Care by Category: Value Table 81 Forecast Sales of Hair Care by Category: % Value Growth Table 82 Forecast Hair Care Premium Vs Mass % Analysis Men's Grooming in the US - Category Analysis HEADLINES TRENDS Men s grooming producers were sceptical entering A sharp decrease in growth in 2009 and the continuing economic uncertainty left many wondering when the recovery would begin. However, me n proved very willing to once again open their wallets for razors, deodorants and bath and shower pro ducts. Although the metrosexual craze has subsided, its legacy continues to influence consumer behavi our, and there is no sign that men will care less about or be less willing to spend on their appearanc e any time soon. COMPETITIVE LANDSCAPE Procter & Gamble sits high atop the men s grooming industry. With brands as varied as Head & Sho Customer Service Hotline: Page 15 of 24

16 ulders, Gillette and Old Spice, the Cincinnatibased producer accounts for 43% of all sales. The value is even more dominant in men s razors, where the company s Gillette brand enjoys a 69% value share. Thanks to a record of innovation, successful advertising and a nose for strategic acquisitions, Procter & Gamble has been able to maintain its top bi lling for years, and is unlikely to be challenged for number one any time soon. PROSPECTS While the metrosexual craze has come and gone, the groomingconscious male is here to stay. As such, men s grooming is expected to grow steadily over the forecast period. Average annual growth rates of over 1% will add around US$400 million (constant value) to t he category over the forecast period. However, the growth rates of the underlying segments will diver ge starkly. CATEGORY DATA Table 83 Sales of Body Shavers by Type: % Value Analysis Table 84 Sales of Men s Grooming by Category: Value Table 85 Sales of Men s Grooming by Category: % Value Growth Table 86 Sales of Men's Razors and Blades by Type: % Value Breakdown Table 87 Men s Grooming Company Shares Table 88 Men s Grooming Brand Shares by GBN Table 89 Men's Razors and Blades Brand Shares by GBN Table 90 Forecast Sales of Men s Grooming by Category: Value Table 91 Forecast Sales of Men s Grooming by Category: % Value Growth Oral Care in the US - Category Analysis HEADLINES TRENDS Oral care manufacturers faced a third consecutive year of declining sales in 2010, as priceconscious consumers stretched the lives of their toothbrushes, squeezed out every last drop of toothpas te, and cut spending sharply on secondary products such as mouthwash and mouth fresheners. COMPETITIVE LANDSCAPE In 2010 The Procter & Gamble Co extended its already impressive lead in oral care. After adding aro und a half a percentage point in value share the company s held 34% of value sales in PROSPECTS Oral care is expected to grow slowly over the forecast period, with retail sales increasing around 4% in constant value terms. CATEGORY DATA Customer Service Hotline: Page 16 of 24

17 Table 92 Sales of Manual Toothbrushes by Type: % Value Analysis Table 93 Sales of Oral Care by Category: Value Table 94 Sales of Oral Care by Category: % Value Growth Table 95 Sales of Manual and Power Toothbrushes by Category: Value Table 96 Sales of Manual and Power Toothbrushes by Category: % Value Growth Table 97 Sales of Toothpaste by Type: % Value Breakdown Table 98 Oral Care Company Shares Table 99 Oral Care Brand Shares by GBN Table 100 Toothpaste Brand Shares by GBN Table 101 Mouthwash/Dental Rinses Brand Shares by GBN Table 102 Forecast Sales of Oral Care by Category: Value Table 103 Forecast Sales of Oral Care by Category: % Value Growth Table 104 Forecast Sales of Manual and Power Toothbrushes by Category: Value Table 105 Forecast Sales of Manual and Power Toothbrushes by Category: % Value Growth Sets/Kits in the US - Category Analysis HEADLINES TRENDS Consumers returned to buying sets/kits in 2010 after economising in Value sales grew by 1% i n 2010 after declining by 3% in As the US economy began its recovery, Americans resumed gift - giving during the holidays after reducing gifting in The 1% growth achieved in 2010 was an im provement on the marginal review period CAGR. Consumers, however, remained cautious with regar d to spending. In response to this trend, manufacturers and retailers highlighted the value offered by se ts/kits when compared with buying the items separately. Manufacturers stated the retail value in bold print on outer packaging while retailers posted signs with prices. COMPETITIVE LANDSCAPE L Oréal USA is the leader in sets/kits, with a 9% value share in 2010, up slightly from The co mpany s premium Lancôme brand has a very strong presence in US department stores, where the bran d sells the majority of its sets/kits. Most Lancôme sets/kits feature skin care products, while fragrance sets are available for different subbrands. Among the products made available in 2010 was Lancôme Absolue Eye Premium Box Set. Th e set contains three products, which are valued individually at a total of US$112, but the set is sold for US$89.50 in department stores. Customer Service Hotline: Page 17 of 24

18 PROSPECTS Sets/kits are expected to grow by a total of 2% in constant value terms over the forecast period rath er better than the - 9% constant value performance seen over the review period. A recovering US economy and consumer s desire for value will be the main reasons for faster value growth of sets/kits over the forecast period. Americans have become more deliberate shoppers following the recession, closely scrutinising prices and product claims. Manufacturers have also made greater efforts to highlight the value offered by set s/kits. As a result, consumers are expected to continue purchasing more sets/kits, as they seek to get th e most product for the least money. CATEGORY DATA Table 106 Sales of Sets/Kits: Value Table 107 Sales of Sets/Kits: % Value Growth Table 108 Sets/Kits Premium Vs Mass % Analysis Table 109 Sets/Kits Company Shares Table 110 Sets/Kits Brand Shares by GBN Table 111 Sets/Kits Premium Brand Shares by GBN Table 112 Forecast Sales of Sets/Kits: Value Table 113 Forecast Sales of Sets/Kits: % Value Growth Table 114 Forecast Sets/Kits Premium Vs Mass % Analysis Skin Care in the US - Category Analysis HEADLINES TRENDS Sales of skin care products resumed growth in 2010 after declining by 2% in s 2% value g rowth was in line with the review period average. Sales growth in 2010 was driven by premium produ cts, which grew by 7% after declining 3% in Premium skin care saw a resurgence in 2010, and o utperformed mass products. Consumers of premium skin care economised in late 2008 and through by using the last drop of moisturiser before repurchasing, and trading down to mass brands. COMPETITIVE LANDSCAPE Johnson & Johnson Consumer Products Inc led US skin care in 2010 with a 13% value share, down s lightly from Its Neutrogena brand is the number one skin care brand with a value share of 7% in The company is particularly strong in acne treatments where it held a 28% value share for seco nd place through its Neutrogena and Neutrogena Skin id lines. Neutrogena has long been marketed to ward young women through advertisements starring young celebrities such as Hayden Panettiere and Vanessa Hudgens. The company s Aveeno brand is ranked number nine in skin care and marketed as Customer Service Hotline: Page 18 of 24

19 a natural line with clinically-proven skin care benefits. PROSPECTS Skin care sales are expected to grow by a total of 5% in constant terms over the forecast period, drive n by facial care. The 5% constant value growth reflects an improvement from the stagnant review peri od performance. Facial care is expected to show strong 8% constant value growth as American wome n, and increasingly men, invest in looking good. While major skin care products such as facial cleanse rs and moisturisers have reached maturity, all facial care segments with the exception of facial cleansi ng wipes and toners are expected to show value growth over the forecast period. Among facial care pr oducts, nourishers/antiagers are expected to show the fastest growth with 20% constant value growth expected over CATEGORY DATA Table 115 Sales of Skin Care by Category: Value Table 116 Sales of Skin Care by Category: % Value Growth Table 117 Face Masks: Skin Whitening vs Non-Skin Whitening: % Value Breakdown Table 118 Facial Cleansers: Skin Whitening vs Non-Skin Whitening: % Value Breakdown Table 119 Facial Moisturisers: Skin Whitening vs Non-Skin Whitening: % Value Breakdown Table 120 Nourishers/Anti-Agers: Skin Whitening vs Non- Skin Whitening: % Value Breakdown Table 121 Toners: Skin Whitening vs Non-Skin Whitening: % Value Breakdown Table 122 Skin Care Company Shares Table 123 Skin Care Brand Shares by GBN Table 124 Facial Moisturisers Brand Shares by GBN Table 125 Nourishers/Anti-agers Brand Shares by GBN Table 126 Firming/Anti-cellulite Body Care Brand Shares by GBN Table 127 General Purpose Body Care Brand Shares by GBN Table 128 Skin Care Premium Brand Shares by GBN Table 129 Forecast Sales of Skin Care by Category: Value Table 130 Forecast Sales of Skin Care by Category: % Value Growth Sun Care in the US - Category Analysis HEADLINES TRENDS Customer Service Hotline: Page 19 of 24

20 Hot weather during the summer of 2010 boosted demand for sun care. The summer (June- August) in 2010 was the fourthhottest summer on record according to the National Oceanic and Atmospheric Association (NOAA). Americans also resumed going on holiday in 2010 as the economy showed signs of a recovery, after st aying at home in As a result, consumers spent more time out in the sun in 2010 than in the previ ous year, and in turn sales of sun care products grew strongly. COMPETITIVE LANDSCAPE Energizer Holdings Inc led sun care with a 24% value share in The company owns the number one (Banana Boat) and five (Hawaiian Tropic) brands in sun care through its 2007 acquisition of Play tex Products. Both brands have benefited from Energizer s renewed concentration on formulation, sce nts and packaging. Banana Boat rolled out powerful SPF 100 and SPF 85 sunblock and children s sun block products in December Hawaiian Tropic was restaged in March 2010 with new packaging, formulas, and fragrance. The Hawaiian Tropic relaunch was supported by the brand s first ever national print campaign. According to the company, the new fragrances tested better with consumers, and the line saw increased distribution. As a result, Haw aiian Tropic s value share in sun care increased by half a percentage point to almost 8% in PROSPECTS Sun care sales are expected to continue increasing, with a total rise of 16% in constant value terms o ver the forecast period. This steady growth is expected as further product innovation is anticipated in s un care over the forecast period. The 16% value growth reflects a slowdown from the 24% constant va lue growth achieved over the review period. Sun protection, which accounts for the majority of total s un care sales, will drive value growth, as much of the product innovation is expected here. As consum ers continue to be made aware of the risks of unprotected sun exposure, the consumer base for sun pro tection products will increase. CATEGORY DATA Table 131 Sales of Sun Protection by Factor: % Value Analysis Table 132 Sales of Sun Protection by Formulation: % Value Analysis Table 133 Sales of Self-Tanning by Formulation: % Value Analysis Table 134 Sales of Sun Care by Category: Value Table 135 Sales of Sun Care by Category: % Value Growth Table 136 Sun Care Company Shares Table 137 Sun Care Brand Shares by GBN Table 138 Sun Care Premium Brand Shares by GBN Table 139 Forecast Sales of Sun Care by Category: Value Customer Service Hotline: Page 20 of 24

21 Table 140 Forecast Sales of Sun Care by Category: % Value Growth 访问中商情报网 : 报告在线阅读 : 三 研究机构 中商情报网 ( 是中国行业市场研究咨询 市场调研咨询 企业上市 IP O 咨询及并购重组决策咨询 项目可行性报告 项目商业计划书 项目投资咨询等专业的服务机构 致力于为企业中高层管理人员 企事业发展研究部门人员 市场研究人士 咨询行业人士 投资银行专家 个人投资者等提供各行业丰富翔实的市场研究报告和商业竞争情报数据 ; 为国内外的行业企业 研究机构 社会团体和政府部门提供专业的行业市场研究 商业分析 投资咨询 兼并重组决策及战略咨询服务 中商情报网从创建之初就矢志成为中国专业的商业信息收集 研究 传播的资讯情报服务机构, 通过多年的积累中商情报网已经构建了包括政府部门 行业协会 专业调查公司 自有调查网络等多种渠道 多层面的数据来源 ; 建立起上百个行业及企业的庞大商业情报数据库 ; 并形成了多十种专业研究分析模型和研究方法 ; 中商情报网始终坚持研究的独立性和公正性, 其研究结论和研究数据广泛被媒体采用 目前公司与国家相关数据部门 行业协会等权威机构建立了良好的合作关系, 同时与多家国际著名咨询服务机构建立了战略伙伴关系 并与国内外众多基金公司 证券公司 PE VC 机构 律师事务所 会计师事务所结成战略合作伙伴 公司还拥有近 10 多年来对各行业追踪研究的海量信息数据积累 建立了多种海量数据库, 分为 : 宏观经济数据库, 行业月度财务数据库, 产品产量数据库, 产业进出口数据库, 企业财务数据库等 并将这些数据及时更新与核实 可以保证数据的全面 权威 公正 客观 多年来, 中商情报网为上万家企业事业提供了专业的投资咨询 信息咨询及研究报告服务, 并 得到客户的广泛认可 ; 我们坚信您也可以从中商情报网提供的资讯产品中洞察商业潜在的价值 Customer Service Hotline: Page 21 of 24

22 和风险, 提高您的决策支持效率 中商情报网管理团队和中商情报网的战略合伙人一直致力于为客户提供高价值的企业咨询服务 解决方案 服务研究咨询项目咨询投行咨询专项咨询竞争情况调研数据库咨询 内容行业研究报告 行业投资咨询报告 市场调查项目计划 可行性研究 价值分析 风险分析 商业计划书 项目融资 资金申请 资产评估 政府项目立项 产业园区规划咨询 PE 及 VC 投资咨询 IPO 咨询消费者研究 渠道研究 营销咨询 管理咨询 市场进入策略咨询竞争对手调研及监测 竞争策略研究 竞争环境研究 监测 企业战略研究 市场营销 / 促销策略分析 合作伙伴调研中国行业财务数据库 中国企业财务数据库 产品进出口数据库 中商情报网在调查工作中能够很好的借助国家部办委 行业协会等部门的资源为客户提供服务 ; 高层访谈的执行能力, 能够访问国家各个部委为企业提供全方位的政策导向 行业规划 ; 多年来针对工业领域的企业及用户调研的庞大数据库资源, 历史数据和企业 用户数据非常丰 福 国内权威市场研究公司, 具有行业内良好知名度 拥有多项自主开发的研究模型及专项咨询产品, 提供专业化的 市场研究整体解决方案 由国际专家和本土行业专家组成的资深项目团队, 为客户提供精准的研究服务 Customer Service Hotline: Page 22 of 24

23 权威数据采集渠道, 持续 10 年的数据监测,7 年的国内市场研究经验, 超过 1000 多个市场研究 案例 中商情报网订购单回执表 单位名称联系人地址 邮编 部门联系电话手机传真 报告名称 : Beauty and Personal Care in the US 报告格式 : PDF 电子版或印刷版 付款方式 : 银行 邮局 支票 其他 定购数量 : 份 请选择报告版本 : 1. PDF 电子版 0 元 / 份 2. 印刷版 0 元 / 份 3. PDF 电子版 + 印刷版 0 元 / 份 总计金额 万 仟 佰 拾 元 ( 小写 : 元 ) 预计付款日 期 年 月 日 开户行 : 中国工商银行深圳黄贝支行 开户名 : 深圳中商智汇咨询服务有限公司 指定账号 帐号 : 备注 : 此帐户可开具增值税普通发票开户行 : 中国工商银行深圳黄贝支行开户名 : 深圳中商智业投资顾问有限公司帐号 : 备注 : 此帐户可开具增值税专用发票 Customer Service Hotline: Page 23 of 24

24 开户行 : 中国建设银行北京丰台支行开户名 : 中商智汇 ( 北京 ) 咨询有限公司帐号 : 备注 : 此帐户只可开具增值税普通发票 款到后, 发票随后寄发 此账号为唯一指定账号 电话 : 传真 :(0755) 联系方法 深圳地址 : 深圳市福田区红荔路 1001 号银盛大厦 7 层邮编 : 北京地址 : 北京市右安门外大街 99 号国内贸易工程设计研究院 5 层 501 室邮编 : 网址 : 电邮 :service@askci.com 备注 请将订阅信息填好后, 传真至我中心客服部, 款到后发票随后寄发 Customer Service Hotline: Page 24 of 24