Beauty Retailing - Europe - January 2013

EXECUTIVE SUMMARY
Consumer spending
Figure 1: Europe: Estimated consumer spending on personal care goods (incl. VAT), 2007-11
Core Western European markets
Figure 2: Europe: Consumer spending on all personal care goods (incl. VAT), 2011-12
Figure 3: Europe: Consumer spending on core beauty products through retail channels (incl. VAT), 2007-12
H&B sector sales
Figure 4: Europe: Health and beauty specialists’ sales and forecasts (excl. VAT), 2007-13
Figure 5: Europe: Breakdown of European health and beauty specialists’ sales by country, 2012
Market shares
Figure 6: Europe’s ten leading beauty specialists: shares of total spending on personal care goods in Europe, 2011
REPORT SCOPE AND TECHNICAL NOTES
Coverage
New report format
Definitions
Defining ‘beauty’
Beauty specialists
Consumer spending
Abbreviations
VAT
Figure 7: Europe: Standard VAT rates, 2010-13
EUROPEAN SUMMARY AND OUTLOOK
Key points
The core Western Europe market
Figure 8: Europe: Consumer spending on all personal care goods (incl. VAT), 2007-12
Figure 9: Europe: Personal care goods spend per capita (incl. VAT), 2012
Figure 10: Europe: Consumer spending on core beauty products through retail channels (incl. VAT), 2007-12
Figure 11: Europe: Beauty spend per capita (incl. VAT), 2012
Figure 12: Europe: Consumer spending on beauty products through retail channels (incl. VAT), by category, 2012
The wider European market
Figure 13: Europe: Consumer spending on personal care goods and services (incl. VAT), 2007-11
Figure 14: Europe: Compound annual growth rates in consumer spending on personal care goods and services (incl. VAT), domestic currency basis, 2007-11
Figure 15: Europe: Per-capita spending on personal care goods and services (incl. VAT), 2012
European H&B retail sector sales
Figure 16: Europe: Health and beauty specialists’ sales (excl. VAT), 2007-12
Figure 17: Europe: Health and beauty specialists’ sales forecasts (excl. VAT), 2013-18
Figure 18: Europe: Compound annual growth rates in health and beauty sector sales (excl. VAT), domestic currency basis, 2007-12 and 2013-18 (fore)
The retailers
The retailers: European presence
Figure 19: Europe’s 15 leading beauty specialists: Presence in core European markets, 2012
Figure 20: Europe’s 15 leading beauty specialists: presence in other European markets, 2012
The retailers: Financials and outlets
Figure 21: Europe’s 15 leading beauty specialists: net turnover, 2009-11
Figure 22: Europe’s 15 leading beauty specialists: Store numbers, 2009-11
Figure 23: Europe’s 15 leading beauty specialists: annual sales per outlet, 2009-11
The retailers: Market shares
Figure 24: Europe’s 15 leading beauty specialists: Share of total spending on personal care goods in Europe, 2009-11
The Consumer: Where they shop
Figure 25: Europe: Types of retailer where make-up products are bought, by country, September 2012
Figure 26: UK: Where they bought beauty products in last 12 months, November 2012
The Consumer: Attitudes to shopping
Figure 27: Attitudes to purchasing make-up, by country, September 2012
Figure 28: UK: Attitudes towards beauty/grooming treatments and products, November 2012
FRANCE
 EXECUTIVE SUMMARY
 SPENDING AND INFLATION
Key points
Figure 29: France: Consumer spending on beauty and selected other goods (incl vat), 2007-12
Relative performance of personal care goods
Figure 30: France: Spending on personal care as % of all household consumption spending, 2007-12
Figure 31: France: Spending on personal care relative to all retail sales, 2007-12
Product market breakdown
Figure 32: France: Main beauty and personal care markets (incl vat), 2007-12
Consumer prices inflation
Figure 33: France: Consumer price inflation on health & beauty products, annual % change, 2011-12 (Nov)
 CHANNELS OF DISTRIBUTION
Figure 34: France: Personal care goods, spending by channel of distribution, 2011
 SECTOR SIZE AND FORECAST
Key points
Sector sales
Figure 35: France: Health and beauty Specialists sales, (excl. VAT), 2007-12
Figure 36: France: Health and beauty Specialists sales forecasts, excl. VAT, 2013-18
 ENTERPRISES AND EMPLOYMENT
Figure 37: France: Health and beauty retailers: Enterprise and employment data, 2008-10
 THE RETAILERS: FINANCIALS AND OUTLETS
Figure 38: France: Leading beauty specialists’ sales, 2009-11
Figure 39: France: Leading beauty specialists’ outlet numbers, 2009-11
Figure 40: France: Leading beauty specialists’ sales per outlet, 2009-11
 THE RETAILERS: MARKET SHARES
Figure 41: France: Leading drugstores and perfumeries, share of beauty and personal care sales, 2009-11
 THE CONSUMER: WHERE THEY SHOP FOR MAKE-UP
Key points
Speciality beauty chains lead the way
Figure 42: France: Where women shop for make-up, September, 2012
Figure 43: France: Profile of shoppers of main formats for makeup, September 2012
 THE CONSUMER: WHAT DRIVES THEM TO TRY NEW PRODUCTS
Figure 44: France: Main factors for trying new makeup products, September 2012
 ONLINE
Figure 45: France: Proportion of population that has bought products online in last three months, 2007-11
GERMANY
 EXECUTIVE SUMMARY
 SPENDING AND INFLATION
Key points
Figure 46: Germany: Consumer spending on personal care (incl. VAT), 2007-12
Relative performance of personal care goods
Figure 47: Germany: Spending on personal care as % all household consumption spending, 2007-12
Figure 48: Germany: Spending on personal care relative to all retail sales, 2007-12
Product market breakdown
Figure 49: Germany: Main beauty and personal care markets (incl vat), 2007-12
Consumer prices inflation
Figure 50: Germany: Consumer price inflation on health & beauty products by month, Annual % change, 2011-12 (Nov)
 CHANNELS OF DISTRIBUTION
Figure 51: Germany: Beauty and personal care products, estimated channels of distribution, 2011
 SECTOR SIZE AND FORECAST
Key points
Sector sales
Figure 52: Germany: Health & beauty retailers sales (excl. VAT), 2007-12
Figure 53: Germany: Health & Beauty retailers forecast sales (excl. VAT), 2013-18
 ENTERPRISES AND EMPLOYMENT
Figure 54: Health and beauty retailers: Enterprise and employment data, 2008-10
 THE RETAILERS: FINANCIALS AND OUTLETS
Figure 55: Germany: Leading beauty specialists’ net sales, 2009-12
Figure 56: Germany: Leading beauty specialists’ outlet numbers, 2009-12
Figure 57: Germany: Leading beauty specialists’ sales per outlet, 2009-12
 THE RETAILERS: MARKET SHARES
Figure 58: Germany: Leading drugstores and perfumeries, share of beauty and personal care sales, 2009-12
 THE CONSUMER: WHERE THEY SHOP FOR MAKE-UP
Key points
Drugstores dominate
Figure 59: Germany: Where women shop for make-up, September 2012
Figure 60: Germany: Profile of makeup shoppers by main formats, September 2012
 THE CONSUMER: WHAT DRIVES THEM TO TRY NEW PRODUCTS
Figure 61: Germany: Main factors for trying new makeup products, September 2012
Figure 62: Germany: Main factors influencing consumers to try new makeup brands, September 2012.
 ONLINE
Figure 63: Germany: Proportion of population that has bought products online in last 3 months
ITALY
 EXECUTIVE SUMMARY
 SPENDING AND INFLATION
Key points
Figure 64: Italy: Consumer spending on personal care (incl. VAT), 2007-12
Figure 65: Italy: Spending on personal care as % all household consumption spending, 2007-12
Figure 66: Italy: Spending on personal care relative to all retail sales, 2007-12
Product market breakdown
Figure 67: Italy: Main beauty and personal care markets (incl vat), 2007-12
Consumer prices inflation
Figure 68: Italy: Consumer price inflation in health & beauty products, annual % change, Jan 2011 – Nov 2012
 CHANNELS OF DISTRIBUTION
Figure 69: Italy: Beauty and personal care products, channels of distribution, 2011 (est.)
 SECTOR SIZE AND FORECAST
Key points
Sector sales
Figure 70: Italy: Health & beauty specialists’ sales (excl VAT), 2007-12
Figure 71: Italy: Health & beauty specialists’ forecast sales (excl. VAT), 2013-18
 ENTERPRISES AND EMPLOYMENT
Figure 72: Italy: Health and beauty retailers: Enterprise and employment data, 2008 and 2009
 THE RETAILERS: FINANCIALS AND OUTLETS
Figure 73: Italy: Leading beauty specialists’ net sales, 2009-11
Figure 74: Italy: Leading beauty specialists’ outlet numbers, 2009-11
Figure 75: Italy: Leading beauty specialists’ sales per outlet, 2009-11
 THE RETAILERS: MARKET SHARES
Figure 76: Italy: Leading beauty specialists’ market shares, 2009-11
 THE CONSUMER: WHERE THEY SHOP FOR MAKE-UP
Key points
Drugstores dominate
Figure 77: Italy: Where women shop for make-up, September, 2012
Figure 78: Italy: Profile of beauty shoppers of main formats, September 2012
 THE CONSUMER: WHAT DRIVES THEM TO TRY NEW PRODUCTS
Figure 79: Italy: Main factors for trying new beauty products, September 2012
 ONLINE
Figure 80: Italy: Proportion of population that has bought products online in last 3 months, 2007-11
NETHERLANDS
 EXECUTIVE SUMMARY
 SPENDING AND INFLATION
Key points
Consumer spending on personal care
Figure 81: Netherlands: Consumer spending on personal care (incl. Vat), 2007-12
Relative performance of personal care goods
Figure 82: Netherlands: Consumer spending on personal care goods (estimated) as percentage of total consumer spending, 2007-12
Figure 83: Netherlands: Consumer spending on personal care relative to all retail sales, 2007-12
Product market breakdown
Figure 84: Netherlands: Consumer spending on beauty and personal care, by major category, 2007-12
Consumer prices inflation
Figure 85: Netherlands: indices of consumer prices: Annual % change, Jan 2011-Dec 2012
 CHANNELS OF DISTRIBUTION
 SECTOR SIZE AND FORECAST
Key points
Sector sales
Figure 86: Netherlands: Retail sales (excl. VAT), 2007-12
Figure 87: Netherlands: Retail sales forecasts (excl. VAT), 2013-18
 ENTERPRISES AND EMPLOYMENT
Figure 88: Netherlands: Number of retail enterprises, 2006-10
Figure 89: Netherlands: Number of retail outlets, 2006-10
 THE RETAILERS: FINANCIALS AND OUTLETS
Key points
Figure 90: Netherlands: Leading drugstores and beauty specialists, by sales (excl. vat), 2009-11
Figure 91: Netherlands: Leading drugstores and beauty specialists, by outlet numbers, 2009-11
Figure 92: Netherlands: Drugstores and beauty specialists, by sales per outlet, 2010-11
 THE RETAILERS: MARKET SHARES
Figure 93: Netherlands: Drugstores and beauty specialists, Market shares, 2009-11
 ONLINE
Key points
Online shoppers
Figure 94: Netherlands: Percentage of individuals purchasing online* in the past 12 months, 2006-12
Online retailers
SPAIN
 EXECUTIVE SUMMARY
 SPENDING AND INFLATION
Key points
Consumer spending on personal care
Figure 95: Spain: Consumer spending on personal care (incl. Vat), 2007-12
Relative performance of personal care goods
Figure 96: Spain: Consumer spending on personal care as % of all household spending, 2002-12
Figure 97: Spain: Consumer spending on personal care relative to all retail sales, 2002-12
Product market breakdown
Figure 98: Spain: Main beauty and personal care markets, 2007-12
Consumer prices inflation
Figure 99: Spain: Consumer price inflation on beauty products and services: Annual % change, Jan 2011-Nov 2012
 CHANNELS OF DISTRIBUTION
Figure 100: Spain: Estimated retail distribution of spending on beauty and personal care goods (excl. vat), 2011
 SECTOR SIZE AND FORECAST
Key points
Sector sales
Figure 101: Spain: Retail sales (excl. VAT), 2007-12
Figure 102: Spain: Retail sales forecasts (exc. VAT), 2013-18
Outlet and enterprise data
Figure 103: Spain: Retail enterprise and outlet numbers, 2008 and 2009
 THE RETAILERS: FINANCIALS AND OUTLETS
Key points
Schlecker stores will be renamed and continue to operate as drugstores
Acquisition activity
Pockets of strength
Sephora teams up with El Corte Inglés
Buying groups
Figure 104: Spain: Leading drugstores and beauty specialists, by sales (excl. VAT), 2009-11
Figure 105: Spain: Leading drugstores and beauty specialists, outlet numbers, 2009-11
Figure 106: Spain: Leading drugstores and beauty specialists, sales per outlet, 2009-11
 THE RETAILERS: MARKET SHARES
Figure 107: Spain: Drugstores and beauty specialists, market shares, 2009-11
 THE CONSUMER: WHERE THEY SHOP FOR MAKE-UP
Department stores dominate
Figure 108: Spain: Where women shop for make-up, November 2012
Who shops where
Figure 109: Spain: Leading retailers for make-up, by average age and affluence of customers, November 2012
 THE CONSUMER: WHAT DRIVES THEM TO TRY NEW PRODUCTS
Free samples are the biggest driver
Figure 110: Spain: What would drive them to buy new make-up, November 2012
Who thinks what
Figure 111: Spain: What would drive them to buy new make-up by age and socio-economic group, November 2012
 ONLINE
Online retailers
Online purchasing
Figure 112: Spain: Proportion of individuals purchasing online* in the past 3 months, 2003-11
Figure 113: Spain: Proportion of individuals purchasing online* in the past 3 months by region, 2006 and 2011
UNITED KINGDOM
 INTRODUCTION
Report scope
Changes to our UK report
Sources
Definitions and abbreviations
Financial definitions
VAT
Sales per store, sales per sq m
Other
Abbreviations
 EXECUTIVE SUMMARY
The market
Figure 114: UK: Consumer spending on beauty and personal care products through retail channels (incl. VAT), 2007-17
Figure 115: Consumer spending on beauty products through retail channels (incl. VAT), 2007-17
Market factors
Online
Figure 116: UK: Estimated annual sales of beauty and personal care goods online, 2007-13
Companies, brands and innovation
Figure 117: UK: Leading 15 beauty retailers’ share of total consumer spending on personal care goods, 2011
Space allocation
Figure 118: Health and beauty space allocations, December 2012
Channels of distribution
Figure 119: UK: Estimated distribution of spending on beauty and personal care goods, 2012
The consumer
Where they buy
Figure 120: UK: Where they buy beauty products, November 2012
How they shop
Figure 121: UK: How they buy beauty products, November 2012
Important factors in buying
Figure 122: UK: What factors are very/fairly important in consumer choices, November 2012
Attitudes towards beauty treatments and products
Figure 123: UK: Attitudes towards beauty/grooming treatments and products, November 2012
Mobile shopping attitudes
Figure 124: UK: Mobile shopping attitudes, November 2012
What we think
 ISSUES IN THE MARKET
How has the beauty treatments market changed and what opportunities has this delivered to store based retailers?
How engaged are beauty shoppers with m-commerce and how can retailers capitalise on this?
How is new technology driving innovation in beauty product testing?
How can retailers leverage the power of personal recommendations and trust?
Who are the retail winners and losers?
 TREND APPLICATION
Inspire trend: FSTR and HYPR
Inspire trend: Slow It All Down
2015 trend: Transumers
 THE MARKET ENVIRONMENT
Key points
Demography
Figure 125: Ethnic composition of England and Wales, 2011
Inflation
Figure 126: Harmonised indices of consumer prices: annual % change, selected categories, Jan 2011-Oct 2012
Figure 127: Annual % change in harmonised indices of consumer prices versus annual % change in average weekly earnings, Jan 2011-Oct 2012
Economy
Figure 128: Gross domestic product: Real-terms growth, Q1 2010-Q3 2012
Figure 129: Consumer confidence levels, Jan-Dec 2012
 MARKET SIZE, FORECAST AND SEGMENTATION
Key points
Defining ‘beauty’
Figure 130: UK: Total consumer spending on personal care goods (Incl. VAT), 2007-12
Forecasts to 2017
Spending on beauty and personal care products
Figure 131: UK: Consumer spending on beauty and personal care products through retail channels (incl. VAT), 2007-17
Figure 132: UK: Consumer spending on beauty and personal care products through retail channels (incl. VAT), 2007-17
Spending on beauty products
Figure 133: Consumer spending on beauty products through retail channels (incl. VAT), 2007-17
Figure 134: UK: Consumer spending on beauty products through retail channels (incl. VAT), 2007-17
Spending on personal care products
Figure 135: Consumer spending on personal care products through retail channels (incl. VAT), 2007-17
Figure 136: UK: Consumer spending on personal care products through retail channels (incl. VAT), 2007-17
Segmentation by product category
Figure 137: Breakdown of spending through retail channels on beauty and personal care products, 2012
Figure 138: Consumer spending through retail channels on major beauty and personal care categories (incl. VAT), 2007-12
The Mintel forecast
 SECTOR SIZE
Key points
H&B specialists sector sales
Figure 139: Health and beauty specialists’ sales (Incl. VAT), 2007-12
Enterprises, outlets, and employees
Figure 140: Health and beauty specialists: Number of enterprises, 2008-11
Figure 141: Health and beauty specialists: Number of outlets, 2008-10
Figure 142: Health and beauty specialists: Number of employees – full-time equivalents, 2008-10
 STRENGTHS AND WEAKNESSES
Strengths
Weaknesses
 THE CONSUMER – CUSTOMER PROFILE COMPARISONS
Key points
Age profile
Figure 143: Beauty retailers customer age profile, December 2012
Regional profile
Figure 144: Beauty retailers customer regional profile, December 2012
Socio-economic groups
Figure 145: Beauty retailers customer socio-economic group profile, December 2012
Finances
Figure 146: State of finances of beauty product purchasers, December 2012
Figure 147: Beauty retailers customer finances profile, December 2012
 THE CONSUMER – WHERE THEY BUY
Key points
What we asked
Where consumers buy
Figure 148: UK: Where they buy beauty products, November 2012
Why they choose particular retailers
Where consumers buy – offline/online split
Figure 149: UK: Where they buy beauty products, in-store or online, November 2012
Perceived benefits of online and in-store shopping
Click and collect
Who shops where
Figure 150: UK: Where they buy by age and affluence, November 2012
Shopping repertoire
Men and older age groups are the most loyal
And the under 35s are the most fickle
Figure 151: repertoire of where they bought beauty products in the last 12 months, by demographic, November 2012
 THE CONSUMER – HOW THEY BUY
Key points
What we asked
How consumers buy
Figure 152: UK: How they buy usually beauty products, November 2012
Convenience and speed are important to men
Figure 153: UK: How they buy beauty products, by gender, November 2012
One in five 25-34-year-olds habitually use the internet to shop for beauty
Figure 154: Those who usually look and buy online by age, November 2012
Figure 155: Where 25-34-year-olds shop online for beauty products, November 2012
 THE CONSUMER – KEY DRIVERS
Key points
What we asked
The power of friends and family
Figure 156: UK: what factors are very/fairly important in consumer choices, November 2012
Free samples
Face-to-face advice
Social media opportunities
Who thinks what
Figure 157: What factors are very/fairly important in consumer choices by age and affluence, November 2012
Figure 158: What factors are fairly/very important in consumer choices, by age, November 2012
Unimportant factors
Figure 159: What factors are fairly unimportant/not at all important in consumer choices, November 2012
Figure 160: What factors are fairly unimportant/not at all important in consumer choices, by age, November 2012
 THE CONSUMER – ATTITUDES TOWARDS BEAUTY TREATMENTS AND PRODUCTS
Key points
What we asked
Trying out products in-store matters
Figure 161: UK: Attitudes towards beauty/grooming treatments and products, November 2012
One in five are prepared to have beauty treatments on the shopfloor
Who thinks what
Figure 162: UK: Consumer attitudes to beauty products and treatments, by age and affluence, November 2012
Attitudes by where they shop
Figure 163: Those liking new technology in more stores by where they shop, November 2012
Figure 164: Those liking more websites with virtual makeover tools, by where they shop, November 2012
 THE CONSUMER – MOBILE SHOPPING ATTITUDES
Key points
What we asked
More consumers are browsing and shopping on-the-move
A captive audience
Figure 165: UK: Mobile shopping attitudes, November 2012
Where existing mobile shoppers buy beauty products
Figure 166: Those who have used a smartphone to buy beauty by where they shop for beauty products, November 2012
Potential mobile shoppers
Figure 167: Those who would consider using their smartphone to buy beauty products in future by where they shop for beauty products, November 2012
On-the-move researchers
Figure 168: Those who use their smartphone to check products and prices but not to buy, by where they shop for beauty products, November 2012
The under 35s and the ABs want more choice of beauty apps
Figure 169: UK: Mobile shopping attitudes, November 2012
‘Mobile money’ – the next big thing on the digital horizon
 CHAID ANALYSIS
Methodology
Virtual makeover tools are particularly important to young mothers in helping to decide what to buy
Figure 170: beauty retailing – CHAID – Tree output, November 2012
Figure 171: Beauty Retailing – CHAID – Table output, November 2012
 WHO’S INNOVATING?
Key points
In-store clinics and beauty bars
Store makeovers for a more engaging shopping experience
Men aisles
Making shopping for beauty a special and enjoyable experience
Fittings which bring beauty products to life in-store
T-commerce and e-catalogues
Social media
Superdrug first to market with content rich magazine style app
RoboShop
Ground-breaking online health and beauty store
Online beauty store opens on the high street
 CHANNELS OF DISTRIBUTION
Figure 172: UK: Estimated distribution of spending on beauty and personal care goods, 2012
 SPACE ALLOCATION SUMMARY
Key points
Space allocations
Figure 173: Boots: Estimated space allocation, December 2012
Figure 174: Body Shop, Superdrug, Savers, Avon, John Lewis: Estimated space allocation, December 2012
Figure 175: Major food retailers: Estimated space allocation, December 2012
Summary
Figure 176: Health and beauty space allocations, December 2012
Figure 177: Proportion of H&B space allocated to BPC products, December 2012
Figure 178: Beauty and personal care products space allocations, December 2012
Sales mix
 THE RETAILERS: FINANCIALS AND OUTLETS
Key points
Lessons learnt
Boots
Figure 179: Boots Health & Beauty UK: Revenue breakdown, 2007-11
Superdrug
Premium specialists
Others
2012
Figure 180: UK: Leading beauty specialists by revenues, 2007-11
Figure 181: UK: Leading beauty specialists: CAGR in revenues, 2007-11
Store numbers and sales per outlet
Figure 182: UK: Leading beauty specialists’ outlet numbers, 2007-11
Figure 183: UK: Leading beauty specialists’ sales per outlet, 2007-11
Figure 184: UK: Leading beauty specialists: CAGR in sales per outlet, 2007-11
Operating profits and margins
Figure 185: UK: Leading beauty specialists’ operating profits, 2007-11
Figure 186: UK: Leading beauty specialists’ operating margins, 2007-11
 THE NON-SPECIALISTS: LEADING RETAILERS AND PROFILES
Key points
Leading non-specialists
Figure 187: UK: Leading non-specialist retailers’ estimated beauty and personal care sales, 2010-11
The non-food discounters
The department stores
Debenhams: New moves bolster beauty
John Lewis: Excelling through investment
Marks & Spencer: moving forward at last
Figure 188: Marks & Spencer beauty departments: Old (Marble Arch, 2012), and new (Cheshire Oaks, 2012)
Figure 189: MarksandSpencer.com beauty homepage, January 2013
The grocers
Tesco: Investing and improving
Figure 190: Tesco.com’s beauty homepage, January 2013
J. Sainsbury: Trailing online
Asda: All about price
Figure 191: Asda.com: Health & beauty homepage, January 2013
Morrisons: Functional and undynamic
 MARKET SHARES
Key points
Fragmented spending…
Figure 192: UK: Leading 15 beauty retailers’ share of total consumer spending on personal care goods, 2011
And a concentrated specialists sector
Figure 193: UK: Leading 20 beauty retailers’ share of total consumer spending on personal care goods, 2010 and 2011
 ONLINE AND SOCIAL MEDIA
Key points
 THE ONLINE MARKET
Online BPC sales
Figure 194: UK: Estimated annual sales of beauty and personal care goods online, 2007-13
Figure 195: UK: Estimated distribution of sales of beauty and personal care goods online, 2012
Leading retailers
Figure 196: Leading online beauty-retail pureplayers, (excl. vat), 2010 and 2011
Profiling retailers’ online shoppers
Figure 197: UK: Where they buy beauty products online, by gender, November 2012
Figure 198: UK: Where they buy beauty products online, by age, November 2012
Figure 199: Where they buy beauty products online, by socio-economic group, November 2012
The consumer: Shopping online by category
Figure 200: What has been bought online in the last 12 months, leading categories, May 2012
The consumer: Shopping online by device
Figure 201: UK: Percentage of consumers having shopped online (for any goods) in the last three months, by type of device, September 2012
 SOCIAL MEDIA
The consumer: Social media usage
Figure 202: Frequency of usage of Facebook and Twitter, January 2012
Figure 203: UK: Ways in which people have contacted or shared thoughts on new beauty and personal care products or brands, January 2012
The consumer: Usage of Facebook and Twitter
Figure 204: Ways in which people have used Facebook or Twitter to discuss or contact a beauty and personal care brand, January 2012
Figure 205: Usage of Facebook and Twitter for making contact with or sharing thoughts on beauty and personal care brands, by age group and gender, January 2012
Social media follower numbers
Figure 206: Leading retailers’ follower numbers on selected social media, December 2012
 ADVERTISING AND PROMOTION
Key points
Beauty advertising expenditure increasing
Figure 207: Leading retailers’ advertising spend on cosmetics, personal care, healthcare and bodycare, 2009-11
Spending relative to turnover
Spending by media type
Figure 208: Percentage breakdown of leading beauty retailers’ advertising spend, by media type, 2011
What we saw in 2012
 BRAND RESEARCH
Brand map
Figure 209: Attitudes towards and usage of brands in the beauty retail sector, November 2012
Correspondence analysis
Brand attitudes
Figure 210: Attitudes by beauty retail brand, November 2012
Brand personality
Figure 211: Beauty retail brand personality – macro image, November 2012
Figure 212: Beauty retail brand personality – micro image, November 2012
Brand experience
Figure 213: Beauty retail brand usage, November 2012
Figure 214: Satisfaction with various beauty retail brands, November 2012
Figure 215: Consideration of beauty retail brands, November 2012
Figure 216: Consumer perceptions of current beauty retail brand performance, November 2012
Figure 217: Beauty retail brand recommendation – Net Promoter Score, November 2012
Brand index
Figure 218: Beauty retail brand index, November 2012
Figure 219: Beauty retail brand index vs. recommendation, November 2012
Target group analysis
Figure 220: Target groups, November 2012
Figure 221: Beauty retail brand usage, by target groups, November 2012
Group One – Conformists
Group Two – Simply the Best
Group Three – Shelf Stalkers
Group Four – Habitual Shoppers
Group Five – Individualists
 APPENDIX – BRAND RESEARCH
Figure 222: Brand usage, November 2012
Figure 223: Brand commitment, November 2012
Figure 224: Brand momentum, November 2012
Figure 225: Brand diversity, November 2012
Figure 226: Brand satisfaction, November 2012
Figure 227: Brand recommendation, November 2012
Figure 228: Brand attitude, November 2012
Figure 229: Brand image – macro image, November 2012
Figure 230: Brand image – micro image, November 2012
Figure 231: Profile of target groups, by demographics, November 2012
Figure 232: Psychographic segmentation, by target groups, November 2012
Figure 233: Brand usage, by target groups, November 2012
Brand index
Figure 234: Brand index, November 2012
 APPENDIX – THE CONSUMER – HOW THEY SHOP
Figure 235: How they buy, by demographics, November 2012
Figure 236: Most popular they bought instore + bought online beauty products in last 12 months, by demographics, November 2012
Figure 237: Next most popular they bought instore + bought online beauty products in last 12 months, by demographics, November 2012
Figure 238: Other they bought instore + bought online beauty products in last 12 months, by demographics, November 2012
Figure 239: Other they bought instore + bought online beauty products in last 12 months, by demographics, November 2012
Figure 240: Most popular they bought in-store beauty products in last 12 months, by demographics, November 2012
Figure 241: Next most popular they bought in-store beauty products in last 12 months, by demographics, November 2012
Figure 242: Other they bought in-store beauty products in last 12 months, by demographics, November 2012
Figure 243: Least popular they bought in-store beauty products in last 12 months, by demographics, November 2012
Figure 244: Most popular they bought online beauty products in last 12 months, by demographics, November 2012
Figure 245: Next most popular they bought online beauty products in last 12 months, by demographics, November 2012
Figure 246: Other they bought online beauty products in last 12 months, by demographics, November 2012
 APPENDIX – THE CONSUMER – KEY DRIVERS
Figure 247: The importance of testers available in-store influencing choice of products, by demographics, November 2012
Figure 248: The importance of free samples available influencing choice of products, by demographics, November 2012
Figure 249: The importance of personal recommendations (eg from a friend or family member) influencing choice of products, by demographics, November 2012
Figure 250: The importance of money off vouchers influencing choice of products, by demographics, November 2012
Figure 251: The importance of in-store advice influencing choice of products, by demographics, November 2012
Figure 252: The importance of online reviews, advice or blogs influencing choice of products, by demographics, November 2012
Figure 253: The importance of TV/magazine/online advertisements influencing choice of products, by demographics, November 2012
Figure 254: The importance of magazine reviews influencing choice of products, by demographics, November 2012
Figure 255: The importance of video clips of makeovers (eg on retailers websites, YouTube) influencing choice of products, by demographics, November 2012
Figure 256: The importance of virtual makeover tools used in store or online influencing choice of products, by demographics, November 2012
Figure 257: The importance of comments on social network sites (eg Facebook) influencing choice of products, by demographics, November 2012
 APPENDIX – THE CONSUMER – ATTITUDES TOWARDS BEAUTY TREATMENTS
Figure 258: Most popular attitudes towards beauty/grooming treatments and products, by demographics, November 2012
Figure 259: Next most popular attitudes towards beauty/grooming treatments and products, by demographics, November 2012
 APPENDIX – THE CONSUMER – MOBILE SHOPPING HABITS
Figure 260: Most popular attitudes around smartphones and beauty shopping, by demographics, November 2012
Figure 261: Next most popular attitudes around smartphones and beauty shopping, by demographics, November 2012
 APPENDIX – REPERTOIRE ANALYSIS
Figure 262: Repertoire for where they bought beauty products in last 12 months, by demographics, November 2012
ACQUA & SAPONE
What we think
Company background
Company performance
Figure 263: Acqua e Sapone: Group financial performance, 2009-12
Figure 264: Acqua e Sapone: Outlet data, 2009-12
Retail offering
A. S. WATSON (EUROPE)
What we think
Health & beauty
Luxury
Company background
Figure 265: A. S. Watson: European health and beauty operations, 2011
Company performance
Figure 266: A. S. Watson (Europe): Group financial performance, 2009-12
Figure 267: A. S. Watson (Europe): Sales by division, 2011
Figure 268: A. S. Watson (Europe): Turnover by chain (part estimated), 2009-11
Figure 269: A. S. Watson (Europe): Sales breakdown by chain, 2011 (part estimated)
Figure 270: A. S. Watson (Europe): Outlet data, 2009-12
Figure 271: A. S. Watson (Europe): Stores by division, 2011
Figure 272: A. S. Watson (Europe): Outlet data by country (part estimated), 2009-11
Figure 273: A. S. Watson (Europe): Store numbers by chain, 2011
Retail offering – main businesses
Superdrug
The Perfume Shop
Savers
BOOTS UK
 WHAT WE THINK
Company background
Company performance
Figure 274: Alliance Boots UK health and beauty division: Financial performance, 2007/08-2012/13
Figure 275: Boots UK: Outlet data, 2007/08-2011/12
Store formats
Retail offering
DM-DROGERIE MARKT
What we think
Company background
Company performance
Figure 276: dm-drogerie markt: Group financial performance, 2007/08-2011/12
Figure 277: dm-drogerie markt: Outlet data, 2007/08-2011/12
Figure 278: dm-drogerie markt: Outlet numbers by country, 2007/08-2011/12
Retail offering
DOUGLAS
What we think
Company background
Company performance
Figure 280: Douglas Holding: Group financial performance, 2007/08-2011/12
Figure 281: Douglas Perfumeries: Financial performance, 2007/08-2011/12
Figure 282: Douglas Perfumeries: Outlet data, 2008-12
Retail offering
LUSH RETAIL LTD
What we think
Company background
Company performance
Figure 283: Lush Retail Ltd: Group financial performance, 2006/07-2011/12
Figure 284: Lush Retail Ltd: UK outlet data, 2007-12
Store formats
Retail offering
MüLLER
What we think
Company background
Company performance
Figure 285: Müller: Group financial performance, 2007-11
Figure 286: Müller: Outlet data, 2007-12
Retail offering
Figure 287: Müller product offer, 2012
NOCIBÉ
What we think
Company background
Company performance
Figure 288: Nocibé: Group sales performance, 2007-12
Figure 289: Nocibé: Outlet data, 2007-12
Retail offering
ROSSMANN
What we think
Company background
Company performance
Figure 290: Rossmann, Sales performance, 2008-12
Figure 291: Rossmann, Store numbers, 2008-12
Retail offering
SCHLECKER
Breaking up of the business
Company performance
Figure 292: Schlecker: Group financial performance, 2007-11
Figure 293: Schlecker: Outlet data, 2007-11
SEPHORA
What we think
Company background
Company performance
Figure 294: LVMH Selective Retail, Financial performance, 2007-11
Figure 295: Sephora, Estimated sales, 2007-12
Figure 296: Sephora, Estimated sales, European markets, 2009-11
Store formats
Figure 297: Sephora: Estimated Outlet data, 2007-11
Retail offering
SPACE NK LTD
What we think
Company background
Company performance
Figure 298: Space NK Ltd: Group financial performance, 2006/07-2011/12
Figure 299: Space NK Ltd: Outlet data, 2006/07-2011/12
Store format
Retail offering
THE BODY SHOP
What we think
Company background
Company performance
Figure 300: The Body Shop: Group financial performance, 2007-12
Figure 301: The Body Shop: Estimated UK sales performance, 2007-12
Figure 302: The Body Shop: Outlet data, 2007-11
Retail offering
YVES ROCHER GROUP
What we think
Company background
Company performance
Figure 303: Groupe Yves Rocher, Sales performance, 2008-12
Figure 304: Yves Rocher: Estimated number of outlets, 2009-12
Retail offering
APPENDIX – THE CONSUMER – FACTORS INFLUENCING PURCHASE – EUROPE
Figure 305: Europe: Factors which influence users to try a new cosmetic product or brand, by country, September 2012
Figure 306: Europe: Factors which influence users to try a new cosmetic product or brand, most popular, by demographics, September 2012
Figure 307: Europe: Factors which influence users to try a new cosmetic product or brand, less popular, by demographics, September 2012
Figure 308: France: Factors which influence users to try a new cosmetic product or brand, by demographics, September 2012
Figure 309: Germany: Factors which influence users to try a new cosmetic product or brand, by demographics, September 2012
Figure 310: Italy: Factors which influence users to try a new cosmetic product or brand, by demographics, September 2012
Figure 311: Italy: Factors which influence users to try a new cosmetic product or brand, by demographics, September 2012 (continued)
Figure 312: Spain: Factors which influence users to try a new cosmetic product or brand, by demographics, September 2012
Figure 313: Spain: Factors which influence users to try a new cosmetic product or brand, by demographics, September 2012 (continued)
APPENDIX – THE CONSUMER – WHERE THEY BUY – EUROPE
Figure 314: Europe: Types of retailer where cosmetic products are bought, by country, September 2012
Figure 315: Europe: Types of retailer where cosmetic products are bought, most popular, by demographics, September 2012
Figure 316: Europe: Types of retailer where cosmetic products are bought, less popular, by demographics, September 2012
Figure 317: France: Types of retailer where cosmetic products are bought, by demographics, September 2012
Figure 318: Germany: Types of retailer where cosmetic products are bought, by demographics, September 2012
Figure 319: Italy: Types of retailer where cosmetic products are bought, by demographics, September 2012
Figure 320: Spain: Types of retailer where cosmetic products are bought, by demographics, September 2012
APPENDIX – THE CONSUMER – ATTITUDES TO PURCHASING COSMETICS – EUROPE
Figure 321: Europe: Attitudes to purchasing cosmetics, by country, September 2012
Figure 322: Europe: Attitudes to purchasing cosmetics, most popular statements, by demographics, September 2012
Figure 323: Europe: Attitudes to purchasing cosmetics, less popular statements, by demographics, September 2012
Figure 324: France: Attitudes to purchasing cosmetics, by demographics, September 2012
Figure 325: Germany: Attitudes to purchasing cosmetics, by demographics, September 2012
Figure 326: Italy: Attitudes to purchasing cosmetics, by demographics, September 2012
Figure 327: Italy: Attitudes to purchasing cosmetics, by demographics, September 2012 (continued)
Figure 328: Spain: Attitudes to purchasing cosmetics, by demographics, September 2012
Figure 329: Spain: Attitudes to purchasing cosmetics, by demographics, September 2012 (continued)
APPENDIX – BROADER MARKET ENVIRONMENT
Population
Figure 330: Europe: Population, by age group, 2005
Figure 331: Europe: Population, by age group, 2010
Figure 332: Europe: Population, by age group, 2015
Figure 333: Europe: Population, by age group, 2020
GDP
Figure 334: Europe: GDP (current prices), 2011
Figure 335: Europe: GDP growth rates (current prices), 2001-11
Figure 336: Europe: GDP growth rates (constant prices), 2001-11
Figure 337: Europe: Year-on-year GDP growth rates (constant prices), Q1 2012-Q3 2012
Consumer spending
Figure 338: Europe: Households’ consumer spending (current prices), 2011
Figure 339: Europe: Households’ consumer spending growth rates (current prices), 2001-11
Consumer prices
Figure 340: Europe: Harmonised index of consumer prices, 2002-12
Unemployment
Figure 341: Europe: Average rate of unemployment, 2001-11
Figure 342: Europe: Average rate of unemployment, Q1 2012-Q3 2012
Interest rates
Figure 343: Europe: Interest rates, 2005-Q4 2012
Consumer confidence
Figure 344: Europe: Consumer confidence, Jan-Dec 2012