THE GLOBAL PERFUME AND COSMETICS INDUSTRY

MARKET ANALYSIS IN THE LIGHT OF THE COVID-19 CRISIS

In addition to a comprehensive view of the sector's environment and demand (macroeconomic factors, changes brought about by digital transformation and ecological transition, etc.), the study provides our exclusive analysis of the past evolution of the global perfume and cosmetics industry and its prospects. In particular, it outlines the impact of the health crisis and the lessons to be learned from the current situation.

COMPANIES' BUSINESS STRATEGIES

Leverage artificial intelligence, increase responsiveness via data, develop clean beauty and sustainable cosmetics, optimise the product portfolio, federate a community on social networks, enhance brand value, diversify, innovate, bet on the Asian market, etc. : the report details the growth levers prioritised by the world leaders in the perfume and cosmetics industry, after analysing their main strengths and weaknesses.

EXPLANATION OF THE CHANGES IN THE COMPETITIVE LANDSCAPE

This report also provides an individualised and aggregated financial analysis of the operators' financial performance. In particular, it deciphers the evolution of sales and operating profit rate for the analysed companies.

1. EXECUTIVE SUMMARY

SUMMARY AND KEY PAGES OF THE REPORT

The summary provides all the elements needed to understand the major trends in the sector and foreseeable developments, drawing on analyses of the market outlook and the strategies of the companies..

2. MARKET FUNDAMENTALS

OVERVIEW

SCOPE OF THE REPORT

BUSINESS FUNDAMENTALS

3. THE MARKET AND LEADERS' ACTIVITY

THE SECTOR ENVIRONMENT

• Overview (PESTEL analysis)

• Economic factors

• Socio-demographic factors

• Social factors

• Technological factors

• Environmental factors

THE GLOBAL PERFUME AND COSMETICS MARKET

• Demand

• Supply

• Prices

• International trade

LEADERS'ACTIVITY AND PERFORMANCES

• Revenue

• Operating profit

• Geographical presence

• Individualised activity and performance

4. COMPETITION AND LEADERS' STRATEGIES

COMPETITIVE ENVIRONMENT

• Porter's 5 forces (Overview)

• Intra-sector competition

• Diversification

• Leaders' competititve positioning

• Threat of new entrants

• Concentration

• Government's influence

• Customers' bargaining power

• Buying behaviour by generation

• Bargaining power of suppliers

LEADERS' STRATEGIES

• Overview

• Business restructuring and reorganisation

• Digital strategies

• Exploiting the potential of artificial intelligence

• Increasing the responsiveness of our offering thanks to data

• The challenge of securing supplies

• Developing clean beauty and sustainable cosmetics

• Brand promotion

• Communication via social networks

• Buyouts, acquisitions, partnerships and licensing agreements

• Innovation

• Diversification

• Globalisation and the beauty market

• Focusing on the Asian market

5. SOURCES

6. ANNEXES

7. FORCES AT WORK

• Ranking of the 10 world leaders in the global perfume and cosmetics industry

• Key performance indicators of the 10 leaders (revenue growth and EBIT rate)

• SWOT analysis of the 10 leaders

8. LEADERS' PROFILES

• L'Oréal

• Unilever

• Estée Lauder

• Procter & Gamble

• Colgate Palmolive

• LVMH

• Beiersdorf

• Shiseido

• Coty

• Kao