Market Outlook | October 21, 2020 Premium Market Outlook: US Beauty Industry—The Path to Recovery Is Being Led by Digital BusinessIn this Market Outlook, we explore the recovery of the US beauty industry in a coronavirus-impacted retail environment. We analyze data on the sector’s size and present our estimates for growth in 2020 and 2021. We outline the competitive landscape and consider the innovators that are enabling e-commerce expansion in beauty. This report also discusses a number of key themes in the market—including shifting demand in skin care and makeup categories, opportunities for eye makeup and the adoption of touchless retail. Read More
Deep Dive | October 1, 2020 Premium 2Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 RecoverySecond-quarter 2020 retail earnings include recovery from the Covid-19 crisis. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. Although the pace of recovery varies between retail sectors, many retailers initially saw strong sales in reopened stores, driven by pent-up demand. Furthermore, the coronavirus-led pivot to e-commerce led to unprecedented growth in digital sales. Read More
Insight Report | July 30, 2020 Premium Retail Reimagined: Using New Selling Models To Drive Sales—Livestreaming and Community Group BuyingAs part of our Retail Reimagined series, which explores the outlook for retail in a post-crisis world, we discuss the rise of brands and retailers leveraging livestreaming e-commerce and community group buying platforms to drive sales and adapt their services. We consider recent examples of these trends in China and the US, as well as implications for brands, retailers and technology vendors. Read More
Insight Report | July 22, 2020 Premium Livestreaming E-Commerce Takes Off in the USChina has a relatively mature livestreaming e-commerce market, but we are now also seeing momentum in the US as brands and retailers further explore the use of social media platforms to engage with consumers and boost sales. We discuss selected retailers’ and social media platforms’ moves into livestreaming e-commerce in the US and consider the impact of in-video checkout functionality and social media influencers on consumer shopping behavior. Read More
Deep Dive | July 8, 2020 Premium 1Q20 US Earnings Season Wrap-Up: Reviewing the Covid-19 ImpactFirst-quarter 2020 retail earnings include the negative impact on sales caused by the coronavirus outbreak. We assess the recent performance of US retailers in terms of revenues, earnings per share and comps, considering consensus estimates and year-over-year changes. With retail sectors weathering the Covid-19 crisis in different ways, sales declines are now easing due to stores reopening post lockdown, but the pace of recovery will vary. Read More
Insight Report | June 25, 2020 Premium Beauty Insights: Opportunities in India’s Beauty and Personal Care MarketAs part of our Beauty Insights series, we explore the beauty and personal care market in India and the opportunities that it presents to international brands and retailers. We detail the industry’s key growth drivers—considering population demographics, the e-commerce channel and evolving consumer trends—and discuss the competitive landscape, which includes international players such as L’Oréal, Estée Lauder and Sephora. We also assess the impact of the coronavirus crisis on the India’s beauty sector against the backdrop of easing nationwide lockdowns. Read More
Insight Report | May 28, 2020 Premium Beauty Insights: The Future of Home Hair Color as Salons ReopenSalons are reopening across the US as coronavirus lockdowns are lifted. We assess the impacts of the Covid-19 lockdown and recovery on the home hair color product category and explore the possible future reality of the hair color sector over the next year. Read More
Flash Report | April 29, 2020 Register for Free Access L’Oréal USA Navigates Coronavirus: Beauty OpportunitiesLike many companies in the beauty industry, French cosmetics company L’Oréal has been impacted by the coronavirus crisis. We present insights from company CEO Stéphane Rinderknech, who discussed with WWD’s Beauty Inc how L’Oréal USA is navigating the pandemic and where opportunities have emerged. Read More
Deep Dive | April 7, 2020 Premium New Retail Models in the Global Beauty MarketAs part of our series exploring new models of retailing across different sectors and channels, we focus on the innovative strategies being implemented by brands and retailers in the global beauty market, including Sephora and Ulta Beauty. We discuss how brands are leveraging technologies to improve the shopping experience, implementing save-a-sale programs and embracing cross-channel retail to drive shopper engagement. Read More
Insight Report | March 25, 2020 Premium Beauty Insights: Beauty Activism Represents the Next Wave of Brand DifferentiationActivism is taking hold in the beauty sector as retailers and brands take a stance on environmental and social issues. In this report, we discuss how social activism is becoming the next big movement the beauty industry, offering brands the opportunity to differentiate themselves in a crowded market. Read More
Deep Dive | March 23, 2020 Premium 4Q19 US Earnings Season Wrap-UpFourth-quarter 2019 retail earnings show that many companies across the retail industry saw strong growth. However, our coverage of the Coresight 100 reveals that the CPG and department-store sectors bucked this trend, with the latter continuing to struggle. Companies across the board have updated their guidance due to coronavirus disruption in the supply chain and demand in Asia, but we are yet to see updates based on the spread of the virus to the US, with the nation moving closer to lockdown. Read More
Flash Report | March 2, 2020 Register for Free Access Coronavirus Briefing: How Brands Are Communicating with Consumers During the OutbreakWith the coronavirus outbreak showing no signs of slowing soon, retailers and brands in China are looking for creative ways to keep shoppers engaged with the brand as most people shun public places and avoid shopping for non-essential products. Read More
Insight Report | February 24, 2020 Premium Insights from China: Opportunities for Brands in WeChatWe look at the marketing and service opportunities in China’s WeChat super app. We discuss how brands and retailers—including Dior, Hermés and L’Oréal’s Giorgio Armani—are capitalizing on the app’s diverse functionality to reach consumers and drive sales. Read More
Insight Report | February 20, 2020 Premium Beauty Insights: Assessing the Impact of the Coronarivus on Global Beauty CompaniesWith the number of cases of coronavirus continuing to rise, we assess the potential impact of the outbreak on global beauty companies that have a presence in China—focusing on Estée Lauder, L’Oréal, LVMH (Sephora) and Shiseido. We consider both online and physical retail channels, as well as the travel retail market. Read More
Insight Report | February 10, 2020 Premium Global Tourism: Improved Infrastructure and Enhanced Shopping Experiences Are Driving Airport Retail SalesAs part of our quarterly Global Tourism series—which discusses domestic and international tourism themes and trends—we explore the booming airport retail market. Key factors contributing to the growth of the sector include the influence of Chinese travelers, the rise of budget airlines and enhanced shopping experiences and customer engagement. Read More