Beauty is one of the more polarizing categories in Retail right now. Though recently slumping, it’s still putting up the best and most predictable comp trends in the broader group over the last 12 months. We’re hosting a Black Book on Tuesday June 13th at 12:30ET, where we’ll dive into the multi-year trends by category, change in consumer preferences driving those trends, and will contextualize and quantify whether we overconsumed over the past two years and if there is mean reversion risk in the category or if it is sustainable. We’ll focus largely on the US market, but will also go through global trends to see where the US stacks up to other countries. Importantly, we’re going to debut our supply/demand model for mass and prestige beauty. This includes quantifying the square footage allocated to the space across all channels, including e-comm, and balancing that vs the demand we expect to see over a multi-year period.
Relevant Tickers Include: ULTA, LVMH (Sephora), SBH, COTY, ELF, IPAR, OR-PAR (L’Oreal), EL, OLPX and WALD.
Call Details:
Tuesday, June 13th at 12:30pm ET
Live Video Link CLICK HERE
Add To Calendar CLICK HERE
