The Dermocosmetics Market

7/24/2019 The Dermocosmetics Market

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The DERMOCOSMETICS MARKET

-History and key data

-La Roche-Posay focus

CONFIDENTIAL

Christine Chaudret ACD Market Intelligence September 2015


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1931VICHY CREATES THE

DERMOCOSMETICS MARKETIN FRANCE, IN PHARMACY


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1931 1947 1957 1985

1986

19901950 1960 1975 1978 1992 1995 1997 1998

From 1950 , the pharmacy channel attracts manyactors in Europe


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A target: consumers ,mainly with a sensitive skin, looking foreffective and safe products, with a good quality/price ratio,and the advice of a health professional ( pharmacist,

dermatologist, pediatrician)

A distribution : health channels (pharmacy, parapharmacy,drugstore)

A business model : medical relations, advice, and alsomedia

*Source: IMS Panel Europe 8 countries ; top 200 brands: 88.5% of the market ; Sales > 2.3 Millions ; YTD Dec 2014

Today dermocosmetics: 200 Health/Beauty brandsin Europe* which share in common:


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KEY WORDSPROTECTIONNATURALITYSAFETYENTIRE BODY (Holistic vision)HEALTH MANAGEMENT/DEVICES

PERFORMANCETRUST IN SCIENCEYOUTHVITALITY

Source : Benchmark Survey, Profiler, Sociovision, Online, Women, 15 countries 2015; 18-70 years old .

Asia=Jap/Ko/Ch/HK/TW; Europe=Europe 5; Americas=US/Can/Br/Mex

27% Women Worldwide

32% Asia 34% Europe 27% Americas

The Health ConsciousConsumer
http://www.gettyimages.fr/detail/photo/teenage-girl-exercising-against-clear-sky-image-libre-de-droits/129178940http://www.gettyimages.fr/detail/photo/young-beautiful-woman-having-various-facial-image-libre-de-droits/143920428


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I always try to choose the most natural product

(strongly agree) 42% vs 19%

Body recovery is never complete without spiritual

healing (completely agree) 54% vs 28%

I am willing to spend a lot of time and energy to

postpone the effects of ageing

(completely agree) 37% vs 15%

I do more and more things to stay in the best

possible health (completely agree) 52% vs 20%

To take care of my skin, I need advice from

professionals with a medical background


I wish I could directly measure on my skin the

efficiency of the skin care products I use


I increasingly use skincare as a form ofprotection or

a shield for my skin : against pollution, dust, wind,

heat... (strongly agree) 35% vs 15%

I have sensitive skin

(% 5 to 7 ; 7 pts scale) 38% vs 28 %

Source : Benchmark Survey, Profiler, Sociovision, Online, Women,

15 countries 2015; ; 18-70 years old
http://www.gettyimages.fr/detail/photo/teenage-girl-exercising-against-clear-sky-image-libre-de-droits/129178940http://www.gettyimages.fr/detail/photo/young-beautiful-woman-having-various-facial-image-libre-de-droits/143920428


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Dermocosmetics :a dynamic market, acceleratingyear after year

+ 16 % in 5 years (2014-2010)

+4.7%

+5.1%

+5.5%

Source: LOral estimate , net price

+2.6%+2.5%

+2.8%

+4.7%

+5.1%


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A core category : skincare, with still a strong potentialin many zones

Source: LOrall estimate net price

Monde Europe Ouest Amrique Latine

Europe Est Africa Middle East Amrique du Nord

9,4%

24,3% 16,9%

12,6% 9,4% 6,1% 3,8%

% weight dermocosmetics skincare in total skincare market

Asie


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A strong presence of European brands

Source Sell out : panels + estim YTD Dec 2014Eucerin/Cetaphil : USA: Target + drugstores only

Nuxe/Caudalie :without SPAs

2014

Dermocosmetics Market Group% Mkt Share

2014% evol

TOTAL 100% 5,3%

Vichy L'Oral 9,9% 1,3%

La Roche-Posay L'Oral 8,5% 12,9%

Avne P. Fabre 8,5% 6,9%

Eucerin Beiersdorf 4,6% 4,4%

Cetaphil Nestl 2,8% 15,1%

Bioderma Naos 2,3% 13,4%

Nuxe Nuxe 1,4% 5,3%

Sebamed Sebapharma - -

Caudalie Caudalie 1,2% 7,6%

Lirac Als 1,4% 4,6%

Bepanthol Bayer 1,1% 10,0%

SELL OUT


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-La Roche-Posay focus


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LA ROCHE-POSAY

RANKING

Skincare market ,all channels

N25 Worldwide

N13 Western Europe

N27 Eastern Europe

N8 Latin America

Source : Euromonitor , 2014, retail price, skincare including suncare


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LA ROCHE-POSAY RANKINGWestern Europe , Dermocosmetics market

N3

Source : IMS Panel 2014, retail price, Europe 8 countries , pharmacy+parapharmacy

AV PRICE

IMS EUROPE 8

DERMOCOSMETICS

PHARMACY + PARAS + ECOM

2014 GR% MS%YTD 14

(EUROS)

EUROPE 8 PHARMA + PARAS + ECOM 5 782 803 1,8 100,0 13,1TOTAL MARKET (21M arkets) 5 782 803 1,8 100,0 13,1

AVENE 564 342 5,4 9,8 13,9VICHY 514 023 -3,7 8,9 17,4LA ROCHE POSAY 467 648 6,5 8,1 14,5EUCERIN 282 980 1,7 4,9 14,6NUXE 155 282 9,2 2,7 18,3

BIODERMA 147 056 11,0 2,5 11,0LIERAC 145 840 6,3 2,5 31,9

CAUDALIE 132 639 7,1 2,3 18,6ISDIN 100 056 2,2 1,7 16,1SOMATOLINE 98 358 3,5 1,7 36,7

WELEDA 63 653 1,8 1,1 10,3MEDIPHARMA COSMETICS 57 849 -8,5 1,0 9,5ROGER & GALLET 49 404 7,8 0,9 15,2

ROC 43 396 -18,8 0,8 13,6HAUSCHKA 39 239 1,1 0,7 16,7

VALUE (K) YEAR TO DATE


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Facial cleansing N2 13.3% Market Share

Thermal Water N2 14.7% MS

Facial care N3 8.5% MS

Dailycare N2 15.8% MS

Anti-Aging N7 4.4% MS

Anti-seborrhoeic N2 18.7% MS

Make up N3 11.6% MS

Suncare N2 13.9% MS

Bodycare N2 6.3% MS

Wound healing N3 13.8% MS

Body hygiene N3 6.4% MS

Deodorants N7 3.8% MS

LA ROCHE-POSAY RANKINGWestern Europe , Dermocosmetics market

per category

Source: IMS panel; Europe 8, retail price , pharmacy+parapharmacy YTD Dec 2014


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LA ROCHE-POSAY RANKINGBrazil , Dermocosmetics market

N 1

2014 % 2014 Gain

REEL exp % PDM

LA ROCHE-POSAY 333 089 20% 17,2% 0,3 p.p.VICHY 143 352 34% 7,4% 0,9 p.p.

SKINCEUTICALS 27 664 39% 1,4% 0,2 p.p.AVNE 41 328 27% 2,1% 0,2 p.p.

EUCERIN 26 609 13% 1,4% -0,1 p.p.EUROFARMA 12 079 -9% 0,6% -0,2 p.p.

GALDERMA 219 903 5% 11,4% -1,4 p.p.GLENMARK 10 598 5% 0,5% -0,1 p.p.

MANTECORP I Q FARM 143 585 19% 7,4% 0,0 p.p.MEDLEY 34 581 9% 1,8% -0,1 p.p.

NEUTROGENA 123 601 69% 6,4% 1,9 p.p.ROC 161 323 15% 8,4% -0,2 p.p.

STIEFEL 221 112 2% 11,4% -1,8 p.p.THERASKIN 105 069 9% 5,4% -0,5 p.p.

ACHE 17 650 28% 0,9% 0,1 p.p.BIOLAB-SANUS FARMA 29 641 6% 1,5% -0,2 p.p.

OTHERS 280 633 26% 14,5% 0,9 p.p.

TOTAL MARKET 1 931 818 18% 100,0% -

Values (000) PDM

YTD YTD

DERMOCOSMETIQUE MARKET DERMOCOSMETIQUE MARKET

Source IMS panel , Brazil ,YTD Dec 2014


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Facial cleansing N2 21.5% MS

Facial care N1 19.5% MS

Hydration N7 2.9% MS

Anti-Wrinkles N1 31.7% MS

Anti-seborrhoeic N2 15.3% MS

Suncare N1 22.1% MS

Bodycare N4 6.5% MS

LA ROCHE-POSAY RANKINGBrazil, Dermocosmetics market

per category

Source: IMS panel; Brazil ,YTD Dec 2014


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Eastern Europe N2 10% MS

Asia N4 5.7% MS

Canada N2 11.6% MS USA N7 2.9% MS

Africa Middle East N3 10% MS

LA ROCHE-POSAY RANKINGOther zones , Dermocosmetics market

Source: Panels + internal estimates , YTD Dc 2014

The Dermocosmetics Market

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