Making sense of the Global Market, Euromonitor International Ltd.

Yu Mitsuhashi

Making sense of the Global Market

Euromonitor International Ltd.

We are a global market research company focused on industries, countries, economies and consumers worldwide. Our cross-country comparable research helps your organisation identify opportunities and develop growth strategies in countries and regions across the globe. With offices around the world, 1,200 analysts in 100 countries and market research on every key trend and driver, we give you powerful access to the real story behind consumer change.

Thematic (Sector/Industry)

<ul><li>Men’s grooming in the UK grew by 3% in 2017 to reach GBP1.8 billion.</li><li>Men’s skin care was one of the principal drivers of growth, while men’s shaving continues to decline.</li><li>Unilever led ahead of Procter &amp; Gamble with 17% and 16% value shares respectively in 2017.</li><li>Retailers pursued an everyday low pricing strategy causing downward pressure on unit prices.</li><li>Men’s grooming is expected to grow at a CAGR of 3% in value terms at constant 2017 prices over the forecast period to reach GBP2.1 billion by 2022.</li></ul>

Men’s grooming in the UK grew by 3% in 2017 to reach GBP1.8 billion.Men’s skin care was one of the principal drivers of growth, while men’s shaving continues to decline.Unilever led ahead of Procter &amp; Gamble with 17% and 16% value shares respectively in 2017.Retailers pursued an everyday low pricing strategy causing downward pressure on unit prices.Men’s grooming is expected to grow at a CAGR of 3% in value terms at constant 2017 prices over the forecast period to reach GBP2.1 billion by 2022.

Sector Capsule: Men's Grooming in the United Kingdom

<ul><li>Sun care grew by 5% in current value terms to reach SGD27 million in 2017.</li><li>Health concerns and the desire for fair skin drives growth.</li><li>The average unit price of sun care rose in 2017.</li><li>Energizer (S) Pte Ltd retained lead in sun care in 2017 with a value share of 36%.</li><li>Sun care is projected to increase at a value CAGR of 4% at constant 2017 prices over the forecast period to reach SGD32 million in 2022.</li></ul>

Sun care grew by 5% in current value terms to reach SGD27 million in 2017.Health concerns and the desire for fair skin drives growth.The average unit price of sun care rose in 2017.Energizer (S) Pte Ltd retained lead in sun care in 2017 with a value share of 36%.Sun care is projected to increase at a value CAGR of 4% at constant 2017 prices over the forecast period to reach SGD32 million in 2022.

Technical Analyst, Vermilion Research

Joe Jasper

Technical Analyst

Technical and Quantitative Research

Vermilion Research

Vermilion’s objective is to deliver timely, actionable, and unique technical research to professional investors through the application of our various technical indicators.

Our research strategists seek to highlight securities which we believe are at major inflection points, based on our various technical and quantitative indicators, and offer asymmetric risk/return profiles. Our unique research methodology, centered on relative strength, enables our strategists to deliver superior investment recommendations.

Our process begins by organizing the universe of actively traded stocks into discrete sectors, then into industry groups. We then apply our technical and quantitative tools to identify developing price trends. Once attractive trends are identified within a selected sector or group, we screen for individual stocks which we believe offer the best risk/reward profile. We provide a historical perspective that often reveals, through our long-term charts, how price patterns often repeat themselves over time.

Technical Analysis

MSCI Emerging Markets Index / Technical Analysis

In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving averages. Japan, too, exhibits a pullback opportunity, though much shallower in depth (a sign of strength).Now pan to emerging markets and you’ll find where leadership is concentrated, where the MSCI EM Index is breaking out to all-time highs, and where its relative strength trend is bottoming versus the U.S. and international markets.In short, the technical environment remains bullish, and so does our outlook.

In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving averages. Japan, too, exhibits a pullback opportunity, though much shallower in depth (a sign of strength).Now pan to emerging markets and you’ll find where leadership is concentrated, where the MSCI EM Index is breaking out to all-time highs, and where its relative strength trend is bottoming versus the U.S. and international markets.In short, the technical environment remains bullish, and so does our outlook.

EM Continues to Escort Int'l Markets Higher

Quantamental Researcher, JD Finance Quantamental Research

Ben Li

Quantamental Researcher

JD Finance Quantamental Research

JD Finance Big Data Quantamental Research is a data and insight provider of proprietary online eCommerce data, under the arm of big data analytics team in JD Finance. JD Finance is an affiliate of US listed JD, a leading eCommerce player in China. It is one of the largest fintech companies in China, with business spanning across consumer loans, fund distribution, and quantitative strategy research. 

<ul class="">
<li>China online cosmetics sales has accelerated during the June (6.18-the biggest mid-year online sales event) promotion.</li>
<li>Japanese and Korean brands outperformed.</li>
<li>Korean brands recovered strongly as China-Korea tension over THAAD eased.  </li>
</ul>China online Cosmetics sector has shown a strong growth trend in recent months. Sales further accelerated during June promotions and y/y growth reached mid double-digits, up 8 ppts from a strong May. July sales slowed significantly with y/y growth dropping to under…


China online cosmetics sales has accelerated during the June (6.18-the biggest mid-year online sales event) promotion.
Japanese and Korean brands outperformed.
Korean brands recovered strongly as China-Korea tension over THAAD eased.  
China online Cosmetics sector has shown a strong growth trend in recent months. Sales further accelerated during June promotions and y/y growth reached mid double-digits, up 8 ppts from a strong May. July sales slowed significantly with y/y growth dropping to under…

2Q17 China Online Cosmetic Sales – Korean Brands Outperformed Despite Tension

Managing Partner at Fresco Capital, Fresco Capital

Tytus Michalski

Managing Partner at Fresco Capital

Fresco Capital

The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old formula of relying on research and development, massive marketing spending and traditional distribution channels is being replaced by a new formula. While the disruption of the industry won't happen overnight, there are 3 things to watch out for when looking to identify which companies will be at risk.

The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old formula of relying on research and development, massive marketing spending and traditional distribution channels is being replaced by a new formula. While the disruption of the industry won't happen overnight, there are 3 things to watch out for when looking to identify which companies will be at risk. 

Billion Dollar Shave Club & The New FMCG Formula

Germany

Beiersdorf AG develops, manufactures, and markets personal care, disposable medical, and adhesive products. The Company produces skin and hair care products, bandages, surgical gloves, compression stockings, sun block lotion, fastening systems, masking products, and packaging systems.

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Beiersdorf (BEI GR)

Sector Capsule: Men's Grooming in the United Kingdom

Men’s grooming in the UK grew by 3% in 2017 to reach GBP1.8 billion. Men’s skin care was one of the principal drivers of growth, while men’s...

Euromonitor International Ltd.

Sector Capsule: Sun Care in Singapore

Sun care grew by 5% in current value terms to reach SGD27 million in 2017. Health concerns and the desire for fair skin drives growth. The average...

Euromonitor International Ltd.

EM Continues to Escort Int'l Markets Higher

In developed markets, Europe offers textbook pullback opportunities, with indices like the STOXX 600 and DAX (below) testing 200-day moving...

Vermilion Research

2Q17 China Online Cosmetic Sales – Korean Brands Outperformed Despite Tension

China online cosmetics sales has accelerated during the June (6.18-the biggest mid-year online sales event) promotion. Japanese and Korean brands...

Ben Li

Billion Dollar Shave Club & The New FMCG Formula

The acquisition of Dollar Shave Club by Unilever for $1B is an inflection point in the Fast Moving Consumer Goods (FMCG) industry. The old...

Tytus Michalski

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