1、 2026 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietaryWelcome toIndias Beauty MomentDiscussing Growth,Shifts&Strategies for 2026 2026 Nielsen Consumer LLC.All Rights Reserved.Optimism around financial situation varies widely by region and countrySource:NIQ 2025 Consumer Outlook
2、survey.Q:Compared to a year ago,is your household better offor worse off financially?Note:In China,verbiage reflects change in“management of spending.”22 2026 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary41.12725.323.618.416.311.810.970.80.5-4.6-8.5-11.76.5-13.6-14.8-18-18.6-
3、19.1-19.8-20.4-22.2-29.6-29.9-33.3-40.8-2.8Where more consumers are“better off”than worseWhere more consumers are“worse off”than betterGlobal benchmark:NigeriaIndiaIndonesiaSaudi ArabiaChinaEgyptSingaporeMexicoColombiaSouth AfricaBrazilThailandUnited StatesSpainPolandCanadaGermanyChileCzechiaItalyAu
4、straliaFranceJapanTrkiyeHungarySouth KoreaUnited KingdomTotal global442/433 2026 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary3Source:NIQ Global Strategic Planner,54 markets,Eq Vol Price%Change,Latest 52 weeks ended June 15,2025,vs.previous periods.Reflected in US dollars.Ris
5、ing living costs continue to tighten discretionary spend and heighten scrutiny on valueThe Price-Pressure Reality Check202320242025+3.8%+2.6%$100$106Consumers are still spending 6%more vs.2023$100$114Latin America$100$105North America$100$115Africa$100$108Europe$100$103Asia PacificGlobalRegional 202
6、3 vs 2025$100$108India442/433 2026 Nielsen Consumer LLC.All Rights Reserved.Confidential and proprietary4Source:NielsenIQ Consumer Outlook 2025Macro mood,cultural norms and income stability shape contrasting 2026 outlooksMixed Intentions Heading into 2026-1-2-21-13-21-5+6+7+190-18-21+2+12+14-6-1-15-