洞察月度美容数据矩阵；所有类别网络和社交数据为负

Ashley Helgans * | Equity Analyst(212) 336-7367 | ahelgans@jefferies.comSydney Wagner * | Equity Associate(212) 778-8943 | swagner1@jefferies.comMolly Wylenzek ^ | Equity Analyst44 (0) 20 7029 8564 | mwylenzek@jefferies.comBryan Pinedo, CFA * | Equity Associate+1 (917) 421-1958 (office) | bpinedo@jefferies.comBlake Anderson, CFA * | Equity Associate(212) 323-7686 | banderson2@jefferies.comSource: SimilarWeb; Placer A.I.; SensorTower; ListenFirst;Jefferies Exhibit 1 - T3Mo Social Engagement, EMV, & Web Traffic Index.Jul-24Aug-24LVMH22.7%16.2%OR FP-2.3%-5.7%EL-6.1%-11.4%BEI42.0%34.4%ULTA-0.5%-5.9%ELF31.2%14.7%SSDOY-11.0%-15.3%COTY26.0%19.8%BBWI37.0%36.9%NTCO-0.1%-5.2%OLPX2.8%-3.9%WALD67.8%36.7%Source: ListenFirst; Tribe Dynamics; SimilarWeb; JefferiesExhibit 2 - Category Social Media Y/Y Growth.Source: ListenFirst; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Source: SimilarWeb; Jefferies Exhibit 5 - Apr-25 T3Mo Ticker Social Engagement Y/Y Growth.39%33%17%-9%-11%0%20%40%60%BEIELSource: ListenFirst; JefferiesExhibit 8 - Web Traffic Top & Bottom Color Brands.Top 10 Brands1Tarte2Il Makiage3Shiseido4Rimmel5Clinique6Elizabeth Arden7Hourglass8Maybelline9Tatcha10Physicians FormulaSource: SimilarWeb; JefferiesExhibit 10 - Social Media Top & Bottom Color Brands.Top 10 Brands1Almay2Tarte3Loreal Paris4Revlon5Yves Saint Laurent6Clinique7Max Factor8Urban Decay9Rimmel10Christian DiorSource: ListenFirst; JefferiesExhibit 12 - EMV Top & Bottom Color Brands.Top 10 Brands1Rodan + Fields2bareMinerals3Essie4IT Cosmetics5CoverGirl6Tarte7Sally Hansen8Maybelline9Tatcha10NYXSource: Tribe Dynamics; JefferiesExhibit 14 - T1Mo Beauty Retailer Index.May-24Sephora52.4%Bath & Body Works31.7%Sally Beauty-22.0%Ulta-1.9%Source: SimilarWeb; Placer A.I.; SensorTower; ListenFirst; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 15 - Ticker Level Web Traffic.REVELFTYOJ&JPGELELBEIELFNUSREVELJ&JPGPGELSource: SimilarWeb; JefferiesExhibit 16 - Brand Level Color Category Web Traffic.MACELFNYXTYOODDELREVSource: SimilarWeb; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 17 - Brand Level Facial Skin Category Web Traffic.ELFRoCREVELJ&JNUSODDPGSource: SimilarWeb; JefferiesExhibit 18 - Brand Level Skin Category Web Traffic.MACELFNYXTYOODDELREVSource: SimilarWeb; JefferiesExhibit 19 - Brand Level Fragrance Category Web Traffic.ELSource: SimilarWeb; JefferiesExhibit 20 - Brand Level Hair Category Web Traffic.PGK18ELSource: SimilarWeb; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 21 - Ticker Level EMV Data.REVELFTYOJ&JPGELELBEIELFREVELJ&JPGPGELSource: Tribe Dynamics; JefferiesExhibit 22 - Brand Level Color Category EMV Data.MACELFNYXREVTYOODDELSource: Tribe Dynamics; JefferiesExhibit 23 - Brand Level Facial Skin Category EMV Data.RoCODDELJ&JPGSource: Tribe Dynamics; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 24 - Brand Level Skin Category EMV Data.MACELFNYXTYOODDELREVSource: Tribe Dynamics; JefferiesExhibit 25 - Brand Level Hair Category EMV Data.ELPGK18Source: Tribe Dynamics; JefferiesExhibit 26 - Brand Level Fragrance Category EMV Data.ELSource: Tribe Dynamics; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 27 - Ticker Level Social Engagement.REVELFTYOJ&JPGELELBEINUSREVELJ&JPGPGELSource: ListenFirst; JefferiesExhibit 28 - Brand Level Color Category Social Engagement.MACELFNYXTYOODDELREVSource: ListenFirst; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 29 - Brand Level Facial Skin Category Social Engagement.RoCODDREVELJ&JNUSPGSource: Tribe Dynamics; JefferiesExhibit 30 - Brand Level Skin Category Social Engagement.MACELFNYXTYOODDREVELSource: ListenFirst; JefferiesExhibit 31 - Brand Level Fragrance Category Social Engagement.ELSource: ListenFirst; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This report is intended for Jefferies clients only. Unauthorized distribution is prohibited. Exhibit 32 - Brand Level Hair Category Social Engagement.PGK18ELSource: ListenFirst; JefferiesPlease see important disclosure information on pages 11 - 16 of this report.This