消费边缘2025年美国及欧洲美容零售市场状况研究报告英文版

ConsumerEdge.com Table of ContentsOverview of Retail Trends in Early 2025Summary of Emerging TrendsUS DTC Spend Growth by SubindustryUK DTC Spend Growth by SubindustryIntroduction7 Key Themes Shaping 2025 Retail PerformanceSpend Trends by GeographyFastest-Growing Brands of 2025Top 40 Fastest-Growing US BrandsTop 20 Fastest-Growing UK BrandsTop 10 Fastest-Growing Europe BrandsSpending by Gender, Income, and Age GroupMen’s Personal Care & Beauty BoomThe Power of Young ShoppersInvestment in Beauty DevicesK-Beauty Expands WestwardConclusion 030408163006 As 2025 progresses, the retail landscape faces significant challenges,with consumer spending trends diverging across key industries.Consumer Edge US transaction data reveals a slower start to the yearfor DTC Beauty spend as a whole, with the Beauty Products, BeautyRetail, and Beauty Services subindustries lagging in the US, andperformance mixed in the UK. But under the hood, brand-level analysisreveals stark divergences among winners and losers, with some brandsthriving as they capitalize on the hottest beauty trends while others failto keep pace with rapidly evolving consumer preferences.This report explores the latest DTC Beauty spending trends, highlightingtop brands across the US and Europe, and dives into the evolvingbehaviors of key demographic groups to provide decision makers withcritical intelligence on the state of the DTC Beauty market so far in 2025.Introduction 03 7 Key Themes Shaping 2025Retail Performance1.Our industry aggregates show that overall Beauty Products DTCspend growth has broadly trailed growth in total spend in both theUS and UK so far this year - Beauty Products Retail (encompassingbrands like Sephora and Ulta) however has fared better, lagging byonly a few points in the US and outpacing total growth in the UK.Beauty Retailers Outperform DTC Beauty Brands2.RHODE, MAËLYS, and PHLUR topped our US brand rankings,exemplifying how strong founder narratives and TikTok-poweredword of mouth continue to propel newer brands ahead of legacyplayers, especially among Gen Z and Gen Alpha shoppers.Celebrities and Social Virality Propel New Brands3.Consumers are increasingly seeking visible, evidence-backedresults, driving growth for science-first skincare brands likeMedik8, SkinCeuticals, and DECIEM. Meanwhile, modernizedbeauty clinics such as Peachy and VIO Med Spa are gaining shareby offering injectables, facials, and laser treatments in accessible,non-dermatologist settings, blurring the line between retail beautyand medical aesthetics.Science-First Beauty Surges in Cosmetics and Clinics4.From higher-end artisanal labels like Le Labo and Jo Malone todiscounters like Oakcha and Fragrance Direct, fragrance is a fast-growing category globally. Gen Z and Millennial shoppers are usingfragrance as a personal identity marker and means of self-expression, prioritizing discovery and niche experiences.Fragrance Flourishes for Self-Expression 04 6.Brands like Omnilux, CurrentBody, and Qure Skincare are gainingshare by offering at-home alternatives to clinical treatments likeLED therapy - with uptake particularly pronounced among 25–44-year-olds with higher disposable income and a strong interest inpreventative skincare.Beauty Devices Go Mainstream7.18–34-year-olds continue to shape the market through digital-firstshopping habits, ingredient literacy, and a preference fortransparent, inclusive, and community-driven brands. CE cohortdata shows Gen Z are flocking to clean, minimalist, and digitally-native brands like Rhode, Typology, and Beauty of Joseon.Younger Shoppers Reshape Categories5.Brands like SpoiledChild, Agency, and Prose are leveraging AI,prescription-grade ingredients, and custom diagnostics to deliverhyper-personalized routines. This tech-first approach is gainingtraction with younger, digitally native consumers prioritizingwellness and skin health.AI-Infused Products Prioritize Personalization 05 DTC Beauty Products (-10% YTD)DTC Beauty Products spend is suffering the worst performance; thoughbeneath the surface there has been significant dispersion, with a number ofbrands posting stellar growth as detailed in our Top Brands rankings.Mass Retailers Gaining ShareThe underperformance of DTC Beauty Products and Beauty retailers mayindicate shoppers are taking their beauty spend to mass retailers such asTarget, Amazon, and Walmart, who have expanded beauty-related offeringsamid a concerted effort to gain share in the beauty space in recent years.Lackluster Start for Beauty onBoth Sides of the PondIn the US, all three beauty-related categories have largelyunderperformed total spend growth since the start of the year.US Beauty Spend Growth by Subindustry, 2025 LTM 06 07Beauty Retailers Outperforming Other SubindustriesWhile UKDTC Beauty Products and Beauty Services have significantlylagged overall spend growth, Beauty Products Retail, has outperformed boththe other Beauty subindustries and total tagged spend, as retailer brands likeSephora