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.

Equity Bottom-Up

<p>Unilever’s eventful acquisition activity over the past two years has altered its standing in beauty and personal care. The company has acted not only to capture new revenue opportunities but also to reboot its growth in developed markets. Unilever generated 40% of 2015 sales from developed markets, down from 49% in 2010. Over 2010-2015, it posted a CAGR of 12.8% in developing markets, which is three times faster than in developed markets.</p><p>Unilever’s sales increasingly stem from developing countries, with Brazil, India and Indonesia accounting for the bulk of growth. Projected growth over 2015-2020 point to a CAGR of around 10% in Latin America and the Middle East and Africa, compared to a more lacklustre outlook in North America (3.1%) and Western Europe (1.4%). Prospects in premium beauty and personal care are however more dynamic in developed markets, mostly the US, and with what is primarily a mass brand portfolio, Unilever cannot expect to gain much. In addition, the fast growth witnessed in emerging markets is not recession-proof, making it crucial to market-align its product mix in order to enjoy the best of both worlds.</p>

Unilever’s eventful acquisition activity over the past two years has altered its standing in beauty and personal care. The company has acted not only to capture new revenue opportunities but also to reboot its growth in developed markets. Unilever generated 40% of 2015 sales from developed markets, down from 49% in 2010. Over 2010-2015, it posted a CAGR of 12.8% in developing markets, which is three times faster than in developed markets.Unilever’s sales increasingly stem from developing countries, with Brazil, India and Indonesia accounting for the bulk of growth. Projected growth over 2015-2020 point to a CAGR of around 10% in Latin America and the Middle East and Africa, compared to a more lacklustre outlook in North America (3.1%) and Western Europe (1.4%). Prospects in premium beauty and personal care are however more dynamic in developed markets, mostly the US, and with what is primarily a mass brand portfolio, Unilever cannot expect to gain much. In addition, the fast growth witnessed in emerging markets is not recession-proof, making it crucial to market-align its product mix in order to enjoy the best of both worlds.

선진 시장에서의 유니레버의 부진한 전망으로 인해 일련의 프리미엄 인수가 이루어졌습니다.

Unilever PLC

선진 시장에서의 유니레버의 부진한 전망으로 인해 일련의 프리미엄 인수가 이루어졌습니다.