Post by Frederic Fernandez

Solving the most complex strategic problems of the world largest FMCG companies. Strategy | Organic Growth | M&A | Ecommerce

The top 10 Beauty giants are bleeding online: L'Oréal Coty The Estée Lauder Companies Inc. Beiersdorf Unilever Edgewell Personal Care Shiseido Henkel Procter & Gamble Every single one under-trading online $11.7Bn RSV lost in 2025 → $16.7Bn by 2030 if nothing changes Online drives 75% of Beauty Personal Care (BPC) growth. None of them is at fair share The channel wins. Challengers feast. The giants bleed Most indexes describe the problem. Ours (online market share/ offline market share) prices it — in $m, at country-brand level — and prescribes the fix Our last report is now out → FF&A E-Commerce IQ®: Beauty & Personal Care → Who are the relative winners, losers & distant laggards → Who's bleeding, and where → The fix: Ecommerce 3.0® (now AI enabled) Full report 👇. Write 'Ecom 3.0' in comment below to receive a copy Exciting times #cpg #fmcg #growth #ceo #ecommerce

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