TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio

Page created by Katie Greene
 
CONTINUE READING
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
∙ Perfume your world ∙

                              TOILET PAPER
                                   Trend Watch

    SEPTEMBER 2019
0
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
Toilet paper accounts for the largest segment in household paper products, and
      due to its intimate usage, it is also the segment where consumers are least
    likely to trade performance for cost. Consumers increasingly believe that store
         brands are as good as name brands and that in most cases, premium
       innovations are not worth the extra cost. Despite these trends, there are
       growth opportunities over time that will require brands to innovate their
                                      products.

1
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
TABLE OF CONTENTS

     MARKET
                    TRENDS   FRAGRANCE
    OVERVIEW

     1              2          3
2
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
MARKET
    OVERVIEW

               Ø category overview

     1
               Ø facts & figures

               Ø product showcase

3
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
MARKET OVERVIEW - category overview
                                            Market Size for Paper Products
                               (Current Year & Forecast Projection, North America)                                                 Toilet paper and
                                                                                                                                     paper towels
                                                                                                                                  account for 82%
                                                                                                                                  of household paper
                          $19.50                                                                                                    category sales

                                                                                                                                        Source: Mintel

                          $19.00                                                                                         $18.92
                                                                                                                $18.77
                                                                                                       $18.64
                                                                                              $18.49
                          $18.50                                                     $18.40
         Value (bn USD)

                                                                     $18.17 $18.20
                                                            $18.00
                          $18.00
                                            $17.76 $17.79
                                   $17.56
                          $17.50

                                                   247      212      229    291      331
                          $17.00

                          $16.50
                                   2012     2013   2014     2015     2016   2017     2018     2019     2020     2021      2022
                                                                                                                 * # of launches

     •    Household paper represents one of the most inert CPG (consumer packaged goods) categories.

     •    The market is projected to grow 3.3%, which amounts to market worth of $18.9 billion by 2022.
                                                                                                                   Source: Mintel, Market Sizes
4
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
MARKET OVERVIEW - category overview
          Market Segmentation for Household Paper Products
                              (Value $bn USD, North America, 2017)

                                         Facial Tissues
                                              11%

                                                            Toilet Paper                 Toilet Paper
                                                             (Wet/Dry)                   (Wet/Dry)
                                                                                         Kitchen
                                     Kitchen                    54%
                                      35%

    •   Toilet Paper (Wet/Dry) [$9.73] dominates the household paper product market, with 54% of products
        being paper and moist toilet paper/tissues.

    •   Kitchen [$6.43] products include kitchen towels, napkins, and serviettes.

    •   Facial Tissues [$2.05] includes handkerchiefs. This category along with napkins are being cannibalized by
        toilet paper and paper towels, as consumers substitute products across segments.
           •    30% of US adults use toilet paper as a substitute for facial tissue
                                                                                                Source: Mintel, Market Sizes
5
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
MARKET OVERVIEW - facts & figures
         Top Companies for Household Paper Products
                 Company Retail Market Share by %
                  (Value %, United States, 2017)
                                  Others
                                   3%

                                                The Procter &
                    Own Label
                                               Gamble Company   The Procter & G amble
                      26%
                                                    32%         Company
                                                                Kimberly-Clark Corporation

                                                                Koch Industries Inc.

                                                                Own Label

                   Koch Industries Inc.    Kimberly-Clark
                          18%               Corporation
                                               21%

                                                                      Source: Mintel, Market Sizes
6
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
MARKET OVERVIEW - facts & figures
                                  Top Product Claims for Toilet Paper
                                  (% by Variants, North America, 2016-2018)

               Environmentally
               Friendly Package                            2018
                     14%           Environmentally
                                   Friendly Product
                                         28%
    Ethical - Recycling
           15%                                             2017

                                                           2016
           Fragrance Free     Ethical - Sustainable
                18%           (Habitat/Resources)
                                       25%                        0      10       20      30           40   50          60        70

                                                                                               Units

       •     Environmentally Friendly Product claims lead as a main concern for consumers who are making “green”
             purchases.

       •     Still in line with Environmentally Friendly Product is Ethical-Sustainable (Habitat/Resources) claim which
             accounts for products that don’t participate in agricultural waste, are responsibly sourced, and use
             alternative fibers versus the common virgin wood pulp.

                                                                                                            Source: Mintel GNPD
7
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
MARKET OVERVIEW - product showcase
    1. SKINCARE INGREDIENTS INFUSED
                                                             1                                        2
                                                                            ANDREX - UK                       MAY FLOWER - CHINA
    Andrex Classic Clean Washlets have been relaunched                 Classic Clean Washlets             Zhen Mai Xian Rou Toilet Tissue
                                                                 ‘Cotton Fresh’ Toilet Tissue Wipes
    in the UK and now contain micellar water. The
    flushable and biodegradable wipes are lightly
    moistened with micellar water and feature a cotton-
    fresh fragrance.
    2. ENZYMED POWERED PAPER
    May Flower Zhen Mai Xian Rou Toilet Tissue is
    formulated with Npulp, claimed to be the first straw
    paper process which doesn't use harsh chemicals,
    instead relying on the power of enzymes.

    3. AROMATHERAPY CLAIMS
                                                             3
                                                                        CARESS - ITALY
                                                                     Argantherapy Scented
    Caress Argantherapy toilet paper is said to "transform               Toilet Paper
    your bathroom into a comfortable wellness center to
    make you enjoy the beneficial effects of
    aromatherapy every day". Providing aromatherapeutic                                                                               GLAD
    qualities in paper products explores how consumers
                                                                                                                          4
                                                                                                                                 OdorShield Small
    are looking for homecare products that provide                                                                             Trash Bags - Febreze
                                                                                                                                 Beachside Breeze
    mental and physical wellbeing.
    4. SCENTED SOLUTIONS
    A trend toward scentless and unscented household
    products has been driven by chemical and ingredient
    concerns as well as scent sensitivity. Glad’s
    Odorshield touts a OdorShield technology that
    guarantees protection against the strongest trash
    odor.
                                                             5
                                                                        INFIORE - ITALY
    5. QUICK DISSOLVING                                      Selection Soave Compact Toilet Paper
    Infiore Selection Soave Compact Toilet Paper is
    described as a soft two-ply toilet paper made from
    100% pure cellulose. According to AFNOR accredited                                                                         6    CLEAN SCENTS®
                                                                                                                                     Paper Towels
    tests, it dissolves in nine seconds.

    6. INFUSED SCENTS
    NEW CLEAN SCENTS® Paper Towels are unique and
    innovative with fruit scents. The scented towels
    provide a fresh scent for the kitchen through their
8
    scented cores.
TOILET PAPER Trend Watch - SEPTEMBER 2019 - Sozio
TRENDS
             Ø formulation

               innovations

    2
             Ø packaging innovations

             Ø new territory

             Ø format innovations

9
TRENDS - formulation innovations
     PERSONAL CARE INGREDIENTS
                                                                                  COCONUT                     SHEA BUTTER
     Emphasizing ingredient efficacy
     Coconut oil isn’t just used for cooking anymore,
     Saxon’s toilet paper is enriched with extracts of
     coconut oil, following popular trends found in food
     and beauty markets. Mintel research shows that
     when buying toilet paper, 57% of buyers consider
     softness to be a key factor when purchasing, with
     the inclusion of coconut oil potentially boosting
     associations with this aspect.
     Furthermore, the moisturizing properties of coconut                          SAXON - UK                    SAXON - UK
     oil also seem well placed to entice users in that                           Softest Toilet                Softest Toilet
                                                                                    Tissue                        Tissue
     market.

                                                                                                  CLEAN INGREDIENTS
                                                                                                  Healthy properties in toilet paper
                                                                     Value-added benefits are a staple in tissue innovation to drive
                                                                     category value growth. The industry has seen a wide range of
                                                                        value-added benefits – from ingredients in the products to
                                                                          functional benefits. Examples of added benefits through
                                                                           additional ingredients include scents, disinfectants, and
                                                                                                 lotions/oils for gentleness on skin.
                                                                               Sorbent Thick & Large Hypo-Allergenic Toilet Tissue
         SORBENT - NEW ZEALAND          LIVINGCRAFTS - SOUTH KOREA                is dermatologically tested Ph neutral, suitable for
        Thick & Large Hypo-Allergenic        Flushable Moist Wipes             sensitive skin and free from ink, dyes and fragrance.
                Toilet Tissue
10
TRENDS - packaging innovations                                                                                       IN THE US
                                                                                                                       45%
                                                                                                                   of adults say a
     PLASTIC-FREE                                                                                              'made from recycled
                                                                                                               products' claim would
                                                                                                                 encourage them to
                                                                                                                   buy a product
     Reducing plastic packaging
     In light of the growing awareness of plastic waste in                                                          Source: Mintel

     the environment, there is opportunity for brands to
     embrace paper packaging and reduce the category’s
     plastic footprint.
     De La Mark Toilet Paper is a two-ply product made
     from carefully bleached recycled paper. The
     packaging is plastic-free and the paper is said to be
     gentle for skin.
                                                                       DE LA MARK - UKRAINE         WHO GIVES A CRAP - AUSTRALIA
     Who Gives A Crap Toilet Paper is made from 100%                        Toilet Paper                    Toilet Paper
     recycled paper with no dyes, inks or scents.

                                                                                              RECYCLED FIBERS
                                                                                              Appealing to eco consumers
                                                                    Brands can bolster their eco credentials by reducing the
                                                                     carbon footprint of production. Examples include using
                                                                renewable energy and increasing their use of recycled fibers
                                                                                        and locally grown sustainable fibers.
                                                                  Smooth Panda 100% Bamboo Toilet Paper is unbleached
                                                                and features a natural bamboo fragrance. According to the
                                                                manufacturer, bamboo needs fewer fertilizers or pesticides
        SMOOTH PANDA - GERMANY      EARTH SMART - NEW ZEALAND                            than trees and also grows quickly.
             100% Bamboo               Recycled Double Length
              Toilet Paper                2 Ply Toilet Paper
11
TRENDS - new territory
     BETWEEN THE “V”
                                                                                    MASS                        NICHE
     Finding new paths towards “femcare”
     The natural feminine care sector is small, but is growing
     faster than the broader market. While many of these
     brands are sold exclusively online, some are migrating
     onto the shelfs of major retailers, suggesting a transition
     from niche to mainstream.
     Unilever’s 2017 acquisition of Seventh Generation brings
     up the idea that the feminine care category also needs
     to prepare for global powerhouses becoming green niche
     rivals. Natural material innovation from outside the                 SEVENTH GENERATION - USA       THE HONEY POT - USA
     category shows potential to have a disruptive influence                  Free & Clear Pads          Overnight Herbal Pads
     on established brands.

                                                             SHIFTING THE ECO-FRIENDLY PATH
                                                                                      Wellness that leads into niche hygiene
                                                                        The natural sanitary protection niche is growing. The past
                                                                      three years have seen the launch of numerous green brands
                                                                      with similar materials and messaging. Organic cotton, social
                                                                   responsibility and health- and wellness-based marketing define
                                                                               these brands. The segment is smartly positioned on
                                                                        alternative materials and convenient distribution methods.

                                                                    It will become more important for eco-friendly brands to trial
           RAEL - USA                      CORA - USA                  new designs to be greener, but also improve performance.
       Organic Cotton Pads             Organic Cotton Pads

12
TRENDS - format innovations
                                                    FLUSHABLE WIPES

             Increasing popularity for Wet Wipes                                       Concerns over its use

             NEVE - BRAZIL               FESS’NETT - UK             NATRACARE - Safe to Flush - UK        CHARMIN - US
          Wipes with Dermacare        Wet Toilet Paper Wipes               Moist Wipes                   Flushable Wipes

     Flushable moist wipes and moist towelettes are becoming        “Flushable” wipes have been in the spotlight as the
     favored by younger consumers. It is a small category, but     leading cause of sewer blockages. In 2019, Water UK
      can be linked to water conservation, which is a growing     announced a new standard for wipes, “Fine to Flush”, a
             priority among US and global consumers.             logo which will inform consumers that the “wipe doesn’t
                                                                 contain plastic and will break down in the sewer system.”
       Flushable moist wipes are slightly more preferred by
         consumers aged 18-34 compared to the general             In late 2018 Charmin changed the name of its flagship
        population, but have growth potential among older            flushable moist wipe from Charmin Fresh Mates to
                           consumers.                            Charmin Flushable Wipes. This move may be influenced by
                                                                    calls for the industry to create a clearer distinction
                                                                 between flushable and non-flushable wipes to help reduce
                                                                   clogs from consumers who flush baby and household
                                                                               cleaning wipes down the toilet.
13
FRAGRANCE

                 Ø trends

       3
                 Ø Sozio submissions

14
FRAGRANCE - trends
                                          NORTH AMERICA

           Fresh                       Floral                        Locational                     Fruity
       Cotton · Linen ·            Rose · Blossoms                Hillside · Forest · Ocean    Strawberry · Apple ·
            Breeze                                                                                    Peach

                                                     GLOBAL

           Fresh                       Floral                   Green/Aromatic                  Gourmand
     Cotton · Linen · Baby     Rose · Bouquet · Cherry        Aloe Vera · Bamboo · Lavender   Honey · Vanilla · Shea
            Powder            Blossom · Jasmine · Lilac ·     Chamomile · Cucumber · Green        Almond Milk
                             Orchid · Hibiscus · Marigold ·                Tea                   Source: Mintel GNPD
15                               Peony · Violet · Lotus
FRAGRANCE - Sozio submissions                                                            Low
Allergen
      PEACH BLOSSOM                    CHAMOMILE                  CUCUMBER ALOE
                         SZUSM000127                SZUSM000128                 SZUSM000129

                  TOP                         TOP                          TOP
             Peach Nectar,                   Fruity,               Cucumber, Mandarin,
      Green Apple, Sweet Pineapple       Aromatic Green            Melon, Dewy Greens

                  MIDDLE                      MIDDLE                     MIDDLE
               Rose, Jasmine,            Chamomile, Iris,           Cyclamen, Violet,
           Cyclamen, Leafy Greens      Anise, Mint, Camphor          Jasmine, Rose

                   BASE                       BASE                       BASE
                 Coconut,                    Woody,                   Fresh Musk,
                  Almond                     Dry Hay                  Sheer Vanilla

16
FRAGRANCE - Sozio submissions                                                           Low
Allergen
           APPLE RAIN                LAVENDER FIELDS               ROSE PETALS
                       SZUSM000130                   SZUSM000131               SZUSM000132

                 TOP                            TOP                       TOP
             Green Apple,                Fresh Lavender,               Wild Rose
        Rhubarb, Watery Greens          Herbal, Fir Needles
                                                                        MIDDLE
                 MIDDLE                        MIDDLE                     Iris,
      Waterlily, Muguet, Cyclamen,     Lavandin, Heliotrope,       Heliotrope, Violet
      Rosewater, Peony, Magnolia      Violet, Almond Blossom
                                                                         BASE
                BASE                         BASE                  Ambrette, Vanilla,
             Sheer Musks                    Vanilla,               Sandalwood, Musks
                                         Coconut, Musks

17
FRAGRANCE - Sozio submissions                                                                  Low
Allergen
      COTTON FLOWER                  BABY POWDER                      SUNFLOWER
                       SZUSM000133                  SZUSM000134                    SZUSM000135

                 TOP                         TOP                            TOP
            Fresh Cotton,                 Aldehydic,                      Aquatic,
       Aldehydes, Leafy Greens              Fresh                 Coconut Water, Airy Breeze

               MIDDLE                       MIDDLE                          MIDDLE
            Rose, Violet,              Rose, Jasmine,                Wild Flower, Jasmine,
       Lavender, Jasmine, Neroli     Heliotrope, Iris, Lilac           Lilac, Heliotrope

                BASE                         BASE                          BASE
           Powdery Musks,               Vanilla, Honey,                Vanilla Sugar,
           Vanilla, Woody              Cinnamon, Anise               Woody, Clean Musks

18
FRAGRANCE - Sozio submissions                                    Low
Allergen
           VANILLA HONEY               ARGAN SHEA
                         SZUSM000136               SZUSM000137

                  TOP                       TOP
              Honey Nectar              Peach Nectar,
                                         Shea Butter
                 MIDDLE
                Magnolia,                   MIDDLE
               Almond Milk               White Floral,
                                        Lavender, Anise
                 BASE
              Sweet Vanilla,               BASE
               Sheer Musk                 Woody,
                                        Amber, Musks

19
∙ Perfume your world ∙

                Europe, Africa               Latin & North America                 Asia
               and Middle East                      Sozio Inc                J&E Sozio Asia Ltd
                  Sozio SAS

          6, Rue Barbès - CS80050               51 Ethel Road West        Unit C6, 15/F, TML Tower
     92532 Levallois-Paris cedex - France   Piscataway, NJ 08854 USA   No.3 Hoi Shing Road - Tsuen Wan,
       Phone: +33 (0) 1 81 93 00 60         Phone: (+1) 732 572 5600            N.T. Hong Kong
        Fax: + 33 (0) 1 81 93 00 98          Fax: (+1) 732 572 0944        Phone: (852) 2111 0842
                                                                            Fax: (852) 2111 0942

20
                                                                                             www.jesozio.com
You can also read