In 2024, Sephora generated retail sales of over ***** billion U.S. dollars in the United States. Back in 2020, the personal care and beauty retail chain garnered just over **** billion U.S. dollars in retail sales. Company results As of 2024, Sephora recorded noteworthy global results, with retail sales adding up more than ** billion U.S. dollars, up from around **** in the prior year. Moreover, the number of U.S. Sephora stores also increased overtime, amounting to about *** in 2023. Since the ‘90s, Sephora is part of the company Moët Hennessy Louis Vuitton (LVMH), which reached a peak of over ** billion euros in revenue in that same year. How popular is Sephora? The outstanding results come as no surprise, given the extreme popularity of the retailer, which became the leading beauty shopping destination in several countries. It is, in fact, in first place for young consumers in the United States, but also for beauty shoppers in France. Sephora is also part of a ranking of most well-known online health and beauty retailers in the UK, despite the presence of only very little physical stores in the country.

Demographics Analysis with Consumer Edge Credit & Debit Card Transaction Data

Consumer Edge is a leader in alternative consumer data for public and private investors and corporate clients. CE Transact Signal is an aggregated transaction feed that includes consumer transaction data on 100M+ credit and debit cards, including 14M+ active monthly users. Capturing online, offline, and 3rd-party consumer spending on public and private companies, data covers 12K+ merchants and deep demographic and geographic breakouts. Track detailed consumer behavior patterns, including retention, purchase frequency, and cross shop in addition to total spend, transactions, and dollars per transaction.

Consumer Edge’s consumer transaction datasets offer insights into industries across consumer and discretionary spend such as: • Apparel, Accessories, & Footwear • Automotive • Beauty • Commercial – Hardlines • Convenience / Drug / Diet • Department Stores • Discount / Club • Education • Electronics / Software • Financial Services • Full-Service Restaurants • Grocery • Ground Transportation • Health Products & Services • Home & Garden • Insurance • Leisure & Recreation • Limited-Service Restaurants • Luxury • Miscellaneous Services • Online Retail – Broadlines • Other Specialty Retail • Pet Products & Services • Sporting Goods, Hobby, Toy & Game • Telecom & Media • Travel

This data sample illustrates how Consumer Edge data can be used to compare demographics breakdown (age and income excluded in this free sample view) for one company vs. a competitor for a set period of time (Ex: How do demographics like wealth, ethnicity, children in the household, homeowner status, and political affiliation differ for Walmart vs. Target shopper?).

Inquire about a CE subscription to perform more complex, near real-time demographics analysis functions on public tickers and private brands like: • Analyze a demographic, like age or income, within a state for a company in 2023 • Compare all of a company’s demographics to all of that company’s competitors through most recent history

Consumer Edge offers a variety of datasets covering the US and Europe (UK, Austria, France, Germany, Italy, Spain), with subscription options serving a wide range of business needs.

Use Case: Demographics Analysis

Problem A global retailer wants to understand company performance by age group.

Solution Consumer Edge transaction data can be used to analyze shopper transactions by age group to understand: • Overall sales growth by age group over time • Percentage sales growth by age group over time • Sales by age group vs. competitors

Impact Marketing and Consumer Insights were able to: • Develop weekly reporting KPI's on key demographic drivers of growth for company-wide reporting • Reduce investment in underperforming age groups, both online and offline • Determine retention by age group to refine campaign strategy • Understand how different age groups are performing compared to key competitors

Corporate researchers and consumer insights teams use CE Vision for:

Corporate Strategy Use Cases • Ecommerce vs. brick & mortar trends • Real estate opportunities • Economic spending shifts

Marketing & Consumer Insights • Total addressable market view • Competitive threats & opportunities • Cross-shopping trends for new partnerships • Demo and geo growth drivers • Customer loyalty & retention

Investor Relations • Shareholder perspective on brand vs. competition • Real-time market intelligence • M&A opportunities

Most popular use cases for private equity and venture capital firms include: • Deal Sourcing • Live Diligences • Portfolio Monitoring

Public and private investors can leverage insights from CE’s synthetic data to assess investment opportunities, while consumer insights, marketing, and retailers can gain visibility into transaction data’s potential for competitive analysis, understanding shopper behavior, and capturing market intelligence.

Most popular use cases among public and private investors include: • Track Key KPIs to Company-Reported Figures • Understanding TAM for Focus Industries • Competitive Analysis • Evaluating Public, Private, and Soon-to-be-Public Companies • Ability to Explore Geographic & Regional Differences • Cross-Shop & Loyalty • Drill Down to SKU Level & Full Purchase Details • Customer lifetime value • Earnings predictions • Uncovering macroeconomic trends • Analyzing market share • Performance benchmarking • Understanding share of wallet • Seeing subscription trends

Fields Include: • Day • Merchant • Subindustry • Industry • Spend • Transactions • Spend per Transaction (derivable) • Cardholder State • Cardholder CBSA • Cardholder CSA • Age • Income • Wealth • Ethnicity • Political Affiliation • Children in Household • Adults in Household • Homeowner vs. Renter • Business Owner • Retention by First-Shopped Period ...

Consumer Edge is a leader in alternative consumer data for public and private investors and corporate clients. CE Vision USA includes consumer transaction data on 100M+ credit and debit cards, including 35M+ with activity in the past 12 months and 14M+ active monthly users. Capturing online, offline, and 3rd-party consumer spending on public and private companies, data covers 12K+ merchants, 800+ parent companies, 80+ same store sales metrics, and deep demographic and geographic breakouts. Review data by ticker in our Investor Relations module. Brick & mortar and ecommerce direct-to-consumer sales are recorded on transaction date and purchase data is available for most companies as early as 6 days post-swipe.

Consumer Edge’s consumer transaction datasets offer insights into industries across consumer and discretionary spend such as: • Apparel, Accessories, & Footwear • Automotive • Beauty • Commercial – Hardlines • Convenience / Drug / Diet • Department Stores • Discount / Club • Education • Electronics / Software • Financial Services • Full-Service Restaurants • Grocery • Ground Transportation • Health Products & Services • Home & Garden • Insurance • Leisure & Recreation • Limited-Service Restaurants • Luxury • Miscellaneous Services • Online Retail – Broadlines • Other Specialty Retail • Pet Products & Services • Sporting Goods, Hobby, Toy & Game • Telecom & Media • Travel

Private equity and venture capital firms can leverage insights from CE’s synthetic data to assess investment opportunities, while consumer insights teams and retailers can gain visibility into transaction data’s potential for competitive analysis, shopper behavior, and market intelligence.

CE Vision Benefits • Discover new competitors • Compare sales, average ticket & transactions across competition • Evaluate demographic and geographic drivers of growth • Assess customer loyalty • Explore granularity by geos • Benchmark market share vs. competition • Analyze business performance with advanced cross-cut queries

Corporate researchers and consumer insights teams use CE Vision for:

Corporate Strategy Use Cases • Ecommerce vs. brick & mortar trends • Real estate opportunities • Economic spending shifts

Marketing & Consumer Insights • Total addressable market view • Competitive threats & opportunities • Cross-shopping trends for new partnerships • Demo and geo growth drivers • Customer loyalty & retention

Investor Relations • Shareholder perspective on brand vs. competition • Real-time market intelligence • M&A opportunities

Most popular use cases for private equity and venture capital firms include: • Deal Sourcing • Live Diligences • Portfolio Monitoring