Investment Case

why you should invest

Growth Market
The Beauty Market - including makeup, skincare and haircare - is worth $460 billion and projected to grow at a CAGR of +18% over next 3 years. Revolution Beauty’s innovative product portfolio, strong customer relationships and global brand recognition put it in a prime position to take full advantage.

Strong position in a resilient and structurally growing beauty market
- Global beauty market currently worth $460bn and projected to grow 18% over next three years.
- Historic trends demonstrate resilience of beauty market to economic downturns.
- “Reigniting the Revolution” strategy to deliver sustainable profitable growth.


Disruptive portfolio of affordable brands for loyal Gen Z customer base
- With its mass disruptor brands, Revolution Beauty operates in the fastest growing segment of the beauty market, offering affordable products to a valuable Gen Z customer base.
- Competitively well-positioned versus prestige and legacy beauty market players.


Omnichannel model with global reach across 75 markets
- Good geographic diversification of sales: USA (27%), UK (34%), ROW (39%). Present in five of eight of the world’s largest beauty markets.
- In 14k stores globally (80% of sales), including relationships with top tier retailers
- Growing digital offer (20% of sales), serving customers via revolutionbeauty.com, as well as social commerce platforms (e.g. TikTok) and digital partners (e.g. Amazon)


Opportunity for significant market share gains
- Potential to add new distribution points with existing retailers, as well as new global retailers
- Focused on target markets of US, UK, Australia & New Zealand and Germany
- Unique distributor model serving ROW, including India


Unique approach to product innovation and marketing
- Rapid NPD capability, listening to our social community, responding to the latest consumer trends and bringing new products to market in as little as 16-20 weeks.
- Award winning products that meet the affordability and sustainability demands of Gen Z community.
- 7m+ social media followers and more than 2m customers registered on revolutionbeauty.com

Robust financial and operational discipline
- Platform for growth underpinned by:
o Profitable operating model, with strong cost management and targeted investment
o Cash and balance sheet efficiency, including disciplined inventory management
o Cost reduction programmes, with £10m of savings targeted between FY24 and FY27

Source:
1. Euromonitor; OC&C; McKinsey

Our IPO documents can be accessed below.

Share Price Center


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