Retail Tissue Global Industry Overview

July 2020

Global retail tissue is seeing growth, driven by demand in developing regions. While 2020 saw a surge in sales in developed markets, sales growth is expected to start returning to pre-COVID-19 trends in 2021. This report analyses global growth and unmet potential for the industry, including the impact of COVID-19 on developed and developing regions, shifts in the competitive environment, retail channel dynamics and the dynamics in consumer communication, including digital platforms.

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This report comes in PPT.

Understanding key broad COVID-driven themes

From sustainability to purpose

The idea of sustainability has evolved beyond the inclusion of ethical credentials and environmental concerns, such as plastic pollution and climate change, to a more holistic approach that aims to create social, environmental and economic value. These tendencies have further accelerated in the COVID-19 environment.

“Home-tainment” and the new experiential consumer

Consumers are redefining and adapting their daily routines as they stay at home longer, further reinforcing many of the pre-COVID-19 trends in “hometainment” and digital experiences. The expanded cohort of experiential customers creates strategic opportunities across products and services, including further digitalisation of brand communication and education.

Innovation and the new “core”

The coronavirus era has disrupted “business as usual” for companies in consumer goods and consumer services. This has led to rapidly changing operating and consumer environments, with many households becoming risk averse, thereby redefining operating conditions for craft brands, new product development and the innovation pipeline.

Where and how consumers shop

The arrival of COVID-19 has accelerated trends such as the rise of online, click-and-collect, frictionless retail and D2C. In this context, the role of store-based distribution is rapidly evolving as well, laying the ground for frictionless and truly integrated distribution strategies.

Wellness redefined

On the cusp of a tipping point prior to the global pandemic, the wellness movement is set to witness another paradigm shift. The nutrition, health, personal care and fitness industries will need to rethink their strategies. The primary aspects of optimal health and the adoption of a holistic approach which encompasses mental wellbeing and physical wellness are being reinforced.

Scope
Examining five trends shaping consumer tissue
Highlights of COVID-19’s impact on consumer tissue
Positive global growth in 2019 coming mainly from developing regions
Tissue and hygiene industry in the context of other fmcgs
Developed markets still dominate in terms of per capita spend
Asia Pacific leads in retail tissue, with more opportunities ahead
China and US the two key markets, with US sales flattening
E-commerce surges, with a further boost from COVID-19 concerns
In-store experience still important, but mobile platforms gain traction
Engaging with consumers on social media: Which platforms are used?
Fmcgs a relatively safe haven in the COVID-19 environment
Geographic exposure among the key factors in leaders’ performance
Private label holds ground in developed and gains in developing regions
Lifestyle brands’ insurgency
DTC in COVID: Peach Goods managing supply, with rising brand awareness
Understanding key broad COVID-driven themes
Examining five trends shaping consumer tissue
From price increases to affordability and value for money
On the path to redefining premium and brand value
Insurgent brands facilitate shifts in innovation and communication
Conveying value of sustainability to align with consumer views
On the road to moving away from plastic packaging in tissue
Effective and seamless omnichannel experience
Spike in 2020, but COVID-19 impact on economy could be a drag on sales
COVID-19-related soft drivers behind spike in growth
Developed markets: Spike in 2020, return to pre-COVID-19 in long term
Potential long-term disruption in US retail tissue demand
Developing markets retail: 2020 as journey of discovery
Looking beyond COVID-19: Long-term potential in developing regions
Institutional sales take a hit in 2020 with a slow recovery in 2021
Regional snapshot of Asia Pacific
Regional snapshot of Australasia
Regional snapshot of Eastern Europe
Regional snapshot of Latin America
Regional snapshot of Middle East and Africa
Regional snapshot of North America
Regional snapshot of Western Europe

Tissue and Hygiene

This is the aggregation of retail and away-from home tissue and disposable hygiene products as well as Rx/reimbursement adult incontinence.

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