Report Summary

Period covered: 31 August - 04 October 2025

3 minute read

Note: This report summary is one or two months behind the current month as standard reporting practice. The content is indicative only and incomplete with certain data undisclosed. Become a member to access this data or take out a free 30 day membership trial now.

Health and Beauty sales

Health & Beauty sales rose by xx% year-on-year in September. While slower than the xx% growth recorded a year ago, the category continues to outperform most discretionary segments, driven by the sector’s dual identity as both essential and indulgent.

September’s result, though more restrained, was above the broader non-food average and confirms that demand remains consistent, even in an environment of tighter spending.

Key trading themes and drivers

The return to routine influenced much of the month’s demand. Pharmacy, skincare and self-care lines held firm as consumers resumed wellness habits after summer, while early gifting and fragrance launches helped lift beauty sales.

The “affordable treat” dynamic remained visible, as shoppers made room in budgets for cosmetics and accessible skincare, especially where promotions or loyalty offers sweetened the deal.

Pharmacy-led spending was driven by the seasonal rise in cold, flu and allergy remedies, alongside vitamins and supplement while there was also a small rise in grooming, make-up and fragrance top-ups ahead of the start of university.

Some retailers responded with targeted activations, bringing forward Christmas previews, focusing on advent calendars, limited-edition sets and value bundles.

These early pushes captured interest without demanding large outlays and helped anchor September as a bridge between summer trade and the start of peak season preparations.

Footfall Patterns

Health & Beauty retailers benefited from functional store formats and high-frequency visits, with retail park and city centre specialists captured stronger weekend trade.

Macroeconomic Backdrop

The macroeconomic setting remained challenging but stable. Consumer confidence fell to -19, with the cost of essentials and concerns over future tax increases in next month’s Autumn Budget continuing to dampen household sentiment.

Wage growth of xx% remained above inflation, which was unchanged at xx%, offering some real income relief, but this was countered by a rise in unemployment to xx% and declining job vacancies.

Mortgage rates eased slightly as gilt yields improved, though housing activity stayed subdued. But credit demand was steady, with borrowing contained and savings deposits rising.

Many households kept a close hold on finances, yet Health & Beauty maintained its place as a justified indulgence within day-to-day spending.

Barclays data showed xx% of consumers felt confident managing their budgets, mirrored in stable sector performance.

Spending patterns revealed a sharper focus on value: shoppers responded to promotions, loyalty rewards and transparent pricing.

The category remained firmly within the essentials basket, underpinned by steady demand for personal care and wellness products.

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Consumer confidence increased by two points in October