Waldencast SPAC Presentation Deck slide image

Waldencast SPAC Presentation Deck

Beauty is a proven and resilient, high-growth and highly profitable market Massive addressable market with attractive category dynamics... Key drivers of industry growth: Skincare Color cosmetics Haircare Bath and shower Fragrance Global beauty and personal care market¹ $750 $500 $250 $0 YOY Growth % MW 2007A 11.3% Global market size¹ $155bn $66bn $83bn $49bn $48bn Proven resilience Muted recession impact across most categories 2008A 8.6% 2009A % of BPC 2021-2023 market¹ CAGR¹ 30% 7.9% 13% 7.0% 16% 5.2% 9% 4.6% 9% 7.2% ...and proven resiliency through economic cycles (1.3%) Rapid recovery Return to growth above pre-recession levels 2010A 7.4% 2011A 9.5% 2012A 1.5% ¹ Euromonitor International; Beauty & Personal Care, 2021ed, retail value sales, current prices, 2020 fixed ex rates 2013A Shifting desire for quality over price Increasing appetite for clean, natural, and higher- performance products 2.0% Emerging market expansion Adaptability to e-commerce channels, particularly by skincare and makeup consumers 2019A 1.2% Consistent momentum Strong momentum continues post lockdown 2020A (3.8%) 2021E 8.4% 2022E 6.4% 2023E 6.4% 2024E 6.2% 2025E 6.2%
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