Pkgg Scan: Beauty strength, health weakness, and metal-led mix shift

Research evidence excerpt

Pkgg Scan: Beauty strength, health weakness, and metal-led mix shift

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Packaging & Paper/Forest Products

Pkgg Scan: Beauty strength, health

weakness, and metal-led mix shift

Industry Overview

Packaging trends in Nielsen scanner data; wk ended 6/13 24 June 2026

Nielsen published its scanner data for the period ending 6/13/25. This note summarizes Equity

trends across beauty, personal care, health and wellness, and canned food products, United States

focusing on products packaged by Amcor (AMCR; Buy), Aptar (ATR; Neutral), Silgan Packaging & Paper/Forest Products

(SLGN; Buy), and/or Sonoco (SON; Buy). George L. Staphos

Research Analyst

Scanners show higher-end strength, lower-end pressure BofAS+1 646 855 4495

Scanner data continues to highlight the K shaped consumer environment, with pressure george.l.staphos@bofa.com

concentrated in more routine, lower value categories and relative strength in higher end, Kyle Benvenuto

discretionary products. Core categories such as cosmetics (-9.4%), hair care (-3.7%), ResearchBofAS Analyst

deodorant (-4.1%), and oral care (-2.2%) were broadly negative over the latest 4 weeks, +1 646 743 0046

kyle.benvenuto@bofa.com

reflecting weaker demand in everyday, price sensitive purchases and weighing on high

volume packaging tied to AMCR. In contrast, higher end and benefit-led categories,

including fragrances (+10.4%), facial skincare (with moisturizers notably strong), and

select treatment products, remained positive, supporting demand for more premium

packaging formats. Overall, while volumes remain under pressure, mix continues to shift

toward higher end products, benefiting ATR, SLGN and higher value AMCR exposure.

Health mixed as core OTC somewhat sluggish