Core Viewpoint - The revival of the century-old fragrance brand TRIOMPHE TIOUF is not merely a nostalgic return but a strategic re-engagement with contemporary consumers through a "triple sensory aesthetic" approach, aiming to redefine the boundaries of French aesthetics and modern emotional healing [4][5][10]. Brand History and Development - TRIOMPHE TIOUF was founded in 1905, initially serving European nobility with bespoke fragrances. The brand's aesthetic roots were established in 1912, inspired by a moment under the Arc de Triomphe, symbolizing freedom and glory [5][7]. - The brand gained global recognition in 1920 when it was featured in The New York Times, and a rare fragrance survived World War II, symbolizing resilience and heritage [7][10]. - The brand officially relaunched in 2024, coinciding with the 60th anniversary of Sino-French diplomatic relations, and made its debut at the China International Import Expo in 2025 [4][10]. Market Context and Trends - The fragrance market has evolved from traditional uses to a focus on emotional healing, entering the "emotional therapy 5.0" era, where consumers seek deeper connections through scents [4][10]. - The global fragrance market reached approximately $79.003 billion in 2024, with the Chinese market accounting for about $27.852 billion. Home and personal care fragrances are emerging as significant growth segments [10]. Brand Identity and Target Audience - The revived brand embodies characteristics of independence, wisdom, and elegance, appealing to contemporary consumers who seek self-expression and emotional investment through fragrances [5][8]. - The brand's keywords—"skin ritual," "sensory aesthetics," and "plant power"—reflect the deeper pursuits of its target demographic, emphasizing the importance of ritualistic care and aesthetic pleasure [8][10]. Product Development and Aesthetic Framework - TRIOMPHE TIOUF's "triple sensory aesthetic system" includes olfactory aesthetics, skin aesthetics, and spiritual aesthetics, creating a comprehensive product development path [11][15]. - The olfactory line adheres to salon perfume creation principles, while the body care series integrates fragrance with skin care, enhancing the sensory experience [14][15]. - The brand's core ingredient, the French iris, is not only a symbol of elegance but also offers skin barrier repair and moisturizing benefits, supported by scientific research [15][16]. Global Strategy and Cultural Engagement - The brand's global strategy combines cultural empowerment with channel innovation, aiming to establish emotional connections with consumers [18][20]. - Collaborating with contemporary Chinese writer Zhang Haochen, the brand seeks to resonate with young consumers through shared values and lifestyle philosophies [20][22]. - The brand's market entry strategy includes a dual approach in China, focusing on high-end recognition and selective market expansion, while also targeting Southeast Asia as a testing ground for broader global outreach [22][23]. Conclusion - TRIOMPHE TIOUF's revival strategy is innovative, combining historical heritage with modern consumer needs, aiming to become a global brand that connects French fragrance artistry with contemporary emotional healing [24].

Core Viewpoint - The article emphasizes Estée Lauder's commitment to the Chinese market through its participation in the China International Import Expo, showcasing a comprehensive strategy that includes local R&D and innovative technology to meet consumer demands [3][19]. Group 1: Strategic Commitment - Estée Lauder's CEO highlighted the importance of deepening local R&D and technological innovation to align with Chinese consumer needs [3]. - The company presented a complete brand matrix for the first time at the expo, featuring 17 brands across various categories, demonstrating its commitment to the Chinese market [8][9]. - The theme of the expo participation, "Reshaping the New Beauty Landscape, Together Towards a Prosperous Future," reflects the company's strategic evolution from being a participant to a co-creator in the beauty industry [4][6]. Group 2: Innovative Experiences - The expo featured an interactive innovation R&D zone, celebrating 20 years of innovation in China, where attendees could engage with advanced beauty technologies [10][11]. - New products included AI skin detection tools and ultrasound skin measurement devices, enhancing consumer interaction and experience [10][11]. - The introduction of a smart makeup application showcased the company's focus on personalized beauty solutions [11]. Group 3: Product Innovation - Estée Lauder launched over a hundred new products, including several global and China debuts, addressing specific consumer needs in skincare, makeup, and fragrance [20][22]. - The "Rejuvenating Essence Oil" exemplifies the company's response to the nuanced anti-aging demands of Chinese consumers, integrating years of research into a new product [22][24]. - The company is actively developing products tailored to the high-growth potential of the Chinese market, particularly in the medical beauty sector [26][28]. Group 4: Market Performance - The latest financial report indicated a 9% organic sales growth in mainland China, highlighting the company's strong performance in the high-end beauty market [29][30]. - Seven brands under Estée Lauder achieved double-digit growth in China, with La Mer showing nearly triple-digit growth [29]. - The establishment of a dedicated China innovation R&D center and the elevation of the China market to an independent reporting region reflect the company's strategic focus on local responsiveness [30][32]. Group 5: Future Outlook - The article concludes that Estée Lauder's strategic decisions and local market engagement are not just reactive but part of a broader, proactive approach to capitalize on China's vibrant consumer landscape [32][33].

Core Insights - The eighth China International Import Expo (CIIE) showcases a significant shift in the beauty industry from "Chinese market" to "Chinese model," highlighting the increasing importance of the Chinese market for global beauty giants [3][4] - Major beauty companies are intensifying their product launches, with record numbers of new products and brands being introduced, indicating a strategic focus on innovation and local market adaptation [3][24] Group 1: Industry Trends - Beauty giants are building a global value creation system centered around the Chinese market, emphasizing the importance of "Chinese-style beauty" in their research, technology, and brand culture [4][62] - The expo features a variety of new brands and products tailored for the Chinese consumer, reflecting a trend towards precision targeting and niche market development within the beauty sector [24][30] Group 2: Company Highlights - L'Oréal's theme "Beauty Without Limits" emphasizes inclusivity and the exploration of beauty's cultural and economic impact through interactive experiences [8][9] - Procter & Gamble focuses on "Innovation Lights Up a Beautiful Life," showcasing a full-chain digital innovation approach and sustainable development initiatives [11][73] - Estée Lauder's "Reconstructing New Beauty" theme highlights its commitment to innovation and consumer engagement through immersive technology [13][77] - Shiseido's "Create Beauty" theme integrates technology and aesthetics, showcasing its long-standing research and development capabilities [15][30] - Amorepacific's "Embrace New Beauty" reflects its dedication to co-growth with the Chinese market, featuring a design inspired by its historical roots [17][71] - Kao's "Beauty Coexists, Good Future" theme showcases its commitment to quality and innovation, with a focus on local production and technology [19][71] Group 3: Product Innovations - The introduction of high-tech skincare products and green personal care items tailored for local consumers marks a significant trend in the beauty industry [24][51] - New brands such as Dr.G and RQ PYOLOGY focus on specific consumer needs, such as sensitive skin and post-aesthetic care, indicating a shift towards specialized offerings [25][30] - Innovations in product formulations, such as OLAY's new protein reconstruction technology and Shiseido's dual contouring technology, highlight the industry's focus on advanced ingredients and efficacy [35][37] Group 4: Sustainability and Future Outlook - Companies are increasingly prioritizing sustainability, with initiatives like P&G's "Mission 2030" and Amorepacific's five commitments to sustainable development [73][75] - The expo serves as a platform for beauty companies to showcase their long-term strategies and innovations aimed at meeting evolving consumer demands and environmental responsibilities [77][78]

Core Viewpoint - The domestic beauty market in 2025 is experiencing a "growth cold wave," with many leading companies facing revenue declines or significantly slowed growth. However, Guangdong Marubi Biotechnology Co., Ltd. (Marubi) has reported impressive growth, achieving a 25.51% year-on-year increase in revenue for the first three quarters, making it one of the few companies in the industry to achieve both revenue and profit growth during this challenging period [2][3]. Industry Overview - The beauty industry is entering a competitive phase characterized by slow consumer recovery and peak channel benefits. Rational consumption has become mainstream, making growth for leading companies increasingly difficult [5]. - Among eight leading domestic beauty companies, four reported a year-on-year revenue decline, with three experiencing declines exceeding 10%. Marubi stands out with a significant revenue increase of 25.51% [8][9]. Financial Performance of Marubi - Marubi's revenue for the first three quarters reached 2.450 billion yuan, a year-on-year increase of 25.51%. In Q3 alone, revenue was 686 million yuan, up 14.28% year-on-year. The net profit attributable to shareholders was 244 million yuan, reflecting a year-on-year growth of 2.13% [11][12]. - The company's operating cash flow for the first three quarters was 1.589 billion yuan, a substantial increase of 132.19%, indicating that revenue growth is supported by actual sales collections [13]. Growth Drivers - Marubi's growth is attributed to internal factors rather than external market benefits, focusing on product, cost, and operational improvements. The company has optimized its product structure and upgraded to higher-end products, particularly in the eye care category, which saw a price increase of 52.83% year-on-year [14][16][18]. - The skincare category has become the primary revenue driver, contributing 306 million yuan in Q3, aligning with Marubi's strategy to transition from an eye care expert to a leader in comprehensive anti-aging solutions [19]. Cost Management and R&D - Marubi has implemented refined cost control through bulk purchasing and the use of quality domestic raw materials, enhancing profitability and pricing flexibility. The company has balanced marketing expenses and R&D investments, with sales expenses increasing by 32.09% and R&D expenses growing by 15.34% [20]. - The company has maintained a strong focus on technological innovation, receiving multiple awards and patents, which solidifies its competitive edge in the market [23]. Strategic Positioning - Marubi's strategic upgrades encompass brand positioning, technological development, and product matrix enhancements, providing sustained momentum for growth. The company has shifted its branding to emphasize anti-aging and has engaged well-known celebrities to enhance brand recognition [22][24]. - The company has achieved significant recognition in the market, being named the top brand in several product categories, which reflects its effective "R&D-product-market" closed-loop strategy [26][29]. Conclusion - Marubi's performance in Q3 2025 not only highlights its financial growth but also underscores its strategic advantages in product structure, operational efficiency, and market positioning. The company's transition from a marketing-driven to a technology-driven approach is crucial for sustaining competitive advantages in a challenging industry landscape [30].

Core Insights - The article highlights how Pechoin, a 94-year-old brand, has successfully transformed into a popular beauty brand on Douyin during the 2025 Double 11 shopping festival, indicating a significant shift in its market strategy and consumer engagement [3][9]. Group 1: Brand Transformation - Pechoin's success is attributed to its evolution from a "classic brand" to a "contemporary brand," leveraging the vibrant Douyin e-commerce ecosystem for growth [4]. - The brand's strategic upgrade from "natural herbal" to "scientific herbal" reflects a commitment to modern consumer needs while respecting its heritage [11][13]. - The launch of the "Super A Bottle Series" showcases Pechoin's focus on scientific innovation, with upgraded patented technologies and a clear market positioning [13][16]. Group 2: Content Ecosystem - Pechoin has developed a multi-layered content strategy that combines "fast content" for immediate sales activation and "slow content" for building brand value [17][18]. - The "fast content" includes short videos and live broadcasts that quickly engage consumers, while "slow content" focuses on deeper brand storytelling through collaborations and advertisements [17][18]. - This dual approach allows Pechoin to not only drive sales but also establish long-term brand loyalty and recognition [17][18]. Group 3: Platform Synergy - Pechoin actively collaborates with Douyin to leverage platform policies for growth, such as the "Navigational Plan" during the Double 11 event, which provided significant support [21]. - The brand's innovative strategies, like integrating intangible cultural heritage into product promotion, have garnered additional platform support [21]. - The synergy between product strength, content strategy, and platform policies has resulted in substantial sales achievements, exemplifying a successful model for other brands [21][23]. Group 4: Cultural and Long-term Strategy - Pechoin emphasizes cultural confidence as a differentiating factor, creating products that resonate with consumers through deep cultural narratives [25][26]. - The brand's commitment to long-term investment in research and social responsibility is evident in its consistent R&D efforts and community engagement initiatives [27][28]. - By adopting a user-centric approach, Pechoin has demonstrated the importance of listening to consumer feedback and adapting products accordingly, which is crucial for differentiation in a saturated market [30][31]. Group 5: Conclusion - Pechoin's journey on Douyin exemplifies how a classic brand can thrive in a competitive landscape by embracing innovation, content-driven strategies, and platform collaboration [33][34]. - The article suggests that as more brands follow Pechoin's lead, the era of Chinese brands could be entering a new phase of growth and recognition [34].

Core Viewpoint - The article discusses the launch of Shanghai Jahwa's "Chinese Root Beauty System" as a significant milestone in the Chinese cosmetics industry, marking a shift from ingredient competition to innovative concepts in skincare [6][25][31]. Group 1: Background and Context - The cosmetics industry has historically been dominated by Western scientific principles, leaving "Chinese skincare" underrepresented despite China's rich herbal culture and traditional medicine [4][6]. - Shanghai Jahwa released the first "Chinese Root Beauty White Paper" in September 2025, aiming to establish a systematic theoretical framework for Chinese skincare [4][5]. Group 2: The Chinese Root Beauty System - The white paper introduces the "Chinese Root Beauty System," which integrates traditional Chinese philosophy with modern skin science, proposing a comprehensive framework for skincare [8][19]. - The system redefines beauty as a reflection of overall bodily health, emphasizing the importance of internal balance and vitality over superficial treatments [8][19]. Group 3: Methodology and Principles - The system is based on a four-step cycle: Purify, Balance, Nourish, and Strengthen, which aligns with traditional Chinese medicine's holistic approach [9][10][26]. - Each step addresses different aspects of skin health, from detoxification to nourishment, creating a dynamic and sustainable skincare routine [9][10][26]. Group 4: Scientific Validation and Cultural Significance - The white paper has been positively received by experts, who recognize its scientific rigor and cultural depth, bridging traditional Chinese medicine with modern consumer understanding [14][18][23]. - The framework not only preserves traditional wisdom but also adapts it to contemporary skincare needs, establishing a credible and replicable model for the industry [14][18][23]. Group 5: Market Implications and Future Directions - The introduction of the "Chinese Root Beauty System" signifies a paradigm shift in the cosmetics industry, moving towards a more philosophical and systematic approach to skincare [25][31]. - This innovation positions Shanghai Jahwa as a leader in defining Chinese skincare standards, potentially influencing the global beauty market [26][30][31].

Core Viewpoint - The article discusses the launch of "Future Beauty City" by CHANDO, which integrates smart manufacturing, industrial tourism, and educational experiences, aiming to transform industrial strength into cultural soft power and enhance consumer trust in beauty products [2][3][4]. Group 1: Future Beauty City Overview - The Future Beauty City covers an area of 161 acres with a total construction area of 127,000 square meters, featuring workshops for skincare, makeup, hair care, and masks, with a production capacity exceeding 400 million units annually [3]. - The city has been recognized as one of the "Top 10 Iconic Cultural and Tourism Projects" in Shanghai for 2025, showcasing a blend of technology and consumer experience [2][3]. Group 2: Consumer Engagement and Trust - The city aims to rebuild trust between consumers and the beauty industry through transparent and visualized production processes, allowing consumers to witness the entire manufacturing journey [4][6]. - Interactive exhibits in the city simplify complex skincare science, making it accessible and engaging for consumers, thereby enhancing their understanding of the brand's scientific achievements [4][6]. Group 3: Product Innovation and Market Response - CHANDO launched the "Double-Head Eye Essence" during the event, addressing the skincare concerns of modern Chinese women, particularly the issue of premature skin aging [3][17]. - Research indicates that the signs of skin aging in Chinese women are appearing earlier, with key indicators accelerating around the ages of 24 to 33 [17][18]. Group 4: Sustainable Development and Industry Impact - The Future Beauty City incorporates ESG principles, including solar energy systems and water recycling, aligning with the preferences of younger consumers for responsible brands [28]. - The project is part of a broader initiative to strengthen the "Oriental Beauty Valley" as a hub for the cosmetics industry, with over 700 related enterprises and a projected output value of 50.85 billion yuan in 2024 [29][31]. Group 5: Strategic Vision and Future Outlook - The integration of industrial resources into cultural experiences is seen as a pathway for domestic brands to gain consumer trust and lead in the beauty industry [31]. - The establishment of the Future Beauty City represents a significant step for CHANDO in transitioning from product-focused success to industry leadership, marking a new phase in the high-quality development of China's beauty sector [31].

Core Viewpoint - The article discusses the strategic transformation of the brand Quadi, emphasizing its emotional connection with consumers and the introduction of the CT50 patented technology for anti-aging skincare, which is positioned as a "cell charger" for skin health [2][12][38]. Group 1: Brand Transformation - Quadi has appointed Yang Tianzhen as its brand energy ambassador, launching the slogan "Use Quadi to Avoid Collapse," which resonates emotionally with consumers sharing their personal stories of resilience [2][4]. - The brand has undergone a comprehensive renewal over the past year, focusing on brand value propositions, scientific positioning, and narrative development [4][12]. - Quadi's brand narrative has evolved to emphasize "energy skincare," aligning with consumer preferences for scientific and effective skincare solutions [27][34]. Group 2: Market Challenges - Huaxi Biological, Quadi's parent company, has faced challenges in the efficacy skincare market despite high R&D investment, with R&D expenses rising from 6.15% in 2020 to 10.22% by mid-2025, totaling 1.977 billion yuan over five years [6][9]. - Consumer behavior has shifted, with over 80% prioritizing "ingredients and efficacy" over "brand recognition," necessitating clear differentiation in market positioning [9][12]. Group 3: CT50 Technology - The CT50 technology, developed from Huaxi Biological's acquisition of RevitaCare Lab, focuses on non-crosslinked hyaluronic acid and aims to create a favorable environment for cell health [20][22]. - CT50 combines various active ingredients into three functional packages: cell nutrition support, signal enhancement, and mitochondrial energy remodeling, forming a comprehensive "cell charging solution" [25][26]. - The technology is positioned as a key competitive advantage for Quadi, leveraging Huaxi Biological's extensive research capabilities and infrastructure [26][38]. Group 4: Brand Narrative Framework - Quadi's new narrative framework consists of four dimensions: personal growth, technological innovation, women's empowerment, and authentic user experiences, enhancing consumer engagement [27][28]. - The brand's archetype has shifted from "Caregiver" to include "Hero," reflecting a strategic upgrade to position itself as a solution provider against aging and stress [34][35]. - This transformation aims to establish Quadi as a "cell anti-aging expert" in consumers' minds, aligning with the industry's trend towards science-driven branding [38][41].

Core Viewpoint - Autophagy is a crucial mechanism for cellular self-cleaning and repair, playing a significant role in maintaining cellular homeostasis and vitality, and is increasingly recognized as a key pathway in anti-aging research within the beauty industry [3][5][30]. Group 1: Importance of Autophagy - Autophagy has been validated in the scientific community, with significant recognition such as the Nobel Prize awarded in 2016 for its role in aging [4]. - The loss of autophagic function is now considered a core marker of cellular aging, highlighting its importance in anti-aging science [4]. - Major beauty brands like L'Oréal, Procter & Gamble, and Shiseido have initiated research into the application of autophagy in skin aging, although this research is still in a relatively early stage [4][9]. Group 2: Current Research and Applications - Many beauty companies are incorporating autophagy into their research agendas, viewing it as a new scientific pathway connecting multiple benefits such as anti-aging, whitening, and repair [7][9]. - Shiseido utilizes ingredients like tranexamic acid and camellia seed extract to activate autophagy pathways, enhancing skin cell regeneration [9]. - Procter & Gamble's SK-II and OLAY brands are exploring the potential of ingredients like Pitera™ to promote autophagy and clear damaged proteins [9]. Group 3: Market Position and Challenges - Despite the growing research on autophagy, it remains a "behind-the-scenes" concept in market communication, often not highlighted as a core selling point [10][11]. - Brands tend to integrate autophagy into broader efficacy claims, making it less visible to consumers [11]. - The complexity of the autophagy concept poses challenges for consumer education and market positioning, requiring brands to translate scientific terms into relatable benefits [35][36]. Group 4: Future Prospects - The understanding of aging biology is evolving, shifting from external repair to internal optimization, with autophagy emerging as a central mechanism [34]. - There is a need for brands to effectively communicate the benefits of autophagy to consumers, establishing it as a recognized and valuable anti-aging mechanism [35]. - As research progresses and consumer education deepens, more products centered around autophagy are expected to emerge in the market [38].

Core Viewpoint - The cosmetics industry is undergoing a strategic transformation from basic moisturizing to efficacy-driven and scientific approaches, with peptides emerging as key active ingredients in anti-aging skincare products [3][4]. Market Size and Growth Trends - The global peptide cosmetics market is rapidly growing, with projections indicating a market size of $2.566 billion in 2024, expected to reach $5.716 billion by 2031, reflecting a compound annual growth rate (CAGR) of 12.3% during the forecast period [6][8]. - In 2024, over 55 million consumers are expected to use peptide skincare products, with 68% targeting wrinkle reduction and skin tightening [9]. Regional Market Performance - The Asia-Pacific region is the largest market for peptide cosmetics, accounting for 36% of global sales, with South Korea alone selling over 12.7 million units in 2023 [10][11]. - North America follows closely, representing 34% of global sales, with the U.S. having over 16.2 million active peptide skincare users [12][13]. - Europe contributes 28% of global sales, with Germany, the UK, and France leading the market [11][12]. Segment Market Performance - Serums are the largest segment, accounting for 38% of global sales, with over 480 peptide serums launched in 2023 [15]. - Moisturizing repair creams hold a 26% market share, while anti-aging creams account for 17% [15]. - Eye creams represent 11% of the segment, with 95 peptide SKUs recorded in 2023 [15]. Sales Channel Performance - Online sales dominate the market, accounting for 46% of total sales, with over 37 million peptide products sold through e-commerce platforms in 2023 [16]. - Specialty cosmetics stores contribute 27% to global sales, while supermarkets account for 18% [16]. Capital Flow and Investment Trends - In 2023, the global peptide cosmetics market attracted over $1.12 billion in funding, primarily directed towards R&D, clinical trials, and sustainable packaging [18][19]. - North America received over $360 million in investments, focusing on biotechnology-based peptide platforms [18]. Product Innovation - Over 110 new peptide products were launched globally between 2023 and 2024, showcasing a trend towards multi-peptide formulations and precision delivery systems [20]. - Brands are increasingly integrating AI for personalized skincare solutions, with over 145 brands utilizing AI skin diagnostic systems [20]. Competitive Landscape - The competitive landscape is shifting, with L'Oréal leading the market, followed by Estée Lauder and emerging brands like Han Shu [21][22]. - Han Shu's Red Waist 2.0 series achieved remarkable sales, emphasizing innovative raw material development and effective marketing strategies [22][25]. Raw Material Market Expansion - The peptide manufacturing market is projected to reach $2.574 billion by 2025, with a CAGR of 5.4% from 2025 to 2035 [26]. - There is a growing trend towards sustainable sourcing of peptides, with plant-based peptides gaining traction [26]. Challenges and Development - High costs and stability issues remain significant challenges, with 41% of brands reporting delays in product launches due to packaging and preservation difficulties [27]. - Regulatory fragmentation is also a concern, with only 27 countries having established guidelines for peptide ingredients [27]. Conclusion - The global peptide cosmetics market is in a phase of high growth and innovation, driven by technological advancements and evolving consumer demands, with a competitive landscape characterized by both established leaders and emerging players [29][31].