美妆行业中呈现出国际巨头加码科技抗老、本土品牌深耕东方养肤的趋势，行业竞争已从流量争夺升级为科技力、文化力与用户链接力的综合较量。 品牌消费热门指数榜 Vol.87 - 美妆个护行业 世研消费指南计系列榜单 | 訓히 排名 | | | | | | --- | --- | --- | --- | --- | | 01 | UNISKIN | 优时颜 | 1.80 | NEW | | 02 | ESTEE LAUDER | 雅诗兰黛 | 1.74 | V 1 | | 03 | 름 GIVENCHY | 纪梵希 | 1.67 | NEW | | 04 | LANCOME | 兰蔻 | 1.65 | ▲ 1 | | 05 | 2 花两子 | 花西子 | 1.64 | NEW | | OR | 10 | 香奈儿 | 1.60 | 72 | | 07 | WES SAINT/AURENT | 圣罗兰 | 1.54 | - | | 08 | L'ORÉAL | 巴黎欧莱雅 | 1.53 | ▼ 5 | | 09 | WINGNA 微信 张 | 薇诺娜 | 1.52 | NEW | | 10 | JO MALONE LOND ...

EssilorLuxottica faces a three-day strike by around 9,000 French workers later this week, union FO Metaux said on Tuesday, citing demands for better wages following the eyewear company's record quarte... ...

An updated edition of the July 16, 2025 article.The beauty and cosmetics industry continues to thrive as one of the most resilient areas of consumer goods. Daily-use products keep demand stable, while constant innovation, from new skincare actives to trend-driven makeup drops, fuels ongoing consumer excitement. This blend of routine necessity and fast-paced product development gives the industry a strong foundation for steady growth.Skincare remains the industry’s strongest growth engine, supported by risin ...

Analyst’s Disclosure:I/we have no stock, option or similar derivative position in any of the companies mentioned, and no plans to initiate any such positions within the next 72 hours. I wrote this article myself, and it expresses my own opinions. I am not receiving compensation for it (other than from Seeking Alpha). I have no business relationship with any company whose stock is mentioned in this article. Past performance is not an indicator of future performance. This post is illustrative and educational ...

NEW YORK--(BUSINESS WIRE)--Stéphane de La Faverie, President and Chief Executive Officer and Aude Gandon, Chief Digital & Marketing Officer, of The Estée Lauder Companies Inc. (NYSE: EL) will participate in a fireside chat at Morgan Stanley's Global Consumer & Retail Conference in New York on Tuesday, December 2, 2025, at 08:00 a.m. EST. Interested parties can access the live webcast of the fireside chat on Tuesday, December 2nd from 08:00 a.m. – 08:40 a.m. EST at http://www.elcompanies. ...

Financing Dynamics - Ruochuang Technology has completed a Pre-A round financing, raising tens of millions of dollars with participation from global investment firms such as Matter Venture Partners and Vertex Ventures [3] - Kääpä Biotech, a Finnish functional mushroom startup, secured €9 million (approximately 74.24 million RMB) in strategic financing led by PeakBridge Fund, aimed at expanding its global health supplement market [5] - Estée Lauder Group announced a minority stake investment in the luxury Mexican perfume brand XINÚ through its early-stage investment and incubation arm, New Incubation Ventures [8][9] IPO Dynamics - Yushu Technology has completed its IPO counseling report, indicating its intention to apply for an initial public offering in China, with the report completed on November 10 [11] - Tianwei Foods has submitted its application for overseas listing on the Hong Kong Stock Exchange, with the application materials accepted, marking a significant step towards becoming the "first stock of hot pot base" if successful [12][13] Brand Dynamics - Beihai Pasture will operate independently from Yuanqi Forest, focusing on low-temperature yogurt and enhancing its product development [15] - Affinity Equity Partners agreed to sell its 100% stake in the Japanese Burger King business to Goldman Sachs, with the deal expected to generate approximately $1 billion for Affinity [17] - JD.com launched its fresh beverage brand "Qixian Coffee," with plans to expand rapidly in Beijing and recruit various venue partners [20] - Former Hema CEO Hou Yi's pet food brand "Paitexiansheng" is transitioning to an online brand "Chongtiantian," indicating a strategic shift from offline to online channels [23] Personnel Dynamics - John Furner has been elected as the new CEO of Walmart, effective February 1, 2026, succeeding Doug McMillon, who will retire [25]

Core Insights - Estée Lauder Companies (ELC) is experiencing a turnaround, having exceeded revenue and earnings expectations in its latest quarter, with a focus on stabilization and credibility [1][4] - The "Beauty Reimagined" strategy aims to restore credibility, address declining sales, and improve market agility while responding to competition [2][3] Financial Performance - For the quarter ending September 30, ELC reported a 4% year-over-year sales growth in Q1 fiscal 2026, indicating early recovery in China and travel retail [4] - The company noted margin expansion, nearly doubled EPS, and 3% organic sales growth, reflecting a strategic long-term investment approach rather than short-term cost-cutting [5] - Operating margin increased by 300 basis points to 7.3%, supported by a 3% reduction in non-consumer-facing costs [6] Strategic Focus - ELC is prioritizing consumer needs by investing in media, product innovation, and new product launches, such as La Mer night products and Clinique serums [7] - The company has restructured to empower regional teams, allowing for faster decision-making and greater accountability [8] Leadership Philosophy - ELC's leadership philosophy is built on four pillars: behave like owners, put the consumer first, create value, and uphold governance with courage [9][10] - The finance function is emphasized to drive demand rather than merely manage costs [9] Leadership Experience - CFO Akhil Shrivastava's extensive background at Procter & Gamble has informed his approach at ELC, emphasizing a deep understanding of consumer needs and strategic prioritization [11][12]

Core Insights - Estée Lauder Companies, Inc. has made a strategic investment in XINÚ, a Mexican luxury fragrance brand, marking its first investment in a Latin American company [1][4] - The investment aims to support regional creators and emerging beauty innovators, reflecting Estée Lauder's commitment to discovering new voices in the beauty industry [1][3] Company Overview - XINÚ, founded in 2017, focuses on sensory retail experiences, sustainable craftsmanship, and storytelling-driven fragrance design, blending heritage influences with contemporary artistry [2] - The brand aims to celebrate cultural roots while redefining luxury through authenticity and artistry [2][3] Leadership Statements - Stéphane de La Faverie, CEO of Estée Lauder, emphasized Mexico's role as a source of innovation where culture and design intersect, highlighting XINÚ's embodiment of this spirit [3] - Verónica Peña, co-founder of XINÚ, described the investment as a significant milestone that aligns the brand's vision with global opportunities [3] Investment Strategy - The investment was completed through Estée Lauder's early-stage venture arm, New Incubation Ventures, which focuses on partnering with emerging founders to develop next-generation beauty brands [4] - NIV's strategy targets companies appealing to new demographics and aims to support future growth engines for Estée Lauder [4] Market Reaction - Following the announcement, Estée Lauder's shares traded 0.63% lower at $89.50 [4]

Core Points - The Estée Lauder Companies Inc. held its Annual Meeting of Stockholders where key board members were elected [1] - William P. Lauder was re-elected as Executive Chairman along with other directors [1] - PricewaterhouseCoopers LLP was ratified as the independent auditor for the company [1]

Core Insights - The beauty industry is undergoing a technological transformation, with the integration of medical research driving value upgrades in cosmetics. This dual integration of medicine and beauty is defining a new competitive logic in the industry [3][6][24]. Industry Trends - The 20th China Dermatology Association (CDA) conference showcased over 10,000 dermatologists and more than 100 companies, including both domestic and international beauty brands, highlighting the industry's focus on scientific collaboration [3][4]. - The concept of "medical-research co-creation" emerged as a key theme, with brands actively participating in discussions on how to contribute to the skin science system, moving from mere users of research to active participants in scientific understanding and industry standards [7][24]. Brand Innovations - Winona, a brand known for its scientific foundation, showcased its "NUTE" principle at CDA 2025, which emphasizes clinical needs, unique mechanisms, technology empowerment, and credible evidence in product development [10]. - HBN, a domestic skincare brand, initiated the establishment of a group standard for "Cosmetic Efficacy Evidence Weight Assessment Guidelines," aiming to shift the industry from experience-driven to evidence-based competition [11][13]. - Estee Lauder's Clinique presented a white paper on the causes and distribution patterns of post-inflammatory hyperpigmentation, demonstrating the brand's commitment to scientific validation [14][16]. Research and Development - The integration of research and clinical application is evident in the initiatives taken by brands like Giant Bio and Zhenyan Bio, which are expanding the boundaries of medical-research co-creation through innovative collagen products and clinical studies [20][22]. - The collaboration between brands and medical experts is evolving, with companies like Ximu Yuan conducting extensive research on sensitive skin, showcasing a shift from being mere users of research to contributors to scientific inquiry [24][25]. Future Outlook - The CDA conference highlighted a significant shift in the beauty industry towards a more scientific and collaborative approach, with brands, medical institutions, and research organizations forming a new ecosystem that emphasizes shared data and mutual advancement [47][48]. - The focus on original ingredient research is becoming a core strategy for leading domestic brands, as they aim to differentiate themselves from homogenized competition [38][39].