跻身"10亿美元俱乐部"在望。 作者 | 贺哲馨 编辑 | 乔芊 上世纪90年代，某外资美妆公司在中国推出了它的第一瓶面霜，宣传称这款产品能解决细纹、粗糙、 毛孔粗大等等瑕疵。为了推广这款面霜，他们请来了当时炙手可热的影视明星，"一瓶解决多重肌肤 问题""24小时焕发年轻光彩"，诸如此类的广告词在各家电视台的黄金时间轮番播放。 在中国之前，类似的广告风格已经在西方世界流行了近一个世纪。意大利作家毛拉·甘奇塔诺在《服 美役》一书中写到："面霜广告似乎总是在给人一种虚无的承诺。它们（指面霜）充满了各种营养物 质，你不能去吃，因为会变胖，但可以用在皮肤上… …天知道它们怎么发挥作用的。" The Ordinary或许是第一个对这种"幻觉"提出质疑的品牌。 与当时的美妆产品不同，The Ordinary的销售人员会根据你的皮肤状况推荐某一款产品（而不是套 装！），或清晰劝告你"需要去看皮肤科医生"。这个品牌大部分护肤品都被装在半透明的滴管瓶里， 瓶身简洁到几乎没有多余的修饰，标签上清晰标注着主要成分和浓度。没有朗朗上口的名字，这让它 们看起来不像是精致的美容精华，更像是实验室玻璃橱柜里的半成品。 比极简包装更颠覆的是 ...

Many stocks have been struggling this year amid challenging economic conditions and a worrisome outlook ahead. For opportunistic investors, it can be a chance to buy stocks at some incredibly discounted prices -- but there's often significant risk that comes with doing so.Estée Lauder Companies (EL -15.08%) is an example of a business that hasn't been doing well, and that may face considerable challenges ahead. Its shares have been under pressure for some time, and the stock may be on the radar of bargain-h ...

EssilorLuxottica and Roger Federer Extend Exclusive Global Eyewear Collaboration Between the RF Brand and Oliver Peoples Paris, France (3 April 2025) – EssilorLuxottica and Roger Federer announce today the renewal of their successful collaboration for the design, manufacture and worldwide distribution of eyewear under the Roger Federer (“RF”) and Oliver Peoples brands. The partnership, which lives at the intersection of luxury and performance eyewear, will now extend through December 31, 2027, building on t ...

NEW YORK, April 2, 2025 /PRNewswire/ -- Moore Law, PLLC, a securities and shareholder law firm located on Wall Street, is investigating potential claims against: ESTEE LAUDER COMPANIES INC. (NYSE: EL) Investors who purchased shares of Estee Lauder Companies Inc. (NYSE: EL) securities before August 18, 2022 and continue to hold any of those shares should contact [email protected] or call (212) 709-8245. Estee Lauder manufactures, markets, and sells skin care, makeup, fragrance, and hair care. The Estee Lau ...

EssilorLuxottica’s employee shareholding plans reach record investment, reflecting strong confidence in the Group’s strategy Today, the Group totals almost 100,000 internal shareholders in 85 countries Paris, France (2 April 2025) – EssilorLuxottica continues to grow and create value for shareholders. Following record-breaking investments in the SuperBoost 2025 international shareholding plan and the French PEE in 2024, internal shareholders now total 97,000 across 85 countries, up from 83,500 in 2024. In ...

Core Insights - The skincare market for international brands like Estée Lauder and L'Oréal is facing challenges, prompting a shift towards the medical aesthetics sector [1][4] - Estée Lauder has partnered with Jiahui Medical to establish a clinical research center focused on post-surgical skincare solutions [1][5] - The beauty industry is witnessing a trend towards "medical beauty," with brands integrating effective skincare products with medical aesthetics [4][6] Group 1: Company Strategies - Estée Lauder's brands, including La Mer and Clinique, are launching medical device products aimed at post-surgical recovery, indicating a strategic pivot towards medical aesthetics [1][5] - L'Oréal has been proactive in the medical aesthetics space, introducing products like the "Platinum Research" collagen injection and investing in high-end medical chains [6][7] - Amorepacific has also entered the market with its high-end brand "AP," focusing on post-surgical skincare products priced between 2000-3000 RMB [5][6] Group 2: Market Dynamics - The high-end skincare market is experiencing a significant decline, with Estée Lauder reporting an 8% drop in skincare sales in Q3 2024 and a further 12% in Q4 2024, leading to a total revenue loss of $300 million [4] - Competitors like Beiersdorf are also struggling, with its luxury brand La Prairie seeing a 15% sales decline in 2023 and a 6% drop in 2024 [4] - The domestic medical aesthetics market is becoming increasingly competitive, with companies like Aimeike facing growth slowdowns despite a 5.45% revenue increase in 2024 [9][10] Group 3: Future Outlook - Aimeike's acquisition of an 85% stake in Korean company REGEN for approximately 1.4 billion RMB highlights the need for companies to strengthen their technological capabilities in the face of rising competition [11] - The competition between international beauty brands and domestic medical aesthetics firms is intensifying, focusing on brand strength and clinical validation versus technological barriers and channel control [11]

The Estee Lauder Companies Inc. (EL) is undergoing a transformation aimed at recovering profitability and fueling long-term growth through its expanded Profit Recovery and Growth Plan (PRGP). Alongside PRGP, the company has introduced its "Beauty Reimagined" vision with a goal to position it as the leading prestige beauty brand.However, while these efforts hold promise, challenges persist, particularly in key markets like China and Asia travel retail, as well as in the form of increased cost pressure. As a ...

Group 1 - The article discusses the author's previous analysis of The Estée Lauder Companies Inc., highlighting that while it is a strong business, the stock was perceived as overvalued five years ago [1] - The focus of the analysis is on high-quality companies that can outperform the market over the long term due to competitive advantages and high levels of defensibility [1] - The author emphasizes a broad approach to company analysis, covering both large-cap and small-cap companies primarily in European and North American markets [1]

As part of the expansion strategy, The Estee Lauder Companies Inc. (EL) has partnered with Adobe Inc. (ADBE) to enhance its digital marketing efforts using Adobe Firefly, a generative AI tool. As the parent company of brands like Clinique, Estée Lauder, Jo Malone London, La Mer and M·A·C Cosmetics, EL connects with consumers in 150 countries and is focused on innovation and speed to market.By integrating Adobe Firefly Services into its design tools, EL aims to automate repetitive tasks, allowing creative te ...

Core Points - As of March 12, 2025, EssilorLuxottica has a total of 457,507,201 shares outstanding [3] - The number of real voting rights, excluding treasury shares, is 456,594,030 [3] - The theoretical number of voting rights, including treasury shares, remains the same as the total shares outstanding at 457,507,201 [3] - Voting rights for any shareholder are capped at 31%, as per the company's by-laws [3]