2026年伊始，美妆巨头的竞争，已在印度拉开序幕。一边是联合利华分别以数百万美元风险投资，精准押注本土2个新兴品牌；另一边是欧莱雅豪掷近30 亿人民币，在印度腹地建设其全球AI美容科技中心。 开年1个多月，这两大巨头不约而同地落子同一市场，是对该市场试水，还是重仓的战略布局？为什么巨头们，都指向同一个战场印度？ 加速布局，巨头重仓印度！ 国际巨头对印度的青睐，远非简单的人口第一可以概括。其底层逻辑，是由人口基数，消费阶层、市场渗透率等因素构筑了该市场的机遇，印度美妆市场 的潜在价值正逐步显现。 1.人口结构红利凸显 据联合国最新报告显示，印度已取代中国，成为世界第一人口大国。更关键的是，联合国预测，到2050年，印度人口将达16亿多，而中国或降至13亿以 下，两国人口差距将持续拉大。 这意味着在未来，印度将持续释放庞大的、处于消费上升期与新生代消费者，为美妆市场提供新的增长潜力。 尤为关键的是，当前印度高端美妆渗透率仍处于较低水平，这意味着市场存在巨大的升级空间与挖掘潜力。 -联合利华们两年超10次投印度品牌！ 而这一红利，也吸引了众多企业们的目光。 美妆巨头对印度市场的布局可追溯至2008年，彼时雅诗兰黛通 ...

摩根士丹利将欧莱雅目标价从372欧元下调至367欧元。 ...

The Consumer Staples group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Is L'Oreal SA (LRLCY) one of those stocks right now? Let's take a closer look at the stock's year-to-date performance to find out.L'Oreal SA is one of 179 individual stocks in the Consumer Staples sector. Collectively, these companies sit at #11 in the Zacks Sector Rank. The Zacks Sector Rank includes 16 different groups and is listed in order from best to worst in ...

元旦前夕，欧莱雅集团在酷似《星际迷航》的高管贺岁大片开头，将当下爆红的美妆科技欧莱 雅PRO光能吹风机AirLi g h t Pr o，打造为独属于欧莱雅的"探索者号"，带领这家全球美妆巨头 驶向星辰大海。 但这，并不能单纯地理解为一个视频创意。 在不久前备受全球科技界瞩目的国际消费类电子产品展览会（CES ® 2 0 2 6）上，欧莱雅集团 再次秀出光学美妆技术应用的两大开创性成果—— 多效光能美发棒 （Li g h t Str a i g h t+Mu lti- st y l e r）和 LED光能面膜 （LED Fa c e Ma s k ) ，并双双摘得本届的创新奖，将自身美妆科技 推向了一个新的高度。 不 断 迭 代 的 科 技 背 后 ， 是 欧 莱 雅 美 妆 科 技 打 法 升 级 ， 以 及 在 美 妆 科 技 赛 道 日 渐 清 晰 的 未 来 战 略。《FBe a u t y未来迹》连续第四年采访了欧莱雅集团数字智能美妆与开放式创新全球副总裁 Gu i v e BALOOCH，以期从第一视角，对这家美妆科技的行业领军者进行更深入的解读。 今年CES上推出的多效光能美发棒和2 0 2 4年 ...

Momentum investing revolves around the idea of following a stock's recent trend in either direction. In "long context," investors will be essentially be "buying high, but hoping to sell even higher." With this methodology, taking advantage of trends in a stock's price is key; once a stock establishes a course, it is more than likely to continue moving that way. The goal is that once a stock heads down a fixed path, it will lead to timely and profitable trades.Even though momentum is a popular stock characte ...

内容来源：刘润公众号（runliu-pub） 此前 ，亚马逊发布了《 2025全球电商消费趋势及选品洞察报告 》 。 作为全球最大电商平台之一， 亚马逊的报告被很多商家 作为 选品指南针和商机 检测仪 。 晚上 11点，老板还在群里消息轰炸 。 好不容易应付完老板 ， 脑子里却还全是工作 ， 辗转反侧到一点多睡不着，半夜惊醒好几次，早上 六 七 点 ， 又要起床赶地铁。 数据显示，美国 37%的成年人 ， 2023年睡眠质量下降 。 趋势 一： AI 质感空间 现在， 家 ， 正在从一个物理空间 ， 变成一个有感知力，能与你情感互动的伙伴。 全球超过 65%的欧美消费者 ， 愿意为智能家居花更多钱 。 他们 买的是什么？是安全感 、 仪式感 ， 是那种被理解被关怀的小确幸 。 想象一下 ， 你回家 把 灯光 、 音乐 、 温度 ， 自动调节到你最舒服的状态 。 这 种懂 ， 就是机会 。 未来10年，最挣钱的注定是这群懂用户需求的人。 个性化定制 、 情绪互动 、 安全隐私，这些都是 AI 质感空间背后的巨大市场，它考验的是如何让科技真正服务于人的情感需求 。 趋势二 梦想之 舱， 名字好听，指向的却是一个很 ...

Core Viewpoint - L'Oréal has launched a €100 million (approximately 8.11 billion RMB) sustainable innovation accelerator project called "L'AcceleratOR," aimed at investing in companies related to bio-based and bio-manufacturing sectors over the next five years [4][9]. Group 1: Investment and Companies - The first batch of 13 companies selected from nearly 1,000 applications across 101 countries focuses on sustainable innovations in packaging, materials, and data intelligence [4][6]. - The selected companies include: - **Kelpi (UK)**: Produces recyclable, low-carbon packaging from seaweed [8]. - **Bioworks (Japan)**: Develops new bio-plastics from sugarcane and other plant-based materials [8]. - **Blue Ocean Closures (Sweden)**: Manufactures fiber-based caps as alternatives to plastic [8]. - **PULPAC (Sweden)**: Innovates in low-carbon paper packaging [8]. - **Biosynthis (France)**: Produces renewable and biodegradable raw materials [8]. - These companies will undergo pilot projects supported by L'Oréal's global resources, with successful innovations potentially being scaled across L'Oréal's 37 global brands in over 150 countries [7][13]. Group 2: Broader Strategy and Future Outlook - L'Oréal's investment strategy extends beyond the L'AcceleratOR project, with over 10 investments made in the past three years, covering various regions and technologies [10][11]. - By 2030, L'Oréal aims for 90% of its formula ingredients and packaging to come from bio-based sources, indicating a significant market opportunity for suppliers in the bio-based materials sector [18][19]. - The company has established partnerships with various firms, including GS Caltex (Korea) for bio-based cosmetic ingredients and IBM for AI-driven formulation optimization [11][12]. Group 3: Market Implications - The successful implementation of innovations like Kelpi's seaweed packaging could lead to widespread application across different product lines, enhancing L'Oréal's market presence [15]. - Despite the absence of Chinese companies in the initial selection, L'Oréal's investment activities in China are accelerating, highlighting the potential for local bio-based material firms to engage with global markets [16][17]. - The "L'Oréal for the Future" strategy opens a significant market window for bio-based industries, emphasizing that sustainability is becoming essential for product development [19].

Core Insights - Successful companies in China should focus on niche markets where they can excel, as these small tracks offer significant opportunities [1] - Companies should avoid spending in areas where they cannot win and be willing to take bold risks in areas where they can succeed [1] Industry Trends - The efficiency of Chinese manufacturing has reached its peak, and mere cost advantages can no longer support brand growth. By 2026, Chinese brands will face challenges not just in production but in occupying industry ecological positions and selling brand value [4] - The next decade is seen as a golden era for lifestyle brands, particularly in sectors like beauty, home, dining, and fashion, where global markets are ripe for engagement [4] - Many Chinese companies struggle with price increases, consumer discount mentality, and lack of compelling brand narratives, which contrasts with the enduring success of European brands that leverage cultural empathy and scarcity [4] Learning Objectives - The three core elements of enduring European brands are: 1. Scarcity narrative: Transitioning from "selling products" to "selling dreams" [5] 2. Supply chain control: Defining industry gold standards [7] 3. Lifestyle definition: Redefining spaces and sensory experiences through design and innovation [9] Educational Experience - The program includes visits to prestigious institutions and brands such as LVMH, Kering, and L'Oréal, focusing on how they maintain their market positions through storytelling, craftsmanship, and technological innovation [6][13][15] - Participants will learn about the importance of brand origin stories and how to create an unassailable competitive moat [15] - The curriculum emphasizes the significance of standardization and globalization in culinary arts, as exemplified by Le Cordon Bleu, and how this can be applied to brand cultural output [16] Practical Applications - Insights from Loro Piana and other top suppliers will illustrate how controlling scarce resources can grant ultimate industry authority [20] - The program will also explore how design-driven manufacturing can elevate products from mere utility to art, achieving significant price premiums and profit margins [21]

Group 1 - L'Oréal is set to launch a beauty-tech centre in Hyderabad, India, with an investment of over Rs35 billion ($383.4 million) by November 2026 [1][2] - The centre will focus on global programmes in digital transformation, AI, and analytics, creating 2,000 technology roles by 2030 [2][3] - The facility will serve as a global base for innovation, technology, data, and supply-chain operations, supporting L'Oréal's worldwide activities [1][3] Group 2 - The Telangana government is fully backing the project, highlighting Hyderabad's growing role as a host for global capability centres across various sectors [4] - L'Oréal's CEO expressed satisfaction with the development, indicating that tech solutions from the Hyderabad centre will be distributed to facilities worldwide [3][5] - There is potential for L'Oréal to consider establishing manufacturing facilities in Hyderabad alongside the GCC, as indicated by state officials [5]

Core Insights - L'Oréal has launched a €100 million (approximately 811 million RMB) sustainable innovation accelerator project called "L'AcceleratOR," aimed at supporting startups focused on bio-based and biomanufacturing solutions [2][7][10] - The first cohort includes 13 companies selected from nearly 1,000 applications across 101 countries, focusing on sustainable packaging, natural raw materials, and data intelligence [4][6][14] Group 1: Selected Companies - The 13 selected companies include six focused on next-generation packaging and materials, such as Kelpi (UK) which uses seaweed for recyclable, low-carbon packaging, and Bioworks (Japan) which produces bio-plastics from sugarcane [4][5] - Three companies are dedicated to natural raw materials, including Biosynthis (France) which produces renewable and biodegradable raw materials [11] - One company, Neutreeno (UK), offers a digital system to help businesses calculate and reduce emissions in their supply chains [6] Group 2: Project Goals and Market Impact - The project aims to achieve L'Oréal's "L'Oréal for the Future" goal of sourcing at least 90% of bio-based materials for formulations and packaging by 2030, with 50% of all packaging materials coming from recycled or bio-based sources [7][19] - If successful, these innovations could be applied across L'Oréal's 37 global brands in over 150 countries, creating a system effect where one innovation can serve multiple market segments [14][16] Group 3: Broader Investment Strategy - L'Oréal's investment strategy extends beyond the L'AcceleratOR project, with over ten investments in sustainable innovation in the past three years, covering various regions and technologies [10][12] - The company is actively seeking partnerships and investments in China, indicating a growing interest in the bio-based materials sector within the Chinese market [18][23]