The Consumer Staples group has plenty of great stocks, but investors should always be looking for companies that are outperforming their peers. Has Carlsberg AS (CABGY) been one of those stocks this year? Let's take a closer look at the stock's year-to-date performance to find out.Carlsberg AS is a member of the Consumer Staples sector. This group includes 177 individual stocks and currently holds a Zacks Sector Rank of #8. The Zacks Sector Rank considers 16 different groups, measuring the average Zacks Ran ...

4月16日，有媒体援引多位欧莱雅中国的员工消息指，欧莱雅中国旅游零售部门裁员，比例或多达 50%。对此，欧莱雅中国回应："欧莱雅旅游零售业务正积极推进转型，旨在加速业务增长，进一步巩 固我们的市场领导地位。目前旅游零售美妆市场变化迅速，旅行者数量大幅增加，人们对于旅行和美妆 的需求也持续高涨。我们基于该市场态势进行此次转型，旨在提升我们对市场变化和消费者需求的响应 速度，为消费者构建更敏捷、高效的服务体系。我们对旅游零售美妆行业的未来发展满怀信心，新模式 将助力我们不断创新、突破零售局限，重塑消费者在美妆消费旅程中的体验，此前报道中提及的受影响 员工的比例有误。我们始终致力于支持员工，并积极为受影响的员工寻求内部机遇。"(智通财经) ...

2024年，中国所在的北亚市场则是录得13年来首次负增长，下滑幅度从去年的1.7%扩大到3.2%，销售 额为103亿欧元(约合人民币780亿)，也是欧莱雅五大市场中唯一负增长的地区。欧莱雅指出，旅游零售 缺口持续承压，尤其在海南地区，重点是确保健康的库存水平。 有媒体表示，除了欧莱雅，雅诗兰黛、资生堂等美妆巨头也在面临旅游零售渠道下滑的问题。不久前， 资生堂也进行了运营和管理架构重组，原旅游零售业务CEO退休，重新组建"中国与旅游零售业务"板 块，淡化旅游渠道的同时强化中国市场整体的协同性。 3月31日，欧莱雅例行举办了中国市场业绩发布会，并提出"投资中国就是投资未来"的价值主张。No Fashion创始人唐小唐直言，发布会上充斥着大量的务虚内容，并未对2024年中国的业务表现做出总结 和反思。 值得注意的是，业绩会上，欧莱雅北亚总裁及中国首席执行官博万尚表示，欧莱雅中国直接或间接提供 的就业岗位超33万，相当于每一个欧莱雅中国的岗位可以带动其他领域新增20个岗位，是中国全行业平 均就业乘数的8倍(法国知名独立经济咨询公司Asterès统计口径)。 4月15日，财新报道称，欧莱雅中国旅游零售部门计划裁员。据称 ...

欧莱雅免税销售部门计划裁员 旅游零售业务权重下滑 智通财经4月15日电，记者从多个市场和欧莱雅内部人士处获悉，欧莱雅中国旅游零售部门计划裁员。 两位人士确认裁员比例或高达50%。裁员主要因为近两年国内旅游零售渠道业绩不振。一名接近欧莱雅 总部的人士表示，目前裁员尚未开始。另有一名接近欧莱雅的人士表示，部分被裁员工将被给予n+5 （工作年限加五个月）的工资补偿。欧莱雅的旅游零售部门主要负责在市内免税店、机场免税店、海南 离岛免税店等旅游场景销售产品，欧莱雅官网信息显示，机场是关键销售点，占旅游零售总销售的50％ 以上。欧莱雅董事会主席、前任首席执行官Jean-Paul Agon 曾在公司2019年的财报会上披露，旅游零售 占全球销售额的9%左右，但在此之后官方很少披露该部门业绩。 (财新) ...

对于2025年在中国的投资方向，欧莱雅北亚总裁及中国首席执行官博万尚表示："2025年，第一个投资 方向是研发创新。我们将继续加大在这一领域的投资，以确保欧莱雅在中国市场上推出的产品质量是最 高的，同时在安全性方面绝不妥协。第二个投资方向集中在供应链（优化）上。继苏州智能运营中心之 后，我们即将落成南通智能运营中心。第三个投资方向是美妆基金。我们与凯辉基金和上海市静安区合 作成立了基金，将重点投资处于成长阶段的美妆品牌和相关企业，另一只基金由天图投资管理，与欧莱 雅集团战略创新风险投资基金公司BOLD合作，旨在投资同领域的早期公司。投资生态圈将为欧莱雅中 国未来二十年的发展奠定坚实基础。第四个投资方向是人才发展。欧莱雅始终秉持技能提升为核心的企 业文化，所以我们计划投资于人才的技术培养，帮助他们掌握新科技、人工智能等未来必备技能。" （文章来源：中国经营报） 马晓宇指出，在Z世代、45岁以上的熟龄人群以及男性这三类消费群体中看到增长机会。其中在男性消 费者方面，马晓宇表示："在我们的品牌矩阵中，巴黎欧莱雅和碧欧泉这两个品牌有非常专业的男士系 列。但我们也意识到，其实很多男性，特别是当他们身边有擅长护肤的女性朋 ...

Agency News 4月14日，欧莱雅已任命 WPP 美妆科技实验室为其在澳大利亚和新西兰地区的品牌宣传及网红营销代理机构，将旗下包括适乐肤（CeraVe）、理肤泉（La Roche-Posay）、巴黎欧莱雅（L'Oréal Paris）、科颜氏（Kiehl's）、圣罗兰（YSL）、兰蔻（Lancôme）、纽约色彩（NYX）、美宝莲（Maybelline）、瑞得 肯（Redken）在内的 32 个标志性品牌的相关业务整合至这一家代理机构之下。 WPP 美妆科技实验室的成立旨在整合欧莱雅的网红营销业务，并重新定义其品牌与网红及创作者的互动方式，以确保欧莱雅在不断变化的美妆市场中持续 取得成功。 欧莱雅集团的使命是创造能够打动世界的美，为每一位与之合作的人提供最优质的美妆产品，并满足所有消费者独特的美妆需求和期望。WPP 美妆科技实 验室充分利用 WPP 网络中最优秀的人才、技术和专业知识，汇聚了蔚迈（Wavemaker）、群邑（GroupM）和奥美公关（Ogilvy PR）的最强实力，以实现这 一承诺。 该团队负责提供全方位的网红管理服务，确保更高的一致性，加强管理和合规性，并使欧莱雅的各个品牌能够专注于战 ...

Core Insights - The beauty and medical aesthetics sectors are increasingly merging, with significant interest from both international giants and local startups, indicating a strong growth trend in this area [1][5][31] - L'Oréal is a leading player in this trend, having made substantial investments and strategic moves to integrate beauty and medical aesthetics [2][10][17] Group 1: Industry Trends - Since 2024, there has been an unusual enthusiasm among beauty companies to enter the medical aesthetics business, with both high-end and budget brands participating [1] - The merger of beauty and medical aesthetics is not a new concept, but it is gaining momentum, with companies like L'Oréal leading the charge [1][5] - The retail sales of cosmetics in China fell by 1.1% in 2024, while the total retail sales of consumer goods grew by 3.5%, highlighting the need for beauty brands to innovate and find new growth avenues [5] Group 2: Company Developments - In 2023, L'Oréal rebranded its active health cosmetics division to the skin science beauty division and launched its core brand, SkinCeuticals, in 2024 [2] - Estee Lauder's Clinique launched a series of medical device products, while Shiseido is set to introduce its first medical beauty brand in China [3] - Domestic brands like Shiseido and Up Beauty are also making strides in the medical aesthetics space, with new product launches and business developments [4] Group 3: Strategic Initiatives - L'Oréal's beauty tech transformation strategy, initiated in 2018, focuses on integrating technology into beauty and medical aesthetics, with significant investments in digital R&D [6][8] - The company has established a comprehensive network for integrating beauty and medical aesthetics, including investments in high-end medical beauty chains and partnerships with biotech firms [17][18] - L'Oréal's SkinCeuticals brand has seen a 9.8% year-on-year growth, reaching €7.03 billion in revenue, making it the fastest-growing segment of the group [10] Group 4: Market Dynamics - The merging of beauty and medical aesthetics allows brands to create a closed-loop product offering, enhancing customer loyalty and repeat purchases [22] - The shift towards medical aesthetics is seen as a necessary strategy to avoid intense competition in traditional beauty markets [19][20] - However, the differing operational models and regulatory requirements between beauty and medical aesthetics present new challenges for companies [24][30]

特朗普关税缓解，法国奢侈品公司欧莱雅、爱马仕、路威酩轩（LVMH）和开云集团股价上涨4.5%至 8.7%。 ...

Industry Trends - The personal luxury goods market in mainland China has shown fluctuations over the past decade but is overall on a growth trajectory, with expectations to become the largest luxury market globally by 2030, capturing 25% of the market share, surpassing the US and Europe [9][10] - Consumer preferences are shifting from "symbolic consumption" to "lifestyle and cultural resonance" and "experience premium," with sustainable consumption and technology-driven experience innovation emerging as significant trends [9][10] - In early 2025, the luxury goods sector's online advertising expenditure index saw a mild year-on-year increase of 1.2%, closely linked to peak consumption periods during holidays [12][18] Marketing Observations - The structure of consumer groups in the domestic luxury market is changing, with a noticeable trend towards younger and more rational consumers. Demand is shifting towards quality, culture, and personalized experiences, reducing ostentatious consumption while enhancing emotional and identity recognition [4] - The luxury sector must balance short-term traffic and long-term value through precise targeting, leveraging hot topics, and holiday marketing to drive immediate sales while building brand equity through sustainable narratives and IP development [4] Advertising Trends - The advertising landscape is evolving, with a significant shift towards OTT platforms, while mobile remains the primary advertising terminal. Video websites account for 67.7% of advertising expenditure, with full-screen and video pre-roll ads being favored formats [26][27] - In early 2025, the competitive landscape among luxury brands is intense, with L'Oréal leading the advertising expenditure index at nearly 1.2 billion, significantly outpacing competitors [18][19] Creative Trends - Local celebrity endorsements and scene-based marketing are becoming mainstream strategies, with domestic stars playing a crucial role in localizing brand marketing efforts [3][29] - Seasonal marketing strategies focus on limited edition packaging and cultural symbols to enhance product appeal during peak sales periods like New Year and Valentine's Day [33] - Live streaming of fashion shows is being utilized to showcase new designs and engage consumers in real-time, enhancing brand interaction and cultural transmission [41]

Core Insights - L'Oréal is facing unprecedented challenges in the Chinese market, with a decline in sales for the first time in a decade, while global sales grew by 5.1% in 2024 [2][6] - The company is launching initiatives focused on beauty technology and AI innovation, including the first Beauty Tech Hackathon in China [1][5] - L'Oréal has established two new investment funds aimed at supporting emerging beauty brands and related industries in China [3][4] Investment Strategies - The "Kaihui Chuangmei Future Fund" will invest in growing beauty brands and related enterprises, while the "Meili Linghang Fund" will focus on early-stage beauty projects with technological innovation and sustainability [3] - L'Oréal's investment strategy has shifted towards growth-oriented beauty projects, with the establishment of "Meici Fang" to invest in beauty startups and breakthrough technologies [4][5] Market Dynamics - The Chinese beauty market is experiencing a slowdown, with a 1.1% decline in retail sales and a 9.4% drop in imported cosmetics in 2024 [2][6] - Domestic beauty brands have gained market share, reaching 50.4% in 2023, surpassing foreign brands [7] - L'Oréal is adapting to changing consumer preferences, focusing on the "Z generation," mature consumers, and male demographics as key growth segments [6][12] Consumer Engagement - The company emphasizes the importance of understanding consumer behavior, noting a shift towards value, quality, and cultural resonance in brand connections [6][7] - L'Oréal aims to expand its consumer base from 100 million to 150 million by 2030 [6] Retail Strategy - L'Oréal is transforming offline stores from sales points to experience centers, enhancing customer engagement through service and product experience [9][10] - The company plans to deepen its presence in lower-tier cities, with a focus on expanding its retail footprint in these markets [11][12]