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) ...

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%。 ...

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]

作者 | 周智宇 编辑 | 张晓玲 欧莱雅北亚及中国公共事务总裁兰珍珍依旧记得，怀揣着"让每一位中国女性都拥有一支口红"的梦想，欧莱雅在28年前进入中国市场。 如今，当初要做中国美妆市场第一的豪情已然实现。挤在小小的办公室里的十几个人，也扩张到1.5万人，欧莱雅在中国的品牌也从最早的3个，到如今的32 个。 这个背景下，国内外美妆企业的业绩呈现出差异化表现。高端国际品牌普遍失意，大众国货则继续攻城掠地，抢占消费者心智。 从财报看，欧莱雅集团全球销售额达434.8亿欧元，同比增长5.1%，创下历史新高。但北亚区（含中国）营收同比下滑3.2%，成为集团增长引擎中的"失速 点"。 这是欧莱雅在中国市场有记录以来的首次负增长，出现了"个位数的小幅下滑"。以至于欧莱雅集团CEO叶鸿慕也在财报会上，用"游戏更加艰难"形容中国市 场。当然，它依旧稳居中国第一大美妆集团的宝座。 3月31日的战略沟通会上，欧莱雅高管团队铺开了一张更大野心地图：到2030年，触及的中国消费者要达到1.5亿。目前这个数据是1亿。 五年时间里触达人群增长50%，是这家法国百年美妆巨头对中国市场的重新解构。 面对中国美妆市场从"高端化"转向"质价比" ...

正如前任欧莱雅北亚总裁及中国首席执行官费博瑞所说的那样，"中国市场很讲究速度和规模，必须得抓得足够快，才能在未来实现规模化。" 欧莱雅正在逐步扩大对美妆生态圈的投资。 3月31日，在2024/2025年度发展战略沟通会上，欧莱雅中国宣布成立两大全新投资基金——与凯辉基金和上海静安区合作成立"凯辉创美未来基金"基金，将 重点投资处于成长阶段的美妆品牌和相关企业；"美丽领航基金"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。 "中国正引领全球美妆市场的未来，因此，'投资中国，就是投资未来'成为我们的核心战略。"欧莱雅北亚总裁及中国首席执行官博万尚表示，希望通过投资 的形式，支持中国美妆品牌及相关行业企业在中国市场扩张以及出海全球。 近年来，欧莱雅在中国市场进行了持续的投入。一方面，通过欧莱雅（中国）全权控股的上海美次方投资有限公司投资了包括深圳杉海创新技术有限公司、 电吹风品牌"zuvi原里"，高端香氛品牌"闻献DOCUMENTS"和"观夏"等中国本土企业；另一方面，还通过成为凯辉创新基金LP，与高榕资本携手成立投资企 业等形式，间接覆盖了从消费到科创领域等多个品牌 ...

Core Insights - L'Oréal China is committed to long-term investment in the Chinese market, emphasizing its belief that investing in China is investing in the future [1][3] - The company aims to maintain its leadership position as the number one beauty group in China, focusing on collaboration across four major departments [5] Group 1: Market Confidence and Employment Impact - L'Oréal's CEO for North Asia expressed strong confidence in the Chinese beauty market despite global uncertainties, highlighting that L'Oréal China provides over 330,000 jobs, with each job creating an additional 20 jobs in other sectors, significantly higher than the industry average [3] - The beauty sector is identified as a key area for Sino-French cooperation, facilitating exchanges across various fields [3] Group 2: Strategic Focus and Consumer Targeting - L'Oréal plans to tap into the growth potential of Generation Z, mature consumers, and male demographics, aiming to reach 150 million consumers in China by 2030 [5] - The company is enhancing local R&D investments and innovation capabilities, launching the "BIG BANG Beauty Tech Co-Creation Plan" in 2025, which will focus on sustainability and AI integration [7] Group 3: Financial Goals and Management Adjustments - L'Oréal has set a sales growth target of approximately 5% in China for 2025, following a challenging previous year with a slight revenue decline [7] - Recent management changes include the appointment of a new general manager for L'Oréal Paris China, aimed at strengthening local operations amid sales challenges [8]

3 月 31 日，欧莱雅中国在 2024/2025 年度发展战略沟通会上宣布成立两大全新投资基金，分别为 "凯辉创美未来基金" 和 "美丽领航基金"，聚焦中国美妆相 关产业投资、孵化、科技创新合作。 欧莱雅北亚总裁及中国首席执行官博万尚在沟通会上多次强调 "投资中国就是投资未来"。2024 年，欧莱雅虽面临市场挑战，但仍保持中国第一美妆集团的 领导地位，旗下巴黎欧莱雅、兰蔻、卡诗以及皮肤科学美容事业部在各自领域成绩斐然。博万尚表示，2025 年欧莱雅将继续加大在华投资力度，在创新、 社会、人才、生态圈等重点领域持续发力，强化中国市场在集团战略中的核心地位。 据了解，"凯辉创美未来基金" 由欧莱雅与凯辉基金、上海静安区合作成立，专注投资中国美妆护肤产业的创新趋势与品类，旨在寻找并扶持新一代兼具功 效与品牌影响力的行业领军企业；"美丽领航基金" 则由欧莱雅与天图投资合作设立，投向以早期及成长期为主的美业及产业上下游相关领域，聚焦兼具科 技创新和可持续价值的品牌。 事实上，这并非欧莱雅首次在华成立投资公司。2022 年 5 月，欧莱雅就在上海奉贤东方美谷成立上海美次方投资有限公司，由欧莱雅（中国）全权控股， 重点关 ...

2024年，欧莱雅不断从多维度加码投资中国市场，包括在苏州启用集团首个智能运营中心，提升供应链 灵活性和能力，满足日益增长的电商市场需求，以及投资颜术医美，抢抓医美赛道新机遇等。欧莱雅方 面表示，欧莱雅充分看好中国市场无限潜力，今年将继续贯彻全球的"美丽跃升计划"（Beauty Stimulus Plan）加大在华投资力度，在创新、社会、人才、生态圈等重点领域持续发力，进一步强化中国市场在 集团战略中的核心地位，为未来积蓄发展新动能 。如在投资创新方面，加大本土研发投入，强化研发 创新实力，释放开放式创新生态圈潜力以及投资社会、投资人才、投资生态圈。近日，欧莱雅中国成立 了两大全新投资基金，致力支持中国美妆新势力品牌及相关行业企业。如与凯辉基金和上海静安区合作 成立的基金，将重点投资处于成长阶段的美妆品牌和相关企业，另一支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。 北京商报讯（记者 张君花）3月31日，在欧莱雅中国举办的"大美泱泱，向美而升——2024/2025年度发 展战略沟通会"上，欧莱雅北亚总裁及中国首席执行官博万尚、欧莱雅中国副首席执行官及高档化 ...