Core Insights - The Chinese beauty market is gradually recovering, with a 7.2% year-on-year increase in cosmetic retail sales in April, reaching 30.9 billion yuan, marking four consecutive months of growth [1] - Despite the recovery, consumer purchasing behavior is shifting towards brands with strong loyalty and high repurchase rates, as evidenced by the absence of previously popular white-label brands in current sales rankings [1][2] - The CBI500 brand ranking, based on actual consumer purchasing behavior, highlights that brands with deep-rooted consumer recognition and value are outperforming others [2][4] Market Trends - Demand in the beauty sector continues to grow, but consumers are increasingly gravitating towards brands that offer real value [2] - The CBI500 ranking utilizes a quantitative approach to assess brands based on sales, pricing, search popularity, and user reviews, moving beyond traditional metrics like market capitalization [4][18] - The rise of white-label brands has been short-lived, with many failing to maintain consumer trust and brand value over time [9][8] Brand Development - The beauty industry is entering a "golden age" where brand value and product innovation are crucial for sustained growth [13][18] - Established brands are focusing on enhancing their brand power while new brands are prioritizing brand building to improve market competitiveness [13][17] - The CBI500 ranking indicates that brands like Proya and Natural Hall have successfully established strong consumer recognition through unique product offerings and innovation [10][17] Consumer Behavior - Consumers are increasingly seeking brands that provide genuine value rather than just low prices or promotional offers [10][16] - The success of brands in the recent Tmall 618 sales event aligns with the CBI500 rankings, indicating a preference for established brands with strong market presence [10][17] - The shift in consumer behavior emphasizes the importance of brand loyalty and the need for brands to innovate continuously to meet evolving consumer demands [18] Future Outlook - The beauty industry is expected to focus on brand value and product innovation as key drivers of growth in the coming years [18] - E-commerce platforms like Tmall are actively supporting quality and original brands, aiming to foster brand growth through various incentives [16][17] - Brands that can adapt to market changes and prioritize innovation will likely thrive in the competitive landscape ahead [18]