Sou Hu Cai Jing·2025-08-06 13:17Core Insights - The beauty consumption landscape is undergoing a transformation driven by instant delivery services, reshaping the industry dynamics [2][4][16] Channel Evolution - The beauty and personal care consumption model has evolved through three phases: reliance on department stores, the rise of e-commerce, and now the emergence of instant retail as a "third pole" that combines online and offline advantages [4][5] - In 2023, China's instant retail market reached a scale of 650 billion yuan, growing by 28.89% year-on-year, significantly outpacing the growth of traditional online retail [5] Market Competition - Major platforms like Meituan, Ele.me, and JD.com are competing fiercely in the instant retail space, each leveraging their unique resources and strategies to capture market share [10][12] - Meituan has expanded its offerings beyond food delivery to include beauty and personal care, with significant investments leading to a doubling of sales in beauty categories during promotional events [7][8] Consumer Behavior - Over 50% of consumers born after 1995 prefer same-day delivery and are willing to pay a premium for it, indicating a shift towards an "instant gratification" consumption mindset [4][5] - The demand for instant availability is driving the growth of instant retail, particularly among younger consumers who prioritize convenience [7][16] Strategic Adaptation - Companies like Foxy Little Demon are exploring unique survival paths in instant retail, focusing on building standardized operational systems and adapting product offerings to meet online demand [12][14] - The emphasis on professional service and deep consumer understanding is becoming a competitive advantage in the instant retail landscape [14][16] Future Outlook - The instant retail market in China is projected to exceed 2 trillion yuan by 2030, positioning it as a new growth curve for the beauty retail industry [5] - The integration of speed, professional expertise, and consumer insights will be crucial for companies to thrive in the evolving retail ecosystem [16]