高盛：中国化妆品：双十一把脉：专家点评：预计竞争减弱、成本下降将带来稳定增长

10 October 2024 | 11:08PM HKT _ China Cosmetics: Double 11 pulse check: Expert call takeaways: Expect steady growth of tapering competition and easing cost On Oct 10, we invited a cosmetics expert specializing in providing e-com solutions for beauty brands in China to share some of the latest updates on the industry, especially the Double 11 Shopping Festival that starts from Oct 8 til Nov 11 which could account for 60%+ of 4Q online GMV or 20% of full year per historical average. We summarize the key highl ...