Core Insights - The beauty market is experiencing a potential growth opportunity through the integration of online and offline sales strategies, particularly with the introduction of Tmall's "flash purchase" model [1][2][3] - Tmall aims to enhance consumer experience by providing unified inventory, pricing, and marketing strategies across online and offline channels, which is expected to be a key focus during the upcoming "Double Eleven" shopping festival [2][5] - The beauty sector has shown significant growth, with Tmall's flash purchase model contributing to a substantial increase in sales for brands that adopt this strategy [3][4] Group 1: Tmall's Strategic Initiatives - Tmall plans to introduce a "near and far integration" strategy that will incorporate offline brand stores into its flash purchase model, aiming for one million offline stores to join within three years, potentially generating an additional 1 trillion yuan in transactions [1][2] - The flash purchase model is expected to leverage the high standardization and convenience of beauty products, tapping into immediate consumer demand [2][3] - Tmall's recent data indicates that over 200 major fast-moving consumer goods brands achieved double-digit growth in the first half of the year, with more than 1,000 new brands seeing a 40% increase in transactions [4][5] Group 2: Market Performance and Consumer Trends - The retail sales of cosmetics grew by 4.1% year-on-year from January to May, with online sales outpacing overall market growth, as evidenced by a 65.52% increase in beauty and skincare sales during the "618" shopping festival [3][4] - Tmall's focus on long-term value (LTV) operations has resulted in a 23% increase in brand repurchase membership and a 25% increase in 88VIP transactions [5][6] - The company is implementing a "333" plan to support brands in launching three core categories, three billion-level super products, and three blockbuster new products annually [5][6]