今天分享的是：2025年中国美容行业的白皮书 防脱经济因年轻群体的"脱发焦虑"持续升温。2021年中国脱发人群超2.5亿，平均年龄30.1岁，比上一代提前20年。618购物节期 间，防脱产品需求增长33.1%，其中防脱洗发水是入门首选，2020年销售额达15.4亿元；米诺地尔等外用药增长迅猛，某品牌年 销售额从2018年的1100万元飙升至2021年的1.16亿元；植发作为"终极解决方案"，2020年市场规模达134亿元，但渗透率仅 0.2%，未来增长空间巨大。 纯净美容（Clean Beauty） 虽属小众但潜力显著。87%的消费者关注香水是否含天然成分，64%在意过敏原，海外品牌如澳大利 亚ONE SEED已将有机成分占比提升至80%。本土品牌则结合中医智慧，佰草集、东边野兽等以"草本配方"主打敏感肌市场，契 合了消费者对"天然安全"的追求。政策红利也在释放，2021年起进口普通化妆品免除动物测试，为更多国际纯净品牌进入中国 扫清障碍。 报告共计：43页 后疫情时代中国美容市场：消费趋势迭代与新赛道崛起 随着2023年初疫情防控政策的调整，中国美容市场迎来了新的发展机遇。经历了特殊时期的消费习惯重塑，从护 ...

Perrigo Company (PRGO) FY Conference June 10, 2025 09:00 AM ET Speaker0 Good afternoon, everyone. Thank you for sorry. Good morning, everyone. Thank you for joining us at Oppenheimer's twenty fifth Annual Consumer Growth and Ecommerce Conference. My name is Rupesh Parikh. I'm the senior food, grocery, and consumer products analyst here at Oppenheimer. I'm pleased to introduce our next presenting company, Perrigo. Joining us today are President and CEO, Patrick Lockwood Taylor and EVP and CFO, Eduardo Bezera ...

Total revenue grew +7% YoY to RMB28.8bn, 1% above consensus. Core onlinegame grew 15% YoY to RMB23.4bn, 5%/ 2% beat consensus/ BOCIe. PC andmobile game revenue delivered +85% YoY/ -4% YoY respectively, 0%/ 3%ahead of BOCIe. Marvel Rivals, Where Winds Meet, Blizzard games and Naraka:Bladepoint contributed to skyrocketed PC game revenue. GPM expanded bothYoY/ QoQ to 64.1%, 61.8% above consensus. Along with disciplined opexespecially S&M (down -33% YoY/ -4% QoQ), operating profit grew 37% YoYwith 36.2% OPM, si ...

Perrigo Company (PRGO) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Company Participants Bradley Joseph - Vice President of Global Investor Relations & Corporate CommunicationsPatrick Taylor - President & CEOEduardo Bezerra - Executive VP & CFOSarah Whitaker Clemente - Director, HealthcareDaniel Biolsi - Managing Director Conference Call Participants Ethan Brown - Equity Research AnalystSusan Anderson - Managing Director & Senior AnalystKeith Devas - Analyst Operator ladies and gentlemen, and welcome to t ...

Perrigo Company (PRGO) Q1 2025 Earnings Call May 07, 2025 08:30 AM ET Speaker0 ladies and gentlemen, and welcome to the Perrigo Q1 twenty twenty five Financial Results Conference Call. At this time, all lines are in listen only mode. Following the presentation, we will conduct a question and answer session. This call is being recorded on Wednesday, 05/07/2025. I would now like to turn the conference over to Brad Joseph, VP, Global Investor Relations. Please go ahead. Speaker1 Good morning and good afternoon ...