本周，悦诗风吟海外闭店、巴黎欧莱雅推出AI美容助手、总统推出自有品牌香水。 来源 | 聚美丽 作者 | tt 想了解全球化妆品行业发生了什么？本周 (2025年6月30日—7月4日)全球资讯第364期，将聚焦全球企业裁员、人事变动，新美妆品牌诞生，以及美妆企业 与AI加强合作等内容展开。 从本周国际品牌的动向来看，虽受全球经济下行和关税影响，美妆行业仍然面临着重重挑战，但是美妆行业待挖掘空间依旧吸引了不少企业跨界入局。 此外，各个企业裁员消息频传，可见，当前经济下行波及到了美妆行业，形势不容乐观。除此之外，在本周，包括科赴等的国际美妆企业，高层人事变动 不断，通过业务结构的改革和优化来应对危机。还有知名韩妆爱茉莉太平洋旗下品牌，悦诗风吟海外旗舰店闭店等新闻值得关注。 美容仪市场竞争加剧 6月30日，据MAEIL BUSINESS NEWSPAPER报道，LG家居与健康护理 (简称:LG)从LG电子手中收购了美容设备品牌LG Prael，布局美容设备业务。由于 当下"K Beauty"的流行，化妆品和家用电器之间的界限被打破，这也意味着美容仪市场的竞争将进一步加剧。 根据全球市场研究公司Research & M ...

Summary of InMode (INMD) Conference Call - May 19, 2025 Company Overview - InMode is an Israeli-based company specializing in medical aesthetic equipment, particularly surgical equipment that penetrates the skin [2][3] - Established around 16 years ago, with R&D and manufacturing based in Israel [2] - The company went public in February 2019 at $7 per share and has since seen significant revenue growth [8] Financial Performance - Revenue reached approximately $495 million in 2023, up from $22 million in 2017 [5][6] - Experienced a 20% revenue decline in 2024 due to economic slowdown and increased interest rates [10] - Target for 2025 is to match 2024 revenue levels [10] Product and Technology - InMode's technology includes radio frequency-assisted lipolysis and bipolar Matrix RF (Morpheus) [4][6] - The company has diversified its product line to include applications for urinary incontinence, overactive bladder, and facial rejuvenation [6] - Currently has about 12 platforms in its product portfolio, selling in 90 countries [7] Market Dynamics - The U.S. market constitutes 50% of the business, with the rest coming from international markets [19] - The company faces stronger headwinds in the U.S. compared to international markets, with consumer confidence being a significant issue [22][27] - The first quarter is typically the slowest, with Q2 expected to be stronger [30] Operational Challenges - The ongoing conflict in Israel has posed challenges, but the company has managed to maintain operations [12][35] - Tariff exposure is estimated to impact gross margins by 2% to 3% due to most products being manufactured in Israel [38][39] Marketing and Sales Strategy - The company spends heavily on marketing and sales, with a focus on both B2B and B2C strategies [16][60] - Sales and marketing expenses account for 35% to 40% of revenue, while G&A and R&D expenses are relatively low at around 3% and 4%, respectively [59][60] Future Outlook - The company is optimistic about the recovery of the aesthetic procedure market, although it does not expect an immediate surge in demand [99] - Plans to continue product innovation, with new wellness platforms expected to launch later in 2025 [52] - The management is focused on international expansion, establishing subsidiaries in Argentina and Thailand [71][72] Capital Allocation - In the past 12 months, InMode has repurchased $412 million of its stock, totaling $508 million over two years [85][87] - The company is open to various capital allocation strategies, including further buybacks, M&A, and dividends, depending on market conditions [85][86] Key Risks - Economic slowdown and rising interest rates are significant risks affecting consumer spending on aesthetic procedures [10][22] - The company is closely monitoring inflation trends in both the U.S. and Europe [23] Conclusion - InMode remains a leader in the medical aesthetics market, with a strong focus on innovation and international growth despite current economic challenges [11][72]

The Beauty Health Company (SKIN) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Company Participants Norberto Aja - Investor RelationsMarla Beck - President & CEOMichael Monahan - CFOJonathan Block - Managing DirectorSarah Whitaker Clemente - Director, Healthcare Conference Call Participants None - AnalystSusan Anderson - Managing Director & Senior AnalystBruce Jackson - Senior AnalystNavann Ty - Analyst Operator and welcome to today's Beauty Health Company First Quarter twenty twenty five Earnings Call. At ...

The Beauty Health Company (SKIN) Q1 2025 Earnings Call May 08, 2025 04:30 PM ET Speaker0 and welcome to today's Beauty Health Company First Quarter twenty twenty five Earnings Call. At this time, all participants are in a listen only mode. Later, you will have the opportunity to ask a question during the question and answer session. Please note this call is being recorded and I will be standing by if you should need any assistance. It is now my pleasure to turn the conference over to Norberto Ajah, Investor ...