Core Insights - The 2025 "Double Eleven" event marked a significant commercial transformation, with a total transaction volume of 1,695 billion yuan, reflecting a year-on-year growth of 14.2% [2] - Tmall maintained its dominance in the e-commerce sector, capturing 50.19% of total transaction volume across five major platforms and 59.8% among three comprehensive platforms [2] E-commerce Performance - Tmall Beauty accounted for 61% of the transaction volume among Tmall, JD, and Douyin, up from 50.9% in 2024, indicating an expanding market share [3] - The 88VIP membership program significantly contributed to Tmall Beauty's growth, with brands like Proya and Estée Lauder achieving over 100 million yuan in sales within minutes of the event [3][4] Membership Growth - The 88VIP program saw a compound annual growth rate (CAGR) of 13% from January 2024 to November 2025, indicating a strong increase in brand engagement [4] - By the second quarter of 2025, the total number of 88VIP members reached 53 million, with a peak increase of 7 million members in a single quarter [6] Consumer Segmentation - The high-value consumer segments, identified as "Beauty Explorers" and "Luxury Care Enthusiasts," spend significantly more on beauty products compared to the average market consumer [10] - 62% of the spending from "Beauty Explorers" comes from online channels, highlighting the importance of digital platforms in reaching this demographic [10] Brand Ecosystem - Tmall has evolved from a channel pioneer to a brand incubator and a partner for guaranteed growth, showcasing its robust ecosystem for beauty brands [12] - The platform hosts over 35,000 active beauty brands, with a survival rate of over 60%, indicating a healthy commercial environment [13][14] Consumer Behavior Trends - In 2025, consumer satisfaction during "Double Eleven" was primarily influenced by product attributes and experiences rather than promotions and pricing, with 43% of consumers prioritizing these factors [17] - This shift in consumer focus aligns with Tmall Beauty's strategy of fostering high-quality user relationships and a strong brand ecosystem [27] New Product Launches - Nearly 40,000 brands launched 245,000 new products on Tmall in the month leading up to "Double Eleven," a 46% increase from the previous year [19] - Tmall's new product promotion ecosystem, enhanced by AI tools, has streamlined the process from market insight to product launch, significantly improving the chances of new product success [23] Strategic Advantages - Tmall Beauty's competitive edge is derived from a combination of deep membership engagement, a broad platform ecosystem, and precise technological innovations [28] - The focus has shifted from price competition to value creation, with Tmall leveraging technology to enhance the shopping experience and meet consumer needs [28][29]

成交规模占比61%，双11上半场淘系美妆蝉联第一 双11第一周期成绩出炉。 多份数据报告显示，双11美妆成交额整体呈同比增长态势，其中，天猫作为美妆消费核心阵地，增长表现尤为突出。 根据易观双11观察报告，双11第一周期（10月9日到11月3日）主要平台成交额，淘系美妆占比达46.2%，全网第一，且较618时优势持续扩大。而来自久谦的 数据报告显示，在淘系、京东、抖音三大平台中，淘系美妆成交规模占61%，处于绝对领先位置。 据媒体报道，天猫双11美妆品牌开局火爆，且爆发速度较往年更快。开卖6分钟，珀莱雅率先破亿，随后，雅诗兰黛、SK-II、修丽可、兰蔻、欧莱雅、海蓝 之谜、肌肤之钥也纷纷破亿，开卖10分钟，破亿美妆品牌就已超去年同期。开卖至今，奢美大牌整体持续呈双位数增长态势。 主打全年最优惠的天猫双11，凭借独特的消费优势，推动美妆品类实现显著增长，其中"科学护肤"赛道以爆发式表现成为本次双11的最大亮点。 赛道内头部品牌如：薇诺娜、理肤泉、丝塔芙等均有双位数以上的增长；国货新锐，如绽媄娅、优斐斯等均同比双位数增长，同频同比增长超800%，纨素 之肤近18倍井喷式增长，开卖4小时不到即赶超去年双11全周期。 ...