· 整体"加速度"复苏： 2025年前九个月，集团销售额同比增长3.4%至328.07亿欧元（约合人民币2712.61亿），其 中Q3增速攀升至4.9%，呈现出明确的 "加速度"复苏 信号； · 中、美核心市场复苏： 最大的两大市场——中国大陆和美国持续复苏， 北亚区两年来首次转正 ； · 品类表现分化且强劲： 护发、香水品类持续发力（占销售额30%）；彩妆品类反弹，增速近市场3倍。 · 电商渠道优势巩固： 线上实现 两位数 增长。 欧莱雅集团首席执行官叶鸿慕（Ni c o l a s Hi e r o n imu s）对此表示：" 随着我们进入今年的最后 一个季度，我相信我们将继续超越全球美容市场，实现又一年的销售增长和盈利增长。 " 值得一提的是，在财报发布后的财报会上，叶鸿慕对于"收购阿玛尼"一事表示，由于目前处于 家族哀悼期，暂不推进具体动作，但强调" 与开云的合作不影响对阿玛尼收购选项的考量 "。 此番表态，无疑为欧莱雅奢侈品美妆帝国的未来版图，留下了更为广阔的想象空间。 1 0月2 1日晚，欧莱雅发布2 0 2 5年第三季度业绩报告，再次印证其在动荡市场中的韧性： 从部门表现来看，欧莱雅四大业务板 ...

Core Viewpoint - The article discusses the transformation of shopping malls in China, highlighting the shift from traditional cosmetics brands to new categories such as trendy toys, outdoor sports, and tea beverage brands, referred to as the "Four Kings" of modern retail [6][11][12]. Group 1: Transformation of Retail Landscape - The flagship store of Innisfree, a Korean beauty brand, has been replaced by Pop Mart, a trendy toy company, symbolizing a broader trend in retail [6][8]. - The "Four Kings" now dominating mall spaces include trendy toys, outdoor sports, new energy vehicles, and diverse tea brands, reflecting changing consumer preferences [8][11]. - The vacancy rate in shopping malls has approached 14% in major cities, providing an opportunity for the "Four Kings" to establish a presence [11]. Group 2: Decline of Traditional Brands - The number of cosmetic counters in China has decreased from 15,415 in 2020 to 11,365 in 2022, with low-end cosmetics experiencing the most significant decline [11][12]. - High-end cosmetic brands like Chanel and Lancôme continue to maintain their presence in malls despite overall declines in sales [12][14]. Group 3: New Entrants and Market Dynamics - New energy vehicle brands have become prominent in malls, with Tesla being a pioneer in this space, shifting the focus from traditional car dealerships to experiential retail [18][19]. - The tea beverage market has seen rapid changes, with brands like Nayuki and Heytea adapting to consumer preferences, while others like Tiger Sugar have exited the market [22][24]. Group 4: Future Trends and Opportunities - The article notes that while the "Four Kings" dominate, there are still opportunities for emerging brands like Mao Geping, which has expanded rapidly in the offline market [32][35]. - The future of retail remains uncertain, with the potential for new categories to emerge and replace existing ones, indicating a dynamic and evolving market landscape [36].

01.百度地图植入广告被指影响行车安全 02.盒马售假欧莱雅和雅诗兰黛正式宣判 03.库迪延长门店补贴政策 04.金龟子女儿30天带货销售额千万 05.西北大学副校长成为陕西首富 06.中美各自"下调115%关税"90天 07.中国职场AI应用率高达93% 百度地图植入广告被指影响行车安全 多名网友发文反映，他们在使用百度地图导航时，路线图界面出现饮料品牌"东鹏特饮"广告内容，且无法关闭，影响行车安全。 网传截屏显示，百度地图导航界面上，"累了困了喝东鹏特饮"广告语铺满虚拟车道。有网民指出，文字遮盖导航车道上的变道标识，而广告若在拐弯、 限速等位置出现，非常容易误导司机，构成安全隐患。 一名负责百度地图广告业务的代理商工作人员披露，东鹏特饮广告属于客户定制项目， 预计这项广告植入的合作费用超过1000万元人民币。 根据《互联网广告管理办法》，以弹出等形式发布互联网广告，广告主、广告发布者应当显著标明关闭标志，确保一键关闭。而百度地图中的广告据 报无法关闭，涉嫌违反上述规定。 （消息来源：联合早报） 盒马售假欧莱雅和雅诗兰黛正式宣判 近日，盒马售卖假欧莱雅、雅诗兰黛案正式宣判：供应商销售假化妆品，涉案金额322 ...