受到宏观经济疲软以及行业竞争加剧的影响，今年以来，化妆品类月度零售总额呈现出"过山车"式变化，其中在618期间的6月更是今年首次负增长，不 过，随后两月连续增长的数据，似乎呈现出回暖态势，但真是如此吗？ 9月15日国家统计局发布了今年8月、1-8月的社零数据，按消费类型分，8月、1-8月化妆品类零售额分别为349亿元、2915亿元，分别同比增长5.1%、 3.3%。且值得注意的是，单月化妆品类零售额同比增长跑赢了社零大盘。 | 2025年8月份社会消费品零售总额主要数据 | | --- | | | 8月 | | 1-8月 | | | --- | --- | --- | --- | --- | | 指 标 | 绝对量 | 同比增长 | 绝对量 | 同比增长 | | | (亿元) | (0/0) | (亿元) | (%) | | 社会消费品零售总额 | 39668 | 3.4 | 323906 | 4.6 | | 其中:除汽车以外的消费品零售额 | 35575 | 3.7 | 292643 | 5.1 | | 其中:限额以上单位消费品零售额 | 15841 | 2.4 | 130022 | 5.2 | | 其中: ...

Investment Dynamics - Nutrabolt, an American energy drink company, has invested nearly 110 million yuan to increase its stake in Bloom Nutrition [4] - Bloom Nutrition, founded in 2019, is well-known on social media for its organic green superfood powders and has expanded its product line to include protein powders, collagen peptides, and super berry products [2] - This investment is expected to provide Bloom Nutrition with strategic growth capital, enhance its production capacity, and strengthen its internal capabilities, while allowing Nutrabolt to further expand its influence in the energy drink sector [2] Brand Dynamics - Inditex Group, the parent company of Zara, reported a 5.1% year-on-year revenue growth to 18.4 billion euros and a slight net profit increase of 0.8% to 2.8 billion euros as of July 31 [15] - Zara is closing smaller stores and shifting towards larger, higher-end retail spaces, with an expected total retail floor area increase of about 5% in the coming year [15] - The closure of smaller stores reflects a broader trend in the fast fashion industry, prioritizing efficiency over scale [15] Corporate Changes - Roberto Lorenzini announced his resignation as CEO of Tod's Group for the Americas, a decision made in agreement with the Della Valle family [23] - Sun Hui, CEO of Baizicui, announced her departure after seven years, indicating challenges in achieving rapid success in a competitive environment [26] - Burger King China appointed Fan Jun as COO and Li Jia as CIO, aiming to strengthen its core team for better market penetration [28]