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自然堂集团双十一领跑国货美妆,解码“科技美妆领军者”的长期价值
Di Yi Cai Jing· 2025-10-29 12:26
Core Insights - The article highlights a structural transformation in China's beauty market during the 2025 "Double Eleven" shopping festival, emphasizing a shift from short-term volume to long-term value, where companies with genuine technological barriers and sustainable growth models will prevail [1][15] - Natural Hall Group stands out in this competitive landscape, achieving significant pre-sale rankings on major platforms like Tmall and JD, showcasing strong user engagement and private domain operation capabilities [1][3] Company Strategy - Natural Hall Group has successfully implemented a "technology-driven, multi-brand synergy" strategy, moving beyond reliance on a single brand to create a comprehensive beauty brand ecosystem that covers various market segments from mass to premium [3][5] - The main brand, Natural Hall, serves as the cornerstone of this ecosystem, focusing on high-tech products derived from Himalayan natural resources, and has expanded its product lines to include skincare, makeup, masks, personal care, and men's grooming [3][5] Brand Performance - Sub-brands under Natural Hall, such as Meisu and Pofuyan, have shown strong performance in their respective niches, with Meisu targeting the mid-to-high-end mature skin market and Pofuyan focusing on sensitive skin care [5][7] - The brand Yichu has made significant strides in the baby care segment, achieving breakthrough growth with innovative products developed in collaboration with medical institutions [5][7] Technological Innovation - Natural Hall Group has prioritized R&D at the upstream of the supply chain, developing proprietary ingredients through partnerships with national institutions, significantly reducing reliance on expensive imported materials [8][9] - The introduction of the HiMurchaSin® ingredient, derived from Himalayan yeast, exemplifies the company's commitment to innovation, allowing for cost-effective production and a competitive edge in the market [9][11] Digital Transformation - The company has advanced its digital capabilities through a comprehensive digital transformation strategy, enhancing supply chain efficiency and customer engagement via a unified inventory system and various information management systems [12][13] - The DTC (Direct-to-Consumer) model has gained traction, with a significant portion of revenue coming from direct sales channels, reflecting the company's growing control over user assets and brand management [14][15] Market Positioning - The performance during the 2025 Double Eleven festival is viewed as a testament to Natural Hall Group's long-term strategic investments in R&D, brand differentiation, and digital integration, positioning it favorably in the competitive beauty industry [15] - The company's approach emphasizes sustainable growth through product innovation and a diversified brand portfolio, which is crucial in a market characterized by declining traffic bonuses and more rational consumer behavior [1][15]