2025年早已过半，美妆品牌的平台生存之战交出期中答卷。 都说铁打的抖音，流水的白牌。今年上半年上榜TOP20的白牌又与去年有所不同。 当流量日益昂贵，品牌在各大平台的投入与产出比正经历残酷检验。过去六个月，哪些美妆品牌依然笑傲江 湖？哪些黑马新锐凭靠差异化打法实现弯道超车？哪些品牌又未能守住擂台，告别消费者视野？一起来看。 抖音：215个美妆护肤品牌GMV破亿 聚焦蝉妈妈抖音美妆护肤品牌榜单，期内，215个品牌GMV破亿。 TOP10榜单国货与外资平分秋色 其中，销售额TOP10的品牌分别是：韩束、珀莱雅、欧莱雅、雅诗兰黛、谷雨、兰蔻、赫莲娜、自然堂、海蓝 之谜及丸美。 | 8 | 谷雨 | 自然堂↑ | | --- | --- | --- | | 9 | 海蓝之谜 | 海蓝之谜 | | -10 | 自然堂 | 丸美↑ | | 11 .. | 欧诗漫 | 可复美↑ | | 12 | 后 | 毛戈平↑ | | 13 | 花西子 | 后↓ | | 14 | 蜜丝婷 | 百雀羚↑ | | 15 | 可复美 | eLL ↑ | | 16 | 温博士 | MEICHIC ↑ | | 17 | DCEXPORT | 蜜 ...

New Product Launches - Jianai Super Bucket Lychee and Bayberry Flavored Fermented Milk has been launched, made from high-quality ingredients without additives and using 13 imported strains [4][5] - Oreo collaborates with Grammy-nominated artist Selena Gomez to launch a new cookie inspired by her love for horchata, featuring a unique three-layer structure [5] - Jasmine Milk White has introduced a summer limited "Romantic Summer Water" series, including five new tea flavors [5] - HOKA has launched a new shoe model, MAFATE SPEED 4 LITE TS, combining modern technology with minimalist aesthetics [5] Industry Events - Lucky Coffee has surpassed 6,000 stores nationwide, covering over 300 cities and achieving significant growth in various regions [11][13] - Salomon has opened a new standalone store in Shanghai, inspired by Parisian outdoor fashion [14] - Gu Ming collaborates with actor Wu Yanzu to enhance its coffee business, leveraging its extensive store network [14] - Professional running brand SOAR enters the Chinese market with a Tmall flagship store [15] Investment and Financing Movements - Qiyunshan Food Co. has submitted an IPO application to the Hong Kong Stock Exchange, focusing on its South Sour Jujube products [19] - British luxury leather and stationery brand Smythson has been acquired by private equity firm Oakley Capital [20] - Baozun has acquired the Chinese operations of international yoga wear brand Sweaty Betty [21] - Ferrero is investing €95 million (approximately 8 billion RMB) to expand production and logistics in France [21] - Tonic Health, a UK nutritional supplement brand, has completed a £2.8 million Series A funding round [21] - Samyang Foods is investing $150 million to build its first overseas factory in Jiaxing, China [21] - Plant Doctor has disclosed its IPO plans to list on the Shenzhen Stock Exchange [22] Food Industry Developments - Dongpeng Special Drink has launched a sugar-free energy drink with passion fruit and guava flavor [26] - CHALI has introduced a new series featuring herbal teas with no additives [26] - Nongfu Spring has announced a new iced tea product with 100% tea extract and no preservatives [27] - Asahi Beer has launched a new product, Asahi Super Dry 3.5, claiming to reduce sugar by 70% and energy by 40% [28] Beauty Industry Updates - Hakko Sake has partnered with Kose to create a new cosmetics brand, "itoshiro," featuring a UV brightening cream [30] - Suzhou Jiyi Technology has submitted an IPO application to the Hong Kong Stock Exchange [32] - INTO YOU has launched the second generation of its air lip mud product [33] - L'Oréal has introduced an AI beauty assistant named Beauty Genius [33] - Innisfree has officially closed its overseas flagship store as part of a strategic adjustment [34]

Group 1 - The extreme heat wave across various regions in China has led to a surge in demand for cooling appliances such as air conditioners and refrigerators, driving a "cooling economy" that boosts consumer spending [1][2] - Xiaomi reported a dramatic increase in air conditioner sales, with peak sales reaching 20 times that of the same period last year in Northeast and Inner Mongolia, highlighting the significant impact of high temperatures on the cooling appliance market [2] - The sales of alternative cooling products like evaporative coolers and electric fans have also surged, with cooler sales increasing by 3.5 times and fan sales by 54% [3] Group 2 - The demand for sun protection products and beauty care items has also seen explosive growth, with sunglasses sales doubling and women's purchases of sun protection products outpacing men's by more than four times [3] - The "Zhenpin Hui" and "Factory Store" retail models of Fenqile Mall have effectively catered to the diverse consumption needs of young consumers, providing a "light consumption" shopping experience through interest-free installments and discount coupons [3] - Fenqile Mall aims to continuously innovate consumption scenarios and deepen collaborations with brands and platforms to stimulate consumer spending and enhance the multi-category shopping experience for young consumers [3]

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 ...

Core Viewpoint - The demand for sunscreen cosmetics is peaking as temperatures rise, but there are concerns about the effectiveness of products claiming to offer multiple benefits, leading to consumer skepticism about product authenticity and safety [1][2]. Group 1: Regulatory Compliance - Sunscreen products must have the "National Cosmetic Special Approval" (国妆特字) number to be legally sold in China, especially those claiming to have sun protection effects [3][4]. - In 2024, the National Medical Products Administration reported that out of 535 batches of cosmetics tested, 120 batches of sunscreen products were found to contain banned ingredients or did not meet regulatory requirements, making up over 22% of all tested cosmetics [2]. Group 2: Consumer Awareness - Consumers are advised to be cautious when selecting sunscreen products, as not all products claiming to have sun protection require the "National Cosmetic Special Approval" number, but those that do must have it if they claim to provide sun protection [4][8]. - Many consumers feel uncertain about how to accurately choose sunscreen products, often relying on sales recommendations without fully understanding product labels [4]. Group 3: Product Identification - Products that claim to have sun protection but lack the "National Cosmetic Special Approval" number or any SPF/PA value labeling are considered non-compliant and potentially misleading [3][7]. - Consumers can verify the legitimacy of sunscreen products by checking for the "National Cosmetic Special Approval" number on the label and using the official cosmetic regulation app to confirm product details [8].

Brand Performance - The brand "Winona Baby" achieved revenue of over 200 million RMB, a year-on-year growth of 34% in 2024 [2] - The brand "Aikeman" generated approximately 60 million RMB in revenue, with a year-on-year increase of over 65% [2] - "Jirui" reported revenue of 470 million RMB in 2024, while "Bomei" generated over 50 million RMB, contributing significantly to the company's growth [2] Profitability and Financial Metrics - The company's gross profit margin improved from 73.74% in 2024 to 77.47% in Q1 2025 [3] - Cumulative dividends from 2021 to 2024 amounted to 1.098 billion RMB, representing 34.60% of the net profit attributable to shareholders during this period [3] - The 2024 dividend was approximately 250 million RMB, accounting for over 50% of the net profit attributable to shareholders [3] Inventory and Supply Chain Management - Inventory turnover rate increased from 1.78 times/year in 2023 to 1.87 times/year in 2024, a growth of 5.43% [3] - Inventory decreased from over 900 million RMB at the end of 2023 to 600 million RMB by the end of 2024, and further down to 560 million RMB by the end of Q1 2025 [3] Marketing and Sales Strategies - The brand "Aikeman" ranked among the top 6 new beauty brands on Tmall during the "Double 11" shopping festival in 2024 [4] - "Jirui" saw a 56% year-on-year increase in search index on Douyin for its core product, while its sunscreen category experienced a 97% increase [4] - "Bomei" achieved a 1181% year-on-year increase in search index for its flagship product on Douyin [4] Offline and Online Channel Development - The OTC distribution channel covered over 129,000 pharmacy stores nationwide by the end of 2024 [5] - The company opened 179 new brand direct stores in key urban areas, enhancing brand visibility and service capabilities [5] - The self-built OMO online sales platform saw large orders (over 1000 RMB) account for approximately 62.82% of total orders, with an average transaction value exceeding 1500 RMB [5]