Core Insights - The article highlights the shift in personal and household care consumption from mere functionality to a focus on sensory comfort and emotional healing, driven by the fast-paced and high-pressure lifestyle of modern consumers [1][2]. Group 1: Consumer Demand Upgrade - The emotional value demand from consumers is driving an upgrade in consumption decisions, with fragrance becoming a key element in fulfilling emotional needs through various scent profiles [3]. - In the body care category, fragrance products have shown significant market performance, with a price index of 116 and a penetration rate increase of 0.9 percentage points for fragrance products by the second quarter of 2025 [3]. - Households with children and female buyers are identified as the primary audience for fragrance care products, contributing significantly to overall category growth [3]. Group 2: Market Trends and Consumer Segments - In 2024, households with children are projected to be the largest consumer group for fragrance laundry products, with a preference index of 108 and a penetration rate increase of 13 percentage points [5]. - The shopping frequency for this demographic has increased by 11.8%, indicating a growing market potential [5]. - Lower-tier cities and interest e-commerce channels, exemplified by platforms like Douyin, are emerging as key battlegrounds for fragrance care products, presenting opportunities for brands to capture market share [5]. Group 3: Ingredient Development and Technological Innovation - The success of fragrance products relies on ingredient development and technological innovation, with natural plant essential oils and microencapsulation technology becoming mainstream choices for leading brands [6]. - Natural plant essential oils meet both fragrance and cleaning/care needs, making them highly sought after by consumers [6]. - Worldpanel's AI packaging recognition technology is being utilized to track emerging market trends, including popular product scents, ingredients, and technologies, allowing brands to monitor market dynamics effectively [6][8]. Conclusion - Brands in the personal and household care categories should focus on the fragrance economy, providing emotional experiences alongside basic functionalities [9]. - Targeting female buyers and households with children, while exploring demand in lower-tier cities and interest e-commerce, can enhance market opportunities [9]. - Continuous monitoring and analysis of consumer behavior changes will aid brands in identifying market opportunities and tracking product performance [9].

Investment Rating - The report provides a positive investment rating for the beauty and personal care industry, highlighting significant growth potential in various segments [1]. Core Insights - The beauty and personal care industry is experiencing a surge in user engagement, particularly in makeup and fragrance categories, driven by trends such as emotional healing and cultural collaborations [3][8]. - The report emphasizes the importance of understanding consumer trends, such as the rise of mini makeup products and the integration of fragrance into personal care routines, which are reshaping market dynamics [10][90]. User Trends - Trend 01: The rise of "mini makeup" products, with searches for mini makeup increasing by 145% year-on-year, indicating a shift towards portable beauty solutions [15][17]. - Trend 02: The "island makeup" trend reflects a desire for quick, effective beauty solutions that cater to the vacation mindset, with related searches up by 350% [38][44]. - Trend 03: The "no foundation makeup" trend is gaining traction, with a 262% increase in searches, as consumers seek lightweight, breathable products for warmer months [76][78]. Fragrance Trends - Trend 01: The focus on "energy fragrances" is growing, with a 165% increase in related searches, as consumers seek scents that resonate with their emotional states [92][94]. - Trend 02: The "memory fragrance" trend utilizes scents to evoke memories, with significant engagement on platforms like Xiaohongshu, indicating a strong consumer interest in personalized fragrance experiences [100][102]. - Trend 03: The trend of "DIY fragrances" is emerging, with a 52% increase in searches for DIY scent combinations, reflecting a growing consumer interest in personalized fragrance solutions [180][182]. Category Trends - The report identifies a significant expansion in the women's hygiene products sector, with trends such as "therapeutic sleepwear" and "private care" gaining traction due to increased consumer awareness and demand [188][194]. - The "absorbent pads" trend highlights a growing need for incontinence products, with a staggering 813% increase in related searches, indicating a previously underserved market [217][223]. - The "facial cleansing wipes" trend is also on the rise, with a focus on convenience and user experience, particularly for travel and outdoor activities, as evidenced by a 134% increase in related discussions [238][250].