"Vol.19 2026.01.17-01.23" 要点速览： 美妆零售年增5.1% 珀莱雅将切入OTC渠道 Indu退出彩妆赛道 丝芙兰与Olive Young合作？ 华伦天奴退出韩国市场 Patrick Ta入驻丝芙兰中东 Douglas Q1营收承压？ 儿童霜惊现禁药成分 美宝莲被抵制？ 戴可思回应违规？ 首支颞部童颜针上市 闻献新品牌首店开业 联合利华看好印度美妆？ 中免27亿收购DFS业务 百年奢侈品巨头破产？ 欧舒丹拟美股上市 化妆品检测又出新标准了？ 山东化妆品电子标签试点 热点资讯 美妆零售年增5.1% 1月19日，国家统计局发布2025年社会消费品零售数据，全年社会消费品零售总额501202亿元，同比增 长3.7%；12月单月零售额45136亿元，同比增长0.9%。 化妆品品类增速显著跑赢整体消费大盘，全年零售总额达4653亿元，同比增长5.1%，彰显行业发展韧 性。12月化妆品零售额380亿元，同比增长8.8%，成为拉动全年增长的重要推手。产生这一现象的原因 主要是年末消费旺季带动节日美妆消费需求集中释放，叠加线上线下各渠道促销活动密集开展，共同推 动化妆品零售单月增速大幅攀升。 美宝莲被 ...

Group 1: Coca-Cola and Costa Coffee - Coca-Cola has reportedly abandoned plans to sell Costa Coffee due to bids falling short of expectations, marking a setback for the company [3] - The expected sale price for Costa Coffee was around £2 billion (approximately ¥187 billion), which is about half of the £3.9 billion paid during its acquisition in 2018 [3] - Costa Coffee's financial performance has declined, with 2024 revenue at £1.2 billion (approximately ¥112 billion) and operating losses exceeding £13.5 million (approximately ¥1.25 million), attributed to weak foot traffic and competition from low-cost rivals [4] Group 2: Haidilao Management Changes - Haidilao announced significant executive and board changes, with founder Zhang Yong returning as CEO effective January 13, 2026, following a series of leadership transitions [5][6] - The company has been implementing various initiatives, including the "Red Pomegranate Plan," and has expanded its brand portfolio to include 14 restaurant brands with a total of 126 outlets [6] Group 3: Salia's Financial Performance - Salia reported a record high net profit of ¥1.3 billion for the September to November 2025 period, a 16% year-on-year increase, driven by a low-price strategy and increased customer numbers [7] - Sales during the same period grew by 15% to ¥31.7 billion, with operating profit rising 19% to ¥2 billion [7] Group 4: Alo Yoga's Expansion in China - Alo Yoga is set to open its first store in China in Shanghai's Jing'an Kerry Center in the second quarter, with a second store planned for Beijing's Sanlitun area [8][9] - The brand, founded in 2007, emphasizes high-quality yoga and activewear and has expanded its product range to include various lifestyle items [9] Group 5: Dongpeng Beverage's Profit Forecast - Dongpeng Beverage expects a net profit increase of 30.46% to 37.97% for 2025, projecting a profit of ¥4.34 billion to ¥4.59 billion [19] - The company aims to enhance its channel management and explore multi-category development to sustain growth [19] Group 6: Mamut's Potential Acquisition - Swiss outdoor brand Mammut is reportedly considering a sale, with an estimated transaction value of €500 million, and Anta Group is seen as a potential buyer [23]