美妆丨市场观察 本周看点： -从爆雷款到"塑料茅台"，美妆行业能从潮玩标杆取何真经？ -芳香疗愈SPA：美妆行业的下一个"卷"点？ -六部门发文，国货美妆产业将掀IPO热潮？ 行业环境 1.从爆雷款到"塑料茅台"，美妆行业能从潮玩标杆取何真经？ 关键词 ： 中国IP,全球影响力,缺陷美学,情感营销,稀缺性操控 概要 ： 2025年，中国IP全球影响力显著提升，《哪吒之魔童闹海》跻身全球影史票房前30， LABUBU潮玩以"缺陷美学"引发热潮。美妆行业从小众审美入手，花西子、橘朵融合传统文化 满足个性化需求。品牌通过稀缺性、本土化叙事和UGC增强用户连接。未来，美妆竞争将集中 于创新与文化影响力，差异化价值是关键。 2.芳香疗愈SPA：美妆行业的下一个"卷"点 ？ 关键词 ： 疗愈经济,芳疗市场,情绪价值,健康消费,五感体验 概要 ： 随着生活节奏加快，疗愈类服务成市场刚需，中国失眠发生率超38%，全球疗愈经济年 增10%，预计2025年达7万亿美元。芳疗市场因天然安全特性快速崛起，消费额年均增长 20%-30%，"SPA+零售"模式兴起。然而，行业存在品牌分散、同质化、人才短缺等问题。未来 需通过规范化、技术 ...

Industry Trends - The personal luxury goods market in mainland China has shown fluctuations over the past decade but is overall on a growth trajectory, with expectations to become the largest luxury market globally by 2030, capturing 25% of the market share, surpassing the US and Europe [3][8] - Consumer preferences are shifting from "symbolic consumption" to "lifestyle and cultural resonance," emphasizing sustainable consumption and technology-driven experiential innovations as key trends [1][3] Advertising Investment Trends - In January-February 2025, the luxury goods industry's online advertising investment index experienced a mild year-on-year growth of 1.2%, reaching a near four-year peak during this period [8][11] - Advertising investments are closely linked to seasonal peaks, with significant increases observed in January, May, and September, aligning with holiday shopping spikes [8][11] Advertising Strategies - The advertising landscape is evolving, with a notable shift towards OTT platforms, while mobile remains the primary advertising terminal; video platforms account for 67.7% of the advertising investment [18][21] - Full-screen and video pre-roll ads are favored, comprising over 80% of the advertising formats used in the industry [18][21] Creative Trends - Local celebrity endorsements are crucial for brands to expand their audience, with an increasing trend of collaboration with sports stars [21][24] - Seasonal marketing strategies focus on limited edition packaging and cultural symbols to enhance product appeal during peak sales periods like New Year and Valentine's Day [24][27] Marketing Observations - The luxury goods market is witnessing a shift towards a more rational and younger consumer base, with demands for quality, culture, and personalized experiences [2][33] - Brands are encouraged to adopt differentiated marketing strategies based on user segmentation to effectively meet diverse consumer needs and gain competitive advantages [2][33] Multi-Channel Marketing Integration - The luxury industry must balance short-term traffic acquisition with long-term brand value, utilizing diverse marketing methods to create an integrated marketing ecosystem [36][39] - Online and offline channels are increasingly merging, with brands focusing on precise targeting and enhanced consumer experiences to drive sales and brand loyalty [36][39]

GREENFIELD, Ind., June 26, 2025 /PRNewswire/ -- Today, Elanco Animal Health Incorporated (NYSE: ELAN) announced the release of its 2024 Impact Report, showcasing its efforts to enhance animal care, not just improving the lives of animals but also the people who care for them. Reflecting on its purpose and strategic alignment, the report introduces a new framework centered on four key communities of impact, celebrating Elanco's culture of 'Going Beyond' for animals, customers, society, and our people.In laun ...

据悉，与EssilorLuxottica合作的新款眼镜将面向运动员。Meta将目标瞄准活跃型消费者，因为许多Ray- Ban智能眼镜用户已开始用该设备录制自己打网球、滑雪等活动的视频。据一位知情人士透露，Oakley 版本的智能眼镜可能售价约为360美元，因为它比Ray-Ban版本具有更强的耐候性。第一代Oakley Meta 智能眼镜将搭载与2023年推出的Ray-Ban Meta眼镜相似的技术。 与此同时，Meta与Prada的合作是在该时尚品牌于去年12月与EssilorLuxottica续签了为期10年的眼镜相关 授权协议之后达成的。双方当时表示，该协议涵盖"Prada、Prada Linea Rossa和Miu Miu品牌眼镜的开 发、生产和全球分销"。除了为Meta带来高端合作关系外，前Meta员工表示，Prada的眼镜可能尤其适合 Meta的技术，因为该品牌的许多眼镜型号采用较厚的镜腿设计。这种设计可以容纳更多智能眼镜所需 的组件，如麦克风和芯片。目前尚不清楚Prada合作及其产品线将于何时正式公布。 Meta与EssilorLuxottica最早在2019年达成合作协议，共同开发Ray-Ban ...

由于具备更强的防风雨能力，Oakley版本的智能眼镜定价可能在360美元左右，高于其Ray-Ban同类产 品。其技术内核将与2023年发布的第二代Ray-Ban Meta眼镜相似。 Meta正将其触角从大众市场伸向更垂直的领域，通过与奢侈品巨头EssilorLuxottica的深化合作，即将推 出Oakley和Prada品牌的AI智能眼镜。 6月17日据媒体报道，Meta计划与EssilorLuxottica推出Oakley和Prada品牌版本的AI智能眼镜。这不仅 是其现有Ray-Ban眼镜成功的简单复制，更是一次精心策划的战略扩张，意图在谷歌和Snap等竞争对手 真正入场前，抢先占领从运动到高端时尚的每一个关键消费者心智阵地。 EssilorLuxottica首席执行官Francesco Milleri在今年2月证实，自2023年以来，双方已售出200万副Meta Ray-Ban眼镜。他雄心勃勃地计划，到2026年底将年产量提升至1000万副。 此外根据媒体报道，Meta与Luxottica在去年10月宣布的合作延期协议价值50亿美元。作为协议的一部 分，Meta获得了Luxottica品牌在智能眼镜技术 ...

Group 1 - Meta Platforms, Inc. and EssilorLuxottica are set to launch new AI-powered smart glasses under the Oakley and Prada brands, following the success of the second-generation Ray-Ban smart glasses released in 2023 [1][6] - The Oakley-branded smart glasses will target athletes and active users, priced around $360, and will feature enhanced weather resistance compared to Ray-Ban models [6] - The partnership with Prada represents Meta's first collaboration with high-end fashion brands, following a renewed 10-year eyewear licensing deal between Prada and Luxottica [6] Group 2 - Meta is planning to introduce advertisements within WhatsApp to diversify revenue streams, with ads expected to appear in the "Updates" section, which attracts approximately 1.5 billion daily visitors [4] - In the first quarter, Meta's advertising revenue reached $41.39 billion, an increase from $35.65 billion in the same period in 2024, with a 5% year-over-year rise in ad impressions and a 10% increase in average ad prices [5]

当"首发经济"站上城市争夺战C位，首店被赋予的角色定位、经济意义愈发沉甸甸。 据赢商大数据不完全统计，2025年一季度，全国16城有超600家新首店登场，同比2023年增长42.11%。 上新时间轴上，相比前两年同时出现多个上新高峰，今年一季度首店更集中在元旦亮相，1月1日上新首店数占季内总数超一成。 首店级别上，今年一季度省份首店70余家，同比去年上涨36.36%；全国首店绝对数与占比逐年递减，由2023年的25.26%降至9.93%，数量为67家。 另一方面，全国首店"国际化浓度"逐年递增，非中国籍品牌占比上涨，至25%。上海作为"海外品牌进驻中国首选之地"的含金量不断升高，吸纳的国际品 牌全国首店占比整体呈上升态势。 Prada亚洲首个独立精品餐饮空间【迷上Prada荣宅】、创立于"世界时尚之都"米兰的知名设计师品牌【ZONA20 Milano】、《罗马假日》同款意大利冰淇 淋【Giolitti乔立蒂】等，均于一季度选择在魔都落地中国首个实体店。 业态分布上，美妆护理重回全国首店"主力军"位置，但本土品牌占比大幅下降，国际品牌"一枝独秀"。法国高端护肤品牌【EviDenS de Beauté伊菲丹】 在 ...

奢侈品行业 | 监测报告 核心摘要： 行业趋势 市场规模与需求变化： 近十年，中国内地个人奢侈品市场销售额历经起伏，但整体仍呈增长态势，消费潜 力大，预计2030年中国将成为全球最大奢侈品市场。消费者偏好从"符号消费"转向"生活方式与文化共 鸣"、"体验溢价"，可持续消费、科技赋能体验革新或将成为重要趋势。 广告投入趋势： 2025年1-2月，奢侈品行业网络广告投入指数同比温和增长1.2%，投放高峰与节假日消费 高峰紧密相关；集团化竞争激烈，欧莱雅集团位居投放榜首。 投放终端与媒体选择： 广告投放向OTT端转移，移动端仍是主投终端；视频网站以67.7%的投入占比居 首，全屏广告、视频贴片广告受青睐。 创意趋势： 本土化与场景化并行。本土明星代言、节日礼盒营销、品牌自播及时装秀直播成为网络广告主 流策略。 营销观察 用户分层驱动营销精细化： 国内奢侈品市场消费群体结构变化，年轻化、理性化趋势明显。消费者需求向 品质、文化、个性体验转变，炫耀性消费减弱，情感与身份认同增强，功能需求升级。品牌应依用户分层制 定差异化营销策略，精准营销以满足不同客群需求，才能在竞争中占据优势。 多元营销手段助力全渠道整合： 2025 ...

Financial Data and Key Metrics Changes - First quarter net sales reached $4.6 billion, exceeding guidance of $4.4 billion to $4.5 billion, with a decline of 5.1% year-over-year [7][27] - Adjusted diluted EPS was $0.16, above the guidance range of $0.12 to $0.15, compared to $0.27 last year [9][32] - Comparable sales (comps) declined 1.2%, better than the guidance of a decline of 4.5% to 2.5% [7][27] - Gross margin was $1.8 billion or 39.2% of net sales, flat compared to the prior year [31] Business Line Data and Key Metrics Changes - Macy's net sales were down 6.5% with comps down 2.1% [28] - Bloomingdale's net sales increased by 2.6% with comps rising 3.8% [30] - Blue Mercury's net sales were up 0.8% with comps increasing 1.5% [30] - Backstage outperformed full-line stores by several hundred basis points, while Marketplace achieved approximately 40% GMV growth [11] Market Data and Key Metrics Changes - International tourism negatively impacted comps by about 30 basis points [8] - Go forward business comps declined 0.9%, outperforming total comps [8] - The luxury segment showed resilience with Bloomingdale's and Blue Mercury continuing positive comp trends [12][14] Company Strategy and Development Direction - The company is focused on its "Bold New Chapter" strategy, emphasizing omni-channel performance and improving customer experience [6][10] - The strategy includes strengthening and reimagining Macy's, accelerating luxury offerings, and modernizing operations [10][14][15] - The company aims to diversify sourcing to mitigate tariff impacts, reducing reliance on China from over 50% pre-pandemic to 20% currently [16][17] Management's Comments on Operating Environment and Future Outlook - Management expressed cautious optimism for the second quarter, noting improved performance in May compared to earlier months [43][44] - The company anticipates a more choiceful consumer and plans to navigate a competitive promotional landscape [21][34] - Management highlighted the importance of maintaining a healthy inventory to sales ratio while being disciplined with inventory commitments [21][22] Other Important Information - The company closed 64 underperforming locations last year as part of its strategy [24] - Capital expenditures are expected to be approximately $800 million, reflecting a commitment to long-term growth [37] - The company plans to return approximately $152 million to shareholders through dividends and share repurchases [33] Q&A Session Summary Question: Sales guidance and consumer pressure - Management reaffirmed annual sales guidance, noting stronger performance in March and April compared to February, with cautious optimism for the rest of the year [43][44] Question: Strategic pricing decisions - Pricing adjustments are being made selectively, with a focus on maintaining value for consumers while navigating tariff impacts [45][46] Question: Impact of tariffs on pricing - Pricing is gradually being integrated into the system, with limited pricing seen in Q2, and negotiations with vendors are ongoing [50][51] Question: Actions to capture market share - The company is focusing on product diversity, improved marketing, and enhanced in-store experiences to capture market share [59][62] Question: Inventory planning amid tariffs - The company plans to remain disciplined with inventory flow and avoid over-purchasing to mitigate tariff impacts [86][87] Question: Consumer health across income cohorts - Consumer health remains under pressure, but discretionary spending is showing signs of improvement, particularly in categories like fine jewelry [108][110]

Group 1: Industry Trends - The luxury goods and fashion industry is experiencing significant transformations, with cross-industry collaborations and capital movements becoming prevalent [1] - The shift from celebrity marketing to hardcore research and development is evident, alongside a transition from broad growth strategies to more precise regional strategies [1] Group 2: Prada's Film Fund - Prada Foundation has established a film fund with an annual investment of €1.5 million to support independent films and high-art value works, set to launch in Fall 2025 [2] Group 3: Richemont's Jewelry Growth - Richemont reported a 4% increase in annual sales to €21.399 billion, driven by an 8% growth in its jewelry segment, while the Asia-Pacific region experienced a decline [3] Group 4: Sephora's Expansion - Sephora is introducing Lady Gaga's Haus Labs in seven Asia-Pacific regions, launching 125 makeup products that emphasize natural and vegan formulations [4] Group 5: Dick's Sporting Goods Acquisition - Dick's Sporting Goods announced the acquisition of Foot Locker for $24 per share, a premium of 86.5%, leading to a significant stock price reaction [5] Group 6: RED CHAMBER Financing - The clean beauty brand RED CHAMBER secured nearly ¥100 million in Series A and A+ financing, focusing on research upgrades and digital testing systems [7] Group 7: Burberry's Restructuring - Burberry reported a 17% decline in retail sales to £2.461 billion and announced plans to cut 1,700 jobs as part of a restructuring effort to save £100 million by FY2027 [8] Group 8: Balenciaga Leadership Change - Balenciaga appointed Nathalie Raynaud as Vice CEO, succeeding Laura du Rusquec, indicating a strategic shift in product strategy and market positioning [9] Group 9: L'Oréal's New Leadership - L'Oréal appointed Laetitia Toupet-Delon as Global Brand President of Paris L'Oréal, aiming to integrate scientific expertise into the mass market [10] Group 10: On's Sales Surge - On reported a 43% increase in Q1 sales, with a remarkable 130.1% growth in the Asia-Pacific region, driven by localized operations and product advantages [11] Group 11: Samsonite's Mixed Results - Samsonite's Q1 net sales fell to $797 million, a 4.5% decline, but its acquired brand TUMI showed strong growth in China, highlighting a mixed performance [12][13] Group 12: CK's Leadership Change - PVH Group appointed David Savman as CK's Global Brand President, aiming to enhance brand transformation and supply chain efficiency [14] Group 13: Under Armour's Financial Struggles - Under Armour reported a 9% decline in revenue to $5.2 billion and a net loss of $201 million, despite exceeding expectations [15] Group 14: Shiseido's Growth in China - Shiseido achieved a double-digit sales growth of 11.9% in China for Q1, driven by high-end brand performance and local innovation [16]