Core Insights - The article highlights the strategic transformation of Henkel's Consumer Brands division in China, emphasizing its shift from merely entering the market to actively participating in local partnerships and innovations [1][2][3]. Group 1: Strategic Developments - Henkel's Consumer Brands division has executed three significant strategic acquisitions in the past four years, including the purchase of Shiseido's professional hair business in the Asia-Pacific region, the integration of Vidal Sassoon's operations, and the acquisition of Suzhou Boke Biotechnology [2][3]. - The acquisition of Shiseido's professional hair business in 2022 allowed Henkel to incorporate key brands like Sublimic and Primience, enhancing its product offerings [2]. - In 2024, Henkel acquired P&G's Vidal Sassoon brand, further strengthening its portfolio in the hair care sector [2]. Group 2: Local Manufacturing and Supply Chain - The acquisition of Suzhou Boke in 2025 bolstered Henkel's local manufacturing capabilities, improving supply chain flexibility and responsiveness to market changes [3]. - Henkel's management of Vidal Sassoon's operations in Greater China aims to upgrade the brand across various aspects, injecting new vitality into the hair care industry [3]. Group 3: Innovation and Consumer Engagement - The shift in consumer behavior towards technology-driven and personalized experiences has prompted Henkel to adapt its R&D approach, focusing on local consumer needs [4][5]. - Henkel is enhancing its local R&D and production capabilities to respond swiftly to market changes, while leveraging e-commerce and targeted marketing for effective consumer engagement [5]. Group 4: Industry Contribution and Sustainability - Henkel is committed to contributing to the hairdressing industry's progress through initiatives like the Schwarzkopf Professional Hairdressing Awards, which have been held for over 20 years [6][7]. - The establishment of the Vidal Sassoon Academy in Shanghai aims to cultivate internationally-minded professionals in the hairdressing sector [6]. - Henkel emphasizes its environmental responsibility by improving the eco-friendliness of its products, even at the potential cost of short-term profits [7].

资生堂集团在截至3月31日的2025年第一季度业绩显示，净销售额同比下降8.5%至2282.41亿日元（约合 111亿元人民币），营业利润为72.02亿日元（约合3.5亿元人民币），去年同期亏损87亿日元；归属于母 公司所有者的利润为36.86亿日元（约合1.8亿元人民币），而2024全年亏损108亿日元，实现扭亏为盈。 资生堂指出，净销售额下降主要是受经济环境恶化，从而导致消费下滑，包括中国旅游零售业务和美洲 地区醉象品牌销售低迷。同时，欧洲、美洲、中国、日本业务的结构改革效果及全公司成本管理部分抵 消了旅行零售业务等的利润减少。资生堂预计2025财年净销售额为9950亿日元，同比微增0.4%；核心 营业利润365亿日元，同比持平。 期内，日本本土市场销售额同比下降2.36%至742亿日元，营收占比从30.5%扩大至32.5%；亚太地区同 比微降0.3%至170亿日元，营收占比从6.9%提升至7.5%，其中中国及旅游零售市场销售额下降12.1%至 750亿日元；美洲市场和EMEA（欧洲、中东与非洲）市场销售额则分别下降14.5%和8.7%至272亿日元 和316亿日元。 资生堂中国区CEO梅津利信。 5月1 ...