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美内速报｜外媒预测2025年5大美容趋势，毛戈平将挂牌上市 Vol.29

2024/12/8

美妆内行人

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何

何慕

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何慕：本期节目主要围绕2025年美妆行业五大趋势展开，其中包括私美格鲁泰效应、眼部彩妆、预防性护肤等，并指出护肤品类在未来将保持稳定增长。此外，节目还报道了毛戈平即将上市的消息，以及日系美妆品牌在中国市场面临的挑战，例如高丝可能撤柜以及花王集团的人事调整。节目还涵盖了黑色星期五线上销售增长、济南高新区获批化妆品产业带、联合利华2030年增长计划等行业热点资讯，以及一些国货品牌的动态和新品发布信息。总而言之，节目内容涵盖了美妆行业多个方面，从宏观趋势到微观动态都有涉及，为听众提供了全面而及时的信息。

Deep Dive

Key Insights

What are the five major beauty trends predicted by Cosmetics Business for 2025?

The five major beauty trends for 2025 include: 1) The 'Private Glutathione Effect,' focusing on skincare solutions for issues related to rapid weight loss; 2) Eye makeup as a tool for self-expression; 3) Preventive skincare emphasizing skin health and sustainable results; 4) A rebellion wave in the beauty industry; 5) The rise of entertainment-driven beauty brands.

What is the largest and most stable segment in the global beauty and skincare industry according to Euromonitor?

The skincare category is the largest and most stable segment in the global beauty and skincare industry, with the market size projected to reach $404.7 billion by 2026. Fragrance and makeup categories are also expected to recover.

What were the key trends in Black Friday 2024 sales?

In 2024, Black Friday total spending increased by 3.4%, with total sales reaching $10.8 billion, a 10.2% year-on-year growth. However, in-store sales grew only 0.7%, while e-commerce sales surged by 14.6%, indicating a strong shift towards online shopping.

What is the significance of the Jinan High-Tech Zone's approval as Shandong's first 'cosmetics industry belt'?

The Jinan High-Tech Zone, approved as Shandong's first 'cosmetics industry belt,' reported a network retail sales of 36.4 billion yuan from January to October 2024, ranking first in the city. It has cultivated domestic brands like Quadi, Aibeishi, and Banmu Huatian, with the cosmetics industry accounting for 78% of the city's total.

What are the key highlights of Unilever's 2030 growth plan?

Unilever's 2030 growth plan includes integrating four brands—Olly, K18, Hourglass, and Nexus—into its core portfolio, aiming to drive premiumization. The company also plans to spin off its ice cream business by 2025, reflecting its focus on high-end beauty and health markets.

What sustainability milestone has L'Oréal achieved in its South Asia-Pacific, Middle East, and North Africa operations?

L'Oréal has achieved 100% renewable energy usage across all its factories, distribution centers, administrative offices, and R&D centers in the South Asia-Pacific, Middle East, and North Africa regions, two years ahead of its 2025 target.

What is the latest development in Peter Thomas Roth's re-entry into the Chinese market?

Peter Thomas Roth has announced its return to the Chinese market, emphasizing its commitment to providing exceptional skincare experiences. Despite earlier speculation about its exit, the brand clarified that its online channel adjustments were part of a strategic realignment, not a withdrawal.

What is the outcome of the CSS Xi Yan Cui false advertising case involving influencer Luo Wangyu?

CSS Xi Yan Cui's parent company, Shanghai Jingyue Trading Co., was fined 500,000 yuan for false advertising after its product was found to lack the claimed olive bitter ingredient. Influencer Luo Wangyu, who promoted the product, was also implicated in the controversy.

What is the latest update on Mao Geping's IPO?

Mao Geping is set to list on the Hong Kong Stock Exchange on December 10, 2024, with an IPO price range of 26.3 to 29.8 HKD per share. The IPO has attracted six cornerstone investors, including CPE Investment and Ivy Capital, who collectively subscribed to $100 million worth of shares.

What is the current status of Kose's operations in China?

Kose is reportedly planning a full withdrawal from the Chinese market, having already closed its Tmall flagship store in April 2024. Only two physical stores in Shanghai and Beijing remain operational. The brand's sales in China dropped by 34.7% in 2023, reflecting intense competition and shifting consumer preferences.

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