随着“双11”落下帷幕，各大沪市公司美妆品牌的销售战绩也纷纷出炉。电商平台数据显示，今年“双11”期间国货美妆品牌成绩亮眼。今年“双11”活动期间，珀莱雅旗下各品牌销售情况保持良好态势。主品牌珀莱雅获天猫、抖音等电商平台的美妆排名第一。今年“双11”，丸美股份实现全渠道销售额近6亿元，同比增长40%。The output value of the cosmetic industry in Guangzhou has exceeded 100 billion yuan.
Zhitong Finance APP learned that the beauty company ulta beauty (ULTA.US) third-quarter performance exceeded Wall Street's expectations, alleviating concerns about increasing competition and the slowing demand for cosmetics and skincare.
After experiencing pressure on consumption in 2022 and destocking on the consumer side in 2023, the beauty consumption is expected to return to a normal purchasing cycle in 2024, with the industry's prosperity improving month on month, and online beauty sales during the November 11 Shopping Festival-Related in 2024 achieving double-digit growth.
With the conclusion of the November 11 Shopping Festival-Related, the sales achievements of major beauty brands from Shanghai-listed companies have also been unveiled. E-commerce platform data shows that domestic beauty brands performed brilliantly during this year's November 11 Shopping Festival-Related. During this year's event, the sales of various brands under Proya Cosmetics maintained a good momentum. The main brand Proya ranked first in beauty on e-commerce platforms like Tmall and Douyin. This year's November 11 Shopping Festival-Related, Guangdong Marubi Biotechnology achieved nearly 0.6 billion yuan in total channel sales, a year-on-year increase of 40%.
Guangdong Marubi Biotechnology's Tmall flagship store achieved a year-on-year sales increase of 34%, firmly holding the first position in domestic eye creams on Tmall. During the November 11 Shopping Festival-Related, Shanghai Jahwa United achieved steady growth through brand remodeling, showing an online performance of over 10% growth on Tmall, over 80% on Douyin, and over 8% on JD.com.
However, after the channel dividend has diminished, platform traffic and price competition have become intense, further exacerbating the differentiation among brand owners. Relying on product innovation and channel operation capabilities brought about by organizational efficiency, leading domestic brands continue to perform brilliantly, while the rise of new domestic brands is expanding from beauty to the personal care sector.
The Guangzhou municipal government's news office held a press conference for the second "Guangzhou International Beauty Week," introducing that the second "Guangzhou International Beauty Week" will be held from December 17 to 21.
It has been learned that the output value of the cosmetic industry in Guangzhou has surpassed 100 billion yuan, maintaining its position as the largest in China, and beauty products are becoming a distinctive feature of Guangzhou.
GTJA stated that after experiencing consumer pressure in 2022 and destocking in 2023, cosmetic consumption will return to a normal purchasing cycle in 2024, with industry prosperity improving month-on-month, and online beauty sales achieving double-digit growth during Singles' Day Sales. However, after the channel dividend is exhausted, platform traffic and price competition are intensifying, further differentiating brand performance. Relying on organizational efficiency for product innovation and channel operation capabilities, leading domestic brands continue to perform well, while the rise of new domestic brands is expanding from beauty products to the personal care sector.
GTJA forecasts that by 2025, market risk appetite will significantly recover, and the personal care sector, due to its changes and an overall rising trend in domestic products, will exhibit clear growth attributes and significantly benefit from the style. Fundamental differentiation among brands is intensifying, and it is recommended to select symbols from the bottom up that have product and channel variations and possess elasticity.
Publicly listed companies related to beauty products in Hong Kong:
CHICMAX (02145): According to Qingyan Intelligence data, in November 2024, Han Shu regained the TOP1 position in beauty on Douyin, with Han Shu achieving the highest sales of over 0.65 billion yuan in the skincare category in November. Since the beginning of the year, Han Shu has consistently shown strong performance, with monthly GMV exceeding 0.2 billion yuan, and six months of GMV surpassing 0.5 billion yuan. A research report by Puyin International noted that the Han Shu brand under the company focuses on the Douyin channel due to its brand characteristics and has become the number one beauty brand on Douyin in terms of GMV for 14 consecutive months since August 2023.
Mao Geping (01318): Mao Geping is a leading Chinese high-end beauty group. According to Frost & Sullivan data, the company is the only Chinese company among the top ten high-end beauty groups in the Chinese market and ranks seventh in retail sales for all high-end brands under various groups in 2023, with a market share of 1.8%. Public information shows that Mao Geping has two major beauty brands, namely 'MAOGEPING' and 'Lifelong Love'.
Giant Bio (02367): On November 12, the company announced that the core brands KeFuMei/KeLiJin achieved online GMV growth of over 80%/150% year-on-year across all channels during the Singles' Day Sales period; the group standard for 'Fermented Ginseng Powder' led by Giant Bio has officially been released, making it the first group standard in this field. China Securities Co., Ltd. pointed out that the company is a leading enterprise in the domestic collagen restructuring field, achieving excellent business performance, with Stock-based Incentives demonstrating confidence. The company has launched multiple key products in the field of skin rejuvenation fillers.
