全球领先的新经济产业第三方数据挖掘与分析机构
关于“兰蔻”的报告
艾媒咨询|2021年9-10月中国化妆品行业运行数据监测双月报：“双十一” 战报
本报告涉及的案例/品牌/企业：C咖，悦瞳，林清轩
数据显示，今年年初社会消费品零售总额受去年低基数的影响，同比高增。自三月以来中国社会消费品零售总额与化妆品类商品零售值同比增长速度总体呈现下滑趋势。艾媒咨询分析师认为，受中国疫情零星出现以及宏观经济景气度等原因，居民总体消费意愿减弱，如将来疫情仍未解决，或一定程度影响化妆品消费的总体需求。不过，从数据来看，今年美妆护肤类产品线上复购需求多于线下体验需求，且对即时性要求不高，在整体电商经济增速下降的环境下，未来美妆护肤类产品线上销售增速仍能够保持高增长趋势。
Data show that at the beginning of this year, the total retail sales of social consumer goods increased year-on-year due to the impact of last year's low base. Since March, the year-on-year growth rate of China's total retail sales of social consumer goods and the retail value of cosmetics has generally shown a downward trend. iiMedia Research analysts believe that due to the sporadic occurrence of the epidemic in China and the macroeconomic boom, the overall consumption willingness of residents is weakened. If the epidemic has not been solved in the future, it may affect the overall demand for cosmetics consumption to a certain extent. However, from the data, this year, the demand for online re purchase of beauty and skin care products is more than the demand for offline experience, and the requirement for timeliness is not high. Under the environment of declining overall e-commerce economic growth, the growth rate of online sales of beauty and skin care products can still maintain a high growth trend in the future.-
艾媒咨询|2021年7-8月中国化妆品行业运行数据监测双月报
本报告研究涉及企业/品牌/案例：贝泰妮，珀莱雅，丸美股份
数据显示，2021年8月阿里平台护肤及化妆品类GMV为199.1亿元，同比下降5.0%，其中护肤类GMV140.0 亿元，同比下降0.8%，彩妆类GMV59.2亿元，同比下降13.6%。双十一电商购物节成交额近五年平均增长率为32.5%，购物气氛活跃。2020年双十一电商购物节全网个护美妆品类销售额909亿元，同比增长43%。其中，护肤销售额达 755 亿元，同比增长 45%；美妆彩妆销售额为 154 亿元，同比增长 38%。2020年双十一电商购物节有超70%的个护美妆商品在预售阶段售出，商家可考虑在2021年双十一期间重点布局预售期。
According to data, in August 2021, the GMV of skin care and cosmetics on Ali's platform was 19.91 billion yuan, down 5.0% year-on-year, of which skin care GMV was 14 billion yuan, down 0.8% year-on-year, and cosmetics GMV was 5.92 billion yuan, down 13.6% year-on-year . On the Double Eleven e-commerce shopping festival, the average growth rate in the past five years has been 32.5%, and the shopping atmosphere is active. On the Double Eleven e-commerce shopping festival in 2020, the total sales of personal care and beauty products in the whole network is 90.9 billion yuan, a year-on-year increase of 43%. Among them, skin care sales reached 75.5 billion yuan, a year-on-year increase of 45%; beauty cosmetics sales were 15.4 billion yuan, a year-on-year increase of 38%. In 2020 Double Eleven e-commerce shopping festival, more than 70% of personal care and beauty products are sold in the pre-sale stage. Merchants may consider focusing on the pre-sale period during the 2021 Double Eleven period. -
艾媒咨询|2020年9-10月中国化妆品行业运行数据监测双月报告
本报告研究涉及企业/品牌/案例：欧莱雅，雅诗兰黛，完美日记。
新冠疫情在带来风险的同时也带来了机遇，在疫情冲击下部分国际化妆品集团业绩亏损较大，但同时一部分国际品牌抓住新兴市场和电子商务的热潮实现了业绩的猛增。中国疫情防控得当，国内消费市场稳步回升，国际外资大牌纷纷全球补货直供中国。特别是双十一活动利好化妆品行业，艾媒咨询预计到年底化妆品行业都将继续保持增长态势。
While the new crown epidemic has brought risks, it has also brought opportunities. Under the impact of the epidemic, some international cosmetics groups have lost more money, but at the same time a number of international brands to seize the emerging markets and the upsurge of e-commerce to achieve the performance of Mengzeng. China's epidemic prevention and control, the domestic consumer market steadily rose, international foreign brands have global replenishment of direct supply to China. In particular, eleven activity is good for the cosmetics industry, iimedia Research predicted that by the end of the cosmetics industry will continue to maintain growth momentum. -
艾媒咨询|2020年9-10月中国直播电商行业运行数据监测双月报告
本报告研究涉及企业/品牌/案例：蚊子会、头条易、遥望网络。
10月中旬开始，随着线上购物节“双11”的临近，各主要平台竞相开启各式各样的预热活动，直播电商网络热度逐渐回升。2020年10月，直播电商总观看次数达到249.09亿次，同比增长1.48%;开播主播总数11.44万人，其中店铺主播占比依旧最大，而达人主播数量则从8月份的0.69万家降低到10月的0.49万家，占比33%。艾媒咨询分析师认为，随着直播电商不再只是粗放型低价促销，而逐渐走向垂直化和精细化，直播电商行业将逐步朝向规范化方向发展。
From the middle of October, with the approach of online Shopping Festival "double 11" , major platforms are competing to open a variety of warm-up activities, live e-commerce network fever gradually pick up. In October 2020,24.909 billion views were viewed by direct-broadcast merchants, up 1.48 percent year-on-year. Of the 114,400 anchorpersons on-air, store anchorpersons still accounted for the largest share, the number of "the voice" hosts dropped from 6,900 in August to 4,900 in October, accounting for 33 percent of the total. Ai Media consulting analysts believe that with the direct broadcast e-commerce is no longer just extensive low-price promotions, but gradually move to the vertical and refined, the direct broadcast e-commerce industry will gradually move to the direction of standardization. -
艾媒咨询|2020年7-8月中国化妆品行业运行数据监测双月报告
本报告研究涉及企业/品牌/案例：片仔癀、欧莱雅、丸美。
疫情影响下，国际和国内化妆品品牌发展态势不同。国际方面，雅诗兰黛、欧莱雅等品牌面临滞涨问题，纷纷裁员。而国内品牌则发展良好，珀莱雅、上海家化等上市公司获得资本市场认可，同时完美日记等品牌也正在寻求新一轮的融资。
As the impact of the epidemic on China has gradually weakened, the cosmetics industry has gradually resumed production and work. Brands such as Estée Lauder and L'Oreal are facing stagflation problems and layoffs. Domestic brands are developing well. Listed companies such as Proya and Shanghai Jahwa have been recognized by the capital market. At the same time, brands such as the emerging Perfect Diary are also seeking a new round of financing. -
艾媒咨询|2020年5-6月中国化妆品行业运行数据监测双月报告
本报告研究涉及企业/品牌/案例：拉芳家化、上海家化、御家汇。
2020年受疫情影响，全国化妆品行业市场规模将有所下降，预计为3958亿元。从进出口看，2020年1-5月，中国美容化妆品及洗护用品累计出口量同比下降2.2%，进口量同比增长3.0%。艾媒咨询分析师认为，随着“颜值经济”的崛起，中国居民对化妆品的消费将持续上升，化妆品行业将依然处于红利期。
Affected by the epidemic in 2020, the size of the national cosmetics industry market will decline, which is expected to be 395.8 billion yuan. In terms of imports and exports, from January to May 2020, the cumulative export volume of China's beauty cosmetics and toiletries decreased by 2.2% year-on-year, and the import volume increased by 3.0% year-on-year. iiMedia Research believes that with the rise of the "value economy", Chinese residents' consumption of cosmetics will continue to rise, and the cosmetics industry will remain in a period of dividends. -
