According to the recent institutional research report, summarize the investment points of related industries for your reference:
1. Sales of e-commerce platform
In October 2023, the pre-sale in double 11 opened, and multi-category brands ushered in sales opportunities. The demand-oriented e-commerce Taobao platform has a relatively balanced sales volume of beauty head category, while the interest-oriented e-commerce platform Tik Tok has a large gap in sales volume of beauty head category, and facial skin care products with mature grass planting and marketing methods have the best performance. International brands such as Mystery of Sea Blue and Estee Lauder have higher sales on Amoy platform, while domestic brands have better performance on Tik Tok platform.
2. The influence of the spokesperson
October 2023 is approaching the big promotion, and more brand energy is released in the promotion itself, which is 48.3% lower than the number of new spokespersons in September. The types of spokespersons are mainly actors, singers and idols. With the help of the popular drama "Cloud Feather", the Gongmen brothers and sisters have become the new favorites of beauty cosmetics, which has stimulated a new aesthetic attitude.
3. Commercial cooperation of artists with goods
In October, 2023, the estimated sales of beauty brand commercial cooperative artists increased significantly, and the estimated sales of artists exceeded 100 million brands. The effect of commercial cooperation between artists with domestic products and international beauty and skin care brands is more remarkable.
4. Drama comprehensive sponsorship form
In October 2023, the sponsorship of beauty brand drama was mainly in the form of patches.
5. Changes in regulations
With the publication of the Administrative Measures for Cosmetic Inspection (Draft for Comment), investors need to pay attention to the compliance of enterprises in related industries.
6. Company performance
L ‘Oré al’s sales in the first three quarters exceeded 30 billion euros, Hermes’ perfume and beauty business income in the first nine months was about 2.865 billion yuan, Proya (603605) launched Ruby Cream Version 3.0, Watsons and L ‘Oré al jointly created the first "Tide Play Makeup Zone" box, and the INTOYOU x POPMART co-branded gift box was released. The company’s performance is worthy of attention.
Look at the investment jokes and relax:
According to the latest financial information, domestic brands perform better on the Tik Tok platform, while interest-oriented e-commerce platforms are known for their mature marketing methods. It seems that salespeople and beauty bloggers can not only bring goods in physical stores, but also gallop in the virtual world. No wonder young people nowadays like to shop crazily on the e-commerce platform, which is more lively than going to the market!
Hexun self-selected stock writer
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