英文【高盛】中国化妆品：月度追踪报告2025年5月：618追踪数据可能因基数虚高而表现较弱；部分高端产品回归；毛戈平 上海家化表现出色
11 June 2025 | 6:38AM HKT China Cosmetics: Monthly tracker May-25: Weaker tracking of 618 likely on inflated base;
报告摘要
11 June 2025 | 6:38AM HKT China Cosmetics: Monthly tracker May-25: Weaker tracking of 618 likely on inflated base;
核心要点
- 11 June 2025 | 6:38AM HKT
- 1. GMV performance on Tmall/Taobao/Douyin: In May, total cosmetics GMV
- 618 and Double 11) and 2) MA licensing.
报告信息
- 文件全名
- 《英文【高盛】中国化妆品：月度追踪报告2025年5月：618追踪数据可能因基数虚高而表现较弱；部分高端产品回归；毛戈平 上海家化表现出色-22页.pdf》
- 适合读者
- 核心数据
- online grew +2%, decelerating from +6% in Apr, driven by +16% yoy growth on
- Douyin (vs. +19% in Mar), while Tmall/Taobao saw -10% yoy decline (vs. -7% in Apr).
- +49%) when product return more than doubled on favorable refund policies,
- especially on Tmall/Taobao (up +72% last year). This implies sales growth might not
- MAOGEPING/LGHH/Estee Lauder led at 60%/47%/28% yoy growth in May.
- 核心议题
常见问题
《英文【高盛】中国化妆品：月度追踪报告2025年5月：618追踪数据可能因基数虚高而表现较弱；部分高端产品回归；毛戈平 上海家化表现出色》主要包含哪些内容?
11 June 2025 | 6:38AM HKT China Cosmetics: Monthly tracker May-25: Weaker tracking of 618 likely on inflated base;核心数据:online grew +2%, decelerating from +6% in Apr, driven by +16% yoy growth on;Douyin (vs. +19% in Mar), while Tmall/Taobao saw -10% yoy decline (vs. -7% in Apr).;+49%) when product return more than doubled on favorable refund policies,。
这份报告覆盖哪一年、篇幅多大?
覆盖 2025 年,全文约 22。
这份报告是免费的吗?如何获取?
本报告免费查阅,登录资料宝后即可在线获取完整内容。
这份报告适合哪些读者?
适合战略规划、行业研究员等读者参考。
报告涉及哪些关键议题?
重点分析了化妆品等议题。
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