英文【Jefferies】洞察：月度美容数据矩阵；网络数据仍为负；彩妆网络表现优于其他

报告摘要

USA | Cosmetics, Household & Personal Insight: Monthly Beauty Data Matrix; Web Still Negative; Color Web Outperforms

核心要点

44 (0) 20 7029 8564 | mwylenzek@jefferies.com
22.0%
42.3%
2.2%
20.5%
26.9%
40.3%
42.4%

报告信息

文件全名: 《英文【Jefferies】洞察：月度美容数据矩阵；网络数据仍为负；彩妆网络表现优于其他-17页.pdf》
适合读者: 战略规划行业研究员
核心数据: momentum. In May-25, NTCO was again the top performer, led by social engagement +66% and
EMV +42%, offset by web -4%. ULTA inflected positive for the first time since August 2024, driven by
EMV +37%, web +1%, offset by social -5%. BEI moderated but remained slightly positive, led by web
+14%, EMV +10%, offset by social -24%. OLPX inflected negative, led by web -12%, partially offset
by EMV +8% and social +2%. WALD was again negative in May but accel'd vs. April. Web +24% was
核心议题: 美容彩妆

常见问题

《英文【Jefferies】洞察：月度美容数据矩阵；网络数据仍为负；彩妆网络表现优于其他》主要包含哪些内容?

USA | Cosmetics, Household & Personal Insight: Monthly Beauty Data Matrix; Web Still Negative; Color Web Outperforms核心数据:momentum. In May-25, NTCO was again the top performer, led by social engagement +66% and;EMV +42%, offset by web -4%. ULTA inflected positive for the first time since August 2024, driven by;EMV +37%, web +1%, offset by social -5%. BEI moderated but remained slightly positive, led by web。

这份报告覆盖哪一年、篇幅多大?

覆盖 2025 年,全文约 17。

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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?

重点分析了美容、彩妆等议题。