Cosmetics chain stores and high-end supermarket news
“Tomato Pocket” has recently completed the A+ round of financing. The investors have not disclosed. This round of financing will be mainly used for the nationwide layout of offline stores, brand building, user operation and talent introduction.
Recently, Watsons announced cooperation with global suppliers, including Beiersdorf, GlaxoSmithKline, Johnson & Johnson, Kao, L’Oreal, Procter & Gamble, Reckitt Benckiser, Shiseido and Unilever, in Watsons offline stores and online platforms in Asia Launched more than 1,600 sustainable products.
On October 1st, the second anniversary of THE COLORIST, it was the first time to launch a large-scale feedback event with multiple brands. In addition to the online and offline beauty carnival, the colorist also announced that it has reached a strategic cooperation with Meituan.
Recently, the new retail platform "Lingmei Select" completed a Pre-A round of financing of several ten thousand yuan, led by Huiju Capital, and joined by Shengshi Investment and Boyingxuan.
According to the data, in August 2021, the retail sales of beauty and makeup categories of key large-scale retail enterprises in the country (mainly department stores) increased by 2.56% year-on-year and 33% month-on-month. Among them, the retail sales of beauty and cosmetics in second-tier cities have the highest growth rate.
It is reported that Hema plans to cooperate with Carrefour to report Sam to the relevant departments, saying that the suppliers of its Hema x club stores in Shanghai and other cities were under pressure from Sam to “cut off supply” to Hema.
On the evening of October 25th, in response to the recent rumors of "choose one" in the market, @Sam's Club questioned the accusations of Carrefour and Hema, saying that "I have not seen any direct or indirect facts provided by the relevant parties", and said that they have since checked and found no problems.
Fashion Makeup Related News
On September 23, the popular domestic beauty brand colorkey gathered unique beauty trends, shining on Tmall Super Brand Day, setting off a new beauty trend.
It is reported that Huaxizi has become the designated makeup product for the China Pavilion at the Dubai World Expo.
On October 21st, Mao Geping Cosmetics Co., Ltd. was approved at the first launch meeting, which is only one step away from landing A shares.
Recently, Huaxizi launched the "Dai Impression" series, which took two years of research and development.
Authoritative release
On October 8, the State Food and Drug Administration issued the "Regulations on the Supervision and Administration of Children's Cosmetics", with a total of 22 articles in the text, which clarified the legislative purpose, scope of application, definition of children's cosmetics, labeling requirements, and the main responsibilities of children's cosmetics registrants. Strengthen the legal basis for the supervision of children's cosmetics.
On October 18, the State Food and Drug Administration issued ""Food Grade" Cosmetics Is Misleading to Consumers", stating that there is no "food grade" cosmetics, and emphasizing that the safety of cosmetics has nothing to do with "edible" and the existence of mistaken consumption of cosmetics Security Risk.
On October 18, the latest data released by the National Bureau of Statistics showed that in September, the retail sales of cosmetics above designated size in my country was 31.7 billion yuan, a year-on-year increase of 3.9%.
Brand and Industry Related News
Recently, the cutting-edge domestic brand Shiyan completed a round of financing of nearly 100 million yuan.
Recently, the skin care product brand "C Coffee" has completed the A+ round of financing of RMB 100 million, which was jointly led by Shunwei Capital and Belle Consumer Fund. The old shareholders Yuanjing Capital and Buer Capital continued to overweight, and Palm Capital served as the exclusive financial advisor for this round.
A few days ago, the latest sales data of Ali platform beauty released by China Merchants Securities showed that in September, the GMV of Tao-based beauty, skin care and color cosmetics totaled 16.2 billion yuan, down 28% year-on-year.
According to information disclosed by the Italian Stock Exchange recently, Intercos Group plans to list on the Milan Stock Exchange and will conduct an initial public offering at the end of October.
On October 15, Hunan Lichen Industrial Co., Ltd., a supplier of P&G/Blue Moon, was listed on the main board of the Shenzhen Stock Exchange. The opening price was 54.61 yuan per share, with a total market value of 5.898 billion yuan.
On the evening of October 26, Bethany (300957.SZ) released the third quarterly report for 2021,
1. In the third quarter, the company's operating income was 700 million yuan, a year-on-year increase of 47.29%; the net profit attributable to shareholders of the listed company was 90.2363 million yuan, a year-on-year increase of 64.29%.
2. At the same time, Bethany also issued an announcement stating that the Hong Kong stock listing plan launched in June this year was terminated and the relevant application was withdrawn.
On October 26, Shanghai Jahwa disclosed its third quarterly report for 2021. The report shows,
1. The company's operating income in the first three quarters was 5.83 billion yuan, a year-on-year increase of 8.73%; the net profit attributable to shareholders of the listed company was 420 million yuan, a year-on-year increase of 34.71%.
2. Among them, the revenue in the third quarter was 1.62 billion yuan, down 3.41% year-on-year; the net profit attributable to shareholders of listed companies was 135 million yuan, a year-on-year increase of 4.6%, of which the net profit of domestic business increased by 30% year-on-year.
On October 25, the State Administration for Market Regulation released the typical cases of anti-unfair competition law enforcement in key areas in 2021 (the third batch), and announced 10 typical cases of false propaganda by medical and beauty institutions, involving Yixing, Mabel, Aiyue Lige Wait.
Proya releases its third quarter 2021 report. The report shows
1. The revenue in the first three quarters was 3.012 billion yuan, a year-on-year increase of 31.48%, of which the third quarter revenue was 1.095 billion yuan, a year-on-year increase of 20.71%.
2. In the first three quarters, the net profit attributable to the parent company was 364 million yuan, a year-on-year increase of 27.82%, of which the net profit attributable to the parent company in the third quarter was 138 million yuan, a year-on-year increase of 30.09%.
On October 26, Bloomage Bio disclosed the third quarter report of 2021. In the first nine months of this year, the company achieved operating income of 3.012 billion yuan, an increase of 88.68% year-on-year; in the same period, the net profit attributable to the parent increased by 26.91% year-on-year to 555 million yuan.
Ruo Yuchen released the report for the third quarter of 2021. The company achieved revenue of 286 million yuan in the third quarter, a year-on-year increase of 25.93%; net profit was 6.584 million yuan, a year-on-year decrease of 70.62%. In the first three quarters, the revenue was 884 million yuan, a year-on-year increase of 13.08%; the net profit was 46.41 million yuan, a year-on-year decrease of 28.26%.
Logistics and e-commerce platform dynamics
SF Holding recently announced that as of September 28, Flourish Harmony Holdings Company Limited, a wholly-owned subsidiary of the company, has successfully acquired 931,209,117 shares of Kerry Logistics (approximately 51.5% of the issued share capital of Kerry Logistics).
Recently, Kuaishou E-commerce officially launched the "cornucopia" plan. According to the official introduction, the "Treasure Pot" plan is a high-yield one-stop Kuaishou off-site delivery solution provided by Kuaishou officials for merchants. Kuaishou officials will provide subsidies and strategic support, and provide off-site delivery services for brands and merchants on the site.
SF Holding issued an announcement stating that the initial public offering of overseas listed foreign shares (H shares) by its holding subsidiary Tongcheng Industrial was approved by the China Securities Regulatory Commission. After the completion of this offering, Tongcheng Industrial can be listed on the main board of the Hong Kong Stock Exchange.
On October 12, JD.com's "Hourly Shopping" business jointly created by JD.com and Dada Group was officially released.
It is reported that in response to the previous media reports that "a Hong Kong IPO with a scale of at least US$500 million will be carried out", Xiaohongshu responded that the company will maintain communication with the capital market in stages, but there is no clear IPO plan.
Kuaishou E-commerce has set a target of 650 billion yuan RMB in gross turnover (GMV) this year. According to the Kuaishou financial report, the GMV of Kuaishou e-commerce in the first half of the year was 264 billion yuan RMB, and 41% of the total target has been achieved.
On October 19, 83 media outlets including China.com, Sina Technology, etc. revealed that Xiaohongshu has recruited and promoted, written writers, and posted on behalf of others. The fee for posting a note is about 4-5 yuan. . Afterwards, the topic of "Xiaohongshu's notes on planting grass notes on behalf of sending 4 yuan for an article" rushed to the hot search on Weibo that day, with over 76 million reads.
Recently, Mu Qing, vice president of Tik Tok e-commerce, said that from January to September, Tik Tok e-commerce GMV increased by 7.9 times year-on-year.
Recently, Kuaishou E-commerce released the "White Paper on Kuaishou E-commerce Live Streaming Operation 2021" and launched the "STAGE Live Streaming Operation Methodology". According to the official introduction, driven by the STAGE methodology, in the pre-heating stage of the "116 Quality Shopping Festival" promotion, there were more than 400 live broadcasts with GMV exceeding 2 million for the first time in a single game of Kuaishou, and more than 100 live broadcasts with GMV exceeding 10 million for the first time in a single game.
International Group Dynamics
Consumer goods company Procter & Gamble has announced that it will achieve net zero greenhouse gas emissions from its global operations and supply chain (from raw materials to retail links) by 2040, as well as a phased goal for 2030, striving to achieve substantial progress within 10 years.
According to the news, Unilever plans to push the high-end products division to achieve a total sales target of 3 billion US dollars in the next decade through more acquisitions and expanding into growing markets such as China.
Recently, the American beauty brand Estee Lauder launched a luxury fragrance series, making its first effort in the high-end fragrance field.
On October 19, P&G announced key financial data for the first quarter of fiscal 2022 (July-September 2021). The financial report shows,
1. From July to September 2021, P&G’s net sales were US$20.338 billion (approximately RMB 129.959 billion), a year-on-year increase of 5%.
2. Affected by the increase in freight costs and after-tax costs of bulk commodities, as well as the business impact of various departments, this quarter, P&G’s net profit was US$4.126 billion (approximately RMB 26.365 billion), down 4% year-on-year.
Procter & Gamble said it would raise prices on a range of household items including beauty, oral care and grooming products such as razors.
On October 15, Hunan Lichen Industrial Co., Ltd., a supplier of P&G/Blue Moon, was listed on the main board of the Shenzhen Stock Exchange.
L'Oreal's third-quarter sales of 8.00 billion euros, analysts expected 7.63 billion euros. Same-store sales rose 13.1% in the third quarter, compared with analysts' expectations for an 8.12% increase. Sales from January to September were US$23.19 billion. Sales are expected to increase throughout the year.
Recently, Unilever handed over a financial report that exceeded market expectations. According to company disclosures,
1. Net sales revenue in the third quarter reached 13.5 billion euros, a year-on-year increase of 4%;
2. Among them, the basic sales increased by 2.5%, but the sales volume decreased by 1.5% year-on-year. The reason for the increase in the data was that the price increased by 4.1% year-on-year.
Hainan Duty Free Shop News
It is reported that from October 1st to 6th, the total sales of 9 duty-free shops in Hainan's outlying islands were 1.635 billion yuan, an increase of 75% over the same period in 2020 and an increase of 359% over the same period in 2019.
Recently, the 30th meeting of the Standing Committee of the Sixth National People's Congress of Hainan Province reviewed and approved the first batch of free trade port supporting regulations such as "Hainan Free Trade Port Fair Competition Regulations" and "Hainan Free Trade Port Anti-Consumption Fraud Regulations".