Retail Channel

Beauty retailer Pitanium Limited announced the completion of its initial public offering on the Nasdaq Stock Market, issuing a total of 1.75 million Class A common shares at an offering price of $4.00 per share, with the stock ticker symbol "PTNM".

Brands and Industry

It is learned that Interparfums (China) Holdings Limited, the Chinese agent for perfume brands such as Van Cleef & Arpels and Coach, has successfully passed the listing hearing on the main board of the Hong - Kong Stock Exchange. The joint sponsors are BNP Paribas and CITIC Securities.

Yatsen Holding released its first - quarter 2025 financial report. During the reporting period, Yatsen achieved a revenue of 830 million yuan, an increase of 7.8% year - on - year; the non - GAAP net profit turned positive to 7.14 million yuan, achieving profitability for two consecutive quarters; the gross profit margin further increased to 79.1%; and the operating cash flow also turned positive to 23.8 million yuan. The report pointed out that in the first quarter, the company's skin - care business revenue reached 360 million yuan, an increase of 47.7% year - on - year, accounting for 43.5%. At the same time, Yatsen has invested more than 580 million yuan in research and development in the past three years, and the research and development expense ratio has been maintained above 3% for three consecutive years. Yatsen has established a "1 - 3 - 4 - 6 - 20" global research and development strategic system. Up to now, the total number of global patent applications of Yatsen has reached 246, of which 76 are invention patents.

According to the information of the Hong Kong Stock Exchange, China's high - end skin - care brand Forest Cabin has officially submitted a prospectus to the Hong Kong Stock Exchange, planning to be listed on the main board. CITIC Securities and Huatai International are the joint sponsors.

Ulta Beauty achieved net sales of 2.8 billion US dollars in the first quarter of 2025, an increase of 4.5% year - on - year, exceeding the analysts' expectation of 2.7 billion US dollars, and the comparable sales increased by 2.9%. The company's net profit was 305.1 million US dollars, and the diluted earnings per share was 6.70 US dollars, exceeding the Wall Street expectation of 5.81 US dollars.

On June 10, ceramide EOS and ilicifolioside completed the filing of new cosmetic raw materials. The filing number of ceramide EOS is "National Cosmetic Raw Material Filing No. 20250067", and it is filed by Shenzhen Dickman Biotechnology Co., Ltd. This raw material belongs to the ceramide family, and has the functions of moisturizing, repairing and anti - inflammatory. Its structure is composed of esterified ω - hydroxy fatty acid (EO) and sphingosine (S). The filing number of ilicifolioside is "National Cosmetic Raw Material Filing No. 20250068", and it is filed by Yunnan Botanee Biotechnology Group Co., Ltd. This is a pentacyclic triterpenoid saponin compound, which mainly exists in plants of the Aquifoliaceae family, has a high content and stability, and is included as an index component in the "Chinese Pharmacopoeia".

Zhuhai Yasha Biotechnology Co., Ltd. (stock code: 872767.BJ) has terminated the listing of its shares on the National Equities Exchange and Quotations (New Third Board) since June 10, 2025.

On May 31, two new cosmetic raw materials, the seed oil of Paeonia delavayi and the extract of Aster indicus of Yunnan Botanee Biotechnology Group Co., Ltd., completed the filing and entered the publicity stage.

Recently, South Korean beauty start - up Goodai Global is planning to acquire the well - known skin - care brand SKINFOOD for about 150 billion won (about 793 million yuan).

On June 4, Fuerjia announced that its in - research product "Recombinant Type Ⅲ Human - like Collagen Dressing" has passed the ethical review and completed the clinical trial filing of medical devices at Panjin Liaoyou Baoshihua Hospital with the Heilongjiang Provincial Medical Products Administration, and officially entered the clinical trial stage.

Recently, according to the information on the filing platform for domestic common cosmetics of the National Medical Products Administration, Color Tyme, a professional color - cosmetics brand under the Proya Group, has filed a product named "Color Tyme Clear and Refreshing Cloud Mask", officially restarting the layout of the skin - care product category. It is reported that this layout is the first time that Color Tyme has launched a skin - care product line in nearly ten years.

On June 11, the anti - aging skin - care brand Jingshengzhiyuan announced that it will terminate its operation on July 10, 2025.

Recently, the Japanese skin - care brand MENARD announced through its official WeChat official account that its brand WeChat store will be officially closed on August 25.

According to the announcement of the National Equities Exchange and Quotations on June 24, Zhanyan Biotechnology Co., Ltd. has applied for listing on the New Third Board and plans to enter the basic layer of the stock transfer system. The sponsor is China International Capital Corporation. According to the public transfer statement, in 2024, the operating income of Zhanyan Biotechnology was 597 million yuan, and the net profit was 73.5011 million yuan.

It is learned that the British retail giant Frasers Group has officially announced that it will not make a takeover offer for the beauty brand Revolution Beauty.

On June 26, Interparfums (China) Holdings Limited (06883.HK) was listed on the Hong Kong Stock Exchange.

Recently, MAOGEPING Cosmetics Co., Ltd. has newly filed a skin - care product named "MAOGEPING BEAUTY Nourishing and Revitalizing Repair Essence" on the national common cosmetics filing information platform, further enriching its skin - care product line.

On June 20, 2025, according to the publicity platform of the National Medical Products Administration, two new cosmetic raw materials, 2,4 - Dihydroxyphenethyl alcohol (filing number: National Cosmetic Raw Material Filing No. 20250078) and the fruit body extract of Naematelia aurantialba (filing number: National Cosmetic Raw Material Filing No. 20250079), completed the filing.

According to the data of the National Bureau of Statistics on June 16, the total retail sales of social consumer goods from January to May reached 20,317.1 billion yuan, an increase of 5.0% year - on - year. Among them, the retail sales in May were 4132.6 billion yuan, an increase of 6.4% year - on - year. In terms of consumption types, the retail sales of the cosmetics sector from January to May were 188.9 billion yuan, an increase of 4.1% year - on - year; the retail sales in May were 43.5 billion yuan, an increase of 4.4% year - on - year.

On June 18, the matrine caffeate of Shenzhen Shanhai Innovation Technology Co., Ltd. completed the new raw material filing, and the filing number is "National Cosmetic Raw Material Filing No. 20250077".

On June 24, the National Medical Products Administration announced that "N - Acetylneuraminic Acid" has passed the 3 - year safety monitoring period and has been included in the "Catalogue of Cosmetic Raw Materials in Use" Ⅱ as one of the first - batch of new raw materials, becoming a benchmark case in the innovation process of cosmetic raw materials in China.

International Major Groups 

On June 23, Unilever announced through its official website that it would acquire men's personal care brand Dr.Squatch from private equity firm Summit Partners. Foreign media reported that "although the specific financial terms of the transaction have not been disclosed, industry insiders revealed that Dr.Squatch's annual sales have exceeded 400 million US dollars (approximately 2.872 billion yuan)."

According to multiple industry sources, cosmetics giant Coty Inc. may be actively seeking buyers, and it is expected that the transaction will be carried out in a spin-off manner rather than an one-time overall sale.

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