A foreign brand price still has the potential to impact the domestic cosmetics
by:Lisson
2020-11-25
Days after the close, Shanghai jahwa announcement, the expected net profit.
One hundred million yuan, one hundred million yuan from a year earlier to reduce % around;
The expected revenues of about one hundred million yuan, of which the agency business revenues about kao products.
One hundred million yuan.
This is expected, three quarterly reports last year is not good.
Terminal consumer recession, the traditional channels to pay for the continuous pressure, short-term, and not effective cooperation with kao expire multiple factors such as the company's performance.
The personage inside course of study says, electricity and overseas online shopping no small impact on the domestic high-end cosmetics, and combined with Japanese and Korean brands to heat up, a lot of big shop sign cosmetics company in the adjustment.
China has become a major cosmetics brand will compete for the important market.
China's cosmetics market will still be growth in the future.
'China has more than one is on the rise of emerging cities, there are potential consumers, has the world's middle class, the market has great potential.
'Shanghai jahwa focus on brand drive according to the announcement, Shanghai jahwa performance is the main reason for the reduction in selling days last year jiang pharmaceutical industry.
% equity investment income, current sales revenue, cost of investment.
'Due to kao larger impact on the revenue side, the new channel and new product to promote achievement is unclear, short-term corporate performance under pressure, need to focus on change after m&a and extension agent brand development, long-term need to focus on new product incubation and channel construction achievements.
'Gf securities researcher analysis.
At the end of last year, Shanghai jahwa change, yesterday, the company to disclose the internal structure adjustment: no longer set mass consumer goods, according to the channel, digital marketing, cosmetics stores four divisions of hundred, instead, the six departments.
Announcement specifically mentioned 'after the adjustment, the company marketing system driven by channels into brand drive, brand independent of the channel, take more market strategy and resource allocation decisions.
Company officials said, 'one of the core of this adjustment is to strengthen the construction of brand, brand is the core of enterprise development.
According to third party statistics, China's cosmetics market, public accounts for % cosmetics, high-end cosmetics accounted for more than %.
Affected by the 'import consumption tax adjustment' this year, after l 'oreal and estee lauder, South Korea's biggest cosmetics companies amore from (date) (month) (year) to four brands cut % % to the retail price of an item.
Foreign brands have prices, jahwa local brands such as the challenge.
Single brand shop into new growth channel, however, chief executive of l 'oreal China 'han believes that China and the United States makeup market did not decline, only factors such as consumer demand, the channel path has changed, there is still a big chance.
He thought in the new market environment, in addition to the electronic commerce, the shopping center of single brand shop is becoming one of the channels growth potential.
'Han said, at present the l 'oreal China's existing brands, including beauty makeup the market first.
Year to become the second largest market, l 'oreal China company from the brand, product, channel, marketing more try, to create a 'new l 'oreal China' -
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To consumers as the center, the introduction of Europe's second largest wash hair care brand 'chun extraction', its LRP formally entered China maternal and infant market;
Digital marketing environment at the same time, further consolidate the combination of online channel advantage: in the past five years, group cut sales growth, part of the business department of online sales accounted for more than %.
Editor: huang rui
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