资源描述
2021.9 iResearch Inc.2 iResearch I 2020 419 7.6%2023 15.8%130 SMS 3 1 2 3 4 54 iResearch I 20 90 B2C C2C 5 iResearch I iResearch I 2020 4303 10%2023 6000 2020 55%2018-2023 2020 55.0%23.0%13.0%9.0%3950 4260 4303 4948 5443 5987 2018 2019 2020 2021E 2022E 2023E6 iResearch I iResearch I78.7%15.8%3.9%1.2%0.4%16.3%49.6%21.4%8.9%3.8%3-5 1-2 75.2%70%80%65.9%75.2%73.3%47.5%72.4%33.0%/2021 2021 N=1000 2021 7 N=1000 2021 7 7 iResearch I ODM/OEM 8 iResearch I20 90 2000 2012 20 90 2000-2010 2010-2012 2017 B2C 2012-2017 9 iResearch I 10 iResearch I VS Z BA BA BA 11 iResearch I iResearch I VS 73.5%66.3%49.5%BA 76.1%66.4%3.2%30.6%46.0%66.4%76.1%15.4%42.2%49.5%49.5%52.7%66.3%73.5%2021 2021 N=754 2021 7 N=598 2021 7 12 iResearch I iResearch I VS N=1000 2021 7 59.4%60.2%60.5%64.9%71.8%74.5%74.6%79.6%2021 1 2 60-70%30%+25-30%40%+3-4%5%45%5%-10%5%-10%2021 13 iResearch I 3-4&10%80%60%30%6 3-4 30-60 75-9014 iResearch I 15 1 2345 16 iResearch I iResearch I 70%90%80%27.9%44.1%55.4%56.4%68.6%/58.8%74.4%75.0%77.7%82.1%84.9%90.3%92.8%94.8%2021 2021 N=681 2021 7 N=900 2021 717 iResearch I 40%34.3%B IP 36.6%22.5%44.2%42.2%34.3%2021 N=1000 2021 718 iResearch I 1.9%22.3%38.6%24.7%9.1%2.9%0.5%300-500 N=373 2021 7 2021 19 iResearch I iResearch I 23.4%300-500 500-100034.7%27.8%2021 2021 N=1000 2021 7 N=1000 2021 7 49.7%23.4%9.6%8.5%5.3%2.4%1.1%3-5 1 3-5 1 34.7%27.8%23.5%7.9%4.0%1.9%0.2%300-500 500-1,000 100-300 1,000-3,000 100 3,000-5,000 5,00020 iResearch I iResearch I 84.8%66.4%61.7%KOL 22.6%37.5%40.2%44.5%51.9%61.7%66.4%KOL 2021 17.6%26.6%29.4%43.0%55.7%65.4%66.6%84.8%/2021 N=1000 2021 7 N=1000 2021 7 21 iResearch I iResearch I 2010 H.E.A.T 3877351556717519006510632411760133.3%26.2%32.2%23.9%16.5%10.9%2015 2016 2017 2018 2019 20202015-2020%2021 KOL KOL 1120/6.4-9.6 260 8-12 16-24 750 1-20s 6.4-9.6 21-60s 12.8-19.2 B 110 12-18 24-36 YCC 90 6.9 10.6 B 125 10.5 21 SamChak 1,400 1-60s 25 Ritatawang 350 25.5 zzrealB 120 31 35 MK 150 4 8 Parklu 22 iResearch I 5290.0 32490.0 2019 202040 241 2019 20202019-2020 132.3 134.8 2019 2020 35.7 35.9 37.6 36.2 36.3 2017 2018 2019 2020 2021Q1/2017-2021Q1 2020 CBRE23 iResearch I 75 90 24 iResearch I2019-2021 KK 2019/03/12 C 4 eWTP 2019/10/23 D 1 eWTP 2020/07/02 E 10 CMC 2021/07/06 F 3 CMC 2019/12/06 A 5 2020/11/20 A+WOW COLOUR2019/11/05 2020/01/04 10 2021/03/08 A 5 IDG NOISYBeauty2020/02/27 Pre-A 1000 2020/12/25 2020/12/26 ONLY WRITE2021/03/18 WOW COLOUR Noisy Beauty 25 iResearch I316 364 387 523 601 687 19 32 58 90 129 15.3%6.3%34.9%15.1%14.3%65.9%81.8%55.8%43.6%2018 2019 2020 2021E 2022E 2023E2018-2023%2019 WOW COLOUR 2020 7.6%2023 15.8%130 26 iResearch I Colorlab BA BA 27 iResearch I UTLA BeautyUTLA Beauty 18 9 11 13 15 18 23 28 32 34 31 UTLA Beauty CRM AI AR UTLA Beauty 1.UTLA BEAUTY,INC.Sparked at Ulta Beauty UTLA Beauty 1990 UTLA Beauty UTLA Beauty UTLA 2812345 29 iResearch I KK WOW COLOUR WOW COLOUR NOISY Beauty 30 iResearch I LVMH WOW COLOUR 2021 500m 200-500m CR2CR431 iResearch I BA BA 3212345 33 iResearch ITHE COLORIST Z THE COLORIST 1.0 300 SKU 2.0 3.0 THE COLORIST 500 SKU SKU 1500 SKU 5000+SKU 2019 2020 2021 1000-1500 500 34 iResearch ITHE COLORIST/30 20-30%THE COLORIST 35 iResearch IHARMAY HARMAY 2008 2018 CBD 4 6 600-800 2008.10/2018.01 2019.01 2020.10 2020.09 2019.102013.05 2021.05 200m 120m 600m 664m 600m 800m 36 iResearch IHARMAY PMPM&37 iResearch IH.E.A.T 2021 8 15 BA SKU BA BA BA BA 2 A 1 3 38 iResearch IH.E.A.T BA BA INS BEAUTY 4.25-27 3 4 28#1 3912345 40 iResearch I iResearch I 2019 2021 13.7%16.6%20.2%21.5%23.4%31.2%52.1%59.9%68.9%/APP/2021 0.7%4.0%17.1%78.1%N=1000 2021 7 N=1000 2021 7 41 iResearch I ULTA Beauty ULTA Beauty 2015 ULTA Beauty 27%2017 6985 ULTA Beauty 102 32.8%25.4%KA20.4%21.4%2017 2011&2017 ULTA Beauty&11.8%15.4%2011 201742 iResearch I 43 iResearch I iResearch I 2021 480 33%148/m2 70 12 6250 m2 350/m2/2.4 2021 750 20%100/m2 364 5 6000 m2 220/m2/2.45 65%3%11%1%4%100%16%70%18%7%2%4%100%-0.4%44 iResearch I 42.2%HARMAY 30ml 1292 85 1180 800 30ml 1292 LA MER 1520 1180 848 N=754 2021 7 HARMAY45 iResearch I 1 2 3 4 2020 6 29 2021 3 1 30%46 iResearch I POS CRM 47 iResearch I 500 1000 SKU SKU 2-3/10+/48 iResearch I N=1000 2021 7 15.8%60.1%2021 60.1%15.8%8.0%15.3%28.2%11.9%49 IPO 50 2002 3000 400-026-Contact Us 51
展开阅读全文