Domestic beauty products, the latest transcript has been updated.

With the update of this transcript, Shanghai Jiahua, which ranked first in total revenue in the first half of the year, was officially surpassed by Pelaia, and Pelaia successfully won the double crown in revenue and net profit.

According to the latest data from 10 domestic beauty companies listed in Yilan Business Statistics, in the first three quarters, including Shangmei Group and Yixian E-commerce, which did not disclose their quarterly reports for the third quarter, 5 companies still achieved double growth in revenue and net profit.

Among them, the fastest-growing companies in terms of revenue growth are Marumi Holdings, Pellier, and Betani, while the fastest-growing companies in terms of net profit are Shui Yang Holdings, Pellier, and Marumi Holdings. It is worth noting that Huaxi Biological's net revenue and profit decreased in the first three quarters.

The release of the third quarter reports of various enterprises signifies a new change in the pattern of the beauty industry. In the first three quarters, Pelaiya surpassed Shanghai Jiahua with a score of 5.249 billion yuan and successfully reached the top of A-share domestic beauty revenue.

Main online channels of Taoxi and Tiktok Chengmei Makeup

According to Pinyin's statistics, in the first three quarters of this year, the overall amount of Dither Beauty GMV exceeded 113 billion yuan. According to data from Wanlian Securities Research Institute, the GMV of the beauty categories in the first three quarters was 163.924 billion yuan, 26.096 billion yuan, and 12.905 billion yuan, respectively, for the three major channels of Taoxing, JD.com, and Pinduoduo.

At the same time, the total GMV of Amoy cosmetics dropped by 26% year on year and JD dropped by 35% year on year. That is to say, after the Amoy channel, Tiktok has become the second largest revenue carrier in the beauty industry, and is constantly narrowing the gap with Amoy cosmetics GMV.

A glance at the business statistics shows that, for example, Pelaia, Caitang and Winona under Bettany, the Taoyu channel is still the most important revenue channel. According to the statistics of eye-catching data, the revenue of Pelaia in the Tiktok channel in the third quarter is about 400 million yuan, which is still quite different from the data of 2.911 billion yuan of Taoyu.

There are also brands that rely heavily on single channels, and Han Shu, a subsidiary of Shangmei Group, is a typical case. It is reported that in September, Han Shu ranked first in the category of Tiktok skincare products, with a monthly GMV of 286 million yuan, while the data of Han Shu in the Taoyu channel in a single quarter was only 415 million yuan. In September, Han Shu broadcast 6259 live broadcasts in Tiktok Association, while the current revenue scale of Pelaiya ranked first, with only 6065 direct broadcasts in Tiktok Association in September.

Shanghai Jiahua, which has just been overtaken by Pereira, has long favored offline channels. The third quarter report shows that Shanghai Jiahua had a revenue of 1.462 billion yuan and a net profit of 93.1344 million yuan, a year-on-year decrease of 40.12%. In response, Shanghai Jiahua stated that due to the weak retail environment, the company's relatively high proportion of offline channels is under pressure, resulting in negative revenue growth in the third quarter. In addition, increasing brand investment has led to a year-on-year decrease in net profit.

At the same time, Shanghai Jiahua also announced that it has achieved rapid growth in the Tiktok channel. Shanghai Jiahua stated that the company maintained its prediction of future economic stability and consumer recovery, increased marketing investment in Q3, and achieved certain results. Its beauty brands Yuze and Shuangmei achieved double-digit growth. Excellent performance in interest e-commerce business from January to September, achieving nearly 200% significant growth; Offline New Zero