财报面面观|旧胄溃退,新贵登场:美妆行业内卷重构

中国基金报
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中国基金报记者赵心怡   “潮水退去,才知道谁在裸泳。”这句话尽管被视为“陈词滥调”,但用来描述2024年美妆类上市公司的业绩表现却恰如其分。   国家统计局数据显示,2024年中国社会消费品零售总额增长3.5%,但化妆品类商品零售额为4356.5亿元,同比下降1.1%。   整体下滑的大环境中,不少外资品牌降价、撤柜,收缩战线。不少耳熟能详的化妆品类上市公司交出的2024年答卷同样惨淡,尤其是...

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