国货美妆并购观察:一边重仓入局,一边果断出清,这场资本腾挪的底层逻辑变了吗?

每日经济新闻
Aug 28

美妆行业的资本牌桌上,有国货玩家正押下重注,却也有人在悄悄离场。  今年5月,珀莱雅刚把花知晓控股纳入合并报表,8月上美股份紧接着将newpage(一页)的持股比例加到80%。主品牌增长失速的危机时刻,这些并购来的“养子”成了最亮眼的救兵:从珀莱雅和上美股份近日陆续披露的半年报来看,花知晓一季度营收6.75亿元,已超过珀莱雅第二大品牌彩棠上半年成绩;newpage上半年收入同比增长59.9%,在...

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