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化妆品分赛道品牌竞争格局及19年-23年格局变化
化妆品分赛道品牌竞争格局及19年-23年格局变化
竞争格局
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图片尺寸:2465*1113
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所属报告:
美护行业25年年度策略报告:强者恒强小而美赛道值得期待-241224(31页).pdf
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口腔护理占据10%左右市场,孕育品牌成长机会。2)成长角度,香氛、婴童护理、彩妆19年以来成长领先,仍具备成长红利。3)格局角度,护肤品/彩妆行业集中度大幅提升,本土品牌份额稳步提升,但贡献度弱于外资品牌;口腔护理行业集中度高,本土品牌不断侵蚀外资品牌份额,CR20中本土化率提升;婴童护理格局重塑,行业集中度较低,本土品牌大放异彩,为CR20主力;洗护及沐浴护理行业集中度较高且CR20本土化率低,期待本土品牌差异化竞争优化格局。综上,我们认为婴童护理景气度+格局重塑双重驱动下本土品牌孕育机会,口腔护理、洗护赛道规模可观,本土龙头品牌份额出现提升趋势,期待格局优化。
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