How long can the American customer love myth of high growth last? | Insight Research

Despite 3 consecutive years of high performance growth, market concerns about Aimeike's future growth momentum have not been resolved.

wallstreetcnMar 19 23:37 ET

Before Brother Yang spoke out, Shierjia was already “held hostage” by the channel

Going public is the pinnacle.

wallstreetcnOct 25, 2023 22:05 ET

Behind the slowdown in Aimeike's growth rate in the 3rd quarter: “Women's Maotai” can't handle the slump in consumption?

Demand weakens

wallstreetcnOct 25, 2023 03:55 ET

GLP-1 drugs have become a stock price code: Why did Changshan Pharmaceutical, which has no weight loss tests and no disclosure of efficacy data, take off?

As a rising star in the weight loss industry, glucosane-like peptide-1 receptor (“GLP-1”) drugs are stirring up the stock prices of pharmaceutical companies that have been dormant for a long time. On September 26, Changshan Pharmaceutical (300255.SZ) issued the “Notice on Abnormal Stock Trading Fluctuations”, which emphasized that the clinical trial indications of the GLP-1 drug albenatide were type 2 diabetes and did not involve obesity indications. “The company has not conducted clinical trials of abenatide for obesity or weight loss. The company has no revenue related to weight loss products.” Changshan Pharmaceutical pointed out. This is the 3rd release by Changshan Pharmaceutical since September about abenatide

wallstreetcnSep 26, 2023 23:05 ET

It surged 8% after the mid-term report! Beauty is changing, why is Rosalea always the supremacy | Insight Research

To sum up the beauty industry this year, the word “differentiation” is the most appropriate. On August 29, Perraya handed over a semi-annual report that exceeded market expectations, and the stock price surged by more than 8% the next day. This certainly sends a positive signal to the market: high-quality beauty brands can maintain strong growth in the face of change. However, the market also needs to clearly see that the days of relying on marketing and big promotions to stimulate sales are over. When consumption returns to rationality, domestic cosmetics must also show some “real skills.” Direct sales account for a high share — costs are lower and prices are more manageable. Looking at a single quarter, Perrayal's revenue and net profit grew rapidly in the second quarter.

wallstreetcnAug 30, 2023 09:40 ET

The impact of the epidemic on Bethany, the income growth rate in the first half of the year, and the unit record for the amount reported in the interim report is questionable as “oolong”?

Multi-brand strategy

wallstreetcnAug 29, 2023 03:38 ET