Finishing | Lumens
A quick overview of the week
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To meet EU legal requirements, Apple will allow external app stores to land on the iPhone
It is understood that Apple's shift is driven by the EU Digital Markets Act (DMA), which aims to establish "digital gatekeeper rules to ensure open markets" by 2024 at the latest. The law means that Apple must not only allow third-party app stores, but also allow sideloading, where users can install software downloaded from the web side. The EU said in its press release that the latest date for gatekeeper companies to comply with the bill is March 6, 2024.
In order to meet the strict legal requirements of the European Union in 2024, Apple is preparing to make extensive changes to its business, one of which is to allow other app stores to land on the iPhone and iPad.
Employees in Apple's software engineering and services divisions are pushing hard to open up key elements of Apple's platform, people familiar with the matter said. As part of these changes, users will finally be able to download third-party software to iPhones and iPads without using Apple's App Store, circumventing Apple's restrictions and up to 30 percent payment commissions.
But Apple may still retain some control under pressure from the DMA. According to foreign media reports, the company is considering "enforcing certain security requirements", validating external applications in some way, and possibly charging a fee. Bloomberg said Apple has not yet decided whether to allow developers to install third-party payment systems in apps, and under the DMA agreement, Apple should do so.
Read: Walled gardens no more, it's time to say goodbye to apple taxes?
Why did canned yellow peaches start to catch fire?
During the recent rush to buy all kinds of pharmaceutical supplies, there is a product that has nothing to do with drugs that suddenly jumped on the hot sales list, that is, canned yellow peaches. Canned yellow peaches not only ranked first on the hot search list of takeaway platforms in Beijing, but the news of canned peaches selling out even rushed to the 6th position in Weibo's hot search, which shows the depth of everyone's obsession with canned yellow peaches.
The pursuit of canned yellow peaches is also evident in the live broadcast rooms of some canned manufacturers. On the evening of December 12, thousands of people rushed into the Douyin live broadcast room of the "Lin Jia Pingzi Official Flagship Store". According to the new shake data, the "Lin Jia Pizi Official Flagship Store" began broadcasting at 9:30 a.m. on December 12, with a live broadcast lasting nearly 16.5 hours and 1.05 million views.
In the time when the number of viewers in the live broadcast room reached a peak of nearly 30 days, the sales were estimated to be 2.5 million ~ 5 million, at least 5 times more than the previous sales of 100,000 ~ 500,000 in a single session. Among them, the first sales volume is 6 cans of canned yellow peaches, with a price of 39.9 yuan, ranking first in the list of canned instant fruits on Douyin.
Related reading: Canned yellow peaches that exploded
Shanghai Auntie X-ray and Night Love Joint Brand: The Shortest Joint Event in History?
Recently, Aunt Shanghai caused heated discussions on the Internet because the customer service of the store staff insulted the players and the male protagonist of the female love mobile game "Light and Night Love". In the end, the joint activity of Shanghai Aunt X-ray and Night Love, which was scheduled to be officially announced on the same day, was canceled.
Light and Night Love then made a statement on the cancellation of the cooperation on official Weiwei, saying that the joint event was originally scheduled to be officially announced on December 14 and officially opened on December 17. However, since November 24, there have been many negative incidents on various social platforms such as milk tea shop employees stealing materials, spreading false information, and privately selling cooperative gifts. On the day of the official announcement on December 14, there was even a bad situation in which the collaborators verbally abused the players and the male protagonist of the game.
"Love of Light and Night" pointed out that the behavior of insulting players and male protagonists directly touched the bottom line of the project team. From now on, we will stop cooperating with Aunt Shanghai, and will treat IP linkage matters with more caution in the future. From the official announcement of the cooperation activity at 12 o'clock that day to the breakdown of the cooperation at 3 p.m., the linkage duration of only three hours was also jokingly called by some netizens that this may be "the shortest joint activity in history".
In fact, as early as when the two sides were still in the discussion period of cooperation details, the Shanghai aunt issued an apology statement for leaking some false information related to the linkage activities. As a result, at the critical time when the event was about to start, Aunt Shanghai was still not ready to respond, which led to the event's eventual overturning.
Related reading: Due to the partner's abuse of players, "Love of Light and Night" x Shanghai Auntie linkage canceled
Marketing Business Ecology | A holistic view
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Weilong was officially listed with a total market capitalization of more than HK$25 billion
On December 15, Weilong, the "first share of spicy strips", was listed on the Hong Kong Stock Exchange at a price of HK$10.56, offering 96.397 million shares globally, and raising HK$899 million in a proposed global offering.
As early as May 2021, Weilong submitted its first prospectus to the Hong Kong Stock Exchange, but it was not heard by the Hong Kong Stock Exchange until the prospectus expired. In November 2021, Weilong updated its prospectus to hit the listing again and passed the hearing of the Hong Kong Stock Exchange, but chose to postpone the listing. On June 27, 2022, it rushed to the Hong Kong Stock Exchange for the third time and finally successfully IPO.
Related reading: Weilong is not fragrant? The half-year loss was 260 million yuan
Genki Forest has launched a new iced tea, which is scheduled to be fully rolled out in 2023
Genki Forest held a media communication meeting and new product launch conference, revealing many details of the new iced tea to the outside world for the first time. The iced tea launched this time is available in two flavors: a reduced sugar version and a 0 sugar version. Both products are scheduled to be fully marketed in 2023.
Related reading: Genki Forest will launch new products, which are expected to be fully marketed next year
Hua Xizi's world's first flagship store entered Hangzhou
On December 15th, Huaxizi Global Flagship Store West Lake Hidden Garden officially opened in Hubin 88, the "Lakeside Famous Street" business district on the shore of Hangzhou West Lake, becoming the biggest highlight of West Lake on that day. According to reports, Huaxizi Hidden Garden has a total of 2 floors and a total area of 1,000 square meters, which is currently the largest beauty single brand store in China. In addition to the most representative makeup categories of Hua Xizi, the products on display also include fragrances, jewelry, and even haute couture art exhibitions or customized services.
Lu Zhengyao "Kudi Coffee" Shanghai first store settled in Changning
Recently, the first store of Kudi Coffee in Shanghai settled in Changning, the specific location is in Tianhui HQ (formerly Lingkong SOHO). Among them, a prominent sign is posted on the storefront: "Luckin founder strives to create Cudi coffee". It is understood that Kudi coffee focuses on full-time dining, which can provide consumers with accompaniments including coffee, biscuits, etc. in the morning, meals can be provided at noon, snacks can be provided in the afternoon, and alcoholic drinks can be provided in the evening.
Wang Hedi will launch a personal clothing brand
Following Ouyang Nana, star Wang Hedi, who has 16.76 million followers on Weibo, will also launch a personal brand. Recently, Guangzhou Chuangzuo Brand Management Co., Ltd. and Guangzhou Jiadi Garment Co., Ltd. were established, the legal representative is Kang Kang, and the registered capital is 1 million yuan. Guangzhou Chuangzuo Brand Management Co., Ltd. has applied for more than 30 "D.DESIRABLE" and "d.detail" word and picture trademarks, including international classifications including clothing, shoes and hats, advertising sales, jewelry clocks, etc., and the current trademark status is mostly pending.
Related reading: Following Ouyang Nana, Wang Hedi will also launch a personal brand
Archaeopteryx's parent company may be IPO
Anta Sports is considering an initial public offering of its Finnish sporting goods company Amer Sports, and is currently in preliminary discussions with investment banks for an IPO to go public as soon as next year, with an expected amount of about US$1 billion or more, but has not yet determined the final offering size and listing location. According to the interim report released by ANTA Sports, the global business revenue of Amer Sports in the first half of this year rose 21% year-on-year to nearly 10 billion yuan, a record high.
The Ordinary will turn off the makeup line
The Ordinary, a Deciem brand acquired by The Estée Lauder Holdings last year, announced that it will stop producing all of its makeup products in 2023 because products such as concealer and liquid foundation have not received enough attention in the market since their launch and have never been profitable. As competition intensifies, beauty and personal care giants such as L'Oréal Group and Shiseido are also accelerating the adjustment of their brand portfolios and divesting businesses with limited growth space.
Standard Chartered announced its opening for joining
Recently, Hutou Bureau Standard Chartered Cake Company announced on the public account that it will open the franchise model. Hu Ting, founder of Hutou Bureau, said that Hutou Bureau should take advantage of this round of definite recovery to quickly settle a new strategy and shift to the scale of direct operation + business partners, and the first batch of partnership stores of Hutou Bureau will officially open after the Spring Festival next year.
Bawang Chaji announced that the total number of stores worldwide exceeded 1,000
On December 12, Bawang Chaji announced that it will open 205 new stores in December, bringing the total number of stores worldwide to more than 1,050.
Kao Group launches UNLICS, its first men's beauty brand
Kao Group recently released its first men's beauty brand, UNLICS, which is the first new brand launched by Kao Beauty Brands, the group's beauty business unit. WITH THE BRAND CONCEPT OF "HUNGRY FOR BEAUTY", UNLICS' CORE AUDIENCE IS GENERATION Z MEN, AND ITS FIRST PRODUCTS INCLUDE PRIMERS AND LOTIONS IN FOUR SHADES, WHICH ARE MAINLY SOLD ON THE BRAND'S WEBSITE, AMAZON AND RAKUTEN.
Internet Platforms
Douyin Group adjusted its organizational structure, and Han Shangyou, a post-90s executive, became the head of Douyin
According to the Beijing News, the organizational structure of Douyin Group has been adjusted. According to people familiar with the matter, Han Shangyou, vice president of Douyin, became the head of Douyin, coordinating and managing the business lines of Douyin, China live broadcast, and life services. People close to Douyin Group said the adjustment was based on business development needs.
The heads of Douyin's business segments reported to Han Shangyou, including Wu Xiaodan, head of basic products and user growth, Zhi Ying, head of content products and watermelon video, Lu You, head of social networking, and Daniel Zhang, head of business security. Han Shangyou continues to report to Zhang Nan, CEO of Douyin Group.
WeChat Moments window advertising has been launched, and the bidding promotion ability has been fully opened
Recently, the WeChat advertising team announced the launch of Moments window ads to meet advertisers' richer creative display demands. Ads support the configuration of one main creative and three sub-assets, and support mixed video and image delivery, the main creative area supports video assets, and the sub-creative area can display series SKUs synchronously. Users can visually see product information while watching brand videos, which is easier to be converted.
Related reading: WeChat launches "Moments window advertising"
Li Sheng's live broadcast debut sales exceeded 32 million
Recently, Li Sheng opened his Taobao debut on Taobao, with a total duration of 6 hours, continuous oral broadcasting of 300+ products, more than 11 million views, cumulative sales of 32 million, and a cumulative increase of 580,000 new fans. Li's live broadcast room is the second live broadcast room created after making a friend and entering Tao. Previously, Luo Yonghao made his Taobao Live debut at 8 pm on October 24.
"Make a Friend" established the Taobao Business Department, and the team currently has 100 people
"Make a Friend" has established a Taobao business department focusing on Taobao live broadcast business, led by Cui Dongsheng, and the team size has reached 100 people in the early stage of its establishment. "Make a friend" introduced that the company's establishment of Taobao business department is an inevitable organizational upgrade to deeply cultivate Taobao live broadcast business, and at present, "Make a Friend" has two anchor live broadcast rooms in Taobao Live, "Luo Yonghao" and "Li Sheng".
Twitter relaunched its "Blue V Authentication" service, and Apple users paid $3 more per month
Twitter said in a tweet that it will relaunch a revamped, higher-priced subscription service for Apple users on Monday. The company says users can subscribe to the improved service, which allows users to edit tweets, upload 1080p videos, and get a blue check mark for post account verification. Users pay $8 per month if authenticating on a regular web page, while users who sign up on iOS devices have to pay $11 per month.
Disney launches an advertising version of Disney+
The Walt Disney Company has launched a new subscription plan with an advertising version of Disney+ in an attempt to revive its flagship streaming service, which has lost more than $8 billion over the past three years. Disney will charge $7.99 a month for an ad-based version of Disney+. The ad-free version of Disney+ will now cost from $7.99 to $10.99 per month. Disney says more than 100 advertisers have participated in the new program.
AliExpress topped the Korean shopping app download list for two consecutive months
According to the statistics of mobile data analysis platform App Annie, following the peak of AliExpress shopping app downloads in South Korea during Double 11, AliExpress APP downloads have continued to grow recently, once again becoming the first place. According to reports, AliExpress has been increasing its investment in the Korean market in advertising and marketing, logistics fulfillment and cross-border payment in recent years. During Singles' Day and Black Friday this year, AliExpress invested heavily in subway advertising in South Korea, with 120 million exposures after its launch.
TikTok is also preparing to enter the Spanish market
Recently, TikTok's official website recruitment information shows that TikTok has released recruitment information for 12 positions such as Spanish beauty category director, fashion category director, logistics operation director, etc., all of which are located in Madrid. At the same time, a TikTok insider revealed to the media that TikTok e-commerce is preparing to enter the Spanish market.
SHEIN is preparing a third-party platform
On December 14, an internal memo from SHEIN showed that the platform is considering introducing third-party marketplace sales to develop into a third-party online marketplace, which will put it in direct confrontation with e-commerce giants such as Amazon. It is understood that the purpose of SHEIN's marketplace platform is to improve customer satisfaction and engagement, and at the same time, the transformation of a third-party e-commerce platform will also bring more revenue streams to SHEIN.
Suning.com and TCL strategic cooperation upgrade
Suning.com and TCL strategic cooperation upgrade. A few days ago, Suning.com and TCL held the "Shengyuanchun" national mobilization meeting, and reached an agreement on further improving the scale of strategic cooperation and expanding the depth of cooperation in 2023, and the two sides will seize the post-epidemic market opportunities, accelerate the integration of product and channel advantages, focus on the main promotion of explosive products, sprint the annual cooperation scale of 3 billion, and provide consumers with a better service experience
Third Party Marketing Companies
L'Oréal America's media agency business is transferred to OMG Media Group
L'Oréal transferred its U.S. media agency business to OMG Media Group, which was previously handled by WPP GroupM's Wavemaker. OMG will create a customized solution for L'Oréal to serve it. Wavemaker expanded its partnership with L'Oréal in August 2021 to 25 markets worldwide, covering brands including Maybelline, Garnier, CeraVe and its namesake L'Oréal brand.
The corruption scandal at the Tokyo Olympics led to the investigation of all four major Japanese advertising giants
The bribery scandal at last year's Tokyo Olympics continues to rage, and Haruyuki Takahashi, a former executive of Dentsu, Japan's largest advertising company and then director of the Tokyo Organizing Committee, eventually pulled out the top three advertising agencies in Japan, Dentsu, Hakuhodo, Asahitong ADK, and three other event marketing production companies. Investigations related to the Tokyo Olympics and Paralympics have expanded from one scandal to another, one after another, mainly about how Mr. Osamu Takahashi, a member of the Tokyo Organizing Committee and former executive of Dentsu, used his full knowledge of the advertising industry and his familiarity with the unspoken rules of the advertising industry to accept 200 million yen (about 10 million yuan) in bribes from five companies.
The IAB Technology Lab updates its OpenRTB specification to promote standardization in digital out-of-home advertising
With so many types of digital out-of-home (DOOH) inventory, building a programmatic pipeline for the DOOH market is a daunting task. DOOH programmatic needs to be more standardized to move on to the next stage of growth. Considering that RTB for outdoor equipment requires a simplified fixed specification, IAB Technology Lab updated its OpenRTB specification to include objects specifically designed for DOOH. It has also partnered with the American Outdoor Advertising Association (OAAA) and the British Outdoor Advertising Association Outsmart to publish new DOOH-specific guidelines and technical resources for real-time bidding.
Data | Report | Insight into
ALTAGAMMA: Global Luxury Market Monitor Report 2022
According to a study commissioned by Bain & Company by the Federation of Italian Producers of Premium Goods, global sales of personal luxury goods, which include leather accessories, clothing, footwear, jewellery and watches, are expected to grow by 22% this year, from €290 billion in 2021 to a record €353 billion.
Before sales hit a record year this year, the economy recovered quickly in 2021 after the coronavirus pandemic prompted lockdowns in many countries, forming a strong growth trajectory, although the economy could suffer a recession next year due to rising raw material and energy prices. The luxury industry is forecast to expand to €550 billion to €570 billion over the next five years.
Factors that make the luxury industry more resilient include an expanding customer base and stronger relationships brands have built with consumers by operating social media and placing greater emphasis on the in-store shopping experience.
The U.S. and Europe were the strongest performer in mature markets, each growing about 25 percent. U.S. luxury sales are expected to reach €113 billion this year. Europe is the world's second largest market with sales expected to be €94 billion.
The average age of luxury consumers is also declining, with those in their twenties and early forties consuming half of luxury goods, while Gen Z — now in their teens to twenty-five-six — accounts for nearly 20 percent of luxury spending.
CTR: Advertising market decreased by 11.2% year-on-year from January to October 2022
According to data from CTR Media Intelligence, the advertising market from January to October 2022 decreased by 11.2% year-on-year, of which advertising market spending fell by 15.6% year-on-year in October and monthly spending fell by 1.2% month-on-month.
From January to October 2022, advertising spending in the food, medicine, alcoholic beverages and transportation industries in the top industry list of the advertising market increased year-on-year, and increased investment in multiple advertising channels.
The food industry's advertising spending on elevator LCD and elevator posters increased by 25.0% and 57.6% year-on-year, respectively. In the industry, many categories such as health food, convenience food, and dairy products are more active, and representative brands include Miaokolanduo, Tomson By-Health, Yili, Calci, Fulinmen, etc. TV advertising spending in the food industry decreased by 1.1% year-on-year, mainly due to the impact of investment reduction in snacks and candy, edible oil, pastries and biscuits, but TV advertising of health food and convenience food with a large amount of investment in the industry continued to rise, increasing by 12.0% and 57.8% year-on-year respectively, and the brands with outstanding investment increased were Calci, Yan Xiaochu, Change, LIFE SPACE, Odofi and so on.
2022 China Mobile Internet Development Yearbook: Clear Insights How to Seize the Dividend of 1.19 Billion People?
QuestMobile data shows that in the past decade, the mobile Internet has gone through three stages: the first stage of traffic growth, frequent national favorable policies, accompanied by the rapid increase in smartphone market share and 4G coverage, by November 2016, the number of users exceeded the 1 billion mark, and the monthly per capita daily usage time reached 4.4 hours.
In the second stage, the industry entered a bottleneck, and the search for increment became a theme, accompanied by the saturation of the smartphone market, with more than 80% of 4G (WiFi) users, and by the end of 2019, the users were still maintained at about 1.1 billion, and the monthly per capita daily usage time was 6.1 hours.
In the third stage, each company "strengthens the value of traffic". During this period, smartphones accounted for 98%, but in the first half of 2022, shipments plummeted by 20% year-on-year, and by September 2022, users remained at about 1.19 billion, but due to the impact of the epidemic, the monthly per capita daily usage time continued to increase to 7.2 hours.