【正文】 22 5 . 42 2 . 2 2 0 . 8T T L B o d yL o t i o n B a s i cK e yC o m p e t i t o r sC o m b i n e dJBN I V E AS O F T S E N S EV A S E L I N EV a l u e B a s e4Months to JF03 vs YA Copyright 2023 ACNielsen 10 Body Lotion Basic, Key Brand Volume Share Our Share Lost Mainly Traced to Basic Lotion Where YuMeiJing and Small Brands Gained Share Noticeably National, Body Lotion Basic Base 4M to JF02 4M to JF03 Chg ND 01 JF 02 ND 02 JF 03 Chg XX VASELINE 7 NIVEA SOFTSENSE YU MEI JING BAI QUE LING 1 XILI HAI ER MIAN 2 GONG DENG XIAN ZI 3 1 16 ?YU MEI JING priced about 60rmb/kg. Copyright 2023 ACNielsen 11 Body Lotion Basic, Key Brand Value Share XX Regained Some Share in JF03, Compared with JF02 YU MEI JING 8 BAI QUE LING PEARS 1 0 FA TOBABY XILI 0 1 XX VASELINE NIVEA 8 10 9 SOFTSENSE 4 National, Body Lotion Basic Base 4M to JF02 4M to JF03 Chg ND 01 JF 02 ND 02 JF 03 Chg Copyright 2023 ACNielsen 12 . Body Lotion Basic SKU Share 220ml Largely Contributed to Its Share。 UC 200ml Maintained Overall Distribution but Declined in SPPD ND01 JF02 ND02 JF03 JF02 JF03 Weighted Distribution (000RMB) MILK 200ml 36 55 REG LOTION 84 93 86 84 100ml 67 76 82 78 200ml 70 66 72 66 300ml 13 13 22 13 UC LOTION 83 82 81 78 100ml 82 80 76 75 4 200ml 71 67 73 67 Copyright 2023 ACNielsen 31 BJH/S, Body Key Brand Share Price XX Lose Most Share to Other Low Price Products Rmb/Kg 4Months to JF 02 JF 03 Chg JF 02 JF 03 Chg JF 02 JF 03 Value Share Volume Share Body Lotion Basic Base XX 7 141 139 NIVEA 2 188 175 VASELINE 185 175 YU MEI JING 53 52 FA 125 101 SOFTSENSE 1 135 123 118 106 ?In , key brand are of露華濃 雅佳美 drove sale in BJ Copyright 2023 ACNielsen 32 BJH/S, Key Brands SKU Value Share 1 . 91 . 12 . 30 . 52 . 94 M t o JF 0 2 4 M t o JF 0 3F A 4 0 0 m l P U M PF A 2 5 0 m lF A 1 0 0 m l1 . 11 0 . 46 . 258 . 522 . 91 . 21 . 31 . 34 M t o J F 0 2 4 M t o J F 0 3E N R I C H E D 2 0 0 m l E N R I C H E D 1 2 5 m lF I R M I N G L O T I O N 2 0 0 m l F R E S H 1 2 5 m lF R E S H 2 0 0 m l I N T E N S I V E M I L K 1 2 5 m lI N T E N S I V E M I L K 2 0 0 m lBody Lotion Basic Base 7 . 96 . 86 . 984 M t o JF 0 2 4 M t o JF 0 3V a se l i n e 2 0 0 mlV a se l i n e 1 0 0 mlFA Nivea Vaseline Copyright 2023 ACNielsen 33 Key Brands SKU Comparison, BJH/S JF 02 JF 03 JF 02 JF 03 JF 02 JF 03 Weighted Distribution (000RMB) RMB/Pck MILK 200ml 55 REGULAR 100ml 76 78 REGULAR 200ml 66 66 REGULAR 300ml 13 13 ULTRA CARE 100ml 80 75 4 ULTRA CARE 200ml 67 67 FA 100ml 47 26 FA 250ml 33 1 18 FA 400mlPUMP 19 FIRMING LOTION 200ml 33 44 FRESH 125ml 4 12 FRESH 200ml 32 37 3 INTENSIVE MILK 125ml 21 30 25 INTENSIVE MILK 200ml 33 45 6 26 VASELINE 100ml 54 44 VASELINE 200ml 37 32 Nivea (95Rmb/kg) Copyright 2023 ACNielsen 34 AH/S, XX Lotion Variant SKU Share Value Share(Body Lotion Basic Base) 4M to JF02 4M to JF03 Chg YA ND01 JF02 ND02 JF03 Chg YA XX MILK 200ml 5 5 8 8 REG LOTION 18 50ml 1 100ml 200ml 9 300ml 0 0 0 ULTRA CARE 100ml 22 200ml 0 Copyright 2023 ACNielsen 35 AH/S, XX Lotion SKU DistributionSPPD Key SKU Distribution Maintain。 but development of lowend brands, like BQL and YMJ, in Key A cities, suggesting emergence of new market needs Copyright 2023 ACNielsen XX Milk Sales Development In 4A Cities Copyright 2023 ACNielsen 22 Milk Sales Contribution To XX By City Milk Helped XX to Increase Sales In A City。Copyright 2023 ACNielsen Skin Moisturizing Updated to Jan/Feb2023 Copyright 2023 ACNielsen 2 Agenda ? Skin Moist. Body Market Overview ? How XX Milk Help Brand Sales Share Gain ? BBKids Cream, XX Cream Launch Evaluation ? Explore Skin Moist. Sachet Opportunity Copyright 2023 ACNielsen 3 Skin Moisturizer Sales Trend, National Market Growth Accelerated。 but Not In SH/BJ Volume(TON) Value(000rmb) 020406080100120J F0 2 J F0 3 J F0 2 J F0 3 J F0 2 J F0 3 J F0 2 J F0 3 J F0 2 J F0 34 Months to 04 , 0 0 08 , 0 0 01 2 , 0 0 01 6 , 0 0 0J F0 2 J F0 3 J F0 2 J F0 3 J F0 2 J F0 3 J F0 2 J F0 3 J F0 2 J F0 34 Months to UC Lotion Milk Lotion GZ SH BJ CD A CITY Copyright 2023 ACNielsen 23 Milk Share Contribution To XX Basic Lotion Stagnant in Sales in SH BJ and Lagged Behind Growth in A Cities Caused Us Losing Share Volume Share Value Share 0102030405060JF 0 2 JF 0 3 JF 0 2 JF 0 3 JF 0 2 JF 0 3 JF 0 2 JF 0 3 JF 0 2 JF 0 3UC Lotion Milk Lotion Share Base, Body Lotion Basic GZ SH BJ CD A CITY 010203040506070JF 0 2 JF 0 3 JF 0 2 JF 0 3 JF 0 2 JF 0 3 JF 0 2 JF 0 3 JF 0 2 JF 0 34 Months to 4 Months to Copyright 2023 ACNielsen 24 SHH/S, XX Lotion Varia