【正文】 o w 4 0 0 M L Y e l l o w 7 5 0 M LValue Share(Bath Liq. Base) 0102030405060JF 0 2 M A 0 2 M J 0 2 JA 0 2 S O 0 2 N D 0 2 JF 0 3Z e s t G r e e n 2 0 0 M LG r e e n 4 0 0 M L G r e e n 7 5 0 M LY e l l o w 2 0 0 M L Y e l l o w 4 0 0 M LY e l l o w 7 5 0 M LWeighted Distribution JF 03 ZEST 55 GREEN 200ml 60 GREEN 400ml 51 GREEN 750ml 44 YELLOW 200ml 59 YELLOW 400ml 51 YELLOW 750ml 43 Rmb/Lit Copyright 2023 ACNielsen 50 Why XX Lose Share In E A ? XX lose share on Blue/TTT/Cooling ? XX distribution gained most SKUs, and shelf choice increasing ? XX share lose under the petition from MNB Olay gained the most followed with Lux/Dove drove ‘ Moisturizer’ segment Qingxin/Zest drove ‘ Fresh’ in summer season while XX Cooling weak Copyright 2023 ACNielsen 51 XX Share Change by SKU, E BCD Share Decline On Blue/TTT/Cooling/Peach SO 01 ND 01 JF 02 SO 02 ND 02 JF 03 XX COOLING 300ML BLUE 100ML 3 300ML YELLOW 300ML MILK 0 2 300ML 0 PEACH 300ML TTT 3 2 100ML 300ML Value Share(Bath Liq. Base) +/ % Chg SO02~JF03 vs YA 3 0 0 Copyright 2023 ACNielsen 52 Bath Liq. Key Brand Share In E BCD Olay/SFG Gained Fastest Followed with Some Local Brands 0510152025J F 0 2 M A 0 2 M J 0 2 J A 0 2 SO 0 2 N D 0 2 J F 0 3O L A Y JB L I U SH ENL O N G L I Q I SA F EG U A R D L U XSL EK L A F A N G T O BA BYValue Share(Bath Liq. Base) Copyright 2023 ACNielsen 53 Bath Liq. Key Brand Distribution In East East city JF 02 JF 03 JF 02 JF 03 JF 02 JF 03 Olay 35 42 54 69 45 42 XX 58 60 85 85 62 67 Liushen 56 60 91 85 41 59 Long . 26 43 12 59 47 44 SFG 50 45 82 72 60 55 Lux 42 44 76 74 18 36 Slek 35 25 61 48 44 23 Tobaby 8 15 SH E A Lafang 3 14 13 Copyright 2023 ACNielsen 54 Segment Share Chg by Brand, E BCD Fresh Antigerm Importance Gained 293 2 . 72 8 . 829271 9 . 27 . 31 0 . 55 . 65 . 5M A T J F 0 2 M A T J F 0 3A N T I G E R M B E A U T Y W H I T E N I N GF R E S H M E D I C A T E DM O I S T U R I Z E R O T H E R SOTHERS 27 XX 6 LONG LI QI LUX TOBABY MOISTURIZER 29 2 LUX FRESH 29 LIU SHEN 12 2 XX BEAUTY WHITENING ANTIGERM 5 LONG LI QI 0 SO01~JF02 SO02~JF03 ?Olay ?SLEK ?XX ?ZEST ?LONG LI QI ?BAI LI ?LUX ?LAFANG ?SAFEGUARD Value Share(Bath Liq. Base) Copyright 2023 ACNielsen 55 Olay SKU ShareDistributionPrice, E BCD ShareDistribution Gained From all SKUs 02468101214JF 0 2 M A 0 2 M J 0 2 JA 0 2 S O 0 2 N D 0 2 JF 0 3Bl u e 2 0 0 M L Bl u e 4 0 0 M L Bl u e 7 2 0 M LO t h e rs 2 0 0 M L O t h e rs 4 0 0 M L O t h e rs 7 2 0 M LPi n k 2 0 0 M L Pi n k 4 0 0 M L Pi n k 7 2 0 M LValue Share(Bath Liq. Base) Weighted Distribution Rmb/LitE BCD JF 02 JF 03 JF 02 JF 03 JF 02 JF 03 Olay 40 46 57 72 45 42 Blue 200ML 23 18 25 Blue 400ML 37 61 29 Blue 720ML 26 55 22 Others 200ML 20 3 4 4 43 8 Others 400ML 33 2 56 4 39 4 Others 720ML 14 4 28 7 16 5 Pink 200ML 24 17 30 Pink 400ML 37 61 28 Pink 720ML 29 63 22 East H/S/D SHH/S East A JF 02 ND 02 JF 03 Olay 117 84 85 Blue 200ML 87 86 Blue 400ML 78 74 Blue 720ML 64 60 Others 200ML 127 Others 400ML 105 Others 700ML 76 Pink 200ML 90 90 Pink 400ML 76 73 Pink 720ML 62 62 Copyright 2023 ACNielsen 57 Zest SKU ShareDistributionPrice In E BCD 200/400ml Well Performed 012345678JF 0 2 M A 0 2 M J 0 2 JA 0 2 S O 0 2 N D 0 2 JF 0 3G r e e n 2 0 0 M L G r e e n 4 0 0 M LG r e e n 7 5 0 M L Y e l l o w 2 0 0 M LY e l l o w 4 0 0 M L Y e l l o w 7 5 0 M LValue Share(Bath Liq. Base) Weighted DistributionJF03 JF 03 ZEST 63 GREEN 200ml 67 GREEN 400ml 51 GREEN 750ml 37 YELLOW 200ml 60 YELLOW 400ml 60 YELLOW 750ml 38 Rmb/Lit East H/S/D SHH/S East A Zest 46 74 46 Green 200ML 36 46 40 Green 400ML 32 62 31 Green 750ML 25 53 18 Yellow 200ML 32 38 36 Yellow 400ML 32 64 24 Yellow 750ML 24 54 18 Copyright 2023 ACNielsen 58 SKU ShareDistribution In E BCD Fresh / Antigerm Product Help Share Gained 0123456JF 0 2 M A 0 2 M J 0 2 JA 0 2 S O 0 2 N D 0 2 JF 0 3A N T I G ER M 4 0 0 M L A N T I G ER M 7 0 0 M LF re s h 2 0 0 M L F re s h 4 0 0 M LM o i s t u ri z e r 2 0 0 M L O t h e rs 2 0 0 M LO t h e rs 7 0 0 M LValue Share(Bath Liq. Base) JF 02 JF 03 JF 02 JF 03 JF 02 JF 03 Long Li qi 31 48 12 60 47 44 ANTIGERM 400 ML 8 16 ANTIGERM 700 ML 24 53 12 Fresh 200 ML 3 10 6 28 Fresh 400ML 18 15 42 19 Moisturizer 200ML 5 10 Others 200ML 25 22 10 12 35 16 Others 700ML 18 21 9 41 41 28 East H/S/D SH H/S East A Weighted Distribution 63 58 69 55 59 55 48 Note: Red number refer to Average price Copyright 2023 ACNielsen 60 SKU ShareDistribution In E BCD Items Claimed Beauty White Help Share Gained。 6ml/8ml Gained and Deep Perated In BCD Cities 012J F 0 2 M A 0 2 M J 0 2 J A 0 2 S O 0 2 N D 0 2 J F 0 3A N T I G E R M 2 3 0 M L B E A U T Y W H I T E N I N G 6 M LB E A U T Y W H I T E N I N G 5 5 0 M L F R E S H 8 M LM O I S T U R I Z E R 2 3 0 M L O T H E R S 6 M LO T H E R S 5 5 0 M LValue Share(Bath Liq. Base) E City E A Rmb /pck LAFANG 14 13 FRESH 8ml 6 8 MOISTURIZER 230ml 2 5 13 BEAUTY 1 0 13 ANTIGERM 230ml 1 0 13 BEAUTY W. 6ml 6 4 Weighted Distribution Copyright 2023 ACNielsen 62 Why XX Lose Share In E BCD ? XX lose share on Blue/TTT/Cooling/Peach ? Olay/SFG gained share and a number of local brands gained as well Lafang claimed beauty whitening gained share, 6ml/8ml sachet increasing share with