Category: beauty | 美容產品 | 화장품 | 化粧品

The beauty sector describes the industry that manufactures and distributes cosmetic products.

These include colour cosmetics, like foundation and mascara, skincare such as moisturisers and cleansers, haircare such as shampoos, conditioners and hair colours, and toiletries such as bubble bath and soap.

The manufacturing industry is dominated by a small number of multinational corporations that originated in the early 20th century, but the distribution and sale of cosmetics is spread among a wide range of different businesses. The largest cosmetic companies are Johnson & Johnson, L’Oreal Paris, Procter & Gamble, Unilever, LVMH, Beiersdorf, Estée Lauder, Shiseido and Chanel.

Some things are starting to change. The beauty industry as we know it was built on western beauty standards. Now it has to cater to black and other ethnic minority standards as well due to changing market and political realities.

Western country populations are aging. This means that the product mix needs to change for these companies and aesthetic standards need to evolve.

South East and East Asia has gone from being the poorest parts of the world to hosting the fastest growing economies. The ranks of the middle class have exploded in Asia as they declined in the western world due to globalisation.

This also means a very different aesthetic and expectation of what it means and looks like. These are also the the markets were the next generation of industry manufacturing giants will hail from. Shiseido from Japan has an early mover advantage, although others like Innisfree from Korea are expanding across Asia and beyond.

  • Problems American style + more

    New York’s Problems Are America’s Problems Now“Most cities are the same animal at a different scale,” Esteban Moro, a physicist who studies cities and measured New Yorkers’ interactions during the shutdown, told me. Bigger city, smaller city—it doesn’t make much of a difference, Moro says. You’ll meet about 5,000 people a year. – It makes sense if one thinks about major cities as ‘early adopters’ then their problems will spread over time.

    Apple wants your iPhone to replace your passport and driver’s license | Appleinsider – I know WeChat had similar aspirations for Chinese ID cards and drivers licence

    Opinion | How China Scammed Hong Kong – The New York Times – ignore the click bait title, it’s a nice summary of the national security law and points out how the basic law allowed this gap. More on Hong Kong here.

    American firms’ move into China over past 20 years threatens US ability to lead and compete: report | South China Morning PostUS MNEs’ reliance on China as a source of sales and a pivotal hub for global manufacturing poses a risk of solidifying dependencies for selected industries that bear on US national security. Furthermore, such reliance threatens to heighten the cost of supply chain diversification

    Pressured by China, E.U. Softens Report on Covid-19 Disinformation – The New York TimesBeijing’s efforts to curtail mentions of the virus’s origins in China, in part by blaming the United States for spreading the disease internationally. It noted that Beijing had criticized France as slow to respond to the pandemic and had pushed false accusations that French politicians used racist slurs against the head of the World Health Organization

    The Hustle on Coupang – a Korean analogue to Amazon that’s expanding their business

    LinkedIn | Baiba Matisone – 60 behavioral biases to better understand the consumers.

    US Attorney General William Barr says American businesses ‘part of problem’ in tech war with China | South China Morning PostBarr portrayed parts of the US business community as ingrates because “they’re willing – ultimately, many of them – to sacrifice the long-term viability of their companies for short-term profit, so they can get their stock options and move into the golf resort”. – I found this a much more profound statement on so many levels

    Typography – Goldman Sachs Design – Goldman Sachs put out its own font under a fairly permissive licence

    How This Electronics Juggernaut Got Its Start in a Bombed-Out Department Store • Gear Patrol – nice intro to the history of Sony

    How a Billion Dollar Eyewear Company Started in the Back of a Honda Civic • Gear Patrol – ‘define problems, find solutions, wrap them in art’

    Facebook executive admits to ‘trust deficit’ on call with advertisers | Financial Times – stating the obvious, with Trump-related decisions is just latest in long line of trust related issues for Facebook from brand safety issues with content to analytics

    Dove Soap’s Owner Is Criticized Over Skin-Lightening Cream – WSJ – unfortunately a set of consumers want the product and if Unilever didn’t sell it other people would

    I love you. You love me. | Ad Ageds – well worth while reading as it brings commitment into focus

    Step Chickens and the Rise of TikTok ‘Cults’ – The New York TimesCults on TikTok aren’t the ideological ones most people are familiar with. Instead, they are open fandoms revolving around a single creator. Much like the “stans” of pop figures and franchises, members of TikTok cults stream songs, buy merch, create news update accounts and fervently defend their leaders in the comment sections of posts. The biggest difference is that TikTok’s cult leaders are not independently famous. They’re upstart creators building a fan base on social media. Ms. Ong represents a relatively new kind of influencer, one who has seized a time of great isolation and idleness to capture the interest of a rapt user base. “I made this video where I was speaking into my phone camera like, ‘Hey guys I think we should start a religion,’” she said in a phone interview on Friday. “Then, I was like, ‘Let’s start a cult.’”

  • GOOP + more things

    The power of niche | Campaign magazine – Dave Trott on GOOP – The New York Times said: “The weirder GOOP went, the more its readers rejoiced. Every time there was a negative story about her or her company all it did was bring more people to the site.” Paltrow told a class of Harvard students: “What I do is create a cultural firestorm, and I can monetise those eyeballs.” – cultural firestorm or memorable cultural industrial accident? I agree with Trott to a point. But I can’t work out if GOOP is doing ‘good’ outrage like Benetton managed to do with its ad campaigns, or ‘bad’ outrage like Michael O’Leary at Ryanair. Secondly, you might buy GOOP earrings but would you tell anyone where you bought them? Would they be judging you because you’re a GOOP customer. The problem GOOP has is that it’s not causing outrage with the old or conservative per se. It’s more likely to be customer’s peers thinking that as a GOOP customer you buy into bunkum of Palthrow. Brand neighbourhoods are still important and GOOP nestles comfortably in crank corner with David Icke and Uri Geller. More on beauty related stories here.

    Benetton USSR & USA ad
    Benetton ad from the 1980s which contrasted with the Reagan-era Cold War sentiment of the Soviet ‘evil empire’

    South Korea’s Government Explores Move From Windows To Linux Desktop | SlashdotThe reason for this is simple. It’s to reduce software licensing costs and the government’s reliance on Windows. As Choi Jang-hyuk, the head of the Ministry of Strategy and Finance, said, “We will resolve our dependency on a single company while reducing the budget by introducing an open-source operating system.” – back in the day South Korean online security depended on support for ActiveX, how far things have moved on

    Slick Inbox – interesting idea. BUT RSS, VIP section in mail.app are all competitors

    Thread by @thezedwards on speech recognition / natural language processing – interesting how it can be used (whether or not it is used is another matter) for marketing, surveillance etc

    How Your Laptop Ruined Your Life | The AtlanticEarlier this week, a woman managed to find a seat next to me on the train, took out her laptop, and started plugging away at a spreadsheet. The sight filled me with dread, as it does every time I spot a fellow commuter writing code or finessing a PowerPoint while I listen to podcasts. I suddenly became much more aware of the hard, thin edge of my own work computer, digging into my thigh through my tote bag. – Whatever happened to thinking time?

    Sony as Automaker | Akihabara News – it will be interesting to see Sony go against Tesla

    Trump’s immigration enforcement agents use cellphone location data to track individuals for detention – WSJ / Boing Boing – I’d be surprised if they weren’t doing this

    What Happens When a High-Tech Apparel Brand Shares the Same Name as the Company that Backed the Controversial Iowa Caucus App? — The Fashion LawNot nearly as under-the-radar as ACRONYM, the political organization, ACRONYM, the apparel company, is, nonetheless, situated more behind-the-scenes than the majority of its peers. As writer Adam Wray detailed in 2013, “You’d be forgiven for not knowing much about ACRONYM.” Despite having significant clout when it comes to technologically-advanced apparel and amassing a list of famous fans (think: Kanye West, John Mayer, Jason Statham, best-selling author William Gibson, and mixed martial arts champ Max Holloway, just to name a few), “the company never advertises and with no public relations strategy to speak of, its founders are tough to reach.”  Hugh and his co-founder slash business partner Michaela Sachenbacher “prefer to let their designs” – which are heavy on the GORE-TEX technology and utilitarian-focused hacks, and too expensive for most – “speak for themselves.” Yet, “whether you know it or not, [ACRONYM has] been pacing the vanguard of technically-focused fashion for nearly two decades.” – having worked in an office with the unfortunate name of ISIS House, an acronym that it shared with a terrorist organisation I can understand some of the pain for Errolson Hugh and company

    精進カップラーメン | zen-foods – vegan friendly instant noodles, I’d be surprised if these don’t start appearing in Whole Foods soon

    FBI Says China ‘Biggest Threat’ to US Law Enforcement as Arrests Skyrocket in 2020 | RFA‘We believe that no country poses a greater threat than Communist China’ – but what are they going to do about it?

    ‘A bit impersonal’: The rise of influencer marketing agencies rankles influencers – Digiday“When I reach out to brands directly, they tell me to apply for their programs through their affiliated network, which means I lose whatever personal connections I might’ve had and the ability to negotiate,” Groffman said. A company he had worked with for years recently referred him to its influencer network, he added. “Influencer marketing has finally matured as an industry,” explained Kristy Sammis, executive director of the Influencer Marketing Association, in an email. “Brands are now willing to allocate significant budget to strategic influencer programs. This means they need scale, benchmarks, and guarantees. That’s simply not possible with one-on-one influencer relationships.” Currently, influencers lack a standardized set of rates, yet a myriad factors can go into setting a price. That said, a $10 cost per thousand impressions is a baseline for influencers working on Instagram and Instagram Stories, according to Village Marketing founder Vickie Segar. She added that for every 100,000 followers, that rate grants an influencer $1,000 a post. Plus, companies and influencers might additionally negotiate usage rights and exclusivity, which could increase the fee. Terms vary by company, but payment can take from 30 days to 120 days – it’s probably because brands don’t want to have to filter out chancers and assholes themselves. Secondly, algorithms mean influencers are no longer an effective form of reach

    The Era of Antisocial Social Media | HBRsaying that after years spent constructing carefully curated online identities and accumulating heaps of online “friends,” they want to be themselves and make real friends based on shared interests. They’re also craving privacy, safety, and a respite from the throngs of people on social platforms — throngs that now usually include their parents. To reach these younger audiences on social, marketers are going to have to re-think their approach. The first step is to understand the distinct characteristics of these more closed, and often more private and interactive online spaces. Since I believe that naming a trend helps provide a framework for understanding it, I have dubbed these spaces “digital campfires.” – to misquote Satre Hell is other people. From a brand perspective digital campfires are more attractive than the digital dumpster fires that channels like Twitter and YouTube often descend into

    Barnes & Noble suspends reissues of classics with new images | AP News – criticised on social media as ‘literary’ black face

    Mayfair robbery: Three men hunted after man stabbed for £115,000 watch | UK News | Sky News – events like this will reduce the UK’s attractiveness for luxury sales

    Daring Fireball: My 2019 Apple Report Card – well worth reading, though I think Apple should have showed some backbone in Hong Kong – I have never been so disappointed in a brand

    A mercenary army of the poor? Technological change and the demographic composition of the post-9/11 U.S. military: Journal of Strategic Studies: Vol 0, No 0the U.S. military no longer primarily recruits individuals from the most disadvantaged socio-economic backgrounds. Technological, tactical, operational and doctrinal changes have led to a change in the demand for personnel. As a result, on different metrics such as family income and family wealth as well as cognitive abilities, military personnel are on average like the average American citizen or slightly better – there is also the aspect that military service runs in the family so previous generations may have been lifted into the middle class by the GI Bill

    When China’s Long Game Short Circuits | Echowallmany of the examples of long-term policymaking in China collapse under closer scrutiny, whether in the area of environmental protection, infrastructure or population policy. For example, China’s solar power growth has been driven by government subsidies, resulting in market distortion, huge debt and waste. In the construction of infrastructure, such as the high-speed rail system and local airports, there is lack of coordination and long-term planning – not terribly surprising

    My daughter’s TikTok triumph and the fleeting nature of internet fame | Financial Times – just wait until the advertising algorithm crushes reach again

    Inside Huawei’s first 5G phone: Teardown reveals rush to innovate – Nikkei Asian Review – interesting analysis of the design approach. The design is surprisingly messy. This implies a few things. Huawei had to rush as it was behind. The phone isn’t as ‘premium’ as Huawei would like to believe, its the smartphone equivalent of having Irish travellers tarmac your drive. Huawei is leaving money on the table by not optimising their designs.

    UK mobile operators warned to deliver on rural ‘not spots’ | Financial Times – I’d laugh if mobile operators just walked away from it all

    What the Hell Is China Doing on the Dark Side of the Moon? – projection of power and influence

  • Beauty trends

    Beauty trends is a bit tricky – there are generational and cultural aspects to beauty and standards. I’ve tried to tease out elements that will ripple around the world.

    Digital Beauty

    Chinese women use Meitu and other beauty apps to present the best versions of themselves with a virtual makeover. This goes from skin quality, skin tone and make-up to a full virtual plastic surgery style makeover.

    Meitu has 63 apps and 2 mobile websites as it expands internationally.

    Meitu beauty cam

    Meitu has collaborated with over 100 make-up brands including L’Oreal, Guerlain, Lancôme, Estée Lauder, and Shiseido.

    Meitu is only the tip of the spear. Smartphone manufacturer Huawei has provided a simple beauty mode in its default camera app. Chinese video streaming software provides a similar functionality for performers. Even Skype had trialed a digital make-up service in association with Shiseido.

    Authenticity

    There is a tension between the trends in authenticity and some of the developments that we’ve seen in beauty.

    On the one hand there are the clean and effortless beauty movements that taped into a wider consumer trend around natural.

    On the other hand you have the Korean ten-step beauty process popularised over the last decade and digital beauty apps – particularly from China and Korea.

    In the case of digital beauty and instagram filters critics claim that a new form of dysmorphia seems to be emerging. Its the difference between what they see in the mirror and on their smartphones.

    That dysmorphia is one of the things that has driven a move towards authenticity. In the West, wider moves around everything from trans rights to the body positive movement has redefined what make-up does.

    Punk

    Whilst most people think of punk and associate it with tourists taking pictures in Camden, the Sex Pistols and Vivienne Westwood. But the biggest impact of punk was the rise of independent media from fanzines to record labels. We’re seeing a similar DIY approach in the beauty industry. Big beauty companies are being challenged by independent companies with a narrow or even singular product focus. There are a number of perceived advantages to these independent brands:

    • Perception that niche brands spend less on advertising and more on research and development; these products can be considered more specialised and effective
    • Niche beauty brands can have greater social currency in terms of being an element of self expression and part of friend-to-friend recommendations

    In China, you see a greater interest in these independent niche brands from men than female consumers.

    Diversity

    Traditionally make-up has been an additive process to conceal and cover up blemishes, flaws and signs of ageing. Modern make up is about celebrating quirks and even flaws. This goes beyond beauty spots to female baldness and skin conditions. Effortless make-up is often an artfully constructed look where the person rolled straight out of bed.

    Beauty from the inside

    Beauty from the inside has a mix of socio-cultural aspects to it. In China it includes focusing on quality sleep to reflect in beauty regimes. The key thing for most brands is the ingestion of ingredients. Where are the lines drawn between make-up and the health-like claims of functional foods? Could we see licensed pharmaceutical products as cosmetic aids like currently happens in China? Here’s that the Hong Kong Trade and Development had to say about ‘cosmeceuticals’ in their report on China’s Cosmetics Market:

    Cosmeceuticals, especially Chinese herbal cosmetics, are opening up a new territory in the cosmetics market. It is understood that more than 170 enterprises have tapped into China’s cosmeceuticals market to date, many of them renowned pharmaceutical companies in China, such as Tongrentang and Yunnan Baiyao. Cosmeceuticals only have a market share of about 20% in the mainland at present. In Europe, the US and Japan, cosmeceuticals have a 50-60% share. It is believed that China’s cosmeceuticals market has much room for development. As young consumers begin to concern themselves with the ingredients and quality of products, consumption of cosmeceuticals tends to start at increasingly early ages. While cosmeceuticals have medical properties, they are classified as cosmetics since there is still no official definition for the term ‘cosmeceuticals’ on the mainland.

    China’s Cosmetics Market – HKTDC Research

    Natural

    Natural has affected the food industry and this has extended to beauty trends Younger consumers are interested in products that don’t contain ingredients that sound synthetic. The lack of artificial ingredients a key selling point. Instead they expect natural and botanical ingredients.

    A natural output of this trend has been a rise in home manufactured cosmetics supported by an eco-system of how-to videos on YouTube.

    Ageing

    The population of the developed world in both the west and east is aging. This means that gen-y and gen-z obsessed beauty marketers are having to adapt to an ageing audience. They have the disposable income and the demand for beauty products.

    Brands are adapting their

    • Products and formulations
    • Packaging
    • Language – you know longer see ‘anti-aging’ used on many product descriptors, despite that being essentially what the products ‘do’

    More information

    Digital Watch: How Chinese Millennials & Gen Zers are Re-connecting with Their Elders | Jing Daily

    App Annie data on Meitu

    Shiseido’s New “TeleBeauty” App , A Virtual Makeup Solution for Online Meetings | Shiseido News Releases

    China’s selfie obsession | The New Yorker

    China’s Cosmetics Market – HKTDC Research

    92% of Chinese males prefer niche beauty brands: report | Campaign Asia

    The future of skincare – Spencer Schrage, Ogilvy Consulting

  • Zara model controversy & things I made last week

    Chinese netizens on Zara model controversy. I love Asian Boss’ qualitative interviews. The Zara model controversy happened only because its in China. Chinese netizens over react to anything they perceive as a slight. Fashion isn’t about ‘beauty’, but that subtlety sailed past Chinese netizens. Freckles indicate age and peasantry in Chinese culture. Beauty is porcelain flawless skin.

    Anand Giridharadas on the modern gilded age and how we should be skeptical of plutocrat philanthropy.

    New Balance China tends to march to the beat of its own drum. But even I was surprised by these sweatshirts with new romantic type detailing. China is unique in terms of its faux Korean aesthetic. I just don’t get the sportswear versus flamenco dancer look, I am just speechless at it.

    New Balance does New Romantic

    Samsung’s facial recognition is surprisingly easy to defeat. This is particularly bad for Samsung. Samsung’s other biometric authentication finger print ID isn’t as good as Apple’s. Samsung isn’t even as good legacy finger print scanners found on the back of Android handsets. Users have no reasonably secure option beyond PINs. I knew of siblings (not twins): a sister unlocking her younger brother’s phone at a glance.

    The moral of this story is that physical security of your phone is required to prevent unauthorised access to your device. Regardless of whether its made by Samsung or any other vendor.

    Goldman Sachs have a great (if terrifying) video on the use of biometrics in public places like airports and stadiums. This is really disturbing, nay, dystopian viewing if you care about your privacy at all. The human factors issue of the laptop loss at Clear affected the brand reputation. What’s impressive is the fact that the Clear brand survived disaster. It is rare for lightning to strike twice, even more so in technology.

  • China male beauty market + more

    The booming male beauty market in China – Daxue Consulting – Market Research China – finding the latest Asian male beauty market trend – Korean idol flower boy image difficult to square with mainstream male beauty products. I guess this male beauty market trend must be analogous to the new romantics of the early 1980s. In that case the new romantics had a high degree of cultural impact that dwarfed the actual size of the movement.

    Hayden Cox On Becoming An IWC Ambassador, And The Watches We Should Be Wearing – GQ – interesting choice of ambassador aiming at millennials. Hayden Cox shapes surfboards. He started Haydenshapes when he was in high school. In this respects his career mirrors the old school shapers like Shawn Stüssy in 1970s. Cox’s business is still laser focused on shaping boards as a business person.

    It is interesting that IWC focused on an entrepreneur, rather than an athlete, celebrity or adventurer. There is a certain commonality that can be drawn between the craft of shaping and the expertise of the veteran watch maker.

    Leading taxi-hailing app providers in Japan and South Korea to collaborate | The Japan Times – interesting move by Kakao. It shows the rise in Korea – Japan tourism. This goes against the wider policy dynamics prevalent in Korea – Japan government relations. Both vendors need to partner to deal with the South East Asian, Chinese competitors and Uber. In technology spheres, scale matters; innovation doesn’t.

    Doing One Thing, Well: The UNIX Philosophy | Hackaday – great essay on the design philosophy on Unix. The design philosophy was based around simplicity. Specific pieces of software were built to do one thing well. (That approach was mirrored decades later in web 2.0 design ethos as well). These applications were designed to work effortlessly together. This all made computing simpler and more accessible. It is the foundations that the web from network core, to smartphone clients run on. This post is written using Unix powered laptop and hosted on an instance of Linux (an operating system that apes Unix).

    Baidu in Hot Water After Hospital Mix-Up – Caixin Global – not the first time for Baidu