Question · Q3 2025
Lucia Zhang from CP Securities asked about Yatsen's strategies to sustain the rapid growth of its skincare business in the last quarter and next year, and the key areas for continuous profitability improvement.
Answer
Jinfeng Huang, Yatsen's CEO, identified R&D and product innovation, expansion of the skincare portfolio, driving brand awareness and customer base growth for existing brands, and channel expansion as key drivers for sustainable skincare growth. For profitability, he highlighted product and channel mix optimization, focusing on customer lifetime value (CIM) and product link sales for better marketing ROI, and leveraging branding expenses as brand revenue scales.
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