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SMMC-EMI_G1_TP Progress Report 1– External Environmental Analysis,…
SMMC-EMI_G1_TP Progress Report 1– External Environmental Analysis
Competitor Analysis
market commonality
sales proportion of region
L'oréal
Asia 32%
Europe 22%
the Americas 36%
others 10%
Shiseido
Asia 60%
the Americas 10%
Europe 10%
others 20%
Estée Laudar
Europe, the Middle East and Asia 43%
Asia-Pacific 30%
the Americas 26%
others 1%
product
L'oréal
Consumer Products
L'Oréal Paris, Maybelline
L'Oréal Luxe
Lancome, Biotherm, Kiehl's, SHU UEMURA etc.
Dermatological Beauty
La Roche-Posay, CeraVe, Decléor
Professional Products
salone
Kerastase, L'Oréal Professionnal
Shiseido
Affordable Beauty
Intergrate, ZA
Luxury Beauty
Nars, Clé de Peau Beauté, Laura Mercier
Hair Care
AQUAIR, fino, TSUBAKI
Estée Laudar
Body Care and Beauty
Darphin, La Mer, ORIGINS, CLINIQUE
Perfume
Jo Malone London, Le labo, Kiton
Hair Care
Aveda, Bumble and Bumble
customers
L'oréal
31-40 years old 50%
Shiseido
40-49 years old 60%
Estée Laudar
31-40 years old 38%
21-30 years old 35%
resource similarity
technology
L'oréal
L'Oreal Paris Colorsonic
3D shu:brow
handheld computerized makeup applicator
Shiseido
MolecuShift Technology
Beauty AR Navigation
The Lifeblood
Estée Laudar
SIRTIVITY-LP™
Advanced Night Repair Serum Synchronized Multi-Recovery Complex
Macro Analysis
T
echnological
Personalization and Inclusivity
HAPTA:
the world’s first handheld computerized makeup applicator
3D shu:brow:
provide consumers with the utmost precision in brow shaping
Colorsonic:
automatical haircolor device
Giorgio Armani Meta Profiler:
high-precision skin diagnostic service for a personalized face treatment recommendation
E
nvironmental
Sustainability
Circular economy
“Three Rs”packaging policy:
Respect
the health and of the consumer and biodiversity
100% of the PVC has been eradicated from product packaging since 2018
Reduce
the weight and size of packaging, or remove them, and promote rechargeable or refillable systems
The Kiehl’s refillery:
invite customers to bring in the refillable pouches to restock product
Kiehl’s Recycle & Be Rewarded program:
the collection of empty packages unlock rewards
Replace
materials with more sustainable alternatives
Develop bottle made from plastic entirely recycled using Carbios’ enzymatic technology
Water management and conservation
Innovated new products
to reduce water usage
Partnered with Gjosa and unveiled L'Oréal Water Saver
easier-to-rinse shampoos
The optimisation of industrial processes
to minimise water consumption
Five
waterloop factories
100% of the water used for industrial processes is cleaned and recycled in a loop on-site for re-use
Waterscan tool
Categorize water uses and establish standards for the Group
Competitive Dynamics
Analyze competitors
Action
create advantage
Digitization
personalize
from universalisation to singularisation :check:
Virtual try-on & e-commerce
maintain its market position
invent the future of beauty
science
creativity
nature and sustainability
Acquisitions
building portfolio of brands
36 diverse brands
Responses
excess profits
protect competitive position
similar structure
Estée Laudar
distinguish
tolerance for diverse culture
Digital marketing & management
innovation
(main competitors)
Lifecycle
classification
Maturity
buyers
mass market
replacement purchase
objects
competitors
keep make share
price competitors
Growth
Decline
Development
Shake-out
4
business units
L’Oréal Luxe Division（Luxe 美妝事業部）
1964 📥Lancome/ 2018 📥YSL
acquisition
acquisition
Dermatological Beauty Division（醫學美容事業部）
2022 📥Skinbetter Science
Consumer Products Division(消費品事業部）
2014📥NYX/ 2018📥3CE
Professional Products Division（專業沙龍美髮事業部）
Loreal Paris
established positive reputation
highest sales volume (450blocks *101)
numerous (similar) competitors
Loreal Professionnel
2007 📥Shu uemura art of hair
♻️lifecylce of loreal's product
Formula ingredients extraction
transformation
1️⃣product manufacturing
Five Force Framework
Industry value chain
Primary Activities
Marketing & Sales
Advertising and promotin
Suppport activities
Firm Infrastructure
Corporate, Governance and culture
Technology
R&D
Innovation
Human Resource
Talent, Acquisition, Development
Procurement
Supplier
Managment
Outbound Logistics
Distribution to retailers
Operations
Manufacturing of products
After-Sales Services
Customer care & support
Inbound Logistics
Sourcing raw materials
Retailers & Customers
End consumers & retrailers
Two recent news
Natura &Co sells
Aesop
to L’Oréal
Q2 2023
Cost
2.525 billion
Effect
OR.PA stock price
+1.2%
revenue increased by
20.7%
in the first half of the year
Target
To develop the Chinese market
Future
Aesop's sales $537 million to $1 billion
New product
hair dryer: AirLight Pro
Research&Innovation Division and Zuvi
over 100 engineers, designers, hairdressers, and scientists
With over 150 patents filed
application of AI
Bargaining power of suppliers
Competitive Rivalry
Bargaining power of customers
Compare products on online
higher price
Differentiation is not obvious
low switching cost
Threat of substitutes
drugstore products
cheaper
low switching cost
large amount
Threat of new entrants
Expertise/Patent
Eg. Ban on animal testing
Brand awareness
Huge amounts of money
Time
Brand loyalty
Similarities
Multi-brand strategy
High-end market positioning
Global visibility
luxurious
high quality
provide good customer service
Packaging Supplier
3R packaging policy
Reduce
Replace
Respect
Green Chemistry Supplier-Novéal
Sustainable Chemistry
Innovative Technologies
eco-friendly plant extraction
technical blends
reactive extrusion
Biotechnologies
plant cell culture technology and fermentation.
Green Chemistry Company-Carbios
Recycle plastic
enzyme recycling technology（酶循環技術）
high level of technology
market commonality
resource similarity
4️⃣product use
formula end-of-life
5️⃣packaging recycling
package end-of-life
6️⃣packaging production
packaging materials extraction
high
low
high
state
https://www.loreal-finance.com/en/annual-report-2022/strategy/#scrollto-anchor-acquisitions
Maturity
Maturity
Maturity
Maturity
Localized global operations :star:
Maturity
2023 CDP: AAA (for the 8th year in a row)
2️⃣storage at
distribution center
3️⃣storage at
retailer
🔄
focus on carbon/ water footprint
