<p>美容行业持续增长，而美元店也参与其中。</p>
<p>根据 Circana 的数据，美国在第一季度，奢侈品和大众美容零售销售均有所增长。然而，增长是由价值驱动的，因为美元增长超过了销量，研究小组表示。</p>
<p>面对某些类别因燃料成本上升而导致的价格上涨，更加挑剔的美容消费者可能会受益于像 Dollar Tree 这样的商家。</p>
<p>“在过去几年中，美容对我们来说绝对变得更加重要，” Dollar Tree 的首席商品官 Brent Beebe 在给 Retail Dive 的电子邮件评论中表示。“变化在于客户与这一类别的互动方式。”</p>
<p>社交媒体和数字影响者鼓励消费者更多地尝试并寻找更多的美容选择，Beebe 表示这与 Dollar Tree 的 “寻宝” 购物方式相一致。</p>
<p>该零售商第一季度的净销售额同比增长 7.2%，接近 50 亿美元， comparable store 的净销售额增长了 3.5%，主要是由于平均消费额的增加。</p>
<p>“我认为每个人在某种程度上都已成为价值消费者，” Alvarez &amp; Marsal 消费和零售集团的董事总经理 David Schneidman 告诉 Retail Dive。“在社交媒体销售和亚马逊之间，人们意识到你不必只购买昂贵的产品，尤其是当……网上有如此多的内容可以教育你时。”</p>
<hr/>
<p>“我认为每个人在某种程度上都已成为价值消费者。”</p>
<p><img src="https://imageproxy.pbkrs.com/https://d12v9rtnomnebu.cloudfront.net/diveimages/corporate_site/teampage/square_profiles/placeholder-200.png?x-oss-process=image/auto-orient,1/interlace,1/resize,w_1440,h_1440/quality,q_95/format,jpg" alt="" width="200" height="200" original-src="https://imageproxy.pbkrs.com/https://d12v9rtnomnebu.cloudfront.net/diveimages/corporate_site/teampage/square_profiles/placeholder-200.png"/></p>
<p>David Schneidman</p>
<p>董事总经理，Alvarez &amp; Marsal 消费和零售集团</p>
<hr/>
<p>高收入消费者在过去几个季度纷纷涌向 Dollar Tree 和 Dollar General 等美元店，因为不断加剧的宏观经济压力迫使消费者选择更便宜的商品。</p>
<p>根据 Alvarez &amp; Marsal 消费和零售集团 2026 年春季的数据，这对美元店来说是个好消息，因为高收入消费者可能对他们的消费预期感到更加乐观。</p>
<p>报告发现，预计在这个春季，低收入和高收入家庭消费者在美容等多个类别的消费预期存在差异，富裕消费者预计支出会更多。此外，43% 的受访者表示，他们在过去一年中通过减少步骤和产品简化了美容程序。</p>
<p>“美元店美容的自然扩展是显而易见的，因为这是一个未开发的消费者群体，” Schneidman 说。“随着这种 K 型经济的普及，你需要确保拥有满足所有人群的产品和价格点。”</p>
<p>Dollar Tree 在过去几年中的多价格点扩展帮助其吸引了新的消费者群体，同时也应对了通货膨胀的压力。</p>
<p>Dollar General 也在高收入消费者中取得了进展，并更加注重美容，计划在四月举行一次特定类别的促销活动。</p>
<p>“每个人都想省钱，无论收入水平如何，我们看到各个层次的客户在消费上变得更加有意识，” Dollar Tree 的 Beebe 补充道。“这绝对包括美容和个人护理……美容是一个人们不想停止购买的类别——他们只是重新考虑购买的地方。”</p>
<p>Schneidman 表示，对于零售商和品牌创始人来说，创建美容产品的门槛相对较低，允许多种价格区间。此外，该类别通常在消费者中具有较高的忠诚度，产品的保质期也比食品和饮料等其他类别更长。</p>
<p>美容可能并不完全是美元店的新领域，但它们正越来越多地利用这一类别所带来的多样化消费者群体，Schneidman 补充道。</p>
<p>“它正变得更加民主化，面向多个群体，提供适合大众的独特产品，” 他说。</p>

美元树

达乐

<p>像美元树和达乐这样的美元商店正在利用美容行业以价值为驱动的增长。由于通货膨胀和经济压力，包括高收入消费者在内的消费者正在寻求实惠的选择，这些零售商正在扩大其美容产品的供应。这一转变与由社交媒体教育和对经济实惠的日常护理需求推动的 “价值消费” 更广泛趋势相一致，使得美元商店能够吸引多样化的人群并增加销售额</p>

<p>The beauty industry continues to grow — and dollar stores are getting in on the action.</p>
<div class="lb-trans"><p>美容行业持续增长，而美元店也参与其中。</p>
</div><p>Both prestige and mass beauty retail sales grew during the first quarter in the U.S., according to data from Circana. However, growth was value-driven as dollar growth outpaced units, per the research group.</p>
<div class="lb-trans"><p>根据 Circana 的数据，美国在第一季度，奢侈品和大众美容零售销售均有所增长。然而，增长是由价值驱动的，因为美元增长超过了销量，研究小组表示。</p>
</div><p>A more selective beauty shopper — confronting higher prices in some categories due to heightened fuel costs — could benefit players such as Dollar Tree.</p>
<div class="lb-trans"><p>面对某些类别因燃料成本上升而导致的价格上涨，更加挑剔的美容消费者可能会受益于像 Dollar Tree 这样的商家。</p>
</div><p>“Beauty has absolutely grown in relevance for us over the last few years,” Dollar Tree’s Chief Merchandising Officer Brent Beebe told Retail Dive in emailed comments. “What’s changed is how customers engage with the category.”</p>
<div class="lb-trans"><p>“在过去几年中，美容对我们来说绝对变得更加重要，” Dollar Tree 的首席商品官 Brent Beebe 在给 Retail Dive 的电子邮件评论中表示。“变化在于客户与这一类别的互动方式。”</p>
</div><p>Social media and digital influencers have encouraged consumers to experiment more and seek out more options in their beauty routines, which Beebe says aligns with Dollar Tree’s “thrill of the hunt” approach to shopping.</p>
<div class="lb-trans"><p>社交媒体和数字影响者鼓励消费者更多地尝试并寻找更多的美容选择，Beebe 表示这与 Dollar Tree 的 “寻宝” 购物方式相一致。</p>
</div><p>The retailer’s Q1 net sales increased 7.2% year over year to nearly $5 billion, with comparable store net sales growing 3.5% driven by a jump in average ticket.</p>
<div class="lb-trans"><p>该零售商第一季度的净销售额同比增长 7.2%，接近 50 亿美元， comparable store 的净销售额增长了 3.5%，主要是由于平均消费额的增加。</p>
</div><p>“I think everyone, in some way, shape, or form, has become a value consumer,” David Schneidman, managing director at Alvarez &amp; Marsal’s Consumer and Retail Group, told Retail Dive. “Between social media selling and then Amazon, people realize that you don't have to buy only expensive products, especially when … there's just so much content online that educates you.”</p>
<div class="lb-trans"><p>“我认为每个人在某种程度上都已成为价值消费者，” Alvarez &amp; Marsal 消费和零售集团的董事总经理 David Schneidman 告诉 Retail Dive。“在社交媒体销售和亚马逊之间，人们意识到你不必只购买昂贵的产品，尤其是当……网上有如此多的内容可以教育你时。”</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p>“I think everyone, in some way, shape, or form, has become a value consumer.&#34;</p>
<div class="lb-trans"><p>“我认为每个人在某种程度上都已成为价值消费者。”</p>
</div><p><img src="https://imageproxy.pbkrs.com/https://d12v9rtnomnebu.cloudfront.net/diveimages/corporate_site/teampage/square_profiles/placeholder-200.png" alt="" original-src="https://d12v9rtnomnebu.cloudfront.net/diveimages/corporate_site/teampage/square_profiles/placeholder-200.png"/></p>
<p>David Schneidman</p>
<div class="lb-trans"><p>David Schneidman</p>
</div><p>Managing Director, Alvarez &amp; Marsal’s Consumer and Retail Group</p>
<div class="lb-trans"><p>董事总经理，Alvarez &amp; Marsal 消费和零售集团</p>
</div><hr/>
<div class="lb-trans"><hr/>
</div><p>Higher-income shoppers have been flocking to dollar stores like Dollar Tree and Dollar General for several quarters now, as compounding macroeconomic pressures are pushing consumers to trade down.</p>
<div class="lb-trans"><p>高收入消费者在过去几个季度纷纷涌向 Dollar Tree 和 Dollar General 等美元店，因为不断加剧的宏观经济压力迫使消费者选择更便宜的商品。</p>
</div><p>That bodes well for dollar stores as higher-income shoppers may be feeling more optimistic with their spending expectations, according to spring 2026 data fromAlvarez &amp; Marsal’s Consumer and Retail Group.</p>
<div class="lb-trans"><p>根据 Alvarez &amp; Marsal 消费和零售集团 2026 年春季的数据，这对美元店来说是个好消息，因为高收入消费者可能对他们的消费预期感到更加乐观。</p>
</div><p>Expected spending this spring diverged between low- and high-household income consumers in several categories such as beauty, the report found, with the wealthier consumer expecting to spend more. Additionally, 43% of respondents said they have simplified their beauty routines over the past year by using fewer steps and products.</p>
<div class="lb-trans"><p>报告发现，预计在这个春季，低收入和高收入家庭消费者在美容等多个类别的消费预期存在差异，富裕消费者预计支出会更多。此外，43% 的受访者表示，他们在过去一年中通过减少步骤和产品简化了美容程序。</p>
</div><p>“The natural expansion [of beauty at dollar stores] is obvious because it's an untapped consumer,” Schneidman said. “With the proliferation of … this K-shaped economy, you need to ensure that you have product that fulfills and price points that fulfill all demographics.”</p>
<div class="lb-trans"><p>“美元店美容的自然扩展是显而易见的，因为这是一个未开发的消费者群体，” Schneidman 说。“随着这种 K 型经济的普及，你需要确保拥有满足所有人群的产品和价格点。”</p>
</div><p>Dollar Tree’s multiprice point expansion over the past few years has helped it bring in new demographics of consumers while also battling inflationary headwinds.</p>
<div class="lb-trans"><p>Dollar Tree 在过去几年中的多价格点扩展帮助其吸引了新的消费者群体，同时也应对了通货膨胀的压力。</p>
</div><p>Dollar General has also made inroads with higher-income shoppers and is leaning more into beauty, with the company holding a category specific sale event in April.</p>
<div class="lb-trans"><p>Dollar General 也在高收入消费者中取得了进展，并更加注重美容，计划在四月举行一次特定类别的促销活动。</p>
</div><p>“Everyone wants to save money, regardless of income level, and we’re seeing customers across all levels being more intentional about their spending,” Dollar Tree’s Beebe added. “That absolutely includes beauty and personal care … Beauty is a category where people don’t want to stop buying the product – they just rethink where they buy it.”</p>
<div class="lb-trans"><p>“每个人都想省钱，无论收入水平如何，我们看到各个层次的客户在消费上变得更加有意识，” Dollar Tree 的 Beebe 补充道。“这绝对包括美容和个人护理……美容是一个人们不想停止购买的类别——他们只是重新考虑购买的地方。”</p>
</div><p>Luckily for retailers and brand founders, the barrier to entry for creating a beauty product is relatively easy and allows for a wide range of price-points, Schneidman said. Additionally, the category tends to have high loyalty among shoppers and products have longershelf lives than other categories, such as food and beverage.</p>
<div class="lb-trans"><p>Schneidman 表示，对于零售商和品牌创始人来说，创建美容产品的门槛相对较低，允许多种价格区间。此外，该类别通常在消费者中具有较高的忠诚度，产品的保质期也比食品和饮料等其他类别更长。</p>
</div><p>Beauty may not be wholly new to dollar stores, but they’re increasingly cashing in on the diverse range of shoppers the category brings in, Schneidman added.</p>
<div class="lb-trans"><p>美容可能并不完全是美元店的新领域，但它们正越来越多地利用这一类别所带来的多样化消费者群体，Schneidman 补充道。</p>
</div><p>“It's becoming more democratized towards multiple demographics, where there are unique products for the masses,” he said.</p>
<div class="lb-trans"><p>“它正变得更加民主化，面向多个群体，提供适合大众的独特产品，” 他说。</p>
</div>

美容产品的消费者正在寻找物有所值的商品。美元商店已经做好准备