<p>美容行業持續增長，而美元店也參與其中。</p>
<p>根據 Circana 的數據，美國在第一季度，奢侈品和大眾美容零售銷售均有所增長。然而，增長是由價值驅動的，因為美元增長超過了銷量，研究小組表示。</p>
<p>面對某些類別因燃料成本上升而導致的價格上漲，更加挑剔的美容消費者可能會受益於像 Dollar Tree 這樣的商家。</p>
<p>“在過去幾年中，美容對我們來説絕對變得更加重要，” Dollar Tree 的首席商品官 Brent Beebe 在給 Retail Dive 的電子郵件評論中表示。“變化在於客户與這一類別的互動方式。”</p>
<p>社交媒體和數字影響者鼓勵消費者更多地嘗試並尋找更多的美容選擇，Beebe 表示這與 Dollar Tree 的 “尋寶” 購物方式相一致。</p>
<p>該零售商第一季度的淨銷售額同比增長 7.2%，接近 50 億美元， comparable store 的淨銷售額增長了 3.5%，主要是由於平均消費額的增加。</p>
<p>“我認為每個人在某種程度上都已成為價值消費者，” Alvarez &amp; Marsal 消費和零售集團的董事總經理 David Schneidman 告訴 Retail Dive。“在社交媒體銷售和亞馬遜之間，人們意識到你不必只購買昂貴的產品，尤其是當……網上有如此多的內容可以教育你時。”</p>
<hr/>
<p>“我認為每個人在某種程度上都已成為價值消費者。”</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>董事總經理，Alvarez &amp; Marsal 消費和零售集團</p>
<hr/>
<p>高收入消費者在過去幾個季度紛紛湧向 Dollar Tree 和 Dollar General 等美元店，因為不斷加劇的宏觀經濟壓力迫使消費者選擇更便宜的商品。</p>
<p>根據 Alvarez &amp; Marsal 消費和零售集團 2026 年春季的數據，這對美元店來説是個好消息，因為高收入消費者可能對他們的消費預期感到更加樂觀。</p>
<p>報告發現，預計在這個春季，低收入和高收入家庭消費者在美容等多個類別的消費預期存在差異，富裕消費者預計支出會更多。此外，43% 的受訪者表示，他們在過去一年中通過減少步驟和產品簡化了美容程序。</p>
<p>“美元店美容的自然擴展是顯而易見的，因為這是一個未開發的消費者羣體，” Schneidman 説。“隨着這種 K 型經濟的普及，你需要確保擁有滿足所有人羣的產品和價格點。”</p>
<p>Dollar Tree 在過去幾年中的多價格點擴展幫助其吸引了新的消費者羣體，同時也應對了通貨膨脹的壓力。</p>
<p>Dollar General 也在高收入消費者中取得了進展，並更加註重美容，計劃在四月舉行一次特定類別的促銷活動。</p>
<p>“每個人都想省錢，無論收入水平如何，我們看到各個層次的客户在消費上變得更加有意識，” Dollar Tree 的 Beebe 補充道。“這絕對包括美容和個人護理……美容是一個人們不想停止購買的類別——他們只是重新考慮購買的地方。”</p>
<p>Schneidman 表示，對於零售商和品牌創始人來説，創建美容產品的門檻相對較低，允許多種價格區間。此外，該類別通常在消費者中具有較高的忠誠度，產品的保質期也比食品和飲料等其他類別更長。</p>
<p>美容可能並不完全是美元店的新領域，但它們正越來越多地利用這一類別所帶來的多樣化消費者羣體，Schneidman 補充道。</p>
<p>“它正變得更加民主化，面向多個羣體，提供適合大眾的獨特產品，” 他説。</p>

美元樹

達樂

<p>像美元樹和達樂這樣的美元商店正在利用美容行業以價值為驅動的增長。由於通貨膨脹和經濟壓力，包括高收入消費者在內的消費者正在尋求實惠的選擇，這些零售商正在擴大其美容產品的供應。這一轉變與由社交媒體教育和對經濟實惠的日常護理需求推動的 “價值消費” 更廣泛趨勢相一致，使得美元商店能夠吸引多樣化的人羣並增加銷售額</p>

<p>The beauty industry continues to grow — and dollar stores are getting in on the action.</p>
<div class="lb-trans"><p>美容行業持續增長，而美元店也參與其中。</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>根據 Circana 的數據，美國在第一季度，奢侈品和大眾美容零售銷售均有所增長。然而，增長是由價值驅動的，因為美元增長超過了銷量，研究小組表示。</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>面對某些類別因燃料成本上升而導致的價格上漲，更加挑剔的美容消費者可能會受益於像 Dollar Tree 這樣的商家。</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>“在過去幾年中，美容對我們來説絕對變得更加重要，” Dollar Tree 的首席商品官 Brent Beebe 在給 Retail Dive 的電子郵件評論中表示。“變化在於客户與這一類別的互動方式。”</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>社交媒體和數字影響者鼓勵消費者更多地嘗試並尋找更多的美容選擇，Beebe 表示這與 Dollar Tree 的 “尋寶” 購物方式相一致。</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>該零售商第一季度的淨銷售額同比增長 7.2%，接近 50 億美元， comparable store 的淨銷售額增長了 3.5%，主要是由於平均消費額的增加。</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>“我認為每個人在某種程度上都已成為價值消費者，” Alvarez &amp; Marsal 消費和零售集團的董事總經理 David Schneidman 告訴 Retail Dive。“在社交媒體銷售和亞馬遜之間，人們意識到你不必只購買昂貴的產品，尤其是當……網上有如此多的內容可以教育你時。”</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>“我認為每個人在某種程度上都已成為價值消費者。”</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>董事總經理，Alvarez &amp; Marsal 消費和零售集團</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>高收入消費者在過去幾個季度紛紛湧向 Dollar Tree 和 Dollar General 等美元店，因為不斷加劇的宏觀經濟壓力迫使消費者選擇更便宜的商品。</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>根據 Alvarez &amp; Marsal 消費和零售集團 2026 年春季的數據，這對美元店來説是個好消息，因為高收入消費者可能對他們的消費預期感到更加樂觀。</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>報告發現，預計在這個春季，低收入和高收入家庭消費者在美容等多個類別的消費預期存在差異，富裕消費者預計支出會更多。此外，43% 的受訪者表示，他們在過去一年中通過減少步驟和產品簡化了美容程序。</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>“美元店美容的自然擴展是顯而易見的，因為這是一個未開發的消費者羣體，” Schneidman 説。“隨着這種 K 型經濟的普及，你需要確保擁有滿足所有人羣的產品和價格點。”</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 在過去幾年中的多價格點擴展幫助其吸引了新的消費者羣體，同時也應對了通貨膨脹的壓力。</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 也在高收入消費者中取得了進展，並更加註重美容，計劃在四月舉行一次特定類別的促銷活動。</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>“每個人都想省錢，無論收入水平如何，我們看到各個層次的客户在消費上變得更加有意識，” Dollar Tree 的 Beebe 補充道。“這絕對包括美容和個人護理……美容是一個人們不想停止購買的類別——他們只是重新考慮購買的地方。”</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，對於零售商和品牌創始人來説，創建美容產品的門檻相對較低，允許多種價格區間。此外，該類別通常在消費者中具有較高的忠誠度，產品的保質期也比食品和飲料等其他類別更長。</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>美容可能並不完全是美元店的新領域，但它們正越來越多地利用這一類別所帶來的多樣化消費者羣體，Schneidman 補充道。</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>“它正變得更加民主化，面向多個羣體，提供適合大眾的獨特產品，” 他説。</p>
</div>

美容產品的消費者正在尋找物有所值的商品。美元商店已經做好準備