L'Oreal(LRLCY)

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Decoding L'Oreal Paris' YouTube Advertising Strategy Analysis 2024: Focus on Bright Reveal UV Fluid, Midnight Cream, Ever Pure Clarify & Restore, and Bright Reveal Niacinamide Serum
GlobeNewswire News Room· 2024-08-19 11:47
Dublin, Aug. 19, 2024 (GLOBE NEWSWIRE) -- The "Decoding L'Oreal Paris's YouTube Advertising Strategy" report has been added to ResearchAndMarkets.com's offering. The report on L'Oreal Paris's advertising strategies on YouTube from July 2023 -June 2024, focuses on key products such as Bright Reveal UV Fluid, L'Oreal Midnight Cream, L'Oreal Paris Ever Pure Clarify & Restore, L'Oreal Paris Bright Reveal Niacinamide Serum and more. It analyzes the core themes, messaging strategies, and product benefits portraye ...
How Does Estée Lauder's Current Stock Performance Compare With That During The 2008 Market Crash?
Forbes· 2024-08-15 12:00
SEOUL, SOUTH KOREA - August 07: Singer and actress IU attends ESTEE LAUDER pop-up store opening ... [+] event at Lotte Avenel Jamsil in Songpa-gu on August 07, 2024 in Seoul, South Korea. (Photo by iMBC/Imazins via Getty Images) ImaZins via Getty Images Estée Lauder stock (NYSE: EL) currently trades at $92 per share, around 75% below the level seen in December 2021. In comparison, L'Oréal (OTCMKTS: LRLCY) saw its stock decline 13% over the same period. EL stock was trading much higher at around $255 in earl ...
德邦欧莱雅财报及美妆电商数据解读
财报· 2024-08-05 14:33
美妆之后来做一个展开我们是德光社群101然后首先是我们可以看到最近欧莱雅集团只有发布它的一个QR的一个业绩我们看今年上半年整个营收是大概只有7.5的一个增速今年弱的话大概是有8.89的一个增速同时抖音7月份的一个数据也都出了那么我们结合这几个维度对美妆版化再做一个更新首先是我们看欧莱雅的这个财报数据来看 其实会发现我们可以得到几个趋势第一个趋势是包括可以看到功效护肤这块人员表现会非常好在各个部门领域中实现一个领先在上半年的时候公司皮肤科学美容事业部的销售额大概有16.4左右的一个增速这个速度是领先于大众化妆品事业部的8.9以及专业美妆护肤的5.7的一个增速 高档美妆化妆品只有2.3的一个增速首先皮肤科学美容事业部的话它主要分为几个品牌包括修丽可、施洛夫、李福泉、威之这些品牌那这个事业部的话在沙打国家、新加坡市场以及北亚地区都取得两位数以上的增长其中在中国地区保持一个高速增长中国地区增长来自于两方面原因 一方面是在三月份休利可推出了一个国研的一个照验针作为一个首个三类医疗器械的一个产品公司通过这个产品是布局医美领域第二方面是施洛夫在六月份的时候联合屈臣氏推出Derma Center同时也发布了一款针对中国市场的 ...
欧莱雅-20240804
-· 2024-08-05 06:05
美妆之后来做一个展开我们是德光社群101然后就是首先是我们可以看到最近欧莱雅集团只有发布它的一个QR的一个业绩我们看今年上半年整个营收是大概只有7.5的一个增速今年乱的话大概是有8.89的一个增速同时抖音7月份的一个数据也都出了那么我们结合这几个维度对美妆版化再做一个更新首先是我们看欧莱雅的这个财报数据来看 其实会发现我们可以得到几个趋势第一个趋势是包括可以看到功效护肤这块人员表现会非常好在各个部门领域中实现一个领先在上半年的时候公司皮肤科学美容事业部的销售额大概有16.4%左右的一个增速这个速度是领先于大众化妆品事业部的8.9%以及专业美妆护肤的5.7%的一个增速 高档美妆化妆品只有2.3的一个增速首先皮肤科学美容事业部的话它主要分为几个品牌包括修丽可、施洛夫、李福泉、威之这些品牌那这个事业部的话在沙打国家、新加坡市场以及北亚地区都取得两位数以上的增长其中在中国地区保持一个高速增长中国地区增长来自于两方面原因 一方面是在三月份休利可推出了一个国研的一个照院针作为一个首类的首个三类医疗器械的一个产品公司通过这个产品是布局医美领域第二方面是施洛夫在六月份的时候联合屈臣氏推出Derma Center同时也发布了一 ...
L'Oreal(LRLCY) - 2024 Q2 - Earnings Call Transcript
2024-08-03 06:54
Financial Data and Key Metrics - Sales increased by 7.5%, with a negative 2.3% impact from foreign exchange and a positive 2.5% from changes in consolidation scope [4][5] - Like-for-like growth was 7.3%, with units contributing 2.6% and value contributing 4.7% (3.3% price, 1.4% mix) [5] - Gross margin improved by 50 basis points to 74.8%, with underlying gross margin improvement of 70 basis points [4][8] - Operating margin increased by 10 basis points to 20.8%, a first-half record [4] - Net profit rose by 8.8% to €3.65 billion [4] Business Line Performance - Professional Products grew 5.7%, Consumer Products grew 8.9%, Luxe grew 2.3%, and Dermatological Beauty grew 16.4% [6] - Consumer Products profitability improved by 100 basis points to 22%, Professional Products by 90 basis points to 22.1%, and Dermatological Beauty by 50 basis points to 28.9% [10] - Luxe margin stood at 21.9%, down 130 basis points from last year [10] Market Performance - Europe grew 11.1%, North America grew 7.8%, and emerging markets grew 14.7% [6][7] - North Asia declined by 1.7%, primarily due to weakness in Mainland China, though the company gained market share in three of four divisions [7][19] - Emerging markets accounted for 16% of sales and 30% of growth [18] Strategy and Industry Competition - The company remains confident in outperforming the global beauty market, which is expected to grow by 4.5% in 2024 [21] - Key growth drivers include premiumization in haircare and fragrances, with emerging markets playing a crucial role in recruiting new consumers [22][23] - The company plans to expand its presence in emerging markets, particularly in India and SAPMENA, by introducing new brands and leveraging e-commerce growth [23][24] Management Commentary on Operating Environment and Future Outlook - Management highlighted balanced growth between value and volume, with online sales growing faster than offline, particularly in emerging markets [14][15] - The company expects continued growth in Europe and North America, with emerging markets maintaining double-digit growth [22] - In North Asia, particularly Mainland China, the market is expected to remain slightly negative in the second half, with Travel Retail gradually improving [21][22] Other Important Information - Research and innovation expenses increased by 7.1% to €667 million, representing 3% of sales [9] - Advertising and promotional expenses increased by 6.4% to €427 million, with A&P as a percentage of sales at 32.1%, down 40 basis points [9] - The company’s sustainability efforts were recognized by Moody’s, and its decarbonization targets were validated by the Science Based Targets initiative [21] Q&A Summary Question: Growth balance between H1 and H2, sustainability of haircare and fragrance premiumization [31] - The company expects global beauty market growth of 4.5% in 2024, with H2 growth around 4% [32] - Haircare and fragrance growth is driven by structural factors, including younger consumers and premiumization trends [33][34] Question: China market outlook and derma growth [37][38] - Mainland China is expected to remain slightly negative in H2, with consumer confidence being a key driver [39][41] - Dermatological Beauty grew 16% in H1, though growth slowed in Q2 due to poor suncare season and U.S. market slowdown [43][44] Question: Emerging markets growth slowdown [49] - Emerging markets growth slowed to 13%, impacted by Argentina’s economic issues and boycotts in SAPMENA, costing 2 points of growth [51][52] Question: Europe’s pricing normalization and sustainable growth rate [54] - Pricing contributed mid-single digits to Europe’s growth in H1, with volume increases compensating for slower pricing growth in H2 [55][57] - Europe’s growth is expected to remain above historical levels, driven by consumer confidence and market sophistication [58][59] Question: Gross margin and A&P spending outlook [63] - Gross margin improvement in H2 will be less pronounced due to lower input cost benefits and slower valorization [64] - A&P spending will continue to increase in absolute terms, with a focus on productivity gains through AI tools [65][66] Question: Aesop integration and India market progress [68] - Aesop’s integration is on track, with 38 new stores opened since acquisition, and new product launches planned for 2025 [69][70] - CeraVe’s launch in India is progressing, with a focus on building credibility with the medical community before scaling [71][72] Question: Luxe division in China and premiumization trends [73] - The company continues to gain market share in China’s Luxe segment, driven by innovation and unique product offerings [74][75] - Premiumization trends remain strong, though the company is adapting to consumer price sensitivity with smaller formats and refills [76][77] Question: Amazon’s impact in the U.S. and Asia Travel Retail dynamics [84] - Amazon has been a growth accelerator in the U.S., helping recruit new customers and clean up gray market sales [85][86] - Asia Travel Retail dynamics are being closely monitored, with daigou activity shifting to markets like Japan and Korea [87][88]
L'Oréal: Uncovering A Long-Term Growth Opportunity Amidst Market Challenges
Seeking Alpha· 2024-07-29 08:42
As the beauty industry faces increasing scrutiny over its environmental footprint, L'Oreal must proactively align its product portfolio and operations with the rising consumer demand for sustainable and socially responsible offerings. Investing in research and innovation to develop greener formulations, using recycled and recyclable packaging, and implementing ethical sourcing practices will be critical for L'Oreal to maintain its competitive edge and appeal to environmentally conscious consumers. Integrati ...
L'Oreal S.A. Digital Transformation Strategy Analysis Report 2024: Accelerators, Incubators, and Other Innovation Programs
GlobeNewswire News Room· 2024-07-02 09:54
This report provides insights into L'Oreal's tech activities, including its digital transformation strategies, its innovation programs, and its technology initiatives. Apart from physical stores, the company sells its products online through ecommerce platforms. The company has business presence across North America, Latin America, Europe, Asia-Pacific, Africa, and the Middle East. The company's business segments are skincare and sun protection, makeup, haircare, fragrances, hair coloring and others which i ...
Down 25% This Year Is Estée Lauder A Better Pick Over L'Oréal?
Forbes· 2024-07-01 10:00
L'Oréal's revenue growth has been driven by the increased fragrances and skin care products sales. While skin care saw a 65% rise in sales between 2020 and 2023, fragrance sales were up 60%. Lately, the company is seeing growth in both North America and Europe, driven by its mass market range and dermatological products. NurPhoto via Getty Images 1. L'Oréal Stock Has Outperformed Estée Lauder In The Last Three Years Given the current uncertain macroeconomic environment with high oil prices and elevated inte ...
L'Oreal: Great For The Long-Term Dividend Growth Investor, But Not At This Price
Seeking Alpha· 2024-06-15 08:12
Breakdown of 2023 sales Their revenue is well diversified across different continents and they divide their business into four divisions. There are a lot of great businesses to mention that are also operating in the beauty segment, but LRLCF is by far the largest one. Market characteristics (Grand View Research) A steadily growing market The company has managed to grow its revenue from €26.9 billion in FY 2018 to €41.2 billion in FY 2023. This comes down to a SY CAGR of 8.9%. ûn eurosl VAL L'Oreal SA (LRLCF ...
L'Oreal says it's working on a form of bioprinted skin that can actually ‘feel'
cnbc.com· 2024-05-30 09:17
L'Oreal says it is working with start-ups and research institutions to bioprint skin that can actually "feel." PARIS, France — French beauty and cosmetics giant L'Oreal is working on a form of synthetically produced skin that it says will one day be able to "feel" like we do. At the Viva Technology conference in Paris last week, L'Oreal showed off demonstrations of "bioprinting," technology that can 3D print humanlike skin, in action. The firm has been using this tech for several years to test new makeups o ...