"I took a really big risk and bought the business back myself."Naomi Watts, Award-Winning Actor and Founder and Chief Creative Officer at Stripes Beauty, spoke about betting on herself at the #ForbesHealth Summit. https://t.co/Kya2dmUf6U https://t.co/WlgTX2zv4p ...

Proya Cosmetics is wildly popular in China. Can its billionaire founder re-create the secret recipe overseas? https://t.co/otffyl0lR0 ...

PresentationDara MohsenianMorgan Stanley, Research Division All right. Good morning, everyone. Just before we begin, I have to note for important disclosures, please see the Morgan Stanley research website at www.morganstanley.com/researchdisclosures and contact your Morgan Stanley representative with any questions. I'm Dara Mohsenian, Morgan Stanley's household products and beverage analyst. We're very pleased to welcome back e.l.f.'s Chairman and CEO, Tarang Amin; and Senior VP and CFO, Mandy Fields. Tha ...

Summary of Bath & Body Works Conference Call Company Overview - **Company**: Bath & Body Works (NYSE: BBWI) - **Industry**: Home fragrance, body care, soaps, and sanitizers - **Annual Sales**: Over $7 billion - **Global Presence**: More than 2,400 stores worldwide [1][2] Core Insights and Arguments - **Market Position**: Bath & Body Works operates in fast-growing consumer categories with growth rates in the mid-single-digit to high-single-digit range, maintaining a competitive moat with its own distribution and a large base of active loyalty members [3][4] - **Core Strengths**: The company has a vault of iconic fragrances, with some franchises generating over $100 million in revenue, which positions it favorably against competitors [4][5] - **Strategic Review Findings**: The previous strategy to expand into adjacencies (e.g., laundry, men's products) did not yield the expected growth or attract new customers, leading to a refocus on core categories that drive 90% of the company's value [5][6] - **Consumer-First Formula**: A new strategy aimed at achieving long-term, consistent, and profitable growth, focusing on product innovation, brand relevance, marketplace presence, and internal efficiency [8][12] Key Strategic Pillars 1. **Innovative Products**: Focus on creating disruptive and effective products in core categories, responding to consumer demand for cleaner and more effective formulas [12][13] 2. **Brand Relevance**: Reignite the brand's presence through modern marketing strategies, including influencer partnerships and cohesive messaging [12][13] 3. **Marketplace Engagement**: Expand digital presence and accessibility, ensuring the brand meets consumers where they shop [13][20] 4. **Internal Efficiency**: Streamline operations to reduce silos and improve responsiveness to consumer needs [14][25] Digital Strategy - **Digital Presence**: The company aims to enhance its digital experience, currently lagging behind competitors, with online penetration in soaps and sanitizers at 20% compared to the industry average of 40% [21][22] - **Amazon Strategy**: Plans to reclaim market share on Amazon, addressing issues with grey market products and enhancing the consumer experience [23][24] Consumer Engagement - **Loyalty Base**: Bath & Body Works has 40 million active loyalty members, with a strong retention rate among older consumers, but is losing traction with the 20-30 age demographic [29][30] - **Long-Term Focus**: The company is committed to building sustainable growth by appealing to younger consumers, recognizing their importance in the beauty industry [31][32] Financial Outlook - **Adjacencies vs. Core Business**: Currently, adjacencies account for about 10% of the business, with a strategic shift back to core categories where the company has a competitive advantage [33][34] - **Promotional Strategy**: While promotions are integral to the brand, the company plans to balance promotional activities with product innovation and brand building to avoid eroding brand equity [35][36] - **2026 Expectations**: The company does not expect to return to growth in 2026, focusing instead on implementing strategies that will become visible in the latter half of the year [47][59] Additional Insights - **Market Competitiveness**: The beauty industry is increasingly competitive, but Bath & Body Works believes its established market position and consumer loyalty provide a strong foundation for future growth [18][19] - **Operational Improvements**: The company is working on simplifying store layouts and improving product navigation to enhance the shopping experience for new consumers [63][64] This summary encapsulates the key points discussed during the conference call, highlighting Bath & Body Works' strategic direction, market positioning, and future outlook.

This story was originally published on Retail Dive. To receive daily news and insights, subscribe to our free daily Retail Dive newsletter. Dive Brief: Sunscreen brand Supergoop has named Melis del Rey its new chief executive officer and board director, which will be effective come Monday, according to a company press release. A veteran beauty executive, del Rey was most recently general manager of Amazon U.S. Health and Beauty and spent over 10 years with the retail giant. Del Rey also spent more tha ...

Sake In Your Skincare? How Japanese Breweries Are Tapping Into Beauty https://t.co/Pcps0Gujs3 ...

Asia Pacific Equity Research 18 November 2025 China Beauty Takeaways from expert call post the 11.11 events We hosted a China beauty expert call on 17 Nov, to recap the 11.11 events performance and preliminary outlook on 2026. Key takeaways include: 1) solid GMV growth of beauty sector across all platforms: Tmall +c8% yoy/Douyin +c20%/JD +c15%/PDD +12% (per the expert), comparing to the overall GMV growth of c14% (per Syntun Data); 2) mixed performance of local listed companies: Mao Geping (MGP) led the gro ...

Summary of Perfect Corp (NYSE: PERF) FY Conference Call - November 19, 2025 Company Overview - Perfect Corp is a software company focused on beauty and fashion, founded in 2015 and based in Taipei, Taiwan - Current share price is approximately $1.75 with a market cap of $175 million and $170 million in cash, no debt [1][25] - The company has around 410 employees, with about half in R&D [1][12] Revenue Breakdown - Revenue distribution: approximately 50% from the US, 25% from the EU, and 20% from Japan [2] - Business model includes B2B (providing software solutions to major brands) and B2C (consumer apps available on iOS and Android) [2][3] - Shift in revenue sources: B2B accounted for 75%-80% of revenue at the end of 2022, projected to drop to about 30% by the end of 2025 due to faster growth in B2C [3][36] Growth Drivers - GenAI technology for photo and video editing is a key growth driver for both B2B and B2C segments [3][8] - B2C apps have seen significant growth due to changing consumer habits, especially during the pandemic [4] - The introduction of a premium model for B2C apps has increased average selling price (ASP) by approximately $20 [7] B2B Segment Challenges - B2B growth has slowed due to financial pressures on brand clients from macroeconomic factors like inflation and interest rates [4][5] - Retention rate for B2B clients is over 90%, but cross-selling has become challenging due to client financial constraints [11][22] B2C Segment Insights - B2C apps have approximately 940,000 paying subscribers, primarily from developed countries [9] - Monetization model includes a freemium approach with various subscription options ranging from $5 to $70.99 annually [6][7] - Despite a slight decrease in the number of paid subscribers, ASP continues to grow [28] Technology and Innovation - The company holds over 55 patents and has developed technology in-house for over a decade [12] - Future plans include embedding AI agents in all apps by 2026 to enhance user experience [16][19] Financial Performance - Guidance for revenue growth is between 13%-14.5% for the year, with expectations to surpass this [25] - Operating cash flow is positive, with a net income of about $5 million and margins around 10% [26][27] - The company has increased its workforce by about a third over the past two years to support technology development [26] Market Position and Competition - The company is a leader in the B2B beauty and fashion software market, with limited large competitors [34] - There is potential for M&A activity, as seen with past interest from companies like Alibaba and L'Oréal [30][34] Future Outlook - Continued focus on GenAI technology and skincare analysis, with plans for potential dividends or buybacks depending on management decisions [28][29] - The company aims to leverage its existing data and technology to enhance both B2B and B2C offerings [35] Key Takeaways - Perfect Corp is positioned for growth in the beauty and fashion tech space, with a strong emphasis on AI-driven solutions - The shift from B2B to B2C revenue highlights changing consumer preferences and market dynamics - Financial health appears stable, with positive cash flow and strategic plans for future growth and innovation [25][26][27]

Company Overview - Coty Inc. is a global beauty company founded in 1904, specializing in fragrances, cosmetics, and skincare [3]. Allegations and Investigation - Edelson Lechtzin LLP is investigating potential violations of federal securities laws involving Coty Inc., stemming from allegations of providing misleading business information to investors [1]. - The investigation follows Coty's announcement of its full-year 2025 and fourth-quarter results on August 20, 2025, which revealed an unexpected loss and guidance that was softer than anticipated [4]. - The CFO of Coty attributed the disappointing results to several factors, including slowing beauty-market profits, value-seeking consumers, innovation fatigue, and the impacts of anti-theft and immigration policy changes [4]. - Following the earnings announcement, Coty's stock price dropped by $1.05 per share, or 21.6%, closing at $3.81 per share on August 21, 2025 [4].

Hunter Amenities is the quiet kingmaker getting beauty brands into hotels and gyms https://t.co/zHqjlKRQaw ...