Beauty Scene: “We had an insane amount of makeup in our house,” Sheena Zadeh says of her childhood. “I thought the bathroom was meant to be used for [storage].” https://t.co/hErPs7EfWC (Photo: Kosas Beauty) https://t.co/H7MOOGKdcc ...

Core Insights - Oliveda International, Inc. and its subsidiary Olive Tree People Inc. are hosting a unique art installation in downtown Los Angeles, featuring ancient olive trees and celebrating the waterless beauty movement [1][2][4] - The event aims to honor the 7,000-year history of olive trees and the 69,000 waterless beauty pioneers who have contributed to the growth of this sector in North America [4][5] - The company anticipates significant growth, projecting a hypergrowth rate of 3000% in 2024 and 2025, with a company valuation expected to exceed one billion by early 2025 [6] Company Overview - Oliveda International, Inc. specializes in the production and distribution of cosmetic and holistic waterless products related to the olive tree, with over 20 years of experience in management and organic certification [6][7] - The company has developed innovative products based on waterless beauty formulations and the active ingredient hydroxytyrosol, which are set to be introduced globally through an education program [5][6] - The founder, Thomas Lommel, is also involved in conservation efforts, protecting over 30,000 one-hundred-year-old mountain olive trees and contributing to water access in Africa through his foundation [7] Industry Context - Waterless beauty is recognized as the fastest-growing sector in the global beauty industry, with Olive Tree People Inc. positioned as a pioneer in this movement [5][9] - The brand's treatment concepts have gained recognition in major publications, and the waterless beauty trend has been endorsed by celebrities, indicating a strong market potential [9]

Core Insights - Kolmar Korea collaborates with Amazon to create a strategic roadmap for the global expansion of K-Beauty, emphasizing technological expertise as a key competitive advantage [1][5][8] Group 1: Event Overview - Kolmar Korea served as the exclusive manufacturing sponsor for Amazon Beauty in Seoul 2025, which took place on September 19, attracting over 3,000 attendees from the beauty industry [3][7] - The event featured notable speakers, including Sang-Hyun Yoon, Vice Chairman of Kolmar Group, who delivered a keynote address on K-Beauty's success from a manufacturer's perspective [3][4] Group 2: Key Messages from Leadership - Vice Chairman Yoon highlighted the necessity of evolution and innovation for brands to avoid obsolescence, stressing that the competitive nature of the Korean market has laid the foundation for K-Beauty's global success [4][5] - Yoon also pointed out that understanding consumer needs and expanding product offerings are crucial for achieving international success [4] Group 3: Company Initiatives - Kolmar Korea showcased a variety of solutions in skincare, makeup, personal care, sun care, and cosmetic packaging at the event, providing tailored consultations to potential business partners [4][5] - The company aims to support clients' global market expansion through its ongoing partnership with Amazon, reinforcing the importance of ODM companies in the sustainable growth of K-Beauty [5][6] Group 4: Company Background - Founded in 1990, Kolmar Korea is a leader in the cosmetics, pharmaceuticals, and health supplements sectors, specializing in ODM solutions and offering end-to-end services from formulation to finished product [6]

Market Overview - The U.S. is facing a potential government shutdown, which could have economic implications, including a drag on GDP of about 0.1% per week if resolved quickly, but potentially more significant if extended [1][2] - Job openings reported at 7.227 million, slightly above estimates, indicating a tight labor market [1][2] - Consumer confidence index for September came in at 94.2, lower than the expected 96, marking the lowest level since April [1][3] Economic Implications - A prolonged government shutdown could lead to furloughs of 600,000 to 700,000 workers, potentially raising the unemployment rate from 4.3% to between 4.5% and 4.7% [1][2] - Consumer confidence is being affected by rising prices in food, fuel, and utilities, which dampens spending and corporate investment [2][3] - The market has shown resilience despite political uncertainties, with stocks generally not reacting strongly to government shutdowns historically [1][2] Company Focus: Nike - Nike is set to report fiscal first-quarter earnings, with expectations of a year-over-year sales decline of 5% to 6% [5][6] - Analysts are looking for guidance indicating a smaller decline in the second quarter, ideally down only 3% to 4% [5][6] - Innovation is highlighted as a key factor for Nike's growth, particularly in the running footwear category, which is crucial for the brand's recovery [5][6] Consumer Behavior - There is a contradiction between consumer sentiment and spending, with strong spending indicators despite declining confidence [3][4] - Concerns about job availability and rising prices are prevalent among consumers, impacting their financial outlook [3][4] - The upcoming holiday season is expected to test consumer tolerance for price increases due to tariffs [3][4] Industry Trends - The athleisure market has faced challenges, with many stocks down significantly this year despite strong sales growth [5][6] - Companies like Under Armour are noted for potential growth due to upcoming innovations, despite negative sentiment [5][6] - The overall market sentiment is cautious, with investors closely monitoring earnings and consumer behavior as key indicators for future performance [5][6]

Core Strategy - Kao Corporation plans to revamp its cosmetics business with a focus on six core brands: Sensai, Molton Brown, Kanebo, Sofina, Curel, and Kate [2][10] - The company aims for a net sales target of 400 billion yen (US$2.68 billion) and an operating margin of 15 percent by 2030 [2][11] Brand-Specific Plans - Curel is expected to see accelerated growth, with plans to increase its store presence in Europe by sixfold and generate 50 percent of total sales outside Japan by 2027 [3] - Sensai and Molton Brown will target the Asian luxury market, aiming for a 150 percent increase in Sensai sales and a doubling of Molton Brown sales in Asia by 2027 [4] - Kanebo and Kate will adapt their strategies to the unique characteristics of each Asian market, starting with a target of boosting sales by 150 percent in Thailand by 2027 [5] - Sofina and its sub-brands will be consolidated to enhance sales in Asia by 50 percent by 2027 [5] Profitability and Growth Initiatives - The revamp includes a broader focus on improving profitability and fostering long-term growth through core technologies, cost reductions, and the application of digital and AI technologies [6] - The restructuring process will be led by Tomoko Uchiyama, who emphasizes the company's adaptability to market dynamics [7][8]

Core Viewpoint - Coty Inc. is initiating a strategic review of its mass-market beauty business, which includes well-known brands such as CoverGirl, Sally Hansen, Max Factor, and Rimmel, and is considering options such as selling or spinning off this segment [1] Group 1 - The strategic review indicates a potential shift in focus for Coty Inc. as it evaluates the future of its mass-market beauty brands [1] - The review may lead to significant changes in the company's portfolio, impacting its overall market strategy [1] - Coty Inc. aims to enhance its operational efficiency and profitability through this strategic assessment [1]

Core Viewpoint - Cosmetics-maker Coty is conducting a strategic review of CoverGirl and its other mass-market beauty brands, considering options such as selling or spinning them off [1] Group 1: Company Strategy - Coty is evaluating its mass-market beauty brands, including CoverGirl, to determine the best strategic direction [1] - The review may lead to significant changes in the company's portfolio, potentially impacting its market position [1] Group 2: Market Implications - The potential sale or spin-off of CoverGirl could reshape the competitive landscape in the mass-market beauty segment [1] - Investors and stakeholders will be closely monitoring the outcomes of this strategic review for future investment opportunities [1]

Core Insights - e.l.f. Beauty is launching the next episode of its film series "Show Yourse.l.f." featuring Jess Carter, a professional soccer player, highlighting her journey in women's soccer [1] - The series aims to inspire the next generation of athletes by showcasing stories of overcoming obstacles and achieving greatness [1] Company Initiatives - The film series is part of e.l.f.'s commitment to purpose-driven content, aligning with its brand values [1] - By focusing on influential figures like Jess Carter, e.l.f. Beauty seeks to enhance its brand image and connect with a broader audience [1]

Company Overview - The Estée Lauder Companies Inc. is a global leader in prestige beauty, offering a diverse portfolio that includes skin care, makeup, and fragrance [2]. Digital Transformation - The company has accelerated its digital transformation, with online sales reaching a record 31% of total sales in fiscal 2025, an increase of three percentage points from the previous year [2]. - Growth in digital sales is driven by an expanded presence in Amazon's Premium Beauty sections, increased engagement in Southeast Asia through platforms like TikTok and Tmall, and AI-driven retail experiments in China [2]. Product Innovation - In September 2025, the company launched ARAMIS Intuition, a new men's fragrance, at New York Fashion Week, featuring global ambassador Dwyane Wade [3]. - The appointment of René Lammers, Ph.D., as Chief Research & Innovation Officer in October aims to enhance innovation capacity and accelerate science-driven product development [3]. Financial Performance - The company reported a moderate revenue decline of 11.9% year-over-year in the latest quarter but exceeded earnings expectations with an EPS of $0.09 compared to $0.07 [4]. - For fiscal 2026, the company projects EPS guidance between $1.90 and $2.10 per share [4]. - The company continues to deliver shareholder value through dividends, with a recent quarterly payout yielding 1.6% [4]. Market Challenges and Outlook - While global travel retail and broader economic uncertainties pose challenges, the digital sales momentum and innovation initiatives provide a strong growth outlook for the company [4].

The Stock Exchange of Hong Kong Limited and the Securities and Futures Commission take no responsibility for the contents of this Application Proof, make no representation as to its accuracy or completeness and expressly disclaim any liability whatsoever for any loss howsoever arising from or in reliance upon the whole or any part of the contents of this Application Proof. Application Proof of CHANDO GLOBAL HOLDING LIMITED 自然堂全球控股有限公司 (the "Company") (Incorporated in the Cayman Islands with limited liabilit ...