South Korea has long been a mecca for skincare enthusiasts, and part of Rejuran’s success is due to a broader interest in Korea-born beauty products and rituals. But some American doctors remain skeptical.🔗 https://t.co/ZBqRjLLw6b https://t.co/bvcAFeCMuG ...

Core Viewpoint - Shanghai has released measures to promote high-quality development in the cosmetics industry, focusing on raw material innovation and application [1] Group 1: Support for Raw Material Innovation - The measures emphasize support for innovative raw materials, including functional ingredients, new emulsifiers, and fragrances [1] - Financial support will be provided to registrants and filers of new raw materials in Shanghai, with a maximum of 2 million yuan for registered new materials and 500,000 yuan for filed new materials [1] - The total annual support for a single enterprise will not exceed 2 million yuan [1] Group 2: Brand Development and E-commerce Integration - Companies are encouraged to develop high-end independent brands and establish supply response mechanisms compatible with new consumption platforms like live streaming and e-commerce [1] - The integration of industrial internet and consumer internet in the cosmetics sector is promoted [1] - Support for internet marketing activities in industrial enterprises is encouraged, with a maximum project support amount of 30 million yuan [1]

Executive Compensation - The total pay package for Stéphane de La Faverie, the new CEO, is $9.6 million for fiscal year 2025, which includes stock options that may not be fully realized due to stock price fluctuations [2][3] - Akhil Shrivastava, the new CFO, has a compensation of $3.6 million, while Tracey T. Travis, the former CFO, has a package totaling $7.5 million for 2025 [4] - Jane Hertzmark Hudis, the chief brand officer, has a compensation of $6.8 million, down from $7.2 million the previous year [4] Leadership Changes - Stéphane de La Faverie took over as CEO in January and is implementing a new strategy called "Beauty Reimagined" to drive growth for the company [3] - Fabrizio Freda, the former president and CEO, received the highest compensation at $17.8 million before his retirement [5] - Other notable compensations include Rashida La Lande at $10.9 million and Peter Jueptner at $5.8 million [5] Financial Performance - For the three months ending June 30, the company's net sales decreased by 12% to $3.4 billion [3]

Core Insights - e.l.f. Cosmetics is expanding its partnership with Tottenham Hotspur Football Club, marking its first presence in men's sports in the U.K. while continuing its support for women's football [2][3][4] - The partnership aims to democratize access to sports and beauty, emphasizing inclusivity and empowerment for all [3][4][6] Company Initiatives - e.l.f. will support the Tottenham Hotspur Women’s team through the Barclays Women's Super League season until May 2026, focusing on community initiatives and empowering females [4] - The brand has a history of engaging in significant events, such as the Super Bowl, to connect with underserved communities [5] Marketing Strategy - The partnership with Tottenham Hotspur is part of e.l.f.'s broader strategy to enhance visibility and cultural impact in sports, showcasing its commitment to inclusivity [3][6] - e.l.f. Cosmetics aims to inspire confidence both on and off the field, aligning its brand values with the empowerment of women in sports [3][6]

Group 1 - e.l.f. Cosmetics is expanding its partnership with Tottenham Hotspur Football Club for the Carabao Cup competition [1] - Tottenham Hotspur Women will face Aston Villa at 7:00 PM BST, while the Men's team will play against Doncaster at 7:45 PM BST, both teams featuring the e.l.f. name on their kits [1] - This partnership aims to enhance brand visibility and engagement through high-profile sporting events [1]

L’Oreal appointed Alexis Perakis-Valat as chief executive officer of its US and North America business, turning to a company veteran to drive growth in the largest cosmetics market https://t.co/FGvHZuoGy0 ...

Core Insights - L'Oréal USA has appointed Alexis Perakis-Valat as CEO, succeeding David Greenberg, who will take on the newly created role of chairman of L'Oréal USA, effective January 1, 2026 [1][2][3] Leadership Changes - Alexis Perakis-Valat is currently the president of L'Oréal's Consumer Products division, which is the largest within the group, and will be succeeded by Fabrice Megarbane [2] - David Greenberg, who has been with L'Oréal for 32 years, led the division to nearly 12 billion euros in sales, up from around 8 billion euros in 2021 [3][4] Market Strategy - The creation of the chairman role highlights the strategic importance of the U.S. market for L'Oréal's future growth [3] - Greenberg emphasized the need for agility and a culture that feels small despite the company's size, focusing on external relations and public affairs in his new role [5] Consumer Trends - Greenberg noted that consumer confidence has improved throughout 2025, with a need to cater to a diverse range of consumers with varying spending abilities [6][7] - The Consumer Products Division has seen significant growth, particularly in emerging markets, which accounted for 50% of its growth in 2024 [11] Financial Performance - The Consumer Products Division reported a 1.1% rise in sales on a reported basis and a 2.8% increase in like-for-like terms, reaching 8.41 billion euros in the first half of 2025 [15] Innovation and Sustainability - Perakis-Valat has driven innovation within the division, launching key products and enhancing beauty services powered by technology [10] - The division has also made strides in sustainability, redesigning product ranges and launching refill pouches with 60% less plastic [14]

Core Insights - The appointment of Alexis Perakis-Valat as CEO of L'Oréal USA and president of North America initiates significant changes within L'Oréal's executive committee, with transitions starting from October 1 to January 1 [1] - Fabrice Megarbane is appointed as president of the Consumer Products Division, having previously served as chief global growth officer, where he drove e-commerce expansion and strategic growth initiatives [2][3] - Vianney Derville succeeds Megarbane as chief growth officer, recognized for his leadership in Europe, where sales exceeded 11.4 billion euros, making it the largest contributor to L'Oréal's growth [6] Leadership Changes - Fabrice Megarbane's leadership in China resulted in record market share and doubled sales, positioning the region as a leader in digital engagement and achieving carbon neutrality by 2022 [3] - Vianney Derville's new role as chief growth officer aims to leverage his market experience and strategic vision to accelerate L'Oréal's growth trajectory [5][7] - Emmanuel Goulin, taking over as president of Europe, has a strong background in key European markets and has driven significant growth and transformation [8][9] Strategic Focus - The company emphasizes a "One L'Oreal" transformation project, leveraging AI to shape future growth [7] - Eva Yu is appointed president of travel retail, bringing extensive experience from her previous role in Hong Kong, where she significantly increased market share [10][11] - The leadership changes reflect L'Oréal's commitment to innovation and growth across various regions and market segments [4][11]

Core Viewpoint - Coty Inc. is under investigation for potential violations of federal securities laws, following disappointing financial results and claims of overstated demand for its Prestige fragrances [1][2][3]. Company Overview - Coty is a major player in the beauty industry, with a diverse portfolio that includes fragrance, color cosmetics, and skin and body care products. Prestige fragrances represent 60% of the company's revenue [2]. Financial Performance - On August 20, 2025, Coty reported disappointing financial results for Q4 and FY 2025, citing issues such as weaknesses in U.S. execution, retailer inventory buildup, and challenges from previous fiscal year innovations. The company noted a slowdown in cosmetics sales due to various factors, including consumer behavior and specific U.S. market conditions [3]. Stock Market Reaction - Following the release of the financial results, Coty's stock price fell by $1.05, a decline of over 21%, dropping from $4.86 to $3.81 per share within a day [3].

Cosmetics manufacturer Intercos is working on at least one US acquisition to expand its skin and hair care business https://t.co/wNzGtsNscd ...