Core Insights - Supergoop has appointed Melis del Rey as its new CEO, effective Monday, succeeding Gregory Polcer, who served as interim CEO since May 2023 [5][7] - Del Rey brings extensive experience from her previous roles, including general manager of Amazon U.S. Health and Beauty and over a decade at Procter & Gamble [7] - The brand has undergone several leadership changes in recent years, with Amanda Baldwin leaving in 2023 to become CEO of Olaplex [3][6] Company Developments - Supergoop sold a majority stake to Blackstone in 2021 and expanded its C-Suite in 2022, launching new SPF-related products [6] - The brand was founded by Holly Thaggard to make SPF sunscreen a fun and everyday experience, and has since expanded into makeup and moisturizer products [5] - Del Rey aims to enhance Supergoop's commitment to innovation and consumer connection, transforming perceptions of SPF [7]

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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].

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Core Viewpoint - Coty Inc. is under investigation for potential violations of federal securities laws, with concerns regarding the accuracy of its reported demand for Prestige fragrances and actual retailer inventory levels [1][3]. Group 1: Company Overview - Coty Inc. is one of the largest beauty companies globally, with a diverse portfolio that includes fragrance, color cosmetics, and skin and body care products [3]. - Prestige fragrances represent 60% of Coty's revenues, indicating a significant reliance on this segment for financial performance [3]. Group 2: Investigation Details - The investigation is prompted by discrepancies between Coty's claims of strong Prestige fragrance demand and the reality of overstocked retailer inventories due to declining product demand [3]. - On August 20, 2025, Coty reported disappointing financial results for Q4 and FY 2025, citing issues such as retailer inventory buildup and execution weaknesses in the U.S. market [4]. Group 3: Stock Performance - Following the release of disappointing financial results, Coty's stock price fell by $1.05 per share, a decline of over 21%, from $4.86 on August 20, 2025, to $3.81 on August 21, 2025 [4].

The beauty business used to be just about the stuff you put on your face or in your hair. Today, it's everywhere. A $450 billion juggernaut that involves celebrities, cutting edge science, gadget companies, and pretty much every retailer on the planet.In the December issue of Bloomberg Business Week, we chronicle the contours of this changing industry. Vacuum maker Dyson is now a giant in hair care with iconic products like air wrap and air straight. A company called OneSkin is marrying Silicon Valley's lon ...

After vacuum maker Dyson made the improbable pivot to beauty, it built a high-tech hair-care empire https://t.co/y930ytgb16 ...

The beauty business has expanded far beyond hair and makeup — so much so that a vacuum cleaner company is getting in on it as well. @BradStone offers a sneak peak at the December issue of Businessweek https://t.co/gNWVOe92C0 https://t.co/VipExqqQOO ...