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 ...

Company Overview - Nu Skin Enterprises (NUS) shares increased by 6.2% to close at $12.84, with trading volume significantly higher than usual, contrasting with a 0.3% loss over the past four weeks [1] - The company operates in the cosmetics industry and utilizes a direct-selling model for its skin care and nutritional products [3][6] Strategic Execution - The company's growth is attributed to operational efficiency, innovation focus, and international expansion, with the Rhyz Manufacturing segment showing consistent growth [2] - The upcoming AI-powered Prysm iO device is expected to enhance customer engagement and subscriptions, while lessons from fast-growing markets will guide international expansion [2] Financial Performance - Nu Skin is projected to report quarterly earnings of $0.30 per share, reflecting a year-over-year increase of 76.5%, while revenues are expected to be $374.2 million, a decrease of 13% from the previous year [3] - The consensus EPS estimate has remained unchanged over the last 30 days, indicating a potential lack of momentum in earnings estimate revisions [5] Market Position - The stock currently holds a Zacks Rank of 3 (Hold), indicating a neutral outlook [6] - In comparison, European Wax Center, another company in the same industry, has also maintained a Zacks Rank of 3 and is expected to report an EPS of $0.14, a 16.7% increase year-over-year [6][7]

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 one of the largest beauty companies globally, with a diverse portfolio that includes fragrance, color cosmetics, and skin and body care products. Prestige fragrances represent 60% of the company's revenues [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 value-seeking behavior and U.S.-specific factors [3]. - Following the announcement of these results, Coty's stock price fell by $1.05 per share, a decline of over 21%, from $4.86 to $3.81 between August 20 and August 21, 2025 [3].

Opening Bid Unfiltered is available on Apple Podcasts, Spotify, YouTube, or wherever you get your podcasts. In the world of cosmetics, few companies are as well-known as Revlon. Founded in 1932, Revlon continues to be a significant force in the ever-changing world of cosmetics. However, the company has seen its ups and downs in recent decades. The cosmetics industry has evolved into one heavily driven by celebrities like Kylie Jenner and popular names on TikTok's social platform. At the same time, Revlon’s ...

Core Viewpoint - The acquisition of Rhode by e.l.f. Beauty is expected to significantly enhance the company's market position and growth potential in the cosmetics industry, particularly through increased distribution and product expansion opportunities [3][5][12]. Company Overview - e.l.f. Beauty has successfully gained substantial market share in the mass cosmetics category, resonating well with younger consumers and expanding its retail presence [2]. - The company has seen its stock price more than double since earlier purchases, indicating strong market confidence following the acquisition of Rhode [3]. Acquisition Details - The acquisition of Rhode, valued at $1 billion, closed in August and is seen as a transformative move for e.l.f. Beauty, providing access to a high-end skincare brand with impressive sales of $212 million in under three years [5][6]. - Rhode's brand, backed by celebrity Hailey Bieber, has only a limited product range, presenting significant opportunities for e.l.f. to expand its offerings [7]. Distribution Strategy - Distribution gains are identified as a critical growth driver for consumer products, and e.l.f. is poised to leverage its existing strengths in influencer marketing to promote the Rhode brand [8][11]. - Rhode has already begun entering Sephora stores, with plans to expand into U.K. locations and potentially other retailers like Ulta Beauty and Target, which could further enhance its market presence [9][10]. Financial Outlook - e.l.f. Beauty's stock is currently trading at a forward price-to-earnings (P/E) ratio of 42, with a price/earnings-to-growth (PEG) ratio of 0.5, suggesting that the stock may be undervalued given its growth prospects [12].

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/34kPaFvyxF https://t.co/Bkdwr6zeCh ...

Natura Cosméticos has entered into a binding agreement to sell its Avon International business to an acquisition vehicle affiliated with Regent. The sale will not include the Avon Russian market or the brand and its operations in the Latin American region, the Brazilian beauty company said in a security filing on Thursday. More from WWD Natura is to receive a nominal consideration of 1 pound when the deal closes. Then it will get contingent payments based on future results and certain liquidity events th ...

SAO PAULO (Reuters) - Brazilian cosmetics maker Natura said on Thursday it has agreed to sell its Avon International unit to holding firm Regent, ending a long period of uncertainty after announcing last year it was weighing alternatives for the business arm. The sale of the unit, which aggregates Avon's businesses outside Natura's key Latin American market, sent Sao Paulo-traded shares in the company up more than 13%. Natura has been carrying out divestitures as part of a broader strategy to simplify it ...