Coty Inc. (NYSE:COTY) is one of the cheap stocks to buy for the next 5 years. On September 30, Coty announced a plan to strengthen its position in the fragrance market by closely integrating its Prestige Beauty and Mass Fragrance businesses and creating a “Fragrance and Scenting Powerhouse.” Fragrances and scenting brands already account for 69% of Coty’s sales. The company now intends to fully use its scale across R&D, consumer insights, manufacturing, and distribution to capture growth across all price ...

Fragrances that smell like food have been popular for years, but personal-care brands are going all in on dessert-scented soaps and deodorants—even as some recoil. “That guy smells like a doughnut.” 🍩 https://t.co/hGhDNt8NhY https://t.co/KtjJk0Bkbv ...

For two decades, IFF has brought pioneering creativity, leading science and consumer expertise to fragrance design in India. IFF's investment in Mumbai reflects the company's continued focus on advancing innovation locally while expanding its geographic footprint. Cautionary Statement under the Private Securities Litigation Reform Act of 1995 This press release contains "forward-looking statements†within the meaning of the federal securities laws, including Section 27A of the Securities Act, and Section 21E ...

MILAN — After gaining the support of the family of Moncler chairman and chief executive officer Remo Ruffini, hotel supplies firm La Bottega is ready to expand on a global level. On Monday, the Italy-based firm unveiled its new rebranded image, La Bottega Collective, which is now operating as an umbrella company over which it controls its founding firm La Bottega; Beltrami, a luxury textile company based in Bergamo; Vanity Group, an Australian-born leader in the beauty essentials sector; Palatino Hospitali ...

Core Insights - Ralph Lauren Corporation has shown strong performance in a challenging apparel market, with a stock increase of 33% for 2025, outperforming the S&P 500 [1] - The company is expected to achieve steady margin expansion, with a commitment to 150 basis points over three years, which is viewed positively by investors [1] - Ralph Lauren possesses a competitive advantage, referred to as a "moat," which is a significant factor for long-term investment considerations [1] Company Overview - Ralph Lauren Corporation designs and sells a variety of products including apparel, footwear, accessories, home products, and fragrances across multiple luxury and lifestyle brands [2]

Core Insights - Ulta Beauty, Inc. is valued at a market cap of $24 billion and operates as a specialty beauty retailer offering a wide range of beauty products [1] - The company is classified as a large-cap stock, leveraging data-driven loyalty programs to enhance customer engagement and maintain its market leadership [2] Financial Performance - In Q2, Ulta reported revenue of $2.8 billion and earnings of $5.78 per share, exceeding consensus estimates [5] - Year-over-year, revenue improved by 9.3% due to increased comparable sales, the acquisition of Space NK, and new store contributions, while EPS grew by 9.1% [5] - Following the Q2 results, Ulta raised its fiscal 2025 guidance, expecting revenue between $12 billion and $12.1 billion and EPS in the range of $23.85 to $24.30 [5] Stock Performance - Ulta's shares have gained 13% over the past three months, underperforming the Nasdaq Composite's 15% return [3] - Over the past 52 weeks, Ulta's stock has rallied 32.8%, outperforming the Nasdaq's 27.9% increase [4] - Year-to-date, Ulta's shares are up 23%, compared to the Nasdaq's 16.4% rise [4] - Despite strong Q2 performance, shares fell 7.1% in the following trading session due to broader market headwinds [5] Market Position - Ulta maintains its leadership in the U.S. specialty beauty retail market through effective customer engagement strategies [2]

Group 1: Investment Overview - The Ruffini family, through their holding company Ou(r) Group, has acquired a 14.7% minority stake in La Bottega FounderCo, which operates in the luxury hotel supplies sector [1] - La Bottega specializes in providing fragrances, toiletry products, and bespoke amenities to hotels globally, featuring brands like Culti, Ortigia, Etro, and Diptyque [2][3] Group 2: Company Structure - La Bottega FounderCo is primarily owned by the Pacini family with a 50.4% stake, while Three Hills Capital Partners holds 49.6% [3] - Ou(r) Group is one of two holding companies of the Ruffini family, which also includes Ruffini Partecipazioni Holding, known for its 15.8% stake in Moncler [4] Group 3: Strategic Intent - The investment in La Bottega aligns with Ou(r) Group's strategy to enhance its presence in high-end hospitality markets, focusing on authenticity, innovation, and experientialism [5] - La Bottega's CEO emphasized the strategic alliance's goal to solidify the company's international role in luxury hospitality and explore new opportunities [6] Group 4: Industry Context - The fashion industry is increasingly engaging with the hospitality sector to elevate its prestige through partnerships and creative initiatives [7]

Core Insights - Interparfums, Inc. (IPAR) is leveraging its diverse portfolio, product innovations, and strategic expansion into the luxury fragrance segment to solidify its leadership in the global prestige and luxury fragrance markets [1] Group 1: Marketing and Consumer Engagement - The company has enhanced its advertising efforts, particularly on social media platforms like Instagram and TikTok, utilizing user-generated content and influencer partnerships to drive consumer engagement and brand loyalty [2][3] - Innovative marketing initiatives align with trends in digital engagement, boosting brand recognition and building long-term equity in a digital marketplace [3] Group 2: Operational Efficiency and Growth Strategy - Interparfums benefits from a lean, adaptable operating structure supported by distributor, retail, and manufacturing partners, enabling effective navigation of challenges [4] - The company plans to introduce new product launches and brand expansions by 2025, which are expected to drive growth despite ongoing macroeconomic volatility [5] Group 3: Financial Performance and Valuation - Interparfums' shares have decreased by 16.8% year to date, contrasting with the industry's growth of 6.2% [6] - The company trades at a forward price-to-earnings ratio of 19.32X, significantly higher than the industry average of 11.83X [7] - The Zacks Consensus Estimate for IPAR's earnings per share (EPS) indicates year-over-year growth of 0.6% for 2025 and 10.4% for 2026, with stable estimates over the past 30 days [8][11]

Core Insights - Puig has appointed Jose Manuel Albesa as deputy chief executive officer, a newly created role overseeing all divisions, while he continues as president of beauty and fashion [1][2] - The appointment aims to reinforce the company's leadership structure in response to its significant growth and increasing complexity over the past two decades [3] Financial Performance - Puig reported a net profit of 275 million euros for the first half of the year, a 78.8 percent increase compared to the previous year, which was affected by extraordinary costs [3][4] - Adjusted net profit reached 247.3 million euros, reflecting a 3.9 percent increase, while sales for the same period totaled 2.3 billion euros, marking a 5.9 percent increase on a reported basis and a 7.6 percent rise in like-for-like terms [4] - The company anticipates net revenue growth in the range of 6 percent to 8 percent for 2025, although growth in the fragrance segment is expected to moderate in the second half of the year [5] Market Outlook - Puig's confidence in outperforming the premium beauty market is based on the strength and desirability of its brands [5] - The overall category growth for fragrances during the first half of the year is estimated to be in the mid-single-digit percentage range [6]

Core Insights - dsm-firmenich has achieved its goal of sourcing 100% of purchased electricity from renewable sources ahead of its 2025 target, marking a significant milestone in its sustainability strategy [1][2][3] Group 1: Sustainability Goals - The company aims to reach net-zero greenhouse gas emissions across its operations and value chain by 2045, validated by the Science Based Targets initiative [2][3] - The achievement of 100% renewable electricity sourcing is part of a broader commitment to maintain this level through 2030 [2] Group 2: Leadership Statements - CEO Dimitri de Vreeze emphasized that this milestone reflects the company's decisive actions and dedication towards sustainability [3] - Chief Sustainability Officer Katharina Stenholm acknowledged the ongoing journey towards long-term goals, highlighting the importance of collective effort [3] Group 3: Sourcing Strategy - dsm-firmenich's strategy included long-term power purchase agreements with large wind and solar farms in Europe and North America, as well as local retail contracts [4] - The company is also increasing renewable purchases in China through several long-term contracts [4] Group 4: Broader Energy Focus - In addition to renewable electricity, dsm-firmenich is expanding its focus on renewable steam and heat from sustainably sourced biomass co-generation plants in multiple countries [5] - The company is optimizing waste streams and collaborating on new low-carbon solutions as part of its greenhouse gas reduction program [5] Group 5: Company Overview - dsm-firmenich operates in the nutrition, health, and beauty sectors, with revenues exceeding €12 billion and a workforce of nearly 30,000 employees [6]