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L'Oréal (OTCPK:LRLC.F) 2025 Earnings Call Presentation
2025-12-03 12:00
L'Oréal USA Overview - L'Oréal USA is the 1 beauty manufacturer in the U S [8, 23] - L'Oréal USA represents 27% of subsidiary sales in the North America zone [9] - Over 75% of L'Oréal USA's units are produced in North America [10] - L'Oréal USA has experienced 7X growth since 1995 [15] Market Position and Growth - L'Oréal has a 16% share of market (SOM) in the total beauty market, which is more than 2X larger than the 2 competitor [24] - The U S is the 1 beauty market in size and growth worldwide, accounting for 27% of the global market with a +5% change [38, 39] - L'Oréal is accelerating faster than the market, gaining major momentum with a +5% increase in Q3 [50, 52] Category Performance - L'Oréal's haircare is growing 3X the market rate [56] - In makeup, all of L'Oréal's CPD brands are outperforming the market year-to-date [64] - L'Oréal has a 34% share of market in mass makeup [73] Channel Strategy - E-commerce accounts for 26% of L'Oréal's business and is accelerating at +2X the market rate year-to-date [92] - B&M (Brick and Mortar) remains a priority, representing 65% of the total market [98]