28 August 2025 | 1:58AM HKT Mao Geping Cosmetics Co. (1318.HK): First Take: 1H25 Sales/NI at mid-point of profit alert; OP beat on lower selling expenses ratio yet Source: Company data, Goldman Sachs Global Investment Research, Visible Alpha Consensus Data Key operating metrics in 1H25 Sales: 31% yoy in 1H25 to RMB2,588m, 2% lower than GSe mainly due to weaker performance of skincare and online channel. n By category: Color cosmetics sales grew by 31% yoy in 1H25 to RMB1,422m, of 55% sales mix, down 0.1ppt ...

Ulta Beauty Inc. ULTA heads into its second-quarter earnings report this week with momentum from resilient sales and expanding international ambitions, even as margin pressures and shifting consumer spending patterns test the retailer’s ability to sustain growth.The company will report second-quarter fiscal 2025 results on Thursday, Aug. 28, after the market close. Telsey Advisory Group analyst Dana Telsey raised her estimates ahead of the release, pointing to continued momentum despite a tough operating ba ...

Summary of Mao Geping Cosmetics Co. (1318.HK) Conference Call Company Overview - **Company**: Mao Geping Cosmetics Co. (1318.HK) - **Market Cap**: HK$48.1 billion / $6.1 billion - **Current Price**: HK$98.15 - **12-Month Price Target**: HK$86.00, indicating a downside of 12.4% [9] Key Financial Highlights - **1H25 Profit Alert**: - **Net Income (NI)**: Expected to be between RMB665-675 million, representing a year-over-year increase of 35-37%, with a midpoint of RMB670 million, up 36% year-over-year, aligning with Goldman Sachs estimates of RMB666 million [1] - **Sales**: Expected to be between RMB2,570-2,600 million, reflecting a year-over-year growth of 30-32%, which is weaker than Goldman Sachs' estimate of RMB2,647 million at 34% year-over-year growth [1] - **Net Profit Margin (NPM)**: Expected to expand by 0.9-1.0 percentage points to 25.9%-26.0%, above Goldman Sachs' estimate of 25.1% [1] Market Concerns - **Sales Performance**: The weaker sales in 1H25 may indicate slower than expected growth in the skincare segment, which could impact the company's structural upside, as the color makeup business has limited growth potential [2] - **Brand Recognition**: Despite concerns, the market acknowledges MGP's niche brand premium, evidenced by better-than-expected NPM and healthy offline growth estimated at over 20% due to accelerated store expansion in high-end commercial districts in Tier 1 cities [2] Focus Areas for Upcoming Results - **Sales and Margin Details**: Breakdown of sales growth by skincare and color cosmetics, as well as online versus offline performance [3] - **2025 Outlook**: Expectations for the full year 2025 [3] - **Double 11 Strategies**: Plans regarding discounts, product offerings, channels, and KOL collaborations [3] - **Skincare Strategy**: Expansion plans for the skincare category and online channels [3] - **Fragrance Line Performance**: Updates on the performance of the fragrance line and new product pipelines [3] Investment Rating - **Current Rating**: Neutral [4] Valuation Methodology - **Target Price Methodology**: Based on a 25x 2027E PE, discounted back to mid-2026E at an 8.9% cost of equity [5] Risks and Considerations - **Key Risks**: - Variability in beauty consumption penetration in China - Online penetration rates - Development of new star SKUs, particularly in skincare - ROI on expanding consumer base into higher-tier markets and online channels - Key person risk [8] Financial Projections - **Revenue Forecasts**: - 2024: RMB3,884.7 million - 2025E: RMB5,136.9 million - 2026E: RMB6,524.6 million - 2027E: RMB7,925.4 million [9] Conclusion Mao Geping Cosmetics Co. is facing challenges with weaker sales in the first half of 2025, raising concerns about growth in the skincare segment. However, the company maintains a strong net profit margin and brand recognition. The upcoming results will be critical in assessing the company's strategies and outlook for the remainder of the year.

Selangor, Malaysia, Aug. 01, 2025 (GLOBE NEWSWIRE) -- Empro Group Inc. (the “Company” or “EMPG”), a rising beauty and personal care brand headquartered in Malaysia, today announced that it closed the sales of an additional 91,250 ordinary shares of the Company, representing the exercise of the remaining portion of the underwriter’s over-allotment option granted in connection with the Company’s initial public offering (the “IPO”, and together with such over-allotment closing, the “Offering”), at the IPO pric ...

You Can Now Use Your HSA/FSA Funds To Shop For Skincare At Dermstore https://t.co/iqGz5ovqep ...

The Top 10 Prime Day Skincare Deals Aestheticians Recommend Buying https://t.co/jD24005CIh https://t.co/jD24005CIh via @ForbesVetted ...

Core Points - Empro Group Inc. has successfully closed its initial public offering, raising approximately $5.5 million by offering 1,375,000 ordinary shares at $4.00 per share [1] - The shares began trading on the Nasdaq Capital Market under the ticker symbol "EMPG" on July 2, 2025 [1] - The underwriter, R.F. Lafferty & Co., Inc., has an option to purchase an additional 206,250 shares to cover over-allotments within 45 days [1] Company Overview - Empro Group Inc. is a beauty and personal care brand based in Malaysia, evolving from its origins in eyebrow embroidery to a trusted name in cosmetics, skincare, and healthcare [5] - The company aims to provide accessible, quality self-care solutions and has a growing presence in Southeast Asia and Europe [5]

Company Overview - Empro Group Inc. is a rising beauty and personal care brand headquartered in Malaysia, evolving from its origins in eyebrow embroidery to a trusted name in cosmetics, skincare, and healthcare [6] Initial Public Offering (IPO) Details - The company announced the pricing of its initial public offering of 1,375,000 ordinary shares at a public offering price of $4.00 per share, aiming for total gross proceeds of approximately $5,500,000 before deducting underwriting discounts and other expenses [1] - The ordinary shares have been approved for listing on the Nasdaq Capital Market and are expected to begin trading on July 2, 2025, under the ticker symbol "EMPG" [1] - The offering is expected to close on July 3, 2025, subject to customary closing conditions [2] Underwriting and Legal Counsel - R.F. Lafferty & Co., Inc. acted as the sole underwriter for the offering, with Pryor Cashman LLP serving as U.S. counsel to the company and Sichenzia Ross Ference Carmel LLP acting as U.S. counsel to the underwriter [3] Registration and Prospectus Information - A registration statement on Form F-1 was filed with the U.S. Securities and Exchange Commission and was declared effective on July 1, 2025 [4] - The offering is being made only by means of a prospectus, which can be obtained from the underwriter or via the SEC's website [4]

Core Insights - XWELL's Xpres Spa has been recognized as one of Yelp's "Most Loved Airport Brands," ranking 10 out of 25 based on millions of reviews from U.S. travelers [1] - The CEO of XWELL highlighted the growing demand for comfort and quality at airports, indicating that travelers are increasingly utilizing wellness services [2] Expansion Plans - XWELL will open its first out-of-airport locations in Clearwater, Florida, and New York's Penn Station this summer, aiming to enhance accessibility to premium self-care [2][3] - The Clearwater location will feature a wellness center offering core treatments such as massage, skincare, and recovery, while the Penn Station site will focus on grab-and-go wellness essentials for commuters [3] Strategic Partnerships - XWELL is expanding its reach through strategic partnerships, including a multi-year collaboration with the Orlando Magic, designating XWELL as the "Official Wellness Spa" of the NBA team [4] Future Outlook - The company plans to continue its growth momentum with additional location announcements and partnerships, focusing on equitable and scalable wellness access across various regions [5]

Core Insights - Ulta Beauty Inc. reported impressive Q1 2025 earnings, exceeding both top and bottom line expectations, leading to a significant share price increase of over 11% [1][3][5] Financial Performance - The company achieved net sales of $2.85 billion for the quarter ending May 3, representing a 4.5% year-over-year increase, surpassing analyst expectations of $2.79 billion [3][5] - Earnings per share (EPS) reached $6.70, exceeding expectations by $0.97 [3][5] - Comparable sales growth was reported at 2.9% year-over-year, significantly higher than the projected 0.2%, driven by larger ticket sizes and a 0.6% increase in transaction volume [5][4] Strategic Initiatives - Ulta's CEO highlighted strong performance in fragrances with double-digit sales growth, while skincare and services also contributed positively [6][10] - The company is implementing the "Ulta Beauty Unleashed" plan, which includes a loyalty program with 45 million members and a marketing strategy leveraging high-profile partnerships [10] Guidance and Market Outlook - The company raised its fiscal year 2025 guidance, increasing the upper bounds for sales, comparable sales, and EPS projections while maintaining the lower bounds [9][10] - CFO noted that only 1% of merchandise comes from direct imports, suggesting limited margin pressure from tariffs [8] Analyst Sentiment - Following the earnings report, multiple analysts raised their price targets for Ulta, with notable increases from firms like Morgan Stanley and JPMorgan Chase, projecting upside of 11% to 17% [11][12] - Current price targets range from a low of $330 to a high of $550, with an average target of $460.91 [11]