Beauty in Five

Эпизоды

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  CVC weighs $2B sale of Dr. Teal's owner Arthea 11.09.2026 4мин

  CVC Capital Partners is exploring a sale of Arthea, the personal-care platform behind Dr. Teal's and Cantu, at a valuation near two billion dollars, with Moelis and William Blair advising and talks at an early stage, Global Cosmetics News reports. Belle Brands acquires hair wellness brand Vegamour, Highstock closes a thirty million dollar Series A led by Andreessen Horowitz for its surplus beauty inventory marketplace, and Sephora expands its Quiet Hours program across Europe, per WWD. Also moving: Cécred's first fragrance product, Hindustan Unilever's capex increase, a New York flagship from Hourglass founder Carisa Janes, and MakeUp in New York on September sixteenth and seventeenth.
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  Estée Lauder Puts Numbers On Its Turnaround 10.09.2026 5мин

  Estée Lauder gave investors a fiscal 2026 scorecard and 2027 guidance at the Barclays Global Consumer Conference, with its CFO saying the full restructuring benefit will not land until 2028, per Investing.com. Japan replaces point-of-sale tax exemption with a refund model from November 1, and Yatsen's second-quarter revenue rose 5.1 percent on skincare growth of 40.4 percent, both per Global Cosmetics News. e.l.f. Beauty's Naturium is entering Sephora Mexico exclusively and expanding across Sephora Canada, per company announcements carried by the Montreal Gazette and Financial Post.
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  Kenvue's Australian Carve-Out, and Beauty's Shared Shelves 09.09.2026 5мин

  Australia's competition regulator has cleared Kimberly-Clark's 40 billion dollar bid for Kenvue on condition that Carefree and Stayfree are divested locally, per Global Cosmetics News. WWD Beauty reads Sephora's TikTok Shop launch as part of rivals selling through each other, while Glossy reports the Estee Lauder Companies moving major brands onto Shopify. Also: Europe Real Estate on Rituals, Douglas and Sephora spending into stores, L'Oreal on a polarised fragrance market, MAC's We All Wear MAC campaign, and Biologique Recherche's first New York flagship.
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  Prestige and Mass Beauty Both Up 7%, Sephora at Kohl's Slips 08.09.2026 5мин

  Circana puts US prestige beauty at 17.1 billion dollars in the first half, up 7 percent, with mass-market beauty growing at the same rate and fragrance and skincare leading. Sephora at Kohl's sales fell 4 percent in the second quarter, which CEO Michael Bender tied to expanded distribution for key brands, and Natura has named former chief executive Alessandro Carlucci to return as leader from October 1. Dior launches Dioriginals on October 1, thirteen archive scents reworked by Francis Kurkdjian.
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  Sephora Drops Launches on TikTok First 07.09.2026 5мин

  Sephora is piloting a monthly Sephora Drop Shop on TikTok Shop from September 19, with featured products launching exclusively there before reaching Sephora.com, stores or retail partners, per Digital Commerce 360 and Personal Care Insights. Premium Beauty News reports Estee Lauder is reshuffling luxury brand leadership ahead of Sandra Main's retirement, while Personal Care Insights argues K-beauty is shifting from trend supplier to a formulation model, citing record South Korean cosmetics exports of 11.4 billion dollars. Also covered: Philips adding voice coaching to its Lumea IPL line, Ulta's second-quarter net sales of 3.04 billion dollars and raised guidance, and Jo Malone's move into pet grooming.
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  Wella Files to Go Public, Sephora Lands on TikTok Shop 04.09.2026 5мин

  Wella filed for a US IPO on August 31, per Cosmetics Business, posting net income of 2.7 million dollars on revenue of 2.94 billion for the year ended June 30, with pricing and timing still unannounced. Sephora debuts on TikTok Shop September 19 with a monthly Drop Shop, Estee Lauder names Justin Boxford global president of its luxury beauty brands as Sandra Main retires at yearend, and Personal Care Insights reads China's growth as splitting Mao Geping and Proya's strategies apart. Also moving: Nooni's US Target debut, Amouage's 550 dollar extraits, and a Jo Malone London dog shampoo.
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  Wella Files to Go Public 03.09.2026 4мин

  WWD Beauty reports Wella, backed by KKR, has filed to go public, with sales of 2.9 billion dollars in fiscal 2026, up 9.2 percent, and a turnaround to 62 million dollars in net income. Sephora will pilot exclusive monthly product drops on TikTok Shop from September 19, and Natura is bringing back former chief executive Alessandro Carlucci on October 1. Global Cosmetics News reports the FTC and 22 state attorneys general have sued Amazon, alleging manipulated ad auctions and more than 20 billion dollars in advertiser overcharges since 2019, allegations Amazon has not conceded.
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  Ulta's Hair Care Fifth, and K-Beauty's Second Act 02.09.2026 5мин

  Yahoo Finance reports prestige hair care now accounts for 20 percent of Ulta Beauty's net sales, with CFO Christopher DelOrefice crediting amika, Moroccanoil and the Ulta-exclusive Cécred. WWD Beauty cites NIQ data showing 29 percent of US households bought K-beauty in the past year, and asks whether the fall's blockbuster fragrance launches from Estée Lauder, Chanel and Guerlain can revive the category. Also: Dyson enters oral care with a 419.99 pound camera-equipped toothbrush, Shiseido launches Max Mara's debut fragrance, Victoria Beckham Holdings returns to operating profit, and Shein completes its Hong Kong listing.
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  Parcel Levy Bites, Target's Beauty Mix Questioned 01.09.2026 5мин

  Premium Beauty News, reporting with AFP, says shipments from Shein, Temu and AliExpress into the EU have fallen an estimated 30 to 40 percent since the low-value parcel levy took effect, per French customs figures. Digiday reports Target Beauty Studio opens September 10 in more than 600 stores with 90 brands, only two of which Modern Retail could identify as Black-owned or founded, while rhode dates its Sephora Europe rollout for September 30 across 19 countries. Also: Ultra Violette launches the first US sunscreen with bemotrizinol, Laura Geller enters 854 Sephora at Kohl's doors, Mao Geping lifts first-half revenue 26.2 percent, and Old Navy moves into beauty.
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  Estée Lauder Guides High, Kohl's Sephora Slips 31.08.2026 5мин

  Estée Lauder guided fiscal 2027 adjusted earnings above analyst estimates on luxury fragrance strength, per Yahoo Finance, while makeup stayed flat and hair care slipped. Kohl's reported Sephora shop-in-shop sales down about 4 percent, with its chief executive citing brands winning wider distribution, and The Chosun Ilbo reports Target and CJ Olive Young are pushing K-beauty onto hundreds of mainstream doors. Premium Beauty News reports Regent has acquired Avon North America from LG Household and Health Care, putting both halves of Avon under one owner for the first time since 2016.
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  Ulta Raises Guidance, Tatcha Resets, K-Pharmacy Rises 28.08.2026 4мин

  Ulta Beauty beat second-quarter estimates with net sales of 3 billion dollars, up 8.9 percent, and raised full-year guidance, though shares fell about 3.4 percent after hours, per Investing.com. WWD reports Tatcha is refining its positioning under new CEO Diane Kim with three new ambassadors including Naomi Osaka, and that Nyakio Grieco has regained ownership of Thirteen Lune and is expanding into South Africa with Takealot. Cosmetics Business argues pharmacy-sold "K-pharmacy" brands are the next K-beauty wave, plus Vaseline's "Baseline" social rename, Curology testing Walmart, PDC Brands rebranding as Arthea, and a year-to-date sunscreen and haircare recall tally.
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  TPO's Two Clocks, Avon Reunited, Canada Tariff Hits Beauty 26.08.2026 5мин

  Cosmetics Business carries Arcus Compliance chief executive Lee Bryan on the TPO ban's staggered Great Britain dates, manufacturers cut off since August 15 and distributors losing the professional channel on February 14, 2027, while the EU and Northern Ireland bans took effect September 1, 2025. Regent has agreed to acquire Avon North America from LG H&H, returning both arms to common ownership since their 2016 separation per Global Cosmetics News, and WWD Beauty's Noor Lobad argues designer houses are losing their grip on the fragmenting men's fragrance consumer. Financial Post and Bloomberg report cosmetics among hundreds of Canadian products hit with a new 50 percent US tariff, with Canada answering Tuesday with 50 percent retaliatory duties on certain US makeup imports effective September 8.
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  Avon's Two Halves Reunite Under Regent 25.08.2026 4мин

  Cosmetics Business reports private equity firm Regent has acquired Avon North America, reuniting it with Avon International for the first time since 2016, with Lisa Siders set to lead the combined company at closing. Global Cosmetics News reports South Korea's National Assembly passed a first dedicated legal framework for the cosmetics industry, and that Coty has named Soraya Benchikh chief financial officer from September 1. Also: a $25 million GroundForce Capital investment in Epicutis, Lady Gaga's board seat at Outer Bio, an NAD ruling against Dreame after a Dyson challenge, and Wipro's move for 60% of Dermatouch.
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  Estée Lauder Defends 10,000 Cuts 24.08.2026 5мин

  Estée Lauder's CEO defended the Beauty Reimagined turnaround on an analyst call covered by Marketing Week, as net sales rose 5% to $15 billion and a recovery programme cut roughly 10,000 roles. L'Oréal-owned IT Cosmetics will close its Tmall Global flagship on September 2, per Global Cosmetics News, leaving it without an official online channel in China, while WWD's review of first-half results across nine countries finds guidance splitting and LG Household and Health Care's North American sales outpacing China for the first time since 2001. Also: Coty's Q4 beat, a $33 million DSM-Firmenich price-fixing settlement, Fenty's Fluid Flex reformulation, Ulta's Saudi entry, and Dolce Glow's $11 million Series A.
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  Estée Lauder's fragrance quarter, Coty's transition year 21.08.2026 5мин

  Estée Lauder guided fiscal 2027 adjusted EPS above consensus after a fourth quarter carried by Le Labo and Tom Ford, per The Manila Times, while Coty beat on revenue but widened its net loss, withheld full-year guidance and called 2027 a transition year, according to Investing.com. Chinese brand PROYA enters the US through Ulta Beauty in November, per Global Cosmetics News, and the EU's Packaging and Packaging Waste Regulation entered into force on August 12, Premium Beauty News reports with AFP. Also: dsm-firmenich's proposed new chairman, Haut.AI's rollout across roughly 4,000 O Boticário stores, Target's raised outlook, Circana's 7 percent US prestige gain, and CVC's 300 billion won investment in Silicon2.
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  Chanel's Steady Half, Spicules Go Direct 14.08.2026 4мин

  Global Cosmetics News reports Chanel's fragrance and beauty division grew in the first half against what it calls a challenging luxury market, though the summary carries no figure or comparison base. WWD Beauty reports ingredient developer Dermata is going direct to consumers with Tome, a once-weekly spicule treatment priced at forty-five dollars, and Global Cosmetics News reports Amorepacific has put a generative AI research assistant called Lemon into production with Korean telecom KT to cut research and regulatory review time. Also moving: CNN examines fermentation-derived actives in biotech beauty, and Procter and Gamble names chief executive Shailesh Jejurikar chairman of the board following Jon Moeller's retirement.
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  Douglas Margins Slip, BASF Lands a US Filter 13.08.2026 5мин

  Investing.com reports Douglas Group third quarter revenue fell 2 percent to 988 million euros, with adjusted EBITDA down 19.4 percent and the margin at 12.9 percent, as Germany, France and the Netherlands drove the weakness. Premium Beauty News and Cosmetics Business report BASF has launched its Tinosorb S UV filter in the United States after FDA approval of bemotrizinol, giving formulators a domestic option previously reserved for European and Asian SKUs. Personal Care Insights reads double-digit profit gains at Amorepacific and LG Household and Health Care as a deliberate pivot away from China, with LG's North American revenue outselling China for the first time; also, Saudi Arabia's SFDA sets new packaging rules for syringe, ampoule and vial formats from 2027, Allies of Skin recalls an SPF 50 gel, and Lush wins its EUIPO opposition against LushVibe.
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  Online Passes Stores in Prestige Skin Care 12.08.2026 4мин

  Circana's first-half read, reported by WWD Beauty, puts online ahead of brick-and-mortar as the top channel for prestige skin care, with shifts also flagged in mass makeup. Cosmetics Business argues fragrance has displaced the lipstick effect as the affordable-treat category in 2026, citing Interparfums co-founder Jean Madar, while trade reaction points to cheaper perfumed balms, milks and mists as the fast-moving formats. Natura and Company posted second-quarter net profit of 35 million Brazilian reais, down 82 percent year on year and below Citi's 137 million forecast, per Premium Beauty News.
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  Nutrire Hits Ulta, Natura's Split Quarter 11.08.2026 4мин

  Nutrire enters retail nationally through an exclusive Ulta Beauty partnership, live on Ulta.com from August 10th and in roughly 250 stores from August 23rd, with Glossy framing the $68 scalp serum as a trade-up test. Natura reported second-quarter revenue of 5.2 billion Brazilian reais with a 12% EBITDA margin, citing Brazilian softness against 7.2% growth in Hispanic America, while Cosmetics Business reports Rare Beauty's second fragrance at Sephora and Global Cosmetics News reports a $33 million DSM-Firmenich price-fixing settlement with direct purchasers. Also moving: Estée Lauder and Puig pressing ahead on fragrance separately, Partners Group in exclusive talks for Aroma-Zone, first-half gains at LVMH and Hermès, and the closure of Samantha Ravndahl's brand Auric.
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  Kenvue Misses, Shiseido Doubles Profit, Henkel Raises 10.08.2026 5мин

  Kenvue posted second-quarter sales of 3.96 billion dollars, just under analyst expectations, with Skin Health and Beauty up 5.1 percent as the fastest-growing division, per Cosmetics Business. Shiseido's core operating profit jumped 90 percent in the first half on its turnaround plan, though the regional split stayed uneven, and Henkel raised full-year guidance after 3.2 percent organic growth led by hair care. Also moving: Jupiter enters 500 Ulta doors, PZ Cussons reports revenue up 5.4 percent, CeraVe targets top-five dermocosmetics sun care, and Jo Malone London links up with Fortnite.