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Jean Paul Gaultier launched this week Les Ateliers Gaultier, a six-scent high perfumery collection priced at €260 for 100ml, its first serious move into the upper tier of the fragrance market.
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Nykaa reported FY26 net revenue of €900m (Rs 10,022 crore), up 26% year-on-year but more notable than the topline is what happened below it: EBITDA grew 59% to €67.6m (Rs 752 crore), with margin expanded 155 basis points to 7.5% the highest in the company’s history. Profit after taxes grew 183% to €18.3m (Rs 204…
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e.l.f. closed FY26 with sales of $1.64bn up 25% and with its 29th consecutive quarter of growth, a streak shared by only five other public consumer companies globally.
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Circana’s Q1 2026 US beauty report has one number that stopped me: mass and prestige grew nearly the same rate. Prestige was up 6% to $8.1 billion while mass was up 7% to $18.1 billion. This reflects consumers who have stopped being loyal to a channel and started being strategic about where they spend across…
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Last week in beauty, Shiseido sales are down 3% but profit is surging.
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According to Charm.io, which tracks performance metrics for every DTC brand online and on TikTok Shop, the platform generated $10.2 billion in global beauty sales in 2025, up from essentially nothing when it launched at the end of 2022.
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Data from Perfumist, an app tracking perfume preferences of more than 3 million consumers worldwide, shows which were the favourite niche fragrance brands of its users last year. Parfums de Marly leads at an index of 100, well ahead of Creed (74), Maison Francis Kurkdjian (73), Xerjoff (71) and Kilian (67), and the gap is…
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For years, beauty marketing operated on a simple hierarchy: Instagram for aspiration, TikTok for virality, YouTube for tutorials. Reddit was an afterthought, a forum for anonymous complaints. That is changing rapidly.
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The Estée Lauder x Puig merger makes a lot of sense from a strategic point of view creating a fragrance powerhouse and creating a more geographically balanced group. Yet there are six risk that could kill this deal or kill the value after it closes.
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Estée Lauder is planning to make an offer on Puig at 18 to 19 euros per share which would be a premium of 3% to 9% at their current price of 17.4 euros. I believe there are five strategic reasons that make this deal rational.