Playbook of Beauty
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  • TikTok Shop’s $2.7BN beauty boom: takeaways from the new commerce leaders

    April 16, 2026
    TikTok
    TikTok Shop’s $2.7BN beauty boom: takeaways from the new commerce leaders

    TikTok Shop’s US beauty category generated $2.7 billion in gross merchandise value in 2025, according to Charm.io, which tracks key performance metrics for every DTC brand online and on TikTok Shop. Social commerce has shifted from a pilot project to a primary revenue stream.

  • Hermès experiences a slowdown in Q1 2026

    April 15, 2026
    Hermès
    Hermès experiences a slowdown in Q1 2026

    Hermès opened its 2026 fiscal year with a performance that will test the patience of shareholders accustomed to the group’s unassailable trajectory with shares down 14% at the open on April 15th.

  • LVMH’s Q1 organic sales up 1%, with beauty flat as Sephora outperforms the group

    April 14, 2026
    LVMH
    LVMH’s Q1 organic sales up 1%, with beauty flat as Sephora outperforms the group

    LVMH opened 2026 with €19.1bn in organic revenue, a 1% rise that landed just below the 2% analysts were expecting as the disrupted geopolitical and economic environment, amplified by the Middle East conflict affected the group activities. The fashion and leather goods division, long the group’s engine, contracted 2%.

  • The major beauty fundraising rounds of Q1 2026 decoded

    April 13, 2026
    Venture Capital
    The major beauty fundraising rounds of Q1 2026 decoded

    I identified 19 companies in the beauty space that raised at least $2.5m in Q1 2026, totalling just over $180m collectively raised.

  • April 6th 2026 Week Beauty News

    April 12, 2026
    Uncategorized
    April 6th 2026 Week Beauty News

    Last week in beauty: K-Beauty reaches a new high and Nykaa’s growth seems unstoppable.

  • The Chinese beauty giants you probably never heard about

    April 11, 2026
    China, Proya
    The Chinese beauty giants you probably never heard about

    The ranking of the top ten listed Chinese beauty companies from 2022 to H1 2025 from KPMG China provides valuable insights on the key trends on the Chinese beauty market.

  • India’s beauty market: a $20bn opportunity with local strings attached

    April 10, 2026
    Estée Lauder, India, L’Oréal, Nykaa, Unilever
    India’s beauty market: a $20bn opportunity with local strings attached

    India is akready the seventh largest globally. Euromonitor puts sales at roughly $20bn in 2025, with annual growth exceeding 8% through 2029. When looking at prestige beauty that segment remained modest at $1bn in 2024, less than a quarter of France’s prestige beauty market. Yet Kearney projects a 14% CAGR until 2035, positioning India as…

  • The perception-action gap in anti-aging

    April 9, 2026
    Wellness
    The perception-action gap in anti-aging

    A new YouGov survey conducted between December 2025 and January 2026, polling citizens in 18 countries, reveals a real dichotomy in how the world approaches skin aging. While nearly half of the global population (48%) considers fighting the signs of aging important, only a fraction, at just 11%, actually take active steps to do so.

  • Looking good is becoming a byproduct of feeling well

    April 8, 2026
    Wellnes
    Looking good is becoming a byproduct of feeling well

    Boots Beauty and Wellness Trends Report, which combines the retailer proprietary transaction data with a study of 2,000 British adults conducted between December 2025 and January 2026, gives insights on how we are shifting from a beauty market focused on superficial correction to one centered on biological optimization and emotional resilience.

  • The most popular fragrance brands in Europe in 2025

    April 7, 2026
    Europe, Perfume
    The most popular fragrance brands in Europe in 2025

    Data from Perfumist, an app tracking perfume preferences more than 3m consumers worldwide, shows which were the favourite perfume brands of Europeans last year. A rapid glance at the ranking could suggest a unified market dominated by legacy brands. Yet, when going deeper into the data across France, Italy, Spain, Germany, and the UK there…

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Playbook of Beauty

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