This website uses cookies to improve your experience. You can opt-out if you wish. Read More
Listed beauty groups averaged 4.2% weighted like-for-like growth in Q1 26, but this masks a real divide. Half the peer group grew meaningfully while the other half was flat or in decline. I reckon that the differences partially come down to three variables: category mix, China exposure, and proximity to the Middle East conflict.
This week in beauty, we won’t see a mega Puig x Estée Lauder deal happening while Nykaa continues its impressive growth trajectory.
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.
L’Oréal commanded more social media and search attention over the past twelve months than the next ten beauty groups combined.
e.l.f. Beauty’s Q3 FY26 sales reached $489.5m, a 38% increase marking the company’s 28th consecutive quarter of sales growth. Operational performance was robust, with adjusted EBITDA growing 79% to $123m.
Last week in beauty saw record profits for some and tough quarters for others. From AI bets to IPO rumors, here’s the breakdown.