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Category: Estée Lauder
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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.
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This week in beauty, we won’t see a mega Puig x Estée Lauder deal happening while Nykaa continues its impressive growth trajectory.
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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.
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For the last four years Estée lived through one of the toughest stretches in modern prestige beauty with an average decrease in sales of nearly 7% per year.
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L’Oréal commanded more social media and search attention over the past twelve months than the next ten beauty groups combined.
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Estée Lauder reported a 5% rise in third-quarter net sales to $3.7billion, though organic growth was a more modest 2%. The results were clouded by an $84 million charge tied to a potential securities class action settlement, which pushed reported operating income down 19% while cost savings helped widen gross margins to 76.4%.
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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…
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Last week in beauty, the blockbuster merger between Estée Lauder and Puig took the spotlight.
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The Estée Lauder Companies and Spanish group Puig have confirmed they are in preliminary discussions regarding a potential blockbuster merger.