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Category: L’Oréal
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At the 2026 Fragrance Foundation Awards, L’Oréal won eight prizes across five brands Valentino, Miu Miu, Yves Saint Laurent, Prada, and Ralph Lauren which makes the group last year’s 3 wins look modest by comparison. Estée Lauder held its ground with three wins (Tom Ford Oud Voyager, Jo Malone Beach Blossom, and Frédéric Malle Portrait…
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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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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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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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Last week in beauty, L’Oréal is off to a strong year start with sales up 6.7% in Q1 26.
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Galderma reported first-quarter 2026 net sales of $1.47bn, an increase of 25.5% at constant currency. Volume was the predominant driver across all categories, with additional contributions from pricing and product mix.
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L’Oréal reported first-quarter 2026 revenue of €12.15 billion, an increase of 3.6% on a reported basis and 6.7% percent on a like-for-like basis after adjusting for IT project phasing, a growth rate which exceeds the pace of the global beauty market.
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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 Unilever is doubling down on beauty, Puig as a CEO and L’Oréal continues to dominate beauty tech innovation. Subscribe to my newsletter for more weekly insights: https://lnkd.in/evr8EFGG
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From tariffs refunds to a CEO stepdown, this was last week in beauty.