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Ulta’s 9.7% sales rise topped forecasts but a cautious outlook weighed on shares, as M&A activity intensified with Henkel acquiring Not Your Mother’s and L Catterton creating a Brazilian beauty retail giant. This was last week in beauty. Subscribe to my newsletter for more weekly insights: https://lnkd.in/evr8EFGG
Ulta Beauty 2025 net sales increased 9.7% year-over-year at $12.4bn. Comparable sales rose 5.4% for the full year, driven by a strong holiday quarter where comparable sales hit 5.8%.
Data from leading customer reviews analytics firm rAIviews shows that the top ten eye makeup products at Sephora US accounted for 48.6% of all category reviews in 2025.
Data on the most reviewed products at Sephora in the USA in 2025 collected by consumer analytics firm rAIviews gives valuable insights on the key trends of face makeup.
Data from rAIviews, the leading customer reviews analytic software, on the most reviewed lip SKUs at Sephora US for 2025 reveals key insights on the evolution of the category.
Customer feedback analytics firm rAIviews, just published its list of the most reviewed perfumes at Sephora US in 2025. It offers valuable insights about evolving customer psychology and a market bifurcating around extremes rather than settling in the centre.
Data from Navigo Marketing on Ulta’s top-selling brands in 2025 present a nuanced portrait of the American beauty consumer.
Data published by Ulta reveals consumers are engaging with beauty at an increasingly young age. The average starting age to use beauty products has plummeted from 18.7 for Boomers to just 8 years old for Gen Alpha. This represents a near five-year decline from Gen Z’s starting point of 12.8, a shift largely fuelled by…
LVMH’s 2025 full-year revenue reached €80.8bn, a reported decline of 5% and a 1% decline at constant rate. Organic revenue growth was a modest 1% in the second half, persisting into the fourth quarter. While profit from recurring operations fell by 9% to €17.8bn, operating free cash flow showed resilience, increasing 8% to €11.3bn. Douglas,…