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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,…
New data from rAIviews, the leading AI customer reviews analytic solution for the beauty industry, analyzing the most reviewed brands on Sephora’s U.S. website in 2025, provides a proxy for market momentum and consumer engagement. While not a direct measure of sales, review volume offer valuable insights into brand popularity.
As of January 2026, Sephora remains the world’s dominant selective beauty retailer, operating just under 3,450 stores globally, with its largest footprints in the United States (over 1,780 stores), China (320+), and France (290+). Europe represents around 25% of Sephora stores at around 870 stores.
Ulta Beauty’s inaugural store in Mexico City, which opened in August 2025, represents more than a new location but signals a strategic pivot for Ulta. For decades, the American beauty retailer dominated its home market with a unique mass-to-prestige model and a very strong loyalty programme. Yet with 1,445 stores confined to the US, Ulta’s…