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Category: Unilever
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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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Interparfums Inc. reported first-quarter sales of $345 million, up 2% at current rate but down 2% organically once you back out the war in the Middle East.
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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.
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This week in beauty, strong results from Puig, Amouage, and Robertet underscored the industry’s resilience.
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Unilever’s Beauty & Wellbeing division sales increased 4.3% in FY25, evenly split between volume and price effect. Q4 momentum accelerated to 4.7%, with volume contributing 2.8%.
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Beauty results for 2025 are in and a new emerging group doubled it sales last year.
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Last week in beauty and luxury was a tale of two markets: while one retail giant collapses, others posted robust growth and placed new strategic bets.
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Unilever has reinforced its strategic focus on India with follow-on investments in two pioneering beauty brands. The venture capital arm of group has participated in a new funding round for Secret Alchemist, a clean fragrance label it first backed in 2025. Concurrently, it has joined a Series A round for the science-led skincare brand SkinInspired,…