Analyst CornerAnalyst Corner: What’s Happening in Beauty Retail?—Analyzing Mixed Performance and Success Strategies with Madhav Pitaliya Madhav Pitaliya, Analyst Sector Lead: Anand Kumar, Associate Director of Retail Research March 23, 2025 Reasons to ReadWelcome to Analyst Corner! Every Sunday, a member of the Coresight Research team discusses upcoming or recent research and their thoughts on interesting topics in their area of expertise. This week, Madhav Pitaliya, Analyst, spotlights the US beauty market, diving into key trends across major players’ latest earnings results. From AI (artificial intelligence) to personalization, discover the strategies that beauty companies are implementing to get ahead amid shifts in consumer behavior and the impacts of tariffs. We also highlight our key research from the past week and upcoming reports to look out for, so you don’t miss out. Companies mentioned in this report include: Bath & Body Works, Coty, e.l.f. Beauty, L’Oréal, The Estée Lauder Companies, Ulta Beauty Other relevant research: Our Earnings Insights reports bring together recent management commentary from major US retailers on their performance. Three Data Points We’re Watching This Week, Week 9: Beauty Shopping in Focus US Beauty—Retail 2025 Sector Outlook All our coverage of beauty retail Read previous Analyst Corner reports, including last week’s report, which discusses the key factors set to impact US convenience store retailing in 2025. Please Login to read the full report. Not a member? To access this content for free, register for a free account. This document was generated for Other research you may be interested in: Analyst Corner: Five CPG Sector Insights from This Quarter’s Earnings, with Madhav PitaliyaCEO Brief: A Turning Point for US Consumers and the Economy?Highlights from NextGen 2025: Retail, Real Estate & the New Consumer—InfographicTariffs and Earnings: What Companies Have Reported—Data Graphic
