What's Inside
Welcome 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.
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