Company Earnings Update | November 3, 2017 Register for Free Access L’Oréal (ENXTPA: OR) 3Q17 Update: An In-Line Quarter with Solid Comp GrowthL’Oréal reported comp growth of 5.1% in 3Q17. Read More
Deep Dive | August 19, 2017 Premium Deep Dive: Channel Shifts in US Beauty Retailing—Sephora, Ulta and AmazonSurvey data and company results suggest that growth in the US beauty market has been polarized, with lower-price retailers and beauty specialist stores having won share. Read More
Market Outlook | August 4, 2017 Premium Reviewing Trends in the Global Fragrance MarketThis report analyzes the global fragrance market including market size, sales growth, segmentation, distribution channels and key trends. Read More
Company Earnings Update | May 26, 2017 Register for Free Access Ulta (ULTA) 1Q17 Results: Beats Expectations, Raises GuidanceUlta reported 1Q17 adjusted EPS of $1.91, up 31.7% from the year-ago quarter and above the $1.80 consensus estimate. The company reported total revenue of $1.31 billion, above the $1.27 billion consensus estimate and up 22.5% from the year-ago quarter. Read More
Deep Dive | May 1, 2017 Premium Deep Dive: Active M&A in the Beauty Space Fuels Future GrowthMany global beauty companies have chosen to focus on acquisitions as a key strategy to drive growth. As a result, we have seen a steady rise in merger and acquisition (M&A) activity since 2013. In 2016, there were 91 beauty industry deals announced globally, up 25% from 75 deals in 2013. Read More
Deep Dive | April 20, 2017 Premium Is Going Direct-to- Consumer the Way Forward for Retail?More and more retailers such as G-III Apparel, Nike, Adidas and VF Corporation are rebalancing their distribution in favor of a direct-to-consumer (DTC) model. Beauty companies such as L’Oréal and Procter & Gamble have also focused more on DTC channels in recent years. Read More
Company Earnings Update | April 19, 2017 Register for Free Access L’Oréal (ENXTPA: OR) 1Q17 Update: Beats Expectations in Another Strong QuarterCosmetics giant L’Oréal saw another robust quarter in 1Q17, reporting comparable sales growth of 4.2%. This was ahead of expectations, but marked a sequential slowing from the prior quarter. Read More
Flash Report | April 5, 2017 Register for Free Access Burberry Abandons In-House Strategy and Licenses Beauty Business to CotyBurberry announced that it will once again license its makeup and fragrance brands, this time to Coty, following four years of in-house management. The move marks another major strategy reversal for the group. Read More
Company Earnings Update | March 10, 2017 Register for Free Access Ulta (ULTA) 4Q16 Results: Tops EPS and Revenue Estimates with Double-Digit Revenue GrowthUlta reported 4Q16 EPS of $2.24, up 32.5% from the year-ago quarter and above the $2.14 consensus estimate. Revenues rose 24.6% from the year-ago quarter to $1.58 billion, also beating the consensus estimate of $1.54 billion. Read More
Event Presentation | March 7, 2017 Premium US Retail RevolutionGlobal Retail Trends 1. Democratization of Luxury 2. Amazon’s Impact on Apparel 3. Home and Big-Ticket Purchases Increasing 4. Beauty Spending Driven by the Selfie Culture 5. Brands Developing an Emotional Connection & More…. Read More
Insight Report | March 1, 2017 Premium Who Is Buying Beauty Products on Amazon?In this brief report, we review data from our recent US consumer survey to explore who is buying beauty and personal care products on Amazon. Read More
Event Presentation | February 28, 2017 Premium Top Technology TrendsTechnology Trends: 1. In-store Gamification 2. Virtual Experiences 3. Innovative Displays 4. AI and Machine Learning 5. Beauty Technology & More… Read More
Deep Dive | February 27, 2017 Premium Deep Dive: Gen Z and Beauty—the Social Media SymbiosisThis report is part of our new series, The New Beauty Consumer, which looks at various aspects of beauty retailing and consumption. Read More
Company Earnings Update | February 3, 2017 Register for Free Access Estée Lauder (EL) 2Q17 Results: Mixed Quarter, Softer Outlook Due to Currency EffectsEstée Lauder reported fiscal 2Q17 adjusted EPS of $1.22, flat year over year but beating the $1.17 consensus estimate. Net sales were $3.21 billion, up 2.7% year over year but slightly missing the $3.24 billion consensus estimate. Read More
Company Earnings Update | January 27, 2017 Register for Free Access L’Oréal (ENXTPA: OR) FY16 Results: Solid Top-Line Growth Across All RegionsLVMH Moët Hennessy Louis Vuitton increased revenues by 5.0% year over year in FY16, to €37,600 million, which was above the consensus estimate of €37,316 million. Revenues increased by 6.0% year over year on an organic basis. Read More
