Insight Report | April 4, 2018 Premium Quick Take: Beauty Proves to Be a Bright Spot for US Department StoresIn the US, beauty is a higher-growth market than apparel, and a number of department store chains are making efforts to tap demand for categories such as skin care and color cosmetics. Read More
Insight Report | March 27, 2018 Premium Beauty Tech Comes of AgeL’Oréal announced that it is acquiring ModiFace, a Canadian company that creates augmented reality and artificial intelligence technologies for the beauty industry. Read More
Company Earnings Update | February 19, 2018 Register for Free Access Avon Products (AVP) 4Q17 Results: Flat Revenues, Big EPS Beat from Cost CutsAvon Products reported 4Q17 adjusted EPS of $0.12, beating the $0.07 consensus estimate and compared with $0.01 in the year-ago quarter. Revenues were $1.57 billion, below consensus of $1.60 billion and flat year over year. Read More
Company Earnings Update | February 12, 2018 Register for Free Access L’Oréal (ENXTPA: OR) FY17 and 4Q17 Results: Chinese Demand for L’Oréal Luxe Products Supports Solid Comp GrowthL’Oréal reported FY17 net sales of €26,024 million, up 0.7% year over year but below the consensus estimate of €26,153 million. Comparable sales were up 4.8% at constant exchange rates. Read More
Insight Report | January 2, 2018 Premium A Pure Play’s Perspective on the Online Beauty Retail Market: Interview with Feelunique CEO Joël PalixWe interviewed Joël Palix, CEO of leading beauty pure playretailer Feelunique, to get his perspective on the online beauty market. He shared a number of insights with us, including: Read More
Market Outlook | November 25, 2017 Premium The Face Mask Market Is Booming, But So Is Competition – Unique Ingredients and Product Innovations to Capture the Lucrative Chinese MarketThe global face mask market was worth $5.7 billion in 2016. It is forecast to grow at a compound annual growth rate (CAGR) of 9.1% from 2016 to 2021, to reach $6.3 billion in 2017 and $8.8 billion by 2021, according to data from Euromonitor International. Read More
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
