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J&J Limited On Offering Consumer Business Separation Details, Clear On Q4 Revenue Drag

 
• By Malcolm Spicer

“We made significant progress towards the separation of Kenvue,” says CEO Jaoquin Duoto. But fourth-quarter and full-year progress on consumer sales growth was impeded by loss to foreign currency exchange.

• Source: Shutterstock

Johnson & Johnson has plenty to say and even more information to share about the pending separation of its consumer health business despite regulatory limits on the firm’s discussion of it.

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Beiersdorf Repositioning In China Will Get Boost From Thiamidol Launch

 
• By Eileen Francis

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L’Oréal, LVMH On First Quarter Challenges

 
• By Eileen Francis

L’Oréal Groupe reports in a first quarter presentation that its US business was more challenging than anticipated, while China “was slightly less bad” and Europe represented the best growth contributor. Separately, LVMH's Sephora sees ‘less momentum’ in its US business as competitor Amazon takes an aggressive position on beauty pricing.

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Swiss firm reports highest revenues in its history as restructure pays off for its pharma and cosmetics businesses in 2024.

Coty: Fragrance Demand Strong, But Retail Dynamics Weigh On 2025 Outlook

 
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Coty Inc. reports fiscal second quarter sales slipped 3% on a reported basis to $1.67bn, reflecting further slowing of the mass beauty market, particularly color cosmetics.

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NAD Under New Head Marcus Targets ‘AI Washing,’ Ads For Children

 
• By Eileen Francis

The National Advertising Division will pursue advertising that boasts the benefits of artificial intelligence before those benefits are actually achieved, says new NAD head Phyllis Hurwitz Marcus in an interview.

French Agency Proposes Effective EU Ban On CBD In Foods And Cosmetics

 
• By David Ridley

France's food safety regulator ANSES is proposing a reproductive toxicity category 1B classification for CBD under the EU's CLP regulation, which would mean an effective ban on CBD in cosmetics and foods. However, French hemp industry association UIVEC hopes that new evidence coming out of a European Commission review will put the issue to bed before it gets that far.

‘Ulta Beauty In Target’ Paused As Partners Evaluate Work, Improve Upon Efficiencies – New CEO

 
• By Eileen Francis

The expansion of Ulta Beauty in Target stores are paused for now as Ulta Beauty Inc. and Target Corp. “lean into” the 610 stores already established and consider how to drive efficiencies and leverage learnings, says new President and CEO Kecia Steelman.