Newly On Its Own, Kenvue Still Emphasizes Traditional ‘Arsenal Of Tools’ To Deliver Results

During Kenvue’s first earnings briefing, CEO Thibaut Mongon touts adding products and extending lines but repeatedly references attention to fundamentals of manufacturing and marketing OTC drugs, personal and skin care lines and other consumer health products.

Executives and management staff at New York Stock Exchange on 4 May when Kenvue shares became available. • Source: Kenvue

Kenvue Inc.’s quarterly sales and earnings debut is proof that, even for a new business marketing brands with decades of history, whether revenues grow and costs are controlled depends on delivering in the marketplace, managing portfolio and sustaining supply and distribution.

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

 

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.

US ‘Land Of Opportunity’ For Beauty On Population Trends, Consumption – L’Oréal

 

L’Oréal Groupe expects total sales in 2025 to beat 4%-4.5% growth anticipated for the overall beauty market, with US population growth, planned innovations boding well across its beauty businesses.

P&G North America: ‘Whole Body’ Deodorants Freshen Beauty Segment As Skin Care Slides

 

Cincinnati-based P&G reports its antiperspirants/deodorants business is a ‘pocket of strength,’ growing 11% in the US in the fiscal second quarter and helping lift overall beauty sales as skin care stumbles.

IFF’s Scent R&D Pipeline Packed With Natural, Synthetic, Biotech Molecules

New York-based International Flavors & Fragrances, Inc.’s Scent division is undertaking R&D in natural, synthetic chemistry and biotech molecules, says CEO Erik Fyrwald during a third quarter earnings presentation 6 November.

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Target Beauty’s In-Store Presentation, Digital Support Nearly Double Division’s Sales Since 2019

 

Target’s Beauty division was its strongest business unit in fiscal 2024, nearly doubling in six years to reach $13.2bn on strong in-store presentation and digital support, the retailer says.

Cosmetic Industry Deals: ELC/Biotech Partnership Will Further Lauder’s Skin Longevity Push; L’Oréal Cuts Ribbon On $160M US Innovation Center

 

Estee Lauder Companies collaborates with Serpin Pharma to explore anti-inflammatory innovation and skin longevity, while L’Oréal Group celebrates the grand opening of North America Research & Innovation Center with ribbon cutting event.

K-Beauty ‘Renaissance’ Sparked By Growth On US Amazon Platform

 

K-beauty (Korean beauty)’s success in US e-commerce in 2024 was independent of overall US market beauty growth, surging 63% year-over-year on average, according to Samsung Securities.