Earnings
E.l.f. Beauty Inc. launches its e.l.f. makeup and skin care brands at ULTA Beauty stores in Mexico. The news followed the firm’s Nov. 5 fiscal second quarter results presentation, in which it reported its net sales grew 14% to $343.9m, lower than analysts’ expectations of $366m.
Coty plans to maximize Gucci beauty’s performance through the end of the licensing contract that ends in 2028, while accelerating growth in newer and higher-potential brands to offset the financial loss.
The Estee Lauder Companies reported 3% organic growth in the fiscal first quarter, versus a 13% decline in the fiscal fourth quarter, as it makes strides on its Beauty Reimagined strategy.
P&G reported fiscal first-quarter sales of $22.4 billion, up 3% year-over-year, surpassing analyst expectations as consumers continued to buy despite tariff-related price increases. CFO Andre Schulten said the company has cut its expected tariff-related costs in half to $400 million.
E.l.f. Beauty Inc.’s stock fell after an SEC filing on October 17 revealed that quarterly sales for its newly acquired rhode brand were $40m—below investor expectations based on earlier annualized figures and bullish forecasts.
Coty says the launch of fragrance mists across a dozen of its brands will help boost the topline in fiscal year 2026 by appealing to the demand for value scents that consumers can layer and should be incremental to its strong prestige fragrance business.
Estee Lauder says tariffs will hit its bottom line by $100m in fiscal year 2026, as it continues to work toward mitigation strategies. For the full fiscal year 2026, ELC estimates its sales will be in line with or ahead of prestige beauty in key markets, with reported sales in the range of 2%-5%.
When consumer health and beauty firms announce results for current quarter, they likely will note trend many reported after first quarter, an uptick in revenues and volume due to consumer concern about Trump’s tariffs gambit leading to higher product prices.
Henkel’s Consumer Brands division in the first half of the year declined 6.8%, reflecting ‘subdued’ consumer sentiment and destocking, though the negative trend eased up in the second quarter.
Oakland, Calif.-based e.l.f. Beauty, Inc. says it expects white space opportunities and the Hailey Bieber rhode lifestyle beauty acquisition to more than double its business in coming years.
Beiersdorf is launching NIVEA Epigenetics Rejuvenating Serum with Epicelline, the biggest launch in its history. The range will debut first in Europe, reaching 30 countries by the end of 2025.
Even as CEO Jon Moeller and lead board member Joe Jiminez as well as analysts state confidence the firm’s growth strategy will continue with the executive suite change, the impact of tariff policies could put a dent in its results.
Retailer Ulta Beauty, Inc. reports net sales in the fiscal first quarter beat consensus estimates, rising 4.5% to $2.85bn, as the company sees benefits of its recently announced ‘Beauty Unleashed’ initiative.
E.l.f. Beauty, Inc. has agreed to acquire celebrity and model Hailey Bieber’s rhode lifestyle beauty brand for $1bn, the firm reported during a 28 May fiscal fourth quarter earnings call, during which it also announced plans to raise product prices to ‘partially’ mitigate the impact of tariffs.
Shiseido’s Drunk Elephant premium skin care range – acquired in 2019 – and its NARS brand dragged sales in the Americas region down almost 20% in the first quarter, the firm reported in a 12 May earnings presentation.
New York-based International Flavors & Fragrance, Inc. has shifted procurement to alternative supply sources and is balancing production across its global network in response to US tariffs, though company executives say ingredients for discretionary products face risk.
Coty lowers its revenue and profit outlook for FY25, though it believes FY26 will be a better year thanks to a return of ‘blockbuster’ product launches, market expansion and mitigation strategies for current economic uncertainties.
The Estee Lauder Companies reported a 10% drop in reported sales during its fiscal third quarter presentation on a 28% decline in travel retail organic sales. The firm, which lowered its FY 2025 sales expectations, says it expects positive growth in FY 2026.
The Procter & Gamble Company is working to mitigate the impact of tariffs, which will add up to $1.5bn in costs annually. The firm has lowered its fiscal 2025 outlook.
Beiersdorf AG hit some initial bumps with a repositioning of its business in China, but the firm is optimistic about the rollout of Thiamidol Skin Care In 2026.