Earnings
Ulta Beauty Inc. reported its holiday season ‘served as a culmination of our efforts to advance the business throughout 2025,’ with sales growing double digits. The firm executed ‘outstanding’ in-store and digital execution, bold marketing campaigns and a ‘compelling’ holiday assortment.
German company Beiersdorf AG has launched an initiative to strategically 'rebalance' its Nivea skin care brand to return it to an ‘elevated growth trajectory.’
New York-based Interparfums Inc. says it has capacity for more fragrance licenses and is actively working on more after securing the fragrance licenses for David Beckham and Nautica.
L’Oréal Groupe’s sales for the year advanced 1.3% on a reported basis and 4% like-for-like to €44.05bn, with strong second-half recovery in the US and China. CEO Nicolas Hieronimus projected on growth potential of brands it will obtain through its deal with Kering SA.
Coty interim CEO Markus Strobel, who took the helm from Sue Nabi starting Jan. 1, describes the company’s new “Coty. Curated.” growth initiative during the firm’s fiscal second quarter earnings presentation.
Oakland, Calif.-based E.l.f. Beauty Inc.’s reported sales in the fiscal third quarter soared 38% to $489.5m and its net income reached $39.4m, more than double what it achieved in the same period a year ago.
The Estee Lauder Companies' ‘Beauty Reimagined’ initiative is paying off a year after launch, with expanded distribution of brands and ‘breakthrough’ innovations, the firm says during a Feb. 5 fiscal second quarter earnings presentation.
“We remain fully committed to the integrated growth strategy that has enabled us to deliver significant growth and value creation, over the better part of the past decade,” says CEO Shailesh Jejurikar as firm reports net sales up 1% in latest quarter.
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.