Beauty in Five

L'Oréal reports 7.7 percent sales rise to €35.33 billion. The category's largest player says fragrance and India led the gain, setting the benchmark rivals' quarters will be measured against. (Indian Television Dot Com)

EU Parliament approves more flexible CMR deadlines for cosmetics. Parliament's vote would reset how long brands have to reformulate and sell through products containing newly classified hazardous substances. (Global Cosmetics News)

Galderma raises 2026 sales outlook for a second quarter. A second consecutive guidance raise from a pure-play aesthetics and dermatology company is one of the clearer reads on injectable demand. (Global Cosmetics News)

Kayali launches in China exclusively through Sephora. A founder-led niche fragrance brand enters the market via a single retailer, testing prestige scent demand without a multi-retailer footprint. (WWD Beauty, Cosmetics Business)

Also moving today:

EXCLUSIVE: The Center and Dr. Mamina Turegano Acquire Boscia Skin Care Brand (WWD Beauty)

BASF Raises Evonik Takeover Bid to More Than €11 Billion as European Chemicals Sector Reshapes (Global Cosmetics News)

Gen Z takes beauty beyond metros as Myntra reports 200 per cent K Beauty growth (Indian Television Dot Com)

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L'Oréal Q3 sales beat forecasts on premium demand. The sector's largest player reports third-quarter sales above analyst forecasts, giving competitors and retail buyers a read on category pricing power. (The Manila times, Checkout)

L'Oréal CEO links GLP-1 use to skincare shifts. The industry's largest player now attributes changing skincare consumption to weight-loss drugs on the record, giving brand and retail teams a named demand variable. (Business Standard)

EU Parliament adopts longer withdrawal window for CMR cosmetics. The adopted text gives manufacturers more time to pull cosmetics containing certain hazardous substances, resetting compliance dates for EU regulatory and supply-chain teams. (Premium Beauty News)

First new US sunscreen filter since 1999 reaches shelves. La Roche-Posay, Neutrogena and Ultra Violette have launched bemotrizinol SPFs, widening what US formulators can claim after the FDA's first new filter clearance in 26 years. (Cosmetics Business)

Also moving today:

Procter & Gamble sales top $23.3 billion in strong Q1 2027 (Cosmetics Business, Global Cosmetics News)

China's beauty paradox: Exports catch up to K-beauty despite domestic slowdown (https://www.personalcareinsights.com)

Indonesia Extends Halal Certification Deadlines for Cosmetics and Personal Care to 2028 (Global Cosmetics News)

YSL Beauty steps up its investment in Brazil with first store in São Paulo (Premium Beauty News)

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L'Oréal reports 6.9% like-for-like growth to September. The group reports nine-month sales of 35.33 billion euros, the pace benchmark rivals now get measured against. (FinanzNachrichten.de, Glossy, Investing.com)

Jefferies tracker: China online beauty sales fell 6% in September. A 6 percent year-on-year contraction across multinational brands, per Jefferies, sits behind much of the sector's stated growth outlook. (Global Cosmetics News)

P&G raises forecasts, citing beauty among growth drivers. Beauty carrying growth inside a mass household-goods portfolio is a read on whether premium personal care holds while consumers trade down. (Premium Beauty News)

Puig posts record third quarter on makeup and fragrance. Net revenue of 1.39 billion euros, up 5.6 percent like-for-like, gives brand teams a fresh data point on premium demand. (Premium Beauty News, Cosmetics Business, Global Cosmetics News)

Also moving today:

Nivea Sun gears up to become Official Sun Protection of the Tour de France (Cosmetics Business)

Russian Attack Damages Ukrainian Personal Care Manufacturer 2K, Halting Production (Global Cosmetics News)

Unilever Sells Welly Bandage Brand to Forward Consumer Partners (Global Cosmetics News)

Very Great Enters Beauty With Haeze, a New Fragrance Brand (WWD Beauty)

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UK proposes ban on high-risk cosmetic procedures for teens. Cosmetics Business reports the UK Government has proposed barring under-18s from high-risk procedures and restricting who may perform them, a change to clinic staffing and compliance if adopted. (Cosmetics Business)

Puig reports third-quarter sales up 7.2 percent. Puig says every region and both its fragrance and makeup businesses grew in the quarter, giving the prestige sector a same-period benchmark. (WWD Beauty, Investing.com)

La Roche-Posay launches first US Anthelios sunscreen with bemotrizinol. Cosmetics Business reports the L'Oréal-owned brand has brought the first new FDA-approved OTC sunscreen filter since 1999 to the US market. (Cosmetics Business)

Galderma, Natura and L'Oréal test products for GLP-1 users. Reuters reports three beauty companies are testing treatments aimed at facial volume loss associated with obesity drugs, a segment whose commercial size is still unproven. (Reuters)

Also moving today:

Interparfums SA Stock Surges Following Strong Q3 (WWD Beauty)

Sephora UK MD on 2027 expansion plans and the M&S store partnership: ‘Now we want proximity’ (Cosmetics Business)

Chanel sells majority Capsum stake to Motion Equity Partners (Cosmetics Business, Premium Beauty News)

Study flags prenatal neurodevelopmental risks from phthalates and bisphenols (Premium Beauty News)

Ex-Mattel executive Krista Lee Berger takes global marketing role at Clinique (Premium Beauty News)

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Sephora closes French stores during violent protests. LVMH-owned Sephora says it shut stores in France to protect staff, pulling trading offline in one of its core European markets. (Cosmetics Business, Global Cosmetics News)

Jefferies tracker: China online beauty sales down 6%. Jefferies reports China's online beauty market contracted 6% in September, putting a number on a market many brands' growth guidance still leans on. (Investing.com)

Kearney: beauty deal count up, median value down. A Kearney study reports 2025 beauty M&A accelerated in volume while median deal value fell, a mix consistent with smaller bolt-on buying. (WWD Beauty)

Chanel sells Capsum majority stake to Motion Equity. Chanel has handed majority control of contract manufacturer Capsum to a financial sponsor, moving supply-side capacity out of brand ownership. (WWD Beauty)

Also moving today:

Milan Luxury Retailers Close Stores Amid Civil Unrest (Global Cosmetics News)

Vinted Removes Suspected Stolen Goods Following French Retail Riots (Global Cosmetics News, 경향신문)

Beauty M&A has outperformed the broader consumer market in 2026 (Cosmetics Business)

Beauty Was Amazon's Most-Purchased Category During Prime Big Deal Days 2026, Market Defense Report Finds (CNHI News)

Mikayla Nogueira’s POV Beauty secures $15 million investment to accelerate its Sephora momentum (Cosmetics Business)

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Study reports GLP-1 users spend more on fragrance. A US study of GLP-1 users found they spent 26% more on fragrances than the typical consumer, per The Independent and Reuters, a demand signal for a category already leaning into edible notes. (The Independent, Reuters)

Inflexion takes minority stake in nail brand Manucurist. Cosmetics Business reports Manucurist has received a minority investment from Inflexion, the Medik8 backer, with proceeds earmarked for US expansion. (Cosmetics Business)

Dolce & Gabbana Beauty targets up to 70 boutiques. CEO Gianluca Toniolo has outlined up to 70 independent beauty boutiques worldwide and a double-digit growth target for 2026, according to Cosmetics Business. (Cosmetics Business)

L'Oréal and Avolta set 10% refillable fragrance goal. L'Oréal Travel Retail and Avolta have signed a sustainability-linked business plan targeting 10% refillable fragrance solutions at travel hubs by 2030, per Cosmetics Business. (Cosmetics Business)

Also moving today:

Dermalogica CEO Aurelian Lis to Step Down After a Decade (Global Cosmetics News)

Chanel Continues Board Restructuring as Bruno Pavlovsky Steps Down (Global Cosmetics News)

Substance of Light, a UV Skin Care Brand, Wins the First Sephora Prize for Emerging European Brands (WWD Beauty, Yahoo News)

Jennifer Lawrence is breaking into beauty with her own hair care brand Mes° (Cosmetics Business)

From Olaplex to Oribe, hair care brands are targeting ‘bond repair fatigue’ (Cosmetics Business)

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Galderma agrees to buy ZO Skin Health for $1.5 billion. Galderma says the deal strengthens its medical skincare position, putting an announced price on a physician-dispensed brand. (Premium Beauty News)

Piper Sandler teen survey reports five percent rise in beauty spend. Teen skin care and cosmetics outlay rose five percent, and Rhode entered the rankings for the first time. (WWD Beauty, Yahoo News)

Douglas Group names Jean-Marc Bellaiche chief executive. Europe's largest beauty retailer changes leadership on November 1, putting brand partners in front of a new decision-maker. (Cosmetics Business, Premium Beauty News)

Shiseido sues Shein over sales outside authorized network. Shiseido seeks more than EUR 2.6 million in damages in a case reported as a test of selective distribution terms. (Premium Beauty News)

Also moving today:

CJ Olive Young Expands K-Beauty Distribution Through Sephora in Southeast Asia and Hong Kong (Global Cosmetics News)

Foreign beauty brands retain stronghold in China (asianews.network, China Daily)

Victoria’s Secret to leverage fashion show to promote beauty expansion and first-ever skin-care partnership (Glossy)

L'Occitane enters longevity with ‘new approach’ to ageing inspired by 25 years of research (Cosmetics Business)

Mane to invest EUR 45 million in new Fragrance Design Centre in France (Premium Beauty News)

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EU clears Kimberly-Clark's Kenvue deal with divestments. Global Cosmetics News reports the European Commission approved the US$40 billion acquisition on condition that several feminine hygiene brands are sold, setting the terms for the largest personal-care combination now in play. (Global Cosmetics News)

Galderma to buy ZO Skin Health for US$1.5 billion. Galderma has signed an agreement to acquire the US physician-dispensed skincare brand, per Global Cosmetics News, placing an aesthetics-channel label inside a dermatology group. (Global Cosmetics News)

Shiseido unit sues Shein in France over cosmetics sales. Beauté Prestige Internationale has filed a €2.6 million unfair-competition claim over sales outside its authorised network, according to Global Cosmetics News, testing how selective distribution holds up against marketplaces. (Global Cosmetics News)

French cosmetics exporters report China customs delays. Industry association Cosmetic Valley links slower clearance into China to trade tensions over European fast-fashion import restrictions, per Global Cosmetics News. (Global Cosmetics News)

Also moving today:

Givaudan Stock Surges, Symrise Opens Scent Center in Singapore (WWD Beauty)

Shein UK Sales Rise 26 Percent to £2.58 Billion, Overtaking Asos (Global Cosmetics News)

PPWR: What UK beauty manufacturers need to know about exporting to Europe (Cosmetics Business)

El Niño Disrupts Indonesian Palm Oil Supply Chains as Rivers Run Low (Global Cosmetics News)

Estée Lauder places Kilian Paris and Frédéric Malle under the leadership of Guillaume Gellusseau (FashionNetwork.com)

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Christian Dior Names Two New Board Members. Global Cosmetics News reports Dior has seated Xavier Musca and Tony Estanguet ahead of a restructuring of the Arnault family's Dior and LVMH holdings. (Global Cosmetics News)

Estée Lauder CEO Describes Culture Overhaul. In an interview with WWD, chief executive Stéphane de La Faverie sets out how he is reshaping the company's internal culture during its turnaround. (WWD)

Monthly Roundup Tracks Beauty M&A Activity. Global Cosmetics News reports private equity and multinational consumer-goods buyers continuing to target established beauty, personal-care and wellness businesses. (Global Cosmetics News)

India's Beauty Distributors Build Out B2B Arms. Fortune India reports Nykaa and Shoppers' Stop are expanding the distribution layer that sets terms for international brands in a roughly $23 billion market. (FortuneIndia)

Also moving today:

Argos expands marketplace beauty offering with K-beauty favourite Medicube and Dermalogica (Cosmetics Business)

Symrise inaugurates new Grasse site for natural fragrance ingredients (Premium Beauty News)

IFF develops Aquascent, a new water-based fragrance technology (Premium Beauty News)

AS Watson Group appoints Katinka Ruikes as Managing Director of Kruidvat Belgium (Premium Beauty News)

Amorepacific invests in biotech firm Junevity to create ‘next-generation’ skin longevity cosmetics (Cosmetics Business)

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Fairfax, Wittington Agree US$8.9 Billion Boots Deal. The two investment firms have agreed to buy the UK beauty and pharmacy retailer in a deal the parties value at about US$8.9 billion including assumed debt, putting No7 and the store estate under new ownership. (Global Cosmetics News)

Prestige Beauty Brands Move Onto Amazon, Strategist Says. Charlotte Tilbury and Estée Lauder are among premium names now listing on Amazon, raising the question of which assortment, pricing and content controls brands carry with them. (Cosmetics Business)

South Korea Launches IP Protection Push For K-Beauty Exporters. Seoul is setting up a joint government initiative against overseas counterfeiting and trademark squatting aimed at small and mid-sized exporters, positioning IP enforcement as export infrastructure. (Global Cosmetics News)

Merit Adds Second Fragrance With Perfumer Dominique Ropion. The complexion-led brand's New Wave L'Extrait de Parfum extends it further into scent, a move its CEO describes as establishing Merit as a multicategory lifestyle brand. (WWD Beauty, Cosmetics Business)

Also moving today:

Biologique Recherche’s CEO Has Exited, Sources Say (WWD Beauty)

Kiehl’s opens European flagship in the heart of London (Cosmetics Business)

Nutrafol Expands Hair Health Portfolio With Launch of Strand Serum (WWD Beauty)

Annette Green, Former Fragrance Foundation President, Dies at 102 (WWD Beauty)

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