Beauty in Five

Extravaganza Beauty acquires Roja London. Cosmetics Business and WWD Beauty report a Middle Eastern conglomerate has bought the British haute perfumery house, with funds directed at expansion, another prestige fragrance brand changing hands. (Cosmetics Business, WWD Beauty)

Sephora and Ulta Beauty move onto TikTok Shop. Cosmetics Business reports major beauty retailers are joining a platform it puts at US$4.4 billion in sales, with experts weighing reach against margin and brand control. (Cosmetics Business)

Interparfums extends Roberto Cavalli license to 2046. WWD Beauty and Premium Beauty News report a two-decade extension on what Interparfums describes as one of its fastest-growing brands, a reference point for fragrance licensing terms. (WWD Beauty, Premium Beauty News)

Supergoop! names Coty's Jamie Parker chief commercial officer. Cosmetics Business reports the sun-care brand has created the role for the first time, hiring Coty's former US general manager as it describes entering a next growth stage. (Cosmetics Business)

Also moving today:

EXCLUSIVE: ‘Euphoria’ Makeup Artist Donni Davy’s Half Magic Beauty Raises Series A (WWD Beauty)

E45, Nivea and Simple named UK’s most recommended beauty brands (Cosmetics Business)

Coty to Pay Former CFO Through June 2027 Following Leadership Transition (Global Cosmetics News)

Lumson expands global footprint with acquisitions in the US and Asia (Premium Beauty News)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

L'Oréal overtakes LVMH as France's most valuable company. L'Oréal now outranks LVMH by market value, per NEWS.am STYLE, a sign of how investors weigh beauty against a luxury sector under sales pressure. (NEWS.am STYLE)

Neutrogena launches sunscreens using newly FDA-approved BEMT filter. Neutrogena's new formulations are among the first US sunscreens built on bemotrizinol, per Cosmetics Business, the first new UV filter approved in over 25 years. (Cosmetics Business)

Puig to take full control of ISDIN after 50-year joint venture. Puig has agreed to buy Esteve's 50% stake in ISDIN, per Premium Beauty News, consolidating dermocosmetics as a growth pillar. (Premium Beauty News)

e.l.f. enters Brazil as Sephora exclusive. e.l.f. Cosmetics has launched in Brazil exclusively with Sephora, per Global Cosmetics News, the retailer's first mass colour cosmetics brand there. (Global Cosmetics News)

Also moving today:

Shiseido Sues Aldi China Over LACURA Lookalike Beauty Product (Global Cosmetics News)

Canada's prestige beauty market grows 6% in H1 2026, driven by hair care (Premium Beauty News)

Is Colgate-Palmolive seeking to divest some of its personal care brands? (Cosmetics Business, Global Cosmetics News)

Kimberly-Clark Prepares Asset Sales to Secure EU Approval for US$40 Billion Kenvue Deal (Global Cosmetics News)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

CVC Reportedly Weighs US$2 Billion Sale of Arthea. The Dr. Teal's and Cantu owner is said to be up for sale at a ~US$2 billion valuation, a test of buyer appetite for mass personal-care platforms. (Global Cosmetics News)

Belle Brands Acquires Hair Wellness Brand Vegamour. The Windsong-backed platform adds a biotech hair-wellness line to a portfolio that includes JVN Hair and KVD Beauty, extending private-equity consolidation in hair care. (Global Cosmetics News)

Highstock Raises $30M Series A Led by a16z. The B2B marketplace for surplus beauty inventory secures investor backing for excess-stock resale and plans to expand into apparel. (WWD Beauty)

Sephora Expands Neurodivergent 'Quiet Hours' Across Europe. The retailer is rolling out its accessibility initiative beyond a 32-store, eight-market pilot, adding an inclusion component to in-store strategy. (WWD Beauty)

Also moving today:

Beyoncé's Cécred hair care line releases first-ever hair perfume (Yahoo)

Hindustan Unilever Raises Investment as It Targets New High-Growth Categories (Global Cosmetics News)

Carisa Janes’ New Beauty Concept Store Wants Guests to Linger (WWD Beauty)

MakeUp in NewYork 2026 puts proof and trends center stage (Premium Beauty News)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Estée Lauder tells investors turnaround is gaining traction. Management used a Barclays consumer conference to frame recovery progress, the benchmark partners will now judge the quarter against. (Investing.com)

Japan replaces point-of-sale tax exemption with refunds. From November 1, international visitors claim consumption tax back rather than skipping it at checkout, changing the mechanics of a major travel-retail market. (Global Cosmetics News)

Yatsen revenue up 5.1 percent as skincare grows 40 percent. The Chinese beauty group's skincare portfolio expanded far faster than the company overall, a mix shift relevant to anyone selling into China. (Global Cosmetics News)

e.l.f.'s Naturium enters Sephora Mexico and Canada. The skincare brand launches exclusively at Sephora Mexico and expands into Sephora Canada, extending e.l.f. Beauty's reach across North American retail. (The Montreal Gazette, Financial Post)

Also moving today:

How beauty giant Estee Lauder's top technologist is betting on "AI everywhere" to fuel its turnaround | Fortune (Fortune)

Travel Retail Is Taking Off Again in Asia (WWD Beauty)

Kiko Milano opens first New York City store in a decade (Cosmetics Business)

Pinterest’s 2026 Men’s Trend Report: beard fade and fragrance wardrobe top beauty search terms (Cosmetics Business)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Australia clears Kimberly-Clark, Kenvue deal with conditions. Australia's competition regulator approved the US$40 billion acquisition only if Kenvue divests two period-care brands, setting a possible template for other authorities. (Global Cosmetics News)

Competing beauty retailers form cross-retailer partnerships. WWD Beauty reports a run of tie-ups between rival beauty retailers, including Sephora's TikTok Shop launch, which could shift where brands negotiate placement. (WWD Beauty)

Estée Lauder moves major brands onto Shopify. Glossy reports the company is replatforming several of its largest brands to Shopify in a stated push for more nimble operations, a signal for beauty DTC teams weighing their own stacks. (Glossy)

Rituals, Douglas and Sephora fund European store openings. European beauty retailers are directing capital into brick-and-mortar expansion, per europe-re.com, treating physical space as a discovery channel rather than a cost to cut. (europe-re.com)

Also moving today:

Who Will Be TikTok Shop’s Next Breakout Beauty Brand? (WWD Beauty)

Fragrance market growing at 5-6%, increasingly 'polarised', says L'Oréal (Market Screener)

MAC Cosmetics launches ‘We All Wear MAC’ campaign with celebrity cast (Cosmetics Business)

The ‘Cult’ of Biologique Recherche Comes to New York, Permanently (WWD Beauty)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Circana reports US beauty up 7% in both tiers. Circana's half-year read puts prestige and mass retail beauty each up 7% in the US, giving planners a demand baseline for the back half of 2026. (Premium Beauty News)

Kohl's Sephora sales fell 4% in second quarter. Kohl's says its in-store Sephora business declined 4% year over year last quarter, a read on how wider prestige distribution is affecting shop-in-shop partnerships. (al, The Motley Fool)

Natura names Alessandro Carlucci CEO from October 1. Natura's former chief executive returns to lead the Brazilian beauty group as João Paulo Ferreira steps down after a decade, signalling the company's next strategy phase. (Global Cosmetics News)

Dior reworks 13 archive fragrances for Dioriginals line. Dior and creation director Francis Kurkdjian have drawn on nearly 80 years of archives to restore scents including Diorissimo, testing whether heritage can drive fragrance growth. (Cosmetics Business)

Also moving today:

How AI hair analysis works, and what it can measure from a single photo (Cosmetics Business)

Beautyworld Middle East turns 30 as Arabic fragrances go global (Premium Beauty News)

Mane Group acquires Cvista to strengthen citrus fragrance capabilities (Cosmetics Business)

Kao Corporation promotes Michael Cramer to VP Professional Hair and Consumer Care Business EMEA (Cosmetics Business)

Ulta Beauty reveals the 8 brands selected for 2026 MUSE Accelerator (Cosmetics Business)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Sephora to debut monthly drops on TikTok Shop. Sephora says its monthly product drops will launch first on TikTok Shop before reaching its own site, stores or wholesale partners, a sequencing that affects brand launch planning and inventory allocation. (Digital Commerce 360, Global Cosmetics News, https://www.personalcareinsights.com)

Estée Lauder said to reshuffle luxury brand leadership. Premium Beauty News reports leadership changes across Estée Lauder's luxury brands as La Mer and skincare chief Sandra Main retires, a succession beauty operators read for portfolio signals. (Premium Beauty News)

K-beauty moves into hair, scalp and body care. Analysts describe Korean beauty shifting from trend supplier to a global formulation model, with hair, scalp and body care named as its next expansion categories. (https://www.personalcareinsights.com)

Philips adds voice guidance to Lumea IPL device. Philips says voice coaching on its at-home hair-removal device is meant to build user confidence, part of the company's stated €1 billion beauty sales target. (Cosmetics Business)

Also moving today:

Ulta Beauty (ULTA) Q2 2026 Earnings Call Transcript (The Motley Fool, The Wall Street Journal, https://www.personalcareinsights.com)

The Artistry-led Makeup Brand Target Is Betting On Next (WWD Beauty)

Jo Malone makes its first foray into pet grooming with WildWash (Premium Beauty News)

Beautyspace to Debut Little Luxuries Store in NYC, Betting Big on Mini Beauty Products (WWD Beauty)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Wella files for US IPO. Cosmetics Business reports the OPI and GHD owner has filed to list in the US, which would put a multi-brand beauty portfolio under quarterly public reporting. (Cosmetics Business)

Sephora to launch pilot storefront on TikTok Shop US. Cosmetics Business reports the LVMH-owned retailer debuts "Sephora Drop Shop" this month, placing a prestige assortment alongside TikTok's creator-led beauty sellers. (Cosmetics Business)

Estée Lauder names Boxford president of luxury brands. WWD Beauty reports Justin Boxford takes over Lauder's luxury beauty brands as La Mer president Sandra Main retires at yearend. (WWD Beauty)

China forecast splits domestic and global beauty strategies. McKinsey projects 6% annual growth in China's beauty market through 2028, per Personal Care Insights, but recent earnings show domestic and international players reading it differently. (https://www.personalcareinsights.com)

Also moving today:

Exclusive: K-beauty’s Nooni to make US retail debut with Target (Cosmetics Business)

Amouage Raises Concentration Stakes With Decision 42 and Overture 41 (WWD Beauty)

Exclusive: Jo Malone London breaks into dog grooming with Orange & Cedarwood Dog Shampoo (Cosmetics Business)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Wella Files for IPO on $2.9 Billion in Sales. The KKR-backed haircare group reports 9.2 percent sales growth and a return to net income, giving investors a fresh read on professional beauty valuations. (WWD Beauty, Global Cosmetics News)

Sephora to Pilot Monthly Drops on TikTok Shop. The retailer's Drop Shop begins in the U.S. on Sept. 19, moving prestige merchandising onto a social-commerce release cadence. (WWD Beauty)

Natura Returns Alessandro Carlucci as CEO from October 1. The Brazilian group brings back a former chief executive, opening brand and channel strategy set over the past decade to revision. (Premium Beauty News)

FTC Sues Amazon Over Alleged $20 Billion Ad Overcharges. The complaint targets Sponsored Products and Sponsored Brands billing, putting retail media measurement under regulatory scrutiny for beauty advertisers. (Global Cosmetics News)

Also moving today:

Dollar Shave Club expands personal care reach with Truly Beauty acquisition (Premium Beauty News)

Beiersdorf unveils Eucerin acne-prone skin treatment based on 20 years of microbiome research (Cosmetics Business)

Hailey Bieber’s Rhode confirms Sephora Europe launch date (Cosmetics Business)

Mane boosts citrus innovation and capabilities with Cvista acquisition (Premium Beauty News)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Ulta CFO Credits Prestige Hair Care For Growth. Ulta's finance chief tied recent growth partly to Cécred as prestige hair care reached a reported 20% of net sales, a signal of where shelf space is going. (Yahoo! Finance)

K-Beauty Moves From Niche Import To U.S. Mainstream. WWD Beauty reports K-beauty is expanding through major U.S. retail partnerships and record exports, turning it into a sourcing question rather than a trend to watch. (WWD Beauty)

Heritage Fragrance Houses Crowd The Fall Launch Window. Estée Lauder, Chanel and Guerlain are among the houses launching major scents this fall, concentrating competition for prestige retail space and marketing spend. (WWD Beauty)

Dyson Enters Oral Care With £419.99 Toothbrush. Dyson's CameraJet brush, which the company says flosses while brushing, tests how far a device brand can stretch beyond hair tools into oral care. (Cosmetics Business, WWD Beauty)

Also moving today:

Max Mara launches debut fragrance under long-term Shiseido licence deal (Cosmetics Business, Global Cosmetics News)

Victoria Beckham Holdings Returns to Profit as Beauty Drives Group Growth (Global Cosmetics News)

LG H&H Expands Dr.Groot Across 424 Sephora Stores in the US (Global Cosmetics News)

Shein Completes Hong Kong IPO as Listing Reshapes Investor Obligations (Global Cosmetics News)

Get Beauty in Five in your inbox every weekday: https://beautyinfive.com