Beauty in Five

EU small-parcel levy linked to lower Asian import volumes. Premium Beauty News reports shipments from Asian e-commerce platforms have fallen since the EU's low-value import tax took effect, with implications for beauty sellers' cross-border pricing. (Premium Beauty News)

Ultra Violette launches first US sunscreen with bemotrizinol. The Australian brand says its Unblock Screen SPF 50 is the first US sunscreen formulated with bemotrizinol, a filter the FDA approved in June 2026, signalling movement in the American UV-filter pipeline. (Ultra Violette)

Digiday: few Black-owned brands in Target beauty relaunch. Digiday reports Target's refreshed emerging-brand beauty assortment, launching September 10 in more than 600 stores, includes very few brands from Black entrepreneurs. (Digiday)

rhode sets European launch date with Sephora. rhode, the Hailey Bieber-founded brand owned by e.l.f. Beauty, says its products will reach Sephora online and most European stores, its first structured European retail rollout. (FinanzNachrichten.de)

Also moving today:

EXCLUSIVE: Laura Geller Returns to Brick-and-mortar With Nationwide Launch in Sephora at Kohl’s (WWD Beauty)

Mao Geping Cosmetics Reports 26.2% Revenue Growth in First Half (Global Cosmetics News)

Old Navy Expands into Beauty with US-Wide Beauty Co. Rollout (Global Cosmetics News)

Omani Rose: Amouage builds a new fragrance raw material supply chain (Premium Beauty News)

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Estée Lauder guides fiscal 2027 above analyst estimates. The company forecast FY2027 adjusted EPS of $3.10, $3.35 on fragrance and skincare demand, leaving makeup as the category to watch for whether the recovery broadens. (Yahoo! Finance)

Kohl's reports Sephora shop-in-shop sales down 4%. Kohl's attributes the decline to Sephora brands widening distribution to other retailers, a data point for anyone weighing partnership retail against exclusivity. (Journal Sentinel)

K-beauty brands push from online into Sephora and Target. Brands that scaled on Amazon and TikTok are moving to U.S. physical shelves, which 조선일보 reports account for about 70% of cosmetics sales. (조선일보)

Regent acquires Avon North America, unifying brand ownership. Regent has bought Avon North America from LG H&H, placing the North American and international businesses under one owner for the first time. (Premium Beauty News)

Also moving today:

Kayali’s Next Big Bet? Body Care (WWD Beauty, Cosmetics Business)

Ulta Beauty appoints PacSun CEO Brieane Olson to Board (Global Cosmetics News, Cosmetics Business)

Rihanna's Fenty Beauty reveals reimagined Pro Filt’r foundation (Cosmetics Business)

Men's grooming is booming as more men invest in skin care and cosmetic treatments (KPRC)

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Ulta Beauty raises full-year outlook after Q2 beat. Ulta topped Wall Street estimates on an 8.9% sales rise and lifted its guidance, setting a demand read brands plan wholesale and promo calendars against. (WWD Beauty, Investing.com)

Tatcha adds ambassadors in science-led brand refinement. Under new CEO Diane Kim, Tatcha is adding three ambassadors including Naomi Osaka and leaning harder on science-based messaging, WWD Beauty reports. (WWD Beauty)

Nyakio Grieco reacquires Thirteen Lune, plans South Africa entry. The founder regains ownership of the inclusive beauty platform and announces a Takealot partnership, putting a US multi-brand retailer on a South African route. (WWD Beauty)

Cosmetics Business reports K-pharmacy as next K-beauty wave. Pharmacy-positioned Korean brands are moving clinical, science-led formulas into the mainstream, a shift buyers may need to factor into assortment and claims. (Cosmetics Business)

Also moving today:

The surprising reason behind Vaseline’s recent ‘Baseline’ rebrand (Cosmetics Business)

Curology says Walmart shoppers convert to prescription skin care at 5x its online rate (Glossy)

PDC Brands Rebrands as Arthēa (WWD Beauty)

The beauty product recalls of 2026 so far (Cosmetics Business)

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Compliance executive breaks down cosmetics TPO ban. A Cosmetics Business opinion piece walks through the TPO restriction and what it describes as two separate Great Britain dates, a calendar item for anyone formulating with photoinitiators. (Cosmetics Business)

Regent agrees to buy Avon North America from LG H&H. Global Cosmetics News reports the deal would put Avon's North American and international businesses under common ownership for the first time since their 2016 separation. (Global Cosmetics News)

WWD: men's fragrance share fragments as launches multiply. WWD Beauty reports new players are taking share in men's fragrance amid a heavy launch calendar, a shift that bears on shelf negotiation and launch timing. (WWD Beauty)

Reports flag tariff exposure on sub-$10 beauty items. Coverage of U.S., Canada trade measures says cross-border duties could reach the low-priced beauty products brands rely on for trial and basket-filling. (Financial Post, MoneyControl, Bloomberg Business)

Also moving today:

Middle East beauty market to hit $21 billion by 2030 (Cosmetics Business)

EXCLUSIVE: Nancy Twine to Launch New Hair Care Brand (WWD Beauty)

Coty names Soraya Benchikh CFO amid rocky Q4 financial update (Cosmetics Business)

Essity to Acquire Kenvue’s Brazil Feminine Care Business for US$284 Million (Global Cosmetics News)

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Regent acquires Avon North America, reuniting Avon halves. Cosmetics Business reports Regent's acquisition puts Avon North America and Avon International under one owner for the first time in a decade, with Lisa Siders named CEO. (Cosmetics Business)

South Korea passes first dedicated cosmetics industry law. Global Cosmetics News reports the National Assembly passed an act creating South Korea's first legal framework for cosmetics as a strategic growth and export industry. (Global Cosmetics News)

Coty names Soraya Benchikh chief financial officer. Global Cosmetics News reports Benchikh becomes Coty CFO on September 1, 2026, succeeding Laurent Mercier as the group reshapes its leadership and operating structure. (Global Cosmetics News)

Epicutis raises $25 million from GroundForce. Cosmetics Business reports private equity firm GroundForce has taken a minority stake in Epicutis, with funds earmarked for brand awareness and skin care development. (Cosmetics Business)

Also moving today:

Lady Gaga’s latest beauty venture is skin health research firm Outer Bio (Cosmetics Business)

Dreame Technology ordered to modify 'two-minute' hair drying claims following NAD investigation (Cosmetics Business)

Wipro Consumer Care acquires Dermatouch to enter digital-first premium skincare (Global Cosmetics News)

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Estée Lauder CEO defends strategy after 10,000 job cuts. The CEO rejected speculation about the company's talent base following mass layoffs, per Marketing Week, a claim recruiters and rivals across the sector will be watching. (Marketing Week)

IT Cosmetics to close its only China online store. L'Oréal-owned IT Cosmetics will shut its Tmall Global flagship on September 2, 2026, per Global Cosmetics News, leaving the brand without an official online purchase route in China. (Global Cosmetics News)

WWD identifies three throughlines in beauty's H1 results. Reporting-season themes include K-beauty's growing importance in the Americas, continued hair-care growth and China's return, per WWD, inputs operators can carry into second-half planning. (WWD)

WWD: AI answer engines are reshaping beauty discovery. Generative engine optimization is changing the consumer path to purchase and brands need to shift gears fast, per WWD Beauty, with implications for search budgets, product copy and retailer feeds. (WWD Beauty)

Also moving today:

Coty returns to sales growth as Coty.Curated strategy moves into execution (Global Cosmetics News)

DSM-Firmenich agrees to $33 million settlement following alleged price fixing (Cosmetics Business)

Fenty Beauty Reinvents Foundation: Rihanna Unveils Pro Filt’r Fluid Flex Formula (WWD Beauty)

Saudi Arabia’s Beauty Market Booms With Young, Trend-savvy Consumers (WWD Beauty)

Dolce Glow Raises Star-studded $11 Million Series A Funding (WWD Beauty)

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Estée Lauder forecasts annual profit above estimates. Estée Lauder's guidance tops many Wall Street estimates, setting the demand benchmark buyers and brand teams plan against this year. (The Manila times, Economic Times, esmmagazine.com)

Coty reports wider losses, calls fiscal 2027 transitional. Coty posts wider fiscal 2025/26 losses after the early Gucci Beauty licence transfer, showing the cost side of fragrance-licence reshuffling. (Premium Beauty News, WWD Beauty, Cosmetics Business)

PROYA partners with Ulta Beauty for US launch. Chinese brand PROYA enters US prestige skincare via a national retailer, a distribution route other inbound entrants will watch. (Global Cosmetics News)

EU packaging waste regulation enters into force. The PPWR took effect across the EU on August 12, setting a harmonised packaging framework for anyone selling into the Single Market. (Premium Beauty News)

Also moving today:

Dsm-firmenich proposes Richard Ridinger as Chair as Thomas Leysen announces retirement (Cosmetics Business, Global Cosmetics News)

Haut.AI and Grupo Boticário take AI skin analysis to nearly 4,000 O Boticário stores (Cosmetics Business)

Target raises 2026 outlook as Q2 sales rise and beauty delivers high single-digit growth (Global Cosmetics News)

Fragrance drives US prestige beauty as sales top $17 billion in first half of 2026 (Cosmetics Business)

CVC Capital invests KRW300 billion in K-beauty distributor Silicon2 (Global Cosmetics News)

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Chanel reports first-half growth in beauty division. Global Cosmetics News reports Chanel's fragrance and beauty arm grew in the first half of 2026, a read on whether prestige beauty is holding up as wider luxury softens. (Global Cosmetics News)

Dermata launches Tome, a weekly spicule skincare treatment. WWD Beauty reports ingredient developer Dermata is launching its own consumer brand, testing whether a $45 once-weekly at-home treatment can sit alongside in-clinic procedures. (WWD Beauty)

KT and Amorepacific deploy AI assistant for product research. The partners say their generative-AI tool, Lemon, cuts research and regulatory review time in product development, time savings that are company-stated, not independently verified. (Global Cosmetics News)

Also moving today:

Have you heard of biotech beauty? We took a closer look (NewsChannel 3-12, CNN International)

P&G Appoints Shailesh Jejurikar as Chairman Following Leadership Transition (Global Cosmetics News)

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Douglas reports Q3 sales decline, narrower margins. Douglas Group posted a 2% revenue drop and lower profitability across its three largest European markets, per Investing.com, a direct read on prestige beauty demand. (Investing.com)

BASF brings Tinosorb S UV filter to US. BASF says bemotrizinol is now available in the US following FDA approval as a sunscreen active, giving domestic formulators a filter previously limited to overseas SKUs. (Premium Beauty News, Cosmetics Business)

Amorepacific, LG H&H profits rise amid China pivot. Personal Care Insights reports both Korean beauty groups posted stronger profits while shifting focus from China toward Brazil, India and other emerging markets. (https://www.personalcareinsights.com)

Also moving today:

Saudi Arabia Bans Syringe-Style Cosmetics From 2027 (Global Cosmetics News)

Allies of Skin voluntarily recalls sunscreen over sunburn risk (Cosmetics Business)

Lush succeeds in ‘LushVibe’ trademark challenge (Cosmetics Business, Global Cosmetics News)

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Circana: online overtakes stores in prestige skin care. Circana's first-half 2026 read puts online ahead of brick-and-mortar as the top prestige skin-care channel, setting a dated benchmark for distribution planning. (WWD Beauty)

Interparfums co-founder says fragrance is 2026's treat spend. Jean Madar tells Cosmetics Business that fragrance, not lipstick, is beauty's affordable-treat category in 2026, a read that bears on assortment and marketing bets. (Cosmetics Business)

Natura Q2 profit falls 82%, missing Citi forecast. Natura &Co posted BRL 35 million in Q2 2026 net profit, down 82% year on year and below Citi's estimate, per Premium Beauty News and Cosmetics Business. (Premium Beauty News, Cosmetics Business)

Also moving today:

Korean hair care is K-beauty’s next breakout category (Cosmetics Business)

APR Posts Record Q2 as Cosmetics Revenue Jumps 186% (Global Cosmetics News)

E.l.f. Beauty sales soar 36% as Rhode’s new range delivers $27 million DTC sales in one day (Cosmetics Business, Global Cosmetics News)

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