Beauty in Five

Nutrire Makes Retail Debut Exclusively With Ulta Beauty. The scalp-care brand announced a nationwide launch with Ulta, its first retail distribution outside professional channels. (CNHI News, Glossy)

Natura Reports Brazil Pressure, Hispanic America Growth in 2Q26. Natura posted BRL 5.2 billion in second-quarter revenue, citing softness in Brazil while reporting 7.2% growth in Hispanic America. (Natura)

Rare Beauty Launches Second Fragrance, Rare Beginnings. Selena Gomez's brand added a fruity-floral eau de parfum sold exclusively at Sephora, extending fragrance into a repeat category. (Cosmetics Business)

DSM-Firmenich Agrees $33 Million Fragrance Antitrust Settlement. The supplier settled direct-purchaser claims alleging price fixing in fragrance ingredients, putting a figure on the sector's antitrust exposure. (Global Cosmetics News)

Also moving today:

Estée Lauder and Puig keep fragrance ambitions alive after failed merger (https://www.personalcareinsights.com)

Partners Group in Exclusive Talks for Aroma-Zone (WWD Beauty)

Luxury returns to growth, fueled by US and China demand (Premium Beauty News)

Samantha Ravndahl’s Auric beauty brand to close due to market conditions (Cosmetics Business)

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Kenvue reports Q2 miss as beauty unit grows. Cosmetics Business reports Kenvue fell short of Q2 2026 estimates on tariffs, inflation and currency costs, while its beauty division grew, putting cost pass-through back on the sector's agenda. (Cosmetics Business)

Shiseido reports Q2 profit up about 90%. Shiseido attributes a roughly 90% profit rise to its turnaround plan, per Cosmetics Business and Global Cosmetics News, with Americas recovery and fragrance named as drivers. (Cosmetics Business, Global Cosmetics News)

Henkel raises full-year guidance after H1 2026. Henkel lifted its full-year outlook on organic sales up 3.2% in H1 2026, per Cosmetics Business and Global Cosmetics News, with acquired hair care brands contributing as consumer brands softened. (Cosmetics Business, Global Cosmetics News)

Also moving today:

Exclusive: Jupiter enters Ulta Beauty as the retailer targets dandruff, solution-based hair care (Glossy)

PZ Cussons reports 5.4% revenue increase as Africa strategic review delivers (Cosmetics Business)

CeraVe’s game plan to become a leading dermocosmetics sun care brand (Cosmetics Business)

Jo Malone London debuts first gaming collaboration with Fortnite to promote Sea Salt & Bergamot (Cosmetics Business, WWD Beauty)

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Armani names Jonathan Bailey global fragrance ambassador. Cosmetics Business and WWD Beauty report the British actor will front Armani's new men's scent, I Will, the house's first men's fragrance launch in about two decades, per the reports. (Cosmetics Business, WWD Beauty)

Also moving today:

Dior expands hero men’s fragrance franchise Sauvage with a woody extrait (Cosmetics Business)

MAC Cosmetics’ Next Creative Muse? Jean-Michel Basquiat (WWD Beauty)

Nykaa Beauty Business Drives Profit Growth as Company Expands Skincare Portfolio (Global Cosmetics News)

Nykaa Appoints Former Instamart Executive to Lead Quick Commerce Expansion (Global Cosmetics News)

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E.l.f. Beauty Raises Fiscal 2027 Sales Forecast. E.l.f. lifted its full-year outlook to $1.93, $1.96 billion, per WWD Beauty, putting a mass-priced portfolio near a $2 billion mark. (WWD Beauty)

Boots Sale Talks Stall After Reduced Offer. Takeover negotiations for the UK health and beauty retailer have stalled after the Weston family lowered its bid, Global Cosmetics News reports, leaving a £7 billion deal in doubt. (Global Cosmetics News)

Boots and Marks & Spencer Set UK Beauty Expansion Plans. Both high-street retailers are moving to build beauty market share, WWD Beauty reports, pointing to tighter competition for listings and shelf space. (WWD Beauty)

Also moving today:

Beiersdorf eyes acquisitions to reduce reliance on Nivea (Cosmetics Business)

Brazil Moves to Ease Regulatory Barriers for K-Beauty Expansion (Global Cosmetics News)

Will Pai Partners Be Next Owner of Elemis? (WWD Beauty, Cosmetics Business)

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P&G to Acquire Thorne for $3.8 Billion. WWD Beauty reports P&G is buying supplement maker Thorne for $3.8 billion, extending a mass CPG owner into premium wellness. (WWD Beauty)

Sephora and Olive Young Set 19-Brand Korean Lineup. WWD Beauty reports the Sephora, Olive Young partnership launches Aug. 20 with 19 Korean brands in 500 U.S. doors, testing whether Olive Young's curation travels. (WWD Beauty)

Reuters: Prestige Skincare Outpaces Bags in China. Reuters reports Chinese luxury shoppers are favoring prestige skincare over designer handbags, a demand-mix shift bearing on how brands weight the China market. (Reuters, FashionNetwork.com, Superhits 97.9 Terre Haute, IN)

Also moving today:

Exclusive: Jo Malone London expands retail footprint with Boots launch and unveils new collection (Cosmetics Business)

Kylie Cosmetics, Huda Beauty and MAC Cosmetics crowned most popular beauty brands of 2026 so far (Cosmetics Business)

The Hair Care Brands That Dominate AI Search (WWD Beauty)

Cosmetics Business reveals the top 5 K-beauty trends of 2026 in new report (Cosmetics Business)

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Beiersdorf cuts sales guidance, adds €100m Nivea spend. Cosmetics Business reports the German beauty group lowered its sales outlook while committing a further €100m to Nivea activations, putting a price on re-accelerating a mass heritage brand. (Cosmetics Business)

Amorepacific reports double-digit Q2 revenue and profit growth. Global Cosmetics News reports Amorepacific Group posted double-digit second-quarter gains, credited to the Americas, EMEA and Japan, a read on K-beauty's export runway beyond China. (Global Cosmetics News)

Raia Drogasil to open Sephora-style beauty store in São Paulo. The Rio Times reports Brazil's largest pharmacy chain is opening a prestige beauty format in São Paulo, testing whether a 3,600-door drugstore footprint can carry more than mass shelf space. (The Rio Times)

Also moving today:

Dossier names Stefano Curti Executive Chairman at ‘turning point’ for fragrance brand (Cosmetics Business)

LVMH Sells Patou Back to Beauty Entrepreneur Dilesh Mehta (Global Cosmetics News)

EXCLUSIVE: Bubble and E.l.f. Cosmetics Launch Limited-edition Hybrid Holy Grails Collection (WWD Beauty)

Well-funded innovators rush to define and lead the emerging ‘hair longevity’ category (Glossy)

EXCLUSIVE: Iris Ventures Invests in French Pharmacy Brand Krème, Which Targets Ultra-sensitive Skin (WWD Beauty)

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P&G forecasts slower growth in fiscal 2026/2027. P&G told investors it expects growth to decelerate on US inflationary pressure, giving beauty and grooming brands a reference point for price and volume planning. (Premium Beauty News, Global Cosmetics News)

TSG Consumer takes majority stake in Saltair. WWD Beauty reports private equity firm TSG Consumer Partners has acquired a majority stake in body care brand Saltair, with Iskra Lawrence named chief community advocate. (WWD Beauty)

Unilever raises full-year outlook, refocuses on personal care. Unilever upgraded its full-year guidance while restating a focus on core home, beauty and personal care, a signal on which categories it intends to keep. (Premium Beauty News)

Also moving today:

How L'Oréal Is Using A.I. to Extend a Nearly $100B Family Fortune (Observer)

The Face Shop Expands US Distribution Through Walmart Partnership (Global Cosmetics News)

DSM-Firmenich reports 5% growth in H1 2026, led by fragrances (Premium Beauty News)

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Puig Reports 4.1% Sales Gain in Second Quarter. WWD Beauty reports the Spanish group's fragrance, fashion, makeup and dermocosmetics lines lifted Q2 sales 4.1%, a mid-year read on whether fragrance-led prestige is still carrying European growth. (WWD Beauty, Investing.com)

Johnson & Johnson Proposes Settlement of Ovarian Talc Claims. J&J has announced what it describes as a comprehensive proposed settlement of remaining US ovarian talc litigation, per Global Cosmetics News, a possible endpoint to a case that shaped ingredient-risk thinking across the category. (Global Cosmetics News)

L'Oréal Says First Gucci Beauty Products Could Launch 2028. L'Oréal's CEO says the group's first Gucci beauty products may arrive as early as 2028, per Market Screener, setting the timeline on one of the larger designer-licence transitions in motion. (Market Screener)

Also moving today:

Prada Beauty signs Zendaya as Prada Paradoxe Ambassador to mark ‘bold new chapter’ (Cosmetics Business)

Estée Lauder unveils Glimmer, its first new fragrance since 2021 (Premium Beauty News)

EXCLUSIVE: Margaret Mitchell Joins Kiko Milano (WWD Beauty)

How Ulta Beauty is reaching Gen Zalpha teen boys through first men’s masstige fragrance launch (Glossy)

Final days Target shoppers can buy a coveted product in stores before it's gone (The US Sun)

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L'Oréal reports quarterly sales beat on haircare, mascara. Reuters reports the cosmetics group's quarterly sales came in above expectations on new hair products and mascaras, a read on where prestige demand is still holding. (Superhits 97.9 Terre Haute, IN, Market Screener, wallstreet:online)

US judge questions evidence in J&J talc cancer suits. Global Cosmetics News reports a federal judge has raised questions over the science behind roughly 69,000 ovarian-cancer claims, with implications for how ingredient-liability risk is assessed. (Global Cosmetics News)

Also moving today:

AliExpress Fined €550 Million by EU Over Counterfeit and Unsafe Product Sales (Global Cosmetics News)

YSL Beauty names Alisha Boe Black Opium Ambassador to mark ‘thrilling new chapter’ (Cosmetics Business, WWD Beauty)

Shiseido Identifies Cilantro Fruit Extract With Potential Senolytic Skin Benefits (Global Cosmetics News)

PVH Taps Sephora's Veteran COO Alexis Rollier to Boost Operations - Modaes Global (modaes.com, Pulse 2.0)

Gerresheimer sells U.S. and global plastics packaging operations to Apax (Premium Beauty News)

easyJet partners with Luneia Brands to launch exclusive K-beauty inflight retail offering (Global Cosmetics News)

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Unilever reports strongest first half in a decade. Unilever's half-year 2026 update lands as the first full read on the group after March's food divestment, with Beauty & Wellbeing now carrying more of the growth story. (Cosmetics Business, WWD Beauty)

Gap returns to fragrance with relaunched Gap Beauty. Gap Inc. has revived its beauty line around modernised heritage scents, per Global Cosmetics News, a test of whether nostalgia-led lifestyle extensions convert at retail. (Global Cosmetics News)

Also moving today:

Reliance Retail Launches AJIO Beauty to Strengthen Digital Beauty Strategy (Global Cosmetics News)

Peach & Lily brings ‘zombie cell’ innovation to Ulta’s skin-care assortment (Glossy)

Align Ventures Closes $125M Early-stage Fund II, Eyes Beauty, Wellness and Consumer Innovation (WWD Beauty)

The Beauty Brands That Won Social Media During the Second Quarter (WWD Beauty)

Brands Appoints Dr. Fatih Koyuncu as Chief Supply Chain Officer (Global Cosmetics News)

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