Beauty in Five

CVC weighs $2B sale of Dr. Teal's owner Arthea

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 mas

Estée Lauder Puts Numbers On Its Turnaround

Estée Lauder tells investors turnaround is gaining traction. Management used a Barclays consumer conference to frame recovery progress, the benchmark partners will now ju

Kenvue's Australian Carve-Out, and Beauty's Shared Shelves

Australia clears Kimberly-Clark, Kenvue deal with conditions. Australia's competition regulator approved the US$40 billion acquisition only if Kenvue divests two period-c

Prestige and Mass Beauty Both Up 7%, Sephora at Kohl's Slips

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 t

Sephora Drops Launches on TikTok First

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 p

Wella Files to Go Public, Sephora Lands on TikTok Shop

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 publi

Wella Files to Go Public

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

Ulta's Hair Care Fifth, and K-Beauty's Second Act

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 sign

Parcel Levy Bites, Target's Beauty Mix Questioned

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 impo

Estée Lauder Guides High, Kohl's Sephora Slips

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

Ulta Raises Guidance, Tatcha Resets, K-Pharmacy Rises

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 who

TPO's Two Clocks, Avon Reunited, Canada Tariff Hits Beauty

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 Brita

Avon's Two Halves Reunite Under Regent

Regent acquires Avon North America, reuniting Avon halves. Cosmetics Business reports Regent's acquisition puts Avon North America and Avon International under one owner

Estée Lauder Defends 10,000 Cuts

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

Estée Lauder's fragrance quarter, Coty's transition year

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 ag

Chanel's Steady Half, Spicules Go Direct

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 pre

Douglas Margins Slip, BASF Lands a US Filter

Douglas reports Q3 sales decline, narrower margins. Douglas Group posted a 2% revenue drop and lower profitability across its three largest European markets, per Investin

Online Passes Stores in Prestige Skin Care

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, settin

Nutrire Hits Ulta, Natura's Split Quarter

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

Kenvue Misses, Shiseido Doubles Profit, Henkel Raises

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