Givaudan acquires Belle Aire Creations to boost US fragrance reach
Swiss fragrance company Givaudan has made a strategic move in the ever-growing US fragrance market.
Business & financial
Across the CD-Verse: November 2025
November’s global news roundup includes exciting announcements from the financial sector, intriguing regional industry data analysis, and more.
Financial Focus: How financial intelligence can steady the 2025 holiday rush
Discover how beauty brands can leverage financial intelligence to navigate the complexities of the 2025 holiday season, ensuring resilience amidst tariff challenges, fraud risks, and supply chain disruptions.
Edgewell posts mixed FY2025 results as company prepares to exit feminine care category
The company highlighted a big win as the Sun Care category shone with an 11.5% increase despite higher costs.
ELC announces its first-ever LATAM brand investment
“As a minority investor, we are proud to support XINÚ as it continues to grow and share the rich creativity and spirit of Mexico and Latin America with the world,” said Estée Lauder Companies President and CEO Stéphane de La Faverie.
6 business moves shaping the future of beauty
Acquisitions, financial reporting, and pushes into digital beauty tech have dominated headlines in the past 30 days. In case you missed it, here is a roundup of CosmeticsDesign’s latest beauty business coverage.
K-beauty for kids: why Shay Mitchell’s Rini brand divides opinion
Is children’s skincare the next beauty frontier or an unpleasant side-effect of the cosmetics industry? Inside Rini’s launch…
Clariant’s Care Chemicals expands production capabilities in China as part of growth strategy
Clariant’s Care Chemicals recently unveiled its expanded facilities in Daya Bay, China, which it says will play a crucial role in the company’s growth strategy in Asia.
Coty narrows US fragrance gap amid FY26 growth push
In its 1Q FY26 earnings call, the company reported momentum in prestige, while streamlining operations and reshaping the consumer beauty market.
Indie Insights: What indie beauty brands need to survive
In this month’s Q&A, CosmeticsDesign spoke with beauty industry brand founder and entrepreneur David Chung for his perspective on helping new beauty and wellness startups scale.
Univar’s Brazil deal fortifies sun care innovation pipeline
Univar Solutions has signed an exclusive distribution agreement with India-based Best Value Chem, expanding access to the BVSUN line of UV filters for personal care manufacturers across Brazil.
Puig sees fragrance sales slow down in Q3
While the Spanish luxury beauty company has seen impressive sales across the board for the first nine months of the year, perfume sales have slowed in the third quarter of the year.
Kimberly-Clark to acquire Kenvue in $48.7B deal
The deal, which includes both cash and stock, is set to close in the second half of 2026 and would establish a combined business with projected annual revenue of $32 billion.
Shopify to power Estée Lauder’s next-gen beauty commerce
Estée Lauder Companies aims to drive faster DTC innovation and personalized omnichannel experiences with new Shopify partnership.
Fragrance, France & digital shopping: what’s behind Estée Lauder Companies’ revival?
As beauty multinational Estée Lauder Companies reports a return to positive sales and profit growth in its latest financial results, its CEO revealed more about its future focus during the analyst call.
Across the CD-Verse: October 2025
This month’s installment of CosmeticsDesigns’ global roundup examines shifting regulatory landscapes, financial news, and breakdowns of industry analysis reporting.
Financial Focus: Revlon’s path to revival
Financial discipline and supplier trust are driving Revlon’s recovery, according to CosmeticsDesign guest author Ragini Bhalla.
Shoptalk Fall 2025: Digital-first retail and brand credibility shape the future of beauty
Panelists at the recent conference outlined how brands can adapt to shifting consumer behavior and market pressure amid a growing need for e-commerce-first strategies.
Ulta Beauty launches UB Marketplace
Targeting faster trend response and brand expansion, the retailer’s invite-only platform opens a new channel for invited brand partners while maintaining Ulta’s unified shopping experience.
“Global beauty market remains dynamic,” L’Oréal CEO on Q3 sales
The French multinational has shared its financial results for the first nine months of 2025, showing recovery in the North American and Chinese markets, but a slowdown in Latin America.
Luxury beauty meets longevity: inside L’Oréal’s Kering move
L’Oréal Group has acquired Creed and numerous fashion house beauty licences, but also plans joint wellness and longevity innovation in the €4bn Kering deal.
LVMH’s Sephora sees record growth despite Amazon Beauty’s rise
As Sephora’s parent company LVMH sees sales rebound, the firm’s CFO has shed more light on whether Amazon Beauty could be a serious competitor for Sephora’s crown.
Must Read: The top 5 CDU articles of Q3 2025
From Youthforia’s shutdown to OTC reform and California’s plastics law, these were the most-read CosmeticsDesign US stories shaping the beauty industry in Q3 2025.
Walmart launches Ritual supplements in women’s health drive
Walmart has added four of Ritual’s multivitamin formulas to its shelves and online store, expanding its wellness assortment with products positioned around clinical validation and ingredient transparency.
People on the Move: Q3 2025
With new execs stepping in at eos, Givaudan, Biersdorf and more, the beauty industry is playing a long game of innovation and scale.
K-Beauty World expands to Latin America via Ulta Mexico
The K-Beauty World retail platform is bringing a curated lineup of Korean skin care brands to Ulta Beauty Mexico, expanding its footprint after a successful US launch in July 2025.
Shiseido Travel Retail to expand cross-industry collaboration following popular roll-out
Shiseido Travel Retail looks to build on its strategic cross-industry partnerships, on the back of a well-received campaign centred around sun care brand ANESSA in Thailand.
Financial Focus: Navigating the impact of tariffs on the cosmetics industry
In this month’s column, CDU guest author Ragini Bhalla, head of brand at Creditsafe, explores how supply chain disruptions are challenging the resilience of the beauty industry.
Torriden officially enters Sephora US, Anua cements brick-and-mortar presence in UK
South Korean skin care brands Torriden has officially launched in Sephora US, while Anua is cementing its presence in the UK through a rapid increase in brick-and-mortar locations.
NatureWell’s lip collection hits 3,000 Walmart stores
NatureWell, a skin care brand under AX Beauty Brands, has introduced a new line of lip care products as part of its broader strategy to position itself at the intersection of wellness and affordability.
Recent M&A activity highlights PE-backed operators and innovation-focused partnerships
Recent personal care M&A trends reflects a post-COVID market evolution, with private equity filling the gap left by more cautious strategic buyers, who struggle with social media-driven, digitally native brands.
Science steals the spotlight in recent beauty industry M&As
Olaplex and Magic Molecules are the latest industry stakeholders leaning into biotech and scientific innovation as growth drivers.
Q&A: Anticipating the next wave of cosmetics regulations
Legal experts caution that regulatory scrutiny is shifting from food to personal care, resulting in a heightened focus on ingredients, packaging materials, and lifecycle compliance.
Video: Qore CEO explains how QIRA is bringing bio-based innovation to beauty
Cargill and HELM’s venture aims to make the eco-friendly ingredient more accessible to stakeholders in the US cosmetics and personal care product industries.
Beauty market snapshot: Coty and ELC financial results highlight industry crosscurrents
‘Treatonomics’, strategic appeals to mass and prestige markets, and ongoing restructuring programs each exerted pressure on these beauty industry giants in fiscal year 2025.
LG H&H’s Q2 profit drops due to market competition, domestic business restructuring
LG Household & Health Care (LG H&H)’s beauty division saw a decrease in sales and operating profit in the second quarter of 2025, which it says is caused by intensifying market competition and domestic business restructuring.
Stripes Beauty enters Credo as retailer’s first dedicated menopause brand
The move expands the visibility of menopause care in clean beauty, while giving Stripes a national distribution platform both online and in Credo’s 15 U.S. stores.
Global consumers redefine personal care as “preventive health,” says Kenvue
The multinational has worked with Kantar to quiz over 10,000 global shoppers to find out more about their needs and habits and how this is shaping the future of personal care.
Regulatory roundup: A review of US beauty sector enforcement and compliance actions
From packaging laws to the potential impact of the US-EU tariff deal, industry experts weighed in on a flurry of recent legislation proposals and legal decisions.
Beiersdorf cuts forecast as Nivea slows, derma drives growth
The firm’s CEO hopes Nivea’s upcoming epigenetic skincare launch can revive slowing sales.
Youthforia to shut down following foundation controversy and backlash
The brand, formerly popular with Gen Z consumers, failed to recover after missteps with its shade 600 launch last year.
ODDITY reports record Q2 financials
The second quarter performance of direct-to-consumer beauty and wellness company ODDITY highlights continued momentum across its product lines, fueling expansion into the medical-grade skin care category.
PETA to update cruelty-free eligibility for beauty brands as progress is “under threat”
The EU animal testing loophole threatens progress for cruelty-free cosmetics, says PETA US.
Supplements boost beauty as Ulta embraces ‘beauty-from-within’
Rising consumer interest is driving the expansion of supplements in the beauty industry, as evidenced by the recent retail expansions of Nutrafol, ARMRA and Ritual.
Keychain enters beauty manufacturing sector with AI-powered sourcing platform
With more than $100 billion in indexed beauty SKUs, Keychain’s latest vertical launch offers new tools for transparency, collaboration, and agility.
Key takeaways: PCPC webinar reviews industry challenges in biodiversity compliance
Insights from the expert panel on Access and Benefit-Sharing included legal uncertainty, overlapping obligations, and emerging regulatory trends.
How the US-EU tariff deal could affect Europe’s cosmetics industry
The French cosmetics industry estimates that the agreement “could lead to an annual loss of 300 million euros and threaten up to 5,000 jobs in France.”
K-beauty gaining ground in Western markets through retail partnerships, activations
South Korean beauty brands are increasingly making a mark in the Western markets through retail partnerships and experiential activations.
Guest Article
Financial Focus: Can strategic restructuring lead to a turnaround for Coty, Inc.?
In this month’s column, guest author Ragini Bhalla explores how Coty’s restructuring plan faces challenges amid cash flow concerns.
Tech & wellness key for APAC beauty market in 2025 & beyond, says Cosmoprof chief
As a “cradle for innovation and technology”, what’s happening at Cosmoprof Asia this year? And what trends should international brands take note of?