EPISODE · Aug 10, 2026 · 5 MIN
Kenvue Misses, Shiseido Doubles Profit, Henkel Raises
from Beauty in Five
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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com
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What this episode covers
Kenvue posted second-quarter sales of 3.96 billion dollars, just under analyst expectations, with Skin Health and Beauty up 5.1 percent as the fastest-growing division, per Cosmetics Business. Shiseido's core operating profit jumped 90 percent in the first half on its turnaround plan, though the regional split stayed uneven, and Henkel raised full-year guidance after 3.2 percent organic growth led by hair care. Also moving: Jupiter enters 500 Ulta doors, PZ Cussons reports revenue up 5.4 percent, CeraVe targets top-five dermocosmetics sun care, and Jo Malone London links up with Fortnite.
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Kenvue Misses, Shiseido Doubles Profit, Henkel Raises
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