EPISODE · Jul 28, 2026 · 5 MIN
LVMH's Flat Beauty Half, and a New Tariff Wave
from Beauty in Five
LVMH reports faster Q2 growth, steady beauty sales. The luxury group says second-quarter sales growth accelerated and perfumes and cosmetics held steady, the season's clearest read on category demand. (Premium Beauty News, Taiwan News, wallstreet:online) US raises tariffs 10% to 12.5% on UK, South Korea. Cosmetics Business reports new US tariff increases replacing measures that expired July 24, landing on lanes that carry K-beauty and European supply. (Cosmetics Business) Galderma raises 2026 outlook on 24.6% first-half sales growth. The dermatology group lifted full-year guidance after reported first-half net sales growth of 24.6%, a demand read on injectable aesthetics. (Global Cosmetics News) Also moving today: Bain Capital to Acquire Vitabiotics to Accelerate Global Expansion (Global Cosmetics News) Akums Acquires Oriflame India Manufacturing Business to Enter Colour Cosmetics (Global Cosmetics News) How AI beauty advisors are impacting organic discovery and in-store experts (Cosmetics Business) Kao USA updates recall notice for Oribe Serene Scalp Densifying Shampoo (Cosmetics Business) EXCLUSIVE: Diana Rubin Named Inaugural CMO of Bubble (WWD Beauty) Exclusive: Ulta Beauty taps Ice Spice for its first TikTok Shop campaign to unveil the rapper’s first fragrance (Glossy) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com
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What this episode covers
LVMH reported first-half revenue of 38.6 billion euros, down 3 percent as reported and up 2 percent organically, with perfumes and cosmetics flat organically while Selective Retailing, which carries Sephora, grew 5 percent, per Premium Beauty News. Cosmetics Business reports President Trump has implemented tariff hikes of 10 to 12.5 percent on 60 trading partners, including the UK, South Korea, India and China, over what a White House document describes as forced labour. Also: Galderma raised full-year guidance after first-half net sales rose 24.6 percent, Bain Capital agreed to acquire Vitabiotics, Kao USA identified a new restricted lot in its Oribe shampoo recall, and Ulta Beauty launched its first TikTok Shop campaign with Ice Spice.
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LVMH's Flat Beauty Half, and a New Tariff Wave
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