Beauty in Five

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 mass personal-care platforms. (Global Cosmetics News) Belle Brands Acquires Hair Wellness Brand Vegamour. The Windsong-backed platform adds a biotech hair-wellness line to a portfolio that includes JVN Hair and KVD Beauty, extending private-equity consolidation in hair care. (Global Cosmetics News) Highstock Raises $30M Series A Led by a16z. The B2B marketplace for surplus beauty inventory secures investor backing for excess-stock resale and plans to expand into apparel. (WWD Beauty) Sephora Expands Neurodivergent 'Quiet Hours' Across Europe. The retailer is rolling out its accessibility initiative beyond a 32-store, eight-market pilot, adding an inclusion component to in-store strategy. (WWD Beauty) Also moving today: Beyoncé's Cécred hair care line releases first-ever hair perfume (Yahoo) Hindustan Unilever Raises Investment as It Targets New High-Growth Categories (Global Cosmetics News) Carisa Janes’ New Beauty Concept Store Wants Guests to Linger (WWD Beauty) MakeUp in NewYork 2026 puts proof and trends center stage (Premium Beauty News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Estée Lauder tells investors turnaround is gaining traction. Management used a Barclays consumer conference to frame recovery progress, the benchmark partners will now judge the quarter against. (Investing.com) Japan replaces point-of-sale tax exemption with refunds. From November 1, international visitors claim consumption tax back rather than skipping it at checkout, changing the mechanics of a major travel-retail market. (Global Cosmetics News) Yatsen revenue up 5.1 percent as skincare grows 40 percent. The Chinese beauty group's skincare portfolio expanded far faster than the company overall, a mix shift relevant to anyone selling into China. (Global Cosmetics News) e.l.f.'s Naturium enters Sephora Mexico and Canada. The skincare brand launches exclusively at Sephora Mexico and expands into Sephora Canada, extending e.l.f. Beauty's reach across North American retail. (The Montreal Gazette, Financial Post) Also moving today: How beauty giant Estee Lauder's top technologist is betting on "AI everywhere" to fuel its turnaround | Fortune (Fortune) Travel Retail Is Taking Off Again in Asia (WWD Beauty) Kiko Milano opens first New York City store in a decade (Cosmetics Business) Pinterest’s 2026 Men’s Trend Report: beard fade and fragrance wardrobe top beauty search terms (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Australia clears Kimberly-Clark, Kenvue deal with conditions. Australia's competition regulator approved the US$40 billion acquisition only if Kenvue divests two period-care brands, setting a possible template for other authorities. (Global Cosmetics News) Competing beauty retailers form cross-retailer partnerships. WWD Beauty reports a run of tie-ups between rival beauty retailers, including Sephora's TikTok Shop launch, which could shift where brands negotiate placement. (WWD Beauty) Estée Lauder moves major brands onto Shopify. Glossy reports the company is replatforming several of its largest brands to Shopify in a stated push for more nimble operations, a signal for beauty DTC teams weighing their own stacks. (Glossy) Rituals, Douglas and Sephora fund European store openings. European beauty retailers are directing capital into brick-and-mortar expansion, per europe-re.com, treating physical space as a discovery channel rather than a cost to cut. (europe-re.com) Also moving today: Who Will Be TikTok Shop’s Next Breakout Beauty Brand? (WWD Beauty) Fragrance market growing at 5-6%, increasingly 'polarised', says L'Oréal (Market Screener) MAC Cosmetics launches ‘We All Wear MAC’ campaign with celebrity cast (Cosmetics Business) The ‘Cult’ of Biologique Recherche Comes to New York, Permanently (WWD Beauty) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 the back half of 2026. (Premium Beauty News) Kohl's Sephora sales fell 4% in second quarter. Kohl's says its in-store Sephora business declined 4% year over year last quarter, a read on how wider prestige distribution is affecting shop-in-shop partnerships. (al, The Motley Fool) Natura names Alessandro Carlucci CEO from October 1. Natura's former chief executive returns to lead the Brazilian beauty group as João Paulo Ferreira steps down after a decade, signalling the company's next strategy phase. (Global Cosmetics News) Dior reworks 13 archive fragrances for Dioriginals line. Dior and creation director Francis Kurkdjian have drawn on nearly 80 years of archives to restore scents including Diorissimo, testing whether heritage can drive fragrance growth. (Cosmetics Business) Also moving today: How AI hair analysis works, and what it can measure from a single photo (Cosmetics Business) Beautyworld Middle East turns 30 as Arabic fragrances go global (Premium Beauty News) Mane Group acquires Cvista to strengthen citrus fragrance capabilities (Cosmetics Business) Kao Corporation promotes Michael Cramer to VP Professional Hair and Consumer Care Business EMEA (Cosmetics Business) Ulta Beauty reveals the 8 brands selected for 2026 MUSE Accelerator (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 partners, a sequencing that affects brand launch planning and inventory allocation. (Digital Commerce 360, Global Cosmetics News, https://www.personalcareinsights.com) Estée Lauder said to reshuffle luxury brand leadership. Premium Beauty News reports leadership changes across Estée Lauder's luxury brands as La Mer and skincare chief Sandra Main retires, a succession beauty operators read for portfolio signals. (Premium Beauty News) K-beauty moves into hair, scalp and body care. Analysts describe Korean beauty shifting from trend supplier to a global formulation model, with hair, scalp and body care named as its next expansion categories. (https://www.personalcareinsights.com) Philips adds voice guidance to Lumea IPL device. Philips says voice coaching on its at-home hair-removal device is meant to build user confidence, part of the company's stated €1 billion beauty sales target. (Cosmetics Business) Also moving today: Ulta Beauty (ULTA) Q2 2026 Earnings Call Transcript (The Motley Fool, The Wall Street Journal, https://www.personalcareinsights.com) The Artistry-led Makeup Brand Target Is Betting On Next (WWD Beauty) Jo Malone makes its first foray into pet grooming with WildWash (Premium Beauty News) Beautyspace to Debut Little Luxuries Store in NYC, Betting Big on Mini Beauty Products (WWD Beauty) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 public reporting. (Cosmetics Business) Sephora to launch pilot storefront on TikTok Shop US. Cosmetics Business reports the LVMH-owned retailer debuts "Sephora Drop Shop" this month, placing a prestige assortment alongside TikTok's creator-led beauty sellers. (Cosmetics Business) Estée Lauder names Boxford president of luxury brands. WWD Beauty reports Justin Boxford takes over Lauder's luxury beauty brands as La Mer president Sandra Main retires at yearend. (WWD Beauty) China forecast splits domestic and global beauty strategies. McKinsey projects 6% annual growth in China's beauty market through 2028, per Personal Care Insights, but recent earnings show domestic and international players reading it differently. (https://www.personalcareinsights.com) Also moving today: Exclusive: K-beauty’s Nooni to make US retail debut with Target (Cosmetics Business) Amouage Raises Concentration Stakes With Decision 42 and Overture 41 (WWD Beauty) Exclusive: Jo Malone London breaks into dog grooming with Orange & Cedarwood Dog Shampoo (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 professional beauty valuations. (WWD Beauty, Global Cosmetics News) Sephora to Pilot Monthly Drops on TikTok Shop. The retailer's Drop Shop begins in the U.S. on Sept. 19, moving prestige merchandising onto a social-commerce release cadence. (WWD Beauty) Natura Returns Alessandro Carlucci as CEO from October 1. The Brazilian group brings back a former chief executive, opening brand and channel strategy set over the past decade to revision. (Premium Beauty News) FTC Sues Amazon Over Alleged $20 Billion Ad Overcharges. The complaint targets Sponsored Products and Sponsored Brands billing, putting retail media measurement under regulatory scrutiny for beauty advertisers. (Global Cosmetics News) Also moving today: Dollar Shave Club expands personal care reach with Truly Beauty acquisition (Premium Beauty News) Beiersdorf unveils Eucerin acne-prone skin treatment based on 20 years of microbiome research (Cosmetics Business) Hailey Bieber’s Rhode confirms Sephora Europe launch date (Cosmetics Business) Mane boosts citrus innovation and capabilities with Cvista acquisition (Premium Beauty News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 signal of where shelf space is going. (Yahoo! Finance) K-Beauty Moves From Niche Import To U.S. Mainstream. WWD Beauty reports K-beauty is expanding through major U.S. retail partnerships and record exports, turning it into a sourcing question rather than a trend to watch. (WWD Beauty) Heritage Fragrance Houses Crowd The Fall Launch Window. Estée Lauder, Chanel and Guerlain are among the houses launching major scents this fall, concentrating competition for prestige retail space and marketing spend. (WWD Beauty) Dyson Enters Oral Care With £419.99 Toothbrush. Dyson's CameraJet brush, which the company says flosses while brushing, tests how far a device brand can stretch beyond hair tools into oral care. (Cosmetics Business, WWD Beauty) Also moving today: Max Mara launches debut fragrance under long-term Shiseido licence deal (Cosmetics Business, Global Cosmetics News) Victoria Beckham Holdings Returns to Profit as Beauty Drives Group Growth (Global Cosmetics News) LG H&H Expands Dr.Groot Across 424 Sephora Stores in the US (Global Cosmetics News) Shein Completes Hong Kong IPO as Listing Reshapes Investor Obligations (Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 import tax took effect, with implications for beauty sellers' cross-border pricing. (Premium Beauty News) Ultra Violette launches first US sunscreen with bemotrizinol. The Australian brand says its Unblock Screen SPF 50 is the first US sunscreen formulated with bemotrizinol, a filter the FDA approved in June 2026, signalling movement in the American UV-filter pipeline. (Ultra Violette) Digiday: few Black-owned brands in Target beauty relaunch. Digiday reports Target's refreshed emerging-brand beauty assortment, launching September 10 in more than 600 stores, includes very few brands from Black entrepreneurs. (Digiday) rhode sets European launch date with Sephora. rhode, the Hailey Bieber-founded brand owned by e.l.f. Beauty, says its products will reach Sephora online and most European stores, its first structured European retail rollout. (FinanzNachrichten.de) Also moving today: EXCLUSIVE: Laura Geller Returns to Brick-and-mortar With Nationwide Launch in Sephora at Kohl’s (WWD Beauty) Mao Geping Cosmetics Reports 26.2% Revenue Growth in First Half (Global Cosmetics News) Old Navy Expands into Beauty with US-Wide Beauty Co. Rollout (Global Cosmetics News) Omani Rose: Amouage builds a new fragrance raw material supply chain (Premium Beauty News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 category to watch for whether the recovery broadens. (Yahoo! Finance) Kohl's reports Sephora shop-in-shop sales down 4%. Kohl's attributes the decline to Sephora brands widening distribution to other retailers, a data point for anyone weighing partnership retail against exclusivity. (Journal Sentinel) K-beauty brands push from online into Sephora and Target. Brands that scaled on Amazon and TikTok are moving to U.S. physical shelves, which 조선일보 reports account for about 70% of cosmetics sales. (조선일보) Regent acquires Avon North America, unifying brand ownership. Regent has bought Avon North America from LG H&H, placing the North American and international businesses under one owner for the first time. (Premium Beauty News) Also moving today: Kayali’s Next Big Bet? Body Care (WWD Beauty, Cosmetics Business) Ulta Beauty appoints PacSun CEO Brieane Olson to Board (Global Cosmetics News, Cosmetics Business) Rihanna's Fenty Beauty reveals reimagined Pro Filt’r foundation (Cosmetics Business) Men's grooming is booming as more men invest in skin care and cosmetic treatments (KPRC) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 wholesale and promo calendars against. (WWD Beauty, Investing.com) Tatcha adds ambassadors in science-led brand refinement. Under new CEO Diane Kim, Tatcha is adding three ambassadors including Naomi Osaka and leaning harder on science-based messaging, WWD Beauty reports. (WWD Beauty) Nyakio Grieco reacquires Thirteen Lune, plans South Africa entry. The founder regains ownership of the inclusive beauty platform and announces a Takealot partnership, putting a US multi-brand retailer on a South African route. (WWD Beauty) Cosmetics Business reports K-pharmacy as next K-beauty wave. Pharmacy-positioned Korean brands are moving clinical, science-led formulas into the mainstream, a shift buyers may need to factor into assortment and claims. (Cosmetics Business) Also moving today: The surprising reason behind Vaseline’s recent ‘Baseline’ rebrand (Cosmetics Business) Curology says Walmart shoppers convert to prescription skin care at 5x its online rate (Glossy) PDC Brands Rebrands as Arthēa (WWD Beauty) The beauty product recalls of 2026 so far (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 Britain dates, a calendar item for anyone formulating with photoinitiators. (Cosmetics Business) Regent agrees to buy Avon North America from LG H&H. Global Cosmetics News reports the deal would put Avon's North American and international businesses under common ownership for the first time since their 2016 separation. (Global Cosmetics News) WWD: men's fragrance share fragments as launches multiply. WWD Beauty reports new players are taking share in men's fragrance amid a heavy launch calendar, a shift that bears on shelf negotiation and launch timing. (WWD Beauty) Reports flag tariff exposure on sub-$10 beauty items. Coverage of U.S., Canada trade measures says cross-border duties could reach the low-priced beauty products brands rely on for trial and basket-filling. (Financial Post, MoneyControl, Bloomberg Business) Also moving today: Middle East beauty market to hit $21 billion by 2030 (Cosmetics Business) EXCLUSIVE: Nancy Twine to Launch New Hair Care Brand (WWD Beauty) Coty names Soraya Benchikh CFO amid rocky Q4 financial update (Cosmetics Business) Essity to Acquire Kenvue’s Brazil Feminine Care Business for US$284 Million (Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Regent acquires Avon North America, reuniting Avon halves. Cosmetics Business reports Regent's acquisition puts Avon North America and Avon International under one owner for the first time in a decade, with Lisa Siders named CEO. (Cosmetics Business) South Korea passes first dedicated cosmetics industry law. Global Cosmetics News reports the National Assembly passed an act creating South Korea's first legal framework for cosmetics as a strategic growth and export industry. (Global Cosmetics News) Coty names Soraya Benchikh chief financial officer. Global Cosmetics News reports Benchikh becomes Coty CFO on September 1, 2026, succeeding Laurent Mercier as the group reshapes its leadership and operating structure. (Global Cosmetics News) Epicutis raises $25 million from GroundForce. Cosmetics Business reports private equity firm GroundForce has taken a minority stake in Epicutis, with funds earmarked for brand awareness and skin care development. (Cosmetics Business) Also moving today: Lady Gaga’s latest beauty venture is skin health research firm Outer Bio (Cosmetics Business) Dreame Technology ordered to modify 'two-minute' hair drying claims following NAD investigation (Cosmetics Business) Wipro Consumer Care acquires Dermatouch to enter digital-first premium skincare (Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 recruiters and rivals across the sector will be watching. (Marketing Week) IT Cosmetics to close its only China online store. L'Oréal-owned IT Cosmetics will shut its Tmall Global flagship on September 2, 2026, per Global Cosmetics News, leaving the brand without an official online purchase route in China. (Global Cosmetics News) WWD identifies three throughlines in beauty's H1 results. Reporting-season themes include K-beauty's growing importance in the Americas, continued hair-care growth and China's return, per WWD, inputs operators can carry into second-half planning. (WWD) WWD: AI answer engines are reshaping beauty discovery. Generative engine optimization is changing the consumer path to purchase and brands need to shift gears fast, per WWD Beauty, with implications for search budgets, product copy and retailer feeds. (WWD Beauty) Also moving today: Coty returns to sales growth as Coty.Curated strategy moves into execution (Global Cosmetics News) DSM-Firmenich agrees to $33 million settlement following alleged price fixing (Cosmetics Business) Fenty Beauty Reinvents Foundation: Rihanna Unveils Pro Filt’r Fluid Flex Formula (WWD Beauty) Saudi Arabia’s Beauty Market Booms With Young, Trend-savvy Consumers (WWD Beauty) Dolce Glow Raises Star-studded $11 Million Series A Funding (WWD Beauty) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 against this year. (The Manila times, Economic Times, esmmagazine.com) Coty reports wider losses, calls fiscal 2027 transitional. Coty posts wider fiscal 2025/26 losses after the early Gucci Beauty licence transfer, showing the cost side of fragrance-licence reshuffling. (Premium Beauty News, WWD Beauty, Cosmetics Business) PROYA partners with Ulta Beauty for US launch. Chinese brand PROYA enters US prestige skincare via a national retailer, a distribution route other inbound entrants will watch. (Global Cosmetics News) EU packaging waste regulation enters into force. The PPWR took effect across the EU on August 12, setting a harmonised packaging framework for anyone selling into the Single Market. (Premium Beauty News) Also moving today: Dsm-firmenich proposes Richard Ridinger as Chair as Thomas Leysen announces retirement (Cosmetics Business, Global Cosmetics News) Haut.AI and Grupo Boticário take AI skin analysis to nearly 4,000 O Boticário stores (Cosmetics Business) Target raises 2026 outlook as Q2 sales rise and beauty delivers high single-digit growth (Global Cosmetics News) Fragrance drives US prestige beauty as sales top $17 billion in first half of 2026 (Cosmetics Business) CVC Capital invests KRW300 billion in K-beauty distributor Silicon2 (Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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 prestige beauty is holding up as wider luxury softens. (Global Cosmetics News) Dermata launches Tome, a weekly spicule skincare treatment. WWD Beauty reports ingredient developer Dermata is launching its own consumer brand, testing whether a $45 once-weekly at-home treatment can sit alongside in-clinic procedures. (WWD Beauty) KT and Amorepacific deploy AI assistant for product research. The partners say their generative-AI tool, Lemon, cuts research and regulatory review time in product development, time savings that are company-stated, not independently verified. (Global Cosmetics News) Also moving today: Have you heard of biotech beauty? We took a closer look (NewsChannel 3-12, CNN International) P&G Appoints Shailesh Jejurikar as Chairman Following Leadership Transition (Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Douglas reports Q3 sales decline, narrower margins. Douglas Group posted a 2% revenue drop and lower profitability across its three largest European markets, per Investing.com, a direct read on prestige beauty demand. (Investing.com) BASF brings Tinosorb S UV filter to US. BASF says bemotrizinol is now available in the US following FDA approval as a sunscreen active, giving domestic formulators a filter previously limited to overseas SKUs. (Premium Beauty News, Cosmetics Business) Amorepacific, LG H&H profits rise amid China pivot. Personal Care Insights reports both Korean beauty groups posted stronger profits while shifting focus from China toward Brazil, India and other emerging markets. (https://www.personalcareinsights.com) Also moving today: Saudi Arabia Bans Syringe-Style Cosmetics From 2027 (Global Cosmetics News) Allies of Skin voluntarily recalls sunscreen over sunburn risk (Cosmetics Business) Lush succeeds in ‘LushVibe’ trademark challenge (Cosmetics Business, Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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, setting a dated benchmark for distribution planning. (WWD Beauty) Interparfums co-founder says fragrance is 2026's treat spend. Jean Madar tells Cosmetics Business that fragrance, not lipstick, is beauty's affordable-treat category in 2026, a read that bears on assortment and marketing bets. (Cosmetics Business) Natura Q2 profit falls 82%, missing Citi forecast. Natura &Co posted BRL 35 million in Q2 2026 net profit, down 82% year on year and below Citi's estimate, per Premium Beauty News and Cosmetics Business. (Premium Beauty News, Cosmetics Business) Also moving today: Korean hair care is K-beauty’s next breakout category (Cosmetics Business) APR Posts Record Q2 as Cosmetics Revenue Jumps 186% (Global Cosmetics News) E.l.f. Beauty sales soar 36% as Rhode’s new range delivers $27 million DTC sales in one day (Cosmetics Business, Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

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

Semcap's Petrou takes board seat at Merit. Ex-Unilever Prestige chief Vasiliki Petrou is joining the minimalist brand's board via a Semcap minority investment, a signal of institutional capital entering the minimalist skin-care segment. (Cosmetics Business) K18 launches £110 'hair longevity' serum. K18 is extending the anti-ageing 'longevity' framing from skin care into prestige hair care, with benefit claims stated by the brand rather than independently verified. (Cosmetics Business) Beauty bodies criticise hospitality-only business rates cut. Trade voices are calling a new business rates reduction for hospitality venues a 'slap in the face,' framing beauty's exclusion as a sign it sits outside targeted tax support. (Cosmetics Business) Indian beauty brands expand across retail and exports. Indian beauty is being described by industry accounts as both a fast-growing domestic market and an emerging export source as trade barriers ease. (https://www.personalcareinsights.com) Also moving today: GS Global Enters Beauty Distribution With K-Beauty Expansion Into Japan (Global Cosmetics News) Katia Beauchamp Returns to Beauty With Nail Care Brand (WWD Beauty) EXCLUSIVE: GHD Launches Sculpt, Its First AI Styling Tool That Adjusts to Hair Temperature, With Zero Damage (WWD Beauty) Glossy Pop Newsletter: Ulta Beauty to welcome dupe fragrance brand Oakcha to hundreds of stores (Glossy) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Interparfums reports 2% second-quarter net sales rise. Premium Beauty News reports the licensed-fragrance specialist posted USD 341 million in Q2 net sales, an early read on whether prestige scent demand is holding. (Premium Beauty News) FCA tightens Buy Now Pay Later rules for UK retail. Cosmetics Business reports the Financial Conduct Authority has tightened Buy Now Pay Later regulation, affecting any UK beauty brand or retailer offering split payments. (Cosmetics Business) LVMH names Yann Musquin to lead fragrance division. LVMH announced on July 23 that Musquin becomes CEO of LVMH Fragrance Brands, succeeding Romain Spitzer, who reportedly moved to Kering. (Premium Beauty News, FashionNetwork.com, WWD Beauty) Also moving today: Chanel Expands Les Extraits Line With Limited Distribution (WWD Beauty) Symrise set to acquire Floral Concept to strengthen its fragrance division (Premium Beauty News) Sephora opens inaugural boutique store on London’s Carnaby Street (Cosmetics Business) Puig increases its stake in Charlotte Tilbury as it heads towards its next results presentation (FashionUnited) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

L'Oréal's Innovist stake purchase faces Australian review. L'Oréal's proposed majority stake in India's Innovist is under Australian regulatory review, a clearance step that could affect deal timing. (mlex.com) California designates nail product as priority under chemical program. California's DTSC has flagged nail products high in triphenyl phosphate as a priority product, a step that could prompt reformulation or reporting obligations. (Global Cosmetics News) Sephora names 2026 Accelerate cohort of emerging brands. Sephora has revealed its 2026 Accelerate cohort, a program offering emerging brands mentorship, grants and investor connections. (Cosmetics Business, Fashionista) Amorepacific plans sale of inner-beauty manufacturing plant. Amorepacific is seeking to sell its Anseong supplement plant, a move it frames as improving capital efficiency to refocus on core beauty. (Global Cosmetics News) Also moving today: Kylie Cosmetics teases new ‘Mood Stone’ fragrance trio launch (Cosmetics Business) AI beauty recommendations trust media coverage, not brand content (https://www.personalcareinsights.com) Givaudan partners with Microcaps to strengthen its encapsulation capabilities (Premium Beauty News) MCoBeauty revives original All Nighter Setting Spray formula with Skindinavia after Urban Decay axe (Cosmetics Business, Cosmetics Business) Sephora to Olive Young: Beauty’s big retailers are partying their way into new markets (Cosmetics Business) Allan Mottus, Pioneering Beauty Editor and Consultant, Dies at 81 (WWD Beauty) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Cosmoprof North America Spotlights Beauty's Next Growth Drivers. Retailers, manufacturers and market experts at the trade show point to sun care, fragrance and K-beauty as emerging priorities shaping buyers' assortments. (WWD Beauty, Fashionista, WWD Beauty) India-UK Trade Deal Takes Effect, Lowering Cosmetics Tariffs. The India-UK CETA enters into force, reducing tariffs on cosmetics and other consumer goods in a structural shift to market-access terms for exporters. (Global Cosmetics News) Revolution Beauty Reports Second-Half Turnaround Signs in FY2026. The color-cosmetics business reports signs of recovery in the second half of its financial year, a data point on its founder-led turnaround. (Cosmetics Business) Also moving today: Fenty Beauty is discontinuing its iconic Pro Filt’r Soft Matte Foundation (Cosmetics Business) EXCLUSIVE: Jung Saem-mool’s Beauty Brand to Debut at Sephora U.S., Marking International Expansion Milestone (WWD Beauty) Interparfums reboots Annick Goutal with a return to its founding vision (Premium Beauty News) Gels, milks and micro pearls: the new textures pushing fragrance boundaries (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Coty to exit Gucci Beauty licence early. Coty is paying $400 million to end its flagship Gucci fragrance licence a year early, a move Reuters reports will dent near-term earnings. (Reuters) K-Beauty global sales up 131% in two years, per NIQ. NIQ data shows Korean beauty's global value sales rose 53% year-over-year and 131% over two years, a benchmark for the category's momentum. (Premium Beauty News) Also moving today: Louis Vuitton unveils $400 Beauty Sharpener and LV Crayon lip pencil collection (Cosmetics Business) Cosmetics giant Estée Lauder victim of mass Oracle breach | Compute... (Computer Weekly) After Temu, EU sanctions AliExpress over illegal product sales (Premium Beauty News) Is beauty’s refill movement actually working? (Cosmetics Business) 10Beauty raises USD 23.5 million to expand robotic manicures (Premium Beauty News) Is Superdrug owner AS Watson delaying its rumoured London IPO? (Cosmetics Business) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Korean Beauty Goes Mainstream in the U.S. CNBC reports sustained U.S. demand for Korean beauty, a trend it says positions K-beauty brands to expand share. (CNBC) Medik8 Debuts at Sephora, Targets $100M in Sales. UK-founded Medik8 is entering Sephora in the U.S. and Canada, a move Cosmetics Business reports comes with a stated $100 million sales goal. (Cosmetics Business) Bath & Body Works Opens First Brazil Store. Global Cosmetics News reports the U.S. retailer has entered Brazil with a São Paulo store and localized e-commerce, part of its stated international expansion. (Global Cosmetics News) Also moving today: La Favorite: Gaultier’s First Major Feminine Fragrance to Launch in 10 Years (WWD Beauty) How Neutrogena Is Rebuilding for the New Generation (WWD Beauty) Chanel Global CFO Philippe Blondiaux to retire end of 2026 (Cosmetics Business) Shiseido appoints Adele Zhang to lead global travel retail business (Global Cosmetics News) Get Beauty in Five in your inbox every weekday: https://beautyinfive.com

Chanel Extends Coco Mademoiselle With Crush Absolu. Chanel has added a new interpretation of its flagship fragrance, signaling how heritage houses grow established pillars rather than launch new franchises. (Global Cosmetics News, WWD Beauty, Cosmetics Business) Guinness Atkinson Files for First US-Listed K-Beauty ETF. The proposed fund would package K-beauty as a defined investment category for US public-market investors. (Global Cosmetics News) Beckham's IM8 Secures $1 Billion Growth Financing. General Catalyst is backing customer acquisition for the celebrity-founded wellness brand, per trade reports. (Cosmetics Business, Global Cosmetics News) Kering Names Romain Spitzer CEO of Bottega Veneta. A fragrance-side executive crosses from LVMH to lead a Kering fashion house, adding to luxury leadership movement. (Premium Beauty News, Cosmetics Business) Also moving today: TikTok reveals beauty industry impact as part of £10 billion contribution to UK economy (Cosmetics Business) Shiseido unveils research on ring-shaped collagen structure to maintain facial shape (Cosmetics Business) Bolognafiere Cosmoprof acquires Bergamo's Beauty to Business trade show (Premium Beauty News) George E. Johnson, Pioneering Black Hair Care Entrepreneur, Dies at 99 (WWD Beauty)

Cosmetics Business tallies first-half 2026 beauty M&A. A running deal tracker reports Estée Lauder, L'Oréal, Unilever and Henkel among the acquirers in a busy first half, giving founders and investors a read on what strategics are buying. (Cosmetics Business) Luxury beauty brands expand on Korean e-commerce platforms. Korea JoongAng Daily reports luxury houses that once avoided local online retail are now scaling there, a channel reversal tied to shifting consumer habits and K-beauty's rise. (koreajoongangdaily) Ulta Beauty names board member Kelly Garcia CTO. Cosmetics Business and Global Cosmetics News report Garcia, an Ulta director since 2022, joins as Chief Technology Officer in August, an insider taking the tech seat at the largest US beauty specialty retailer. (Cosmetics Business, Global Cosmetics News) Also moving today: Macy's names Kering Beauté veteran Alexandre Choueiri as CEO of Bluemercury (Premium Beauty News, Global Cosmetics News) Sephora Global COO Alexis Rollier exits after 14 years (Cosmetics Business, Global Cosmetics News) Sephora Restructures: Mónica Cigognini Takes on Europe, Cecilia Sánchez Steps Up for Iberia - Modaes Global (modaes.com) 'Sephora Summer' kicks off as first-ever Scottish store opens in Edinburgh (The NEN - North Edinburgh News, Cosmetics Business) Aora makes history as Sephora's first fully plastic-free beauty brand (Cosmetics Business, WWD Beauty)

Estée Lauder to Retain Too Faced, Smashbox, Dr. Jart+. WWD reports the three brands are no longer on the block, a signal of how Estée Lauder is weighing divestiture against turnaround. (WWD Beauty) Bluemercury Names Alex Choueiri Chief Executive Officer. The Macy's-owned beauty retailer hands its top job to a prestige-brand operator, per WWD, as it competes with Sephora and Ulta. (WWD Beauty) Valentino Beauty Launches Vendetta Fragrance Franchise. Cosmetics Business reports Valentino Beauty's first prestige fragrance franchise in six years arrives as two scents, not a single flanker. (Cosmetics Business, Global Cosmetics News) Also moving today: Which Beauty Brands and Products Won Prime Week? (WWD Beauty) Luxury Beauty in the Backpack: How Brands Are Attracting Gen Alpha and More (WWD Beauty) Sephora's Global Operations Chief Steps Down After 14 Years - Modaes Global (modaes.com) Jones Road Beauty CEO Cody Plofker is stepping down (Cosmetics Business, Global Cosmetics News, WWD Beauty) Superdrug sales rise 5.2% despite subdued footfall on UK high streets (Cosmetics Business, Global Cosmetics News)

L'Oréal takes Gucci Beauty license a year early. L'Oréal has secured the Gucci Beauty license ahead of schedule as Coty reportedly exits for US$400M, a move sources frame as consolidation in prestige fragrance. (https://www.personalcareinsights.com, The Sacramento Bee, TheStreet) Rituals to refit 1,500 boutiques for €40 million. The Dutch retailer reportedly plans its largest European store upgrade yet, refurbishing 1,500 boutiques across 30 countries in about 30 working days. (Cosmetics Business, WWD Beauty) Index ranks beauty brands by AI-chatbot citation share. 5W AI Communications' Beauty AI Visibility Index 2026 ranks the top 25 U.S. beauty brands by how often they are cited inside AI assistants, framing generative AI as an emerging discovery channel. (CNHI News, Cosmetics Business, pressportal.co.za) Also moving today: L'Oreal, Mondelez Use AI to Accelerate Product Innovation, Cut Costs - CNBC TV18 (cnbctv18.com, Global Banking & Finance Review, Market Screener) PPWR: The new european regulation requiring cosmetic packaging compliance (Cosmetics Business) Versed has been acquired by Belle Brands to ‘maximise its potential’ (Cosmetics Business, Premium Beauty News, WWD Beauty) BASF and Bota Biosciences launch first AI-designed bio-identical collagen III (Premium Beauty News) How Olive Young’s debut US stores have performed in numbers (Cosmetics Business)