Editorial

The Big Divide: How 2025 Exposed The Real Winners And Losers In Beauty And Wellness

If there is a single idea that defined beauty and wellness in 2025, it was this: The industry stopped pretending that everyone was playing the same game. For years, capital markets and pundits treated...
Editorial

Kenvue, Kimberly-Clark And The $48B Question: WTF Just Happened?

One Deal To Rule Over Them All When L’Oréal announced its $4.8 billion acquisition of Kering’s beauty business last month, the consensus in beauty was simple: Alright,...
Editorial

Bridge The Gap

The Gap recently announced that it’s (re)entering beauty and last week it provided a sneak peek of its offering. On one hand, the move...
No Stupid Questions

Why Hims & Hers Is Winning Over Wall Street As It Clobbers Traditional Beauty Companies

Recent headlines have focused on the beatdown publicly traded beauty companies have taken. Puig, Beiersdorf and L’Oréal’s stocks are hovering just above their 52-week lows and significantly underperforming the S&P. The stocks of other beauty conglomerates...
Editorial

Meh And Awkward: Beauty M&A In 2024

2024 in Review: A Solid Start That Fizzled Fast The end of 2023 and the start of 2024 seemed like a beauty M&A dream. Within 60 days, high-flying brands like K18, Dr. Dennis Gross Skincare,...
Editorial

What Beauty Is Missing

“Why doesn’t beauty have the equivalent of Fashion Week?”...
Retail Report

September 2021 Beauty Retail News At A Glance

Much of last month’s beauty retail news revolved around big picture issues such as the state of the overall economy, labor shortages, supply chain issues, the impacts of inflation on prices, demand and margins, and whether the...