Beauty Industry News 24 October 2025

Is Estée Lauder (EL) a Buy After the Rothschild Downgrade? Valuation, China Strategy and 2025 Catalysts

As of November 29, 2025, Estée Lauder Companies Inc. (NYSE: EL) sits at the center of a sharp valuation debate. The prestige beauty group has just been hit with a Sell rating from Rothschild & Co, even as other Wall

29 November 2025

Shiseido cuts 2025 outlook to ¥52bn net loss, books ¥46.8bn Americas impairment and launches 200‑person voluntary exit

Tokyo — November 10, 2025 Japan’s Shiseido Co. (TSE: 4911) slashed its full‑year guidance and flagged deeper restructuring, warning it now expects a ¥52 billion net loss for the year to December 31, 2025 (IFRS), versus a previous forecast for

10 November 2025

Beauty Industry · Business · Corporate Strategy · Financial News · Mergers & Acquisitions

e.l.f. Beauty (ELF) plunges as tariff hit and soft FY‑2026 outlook overshadow Rhode boost: what to know today (Nov. 6, 2025)

What happened e.l.f. Beauty’s stock is tumbling today after the company’s fiscal Q2 print and FY‑2026 guidance underwhelmed investors. In last night’s release, management guided to $1.55–$1.57 billion in sales and $2.80–$2.85 adjusted EPS for FY‑2026, short of consensus (~$1.65B

6 November 2025

Beauty Industry · Earnings Reports · Investment Analysis · Stock Market · Tariffs

ELF Stock Today (Nov. 5, 2025): e.l.f. Beauty plunges after Q2 revenue miss; FY26 outlook lags Street as tariffs bite

At a glance (Nov. 5, 2025) What happened today e.l.f. Beauty reported second‑quarter fiscal 2026 (quarter ended Sept. 30, 2025) results showing net sales of $343.9 million (+14% YoY), gross margin of 69% (down 165 bps primarily on higher tariff

5 November 2025

Beauty Industry · Earnings Reports · Financial News · Investment Analysis · Stock Market

P&G Earnings Smash Estimates – Beauty Boom and Razors Fly Off Shelves in Q1

Premarket P&G (PG) Stock Report: Beauty Boom, Tariff Relief & Analyst Targets

Q1 Results: Resilient Core Demand (Beauty & Grooming Drive Growth) P&G’s latest quarter beat expectations on nearly every metric. The $22.39B net sales (up 3% YoY) reflected a 2% organic gain, entirely from higher pricing and mix ad-hoc-news.de. Reported EPS

2 November 2025

Beauty Industry · Consumer Goods · Financial Analysis · Market Trends · NYSE:PG · Stock Market

Estée Lauder Stock Soars on Surprise Earnings Beat as Beauty Rebounds – What’s Next?

Stock Performance and Reaction Estée Lauder’s stock seesawed on its earnings news. Shares initially surged in pre-market trading on Oct. 30 after the company’s strong quarterly report, jumping about 5% to roughly $102.26 ts2.tech. This early spike reflected investor surprise

30 October 2025

Beauty Industry · Earnings Reports · Investment News · Market Trends · NYSE:EL · Stock Market

P&G Earnings Smash Estimates – Beauty Boom and Razors Fly Off Shelves in Q1

Procter & Gamble’s Q1 report beat expectations across the board. Revenue of $22.39 billion (vs. ~$22.17B forecast) and core EPS of $1.99 (vs. $1.90) both topped consensus marketscreener.com. In a statement, P&G credited resilient consumer demand for premium brands. For

24 October 2025

Beauty Industry · Business News · Consumer Goods · Earnings Reports · Stock Market

Beauty Industry News 24 October 2025 - 29 November 2025