YAN BEAUTY REVIEW logoYAN BEAUTY REVIEW
HomeNewsIndustry NewsAbout Us
Briefing

Briefing

The latest published updates from across the beauty industry.

Natura's second-quarter revenue was weighed down by Brazil, while the Spanish-speaking Americas market accelerated its growth.

Natura released its financial report for the second quarter of 2026, with revenue amounting to 52 hundred million Brazilian reais. The domestic Brazilian market faced pressure due to product supply issues, temporary tax mismatches, and a weak consumer environment. However, driven by the recovery in Mexico and Argentina, the Spanish-speaking Americas region achieved a 7.2% growth at constant exchange rates, with the Natura brand growing by 12.3% and Avon by 4.7%. Consolidated EBITDA reached 6.2 hundred million reais, with a profit margin of 12%, representing a sequential improvement of 470 basis points. To boost performance in Brazil in the second half of the year, Natura is adjusting its supply chain, launching sales incentives, accelerating store openings, and expanding digital platforms. The company stated it will continue to invest in marketing, research and development, and digital innovation. Brazil remains its key market, while the accelerated growth in the Spanish-speaking Americas indicates that the new operating model is yielding results.

Shares of South Korean ODM companies Kolmar, Cosmax, and COSMECCA surged due to record-breaking profits.

Shares of South Korean cosmetics original design manufacturers (ODMs) rose sharply on Monday, mainly driven by a surge in shipments from the K-beauty industry to independent beauty brands. Recent financial reports released by companies such as Kolmar, Cosmax, and COSMECCA showed record-breaking profits, boosting investor confidence. Behind this growth is the fact that after South Korean independent beauty brands established their foothold in the global market, they increased domestic marketing and distribution efforts, turning South Korean stores into global showrooms to strengthen brand image rather than simply boost local revenue. Meanwhile, Cosmax signed an agreement in 2026 year 2 month to acquire a 51% stake in the Italian cosmetics company Keminova, further expanding its global footprint. Industry analysts believe that as major U.S. retailers such as Target and Amazon expand their K-beauty product lines, and South Korean cosmetics manufacturers accelerate their entry into emerging markets such as the Middle East and Latin America, ODM companies will continue to benefit from strong global demand for South Korean beauty products. This surge in share prices reflects the market's optimistic expectations for the core links of the K-beauty supply chain, and also highlights the strategic position of the ODM model in the rapidly changing global beauty industry.

Incorrect declaration code for imported raw materials, Cosmax, the OEM factory for Estée Lauder and L'Oréal, was fined 10.05 ten thousand yuan

Recently, Shanghai Fengxian Customs announced an administrative penalty decision. Cosmax (China) Cosmetics Co., Ltd. was fined 10.05 ten thousand yuan for failing to declare legally inspected imported goods in accordance with the law. Investigation revealed that from 2022 year 8 month to 2024 year 1 month, the company imported multiple batches of cosmetic raw materials under general trade, with incorrect declared commodity code classification, resulting in legally required inspection raw materials being put into use without declaration. The involved goods value was approximately 143.5 ten thousand yuan. Cosmax is a leading global cosmetics ODM enterprise, serving international brands such as Estée Lauder and L'Oréal, as well as domestic brands like CHANDO. In the first quarter of 2026, its sales in China increased by 20% year-on-year. This penalty exposes loopholes in the compliance management of imported raw materials by leading OEM factories, may trigger downstream brands' attention to supply chain stability, and prompt the industry to strengthen inspection and quarantine declaration review. Considering the enterprise's admission of fault and acceptance of penalty, as well as its proactive payment of guarantee, the customs imposed a lighter penalty in accordance with the law.

Cosmax's second-quarter sales and operating profit hit record highs, with its U.S. subsidiary posting a profit for the first time

South Korean cosmetics ODM company Cosmax announced its financial results for the second quarter of 2026, reporting sales of 7949 hundred million won and operating profit of 737 hundred million won, setting a quarterly record. Benefiting from the continued global expansion of K-beauty independent brands, sales at its South Korean subsidiary exceeded 5000 hundred million won for the first time, while its U.S. subsidiary also achieved operating profitability for the first time, marking a key breakthrough in its North American business. During the same period, its Chinese and Southeast Asian subsidiaries both achieved synchronous growth, further consolidating the company's leading position in the global cosmetics contract manufacturing sector. These results reflect strong global demand for Korean cosmetic research and development and production capabilities, providing positive support for Cosmax's future capacity planning and customer expansion.

APR sets a record in the second quarter, with cosmetics revenue surging 186%

South Korean beauty group APR announced its financial results for the second quarter of 2026, with revenue reaching 7675 hundred million won, a year-on-year increase of 134.2%, operating profit rising 134.5% to 1906 hundred million won, and an operating profit margin of 24.8%, all hitting record highs. The cosmetics business has become the core growth engine, with revenue soaring 185.5% year-on-year to 6483 hundred million won, driven by demand for core products and new launches. Overseas revenue grew 178%, accounting for 92% of total revenue. North American market revenue increased 264.6% to 3763 hundred million won through expansion via Target and Walmart, with plans to enter Costco in the second half of the year; European market revenue grew 380.3% to 1451 hundred million won, marking the first time APR reported Europe as a separate region. The group's revenue in the first half reached 1.36 trillion won, nearly matching the full-year sales of 2025. This performance highlights the accelerated global expansion of South Korean beauty companies, with North America and Europe emerging as key growth markets, where strong cosmetics demand, e-commerce growth, and expansion into mainstream retail channels are jointly driving APR to build a more balanced global distribution network.

FDA plans to require food manufacturers to notify GRAS ingredients, filling a decades-long regulatory loophole

The U.S. Food and Drug Administration (FDA) has issued a long-awaited plan to require food manufacturers to notify the agency when using ingredients that are "generally recognized as safe" (GRAS). The move aims to close a regulatory loophole that has existed for decades, allowing manufacturers to add certain chemicals to products without notifying the national food regulator. According to a study in 3 of this year, at least 111 substances of unknown safety have been used in food, beverages, and supplements sold in the U.S. without informing the FDA. Currently, companies must prove the safety of new food ingredients through recognized scientific evidence, but submitting data to the FDA is voluntary, and manufacturers can self-determine that their ingredients are safe. The proposed rule is seen as a major victory for the "Make America Healthy Again" movement in food reform, praised by leaders including U.S. Secretary of Health and Human Services Robert F. Kennedy Jr. FDA Acting Commissioner Kyle Diamantis said the rule provides a blueprint for effective operation by FDA regulators, responsible industry, and consumer safety advocates. Meanwhile, Congress is advancing legislation to grant the FDA more authority to require post-market studies of certain food additives. The proposal could have far-reaching effects on the food industry, promoting stricter ingredient transparency and safety assessment.

Korean beauty giants accelerate their exit from China, while Amorepacific and LG Household & Health Care report double-digit profit growth

South Korean beauty giants Amorepacific Group and LG Household & Health Care both achieved double-digit profit growth in the second quarter of 2026, primarily driven by strong demand in North American and European markets, while revenue from the Chinese market continued to decline. Amorepacific Group's revenue increased by 14.6% year-on-year to 1.25 trillion won, and operating profit surged by 53.3% to 1228 hundred million won; its overseas operating profit nearly doubled, with significant sales growth in the United States, Europe, and Japan. LG Household & Health Care's operating profit rose sharply by 87.5% year-on-year to 1028 hundred million won, with North American revenue in its beauty division jumping by 47.3% to 2058 hundred million won, surpassing the 1760 hundred million won from the Chinese market for the first time in history. The market rebalancing strategies pursued by both companies over many years are showing results, as Amorepacific has reduced the share of its China business from 54% in 2019 to 23% in 2024. Meanwhile, Korean beauty brands are accelerating their expansion in the United States through retail partnerships such as Ulta Beauty and Sephora, but increasingly crowded shelves in the U.S. market are prompting companies to turn their attention to emerging markets to consolidate their global position. Olive Young plans to introduce nearly 20 new brands to Sephora, further promoting the globalization of Korean beauty.

The first mandatory national standard for cosmetics has been released, with significantly tightened safety requirements for children's cosmetics.

The National Medical Products Administration released the first mandatory national standard for cosmetics, General Safety Requirements for Cosmetics, on 8 month 6 day, replacing the Hygienic Standard for Cosmetics that has been in use since 1987 year, marking a comprehensive upgrade of China's cosmetics regulation from "hygiene" to "safety." The new national standard sets safety requirements for the entire chain of raw materials and products, implementing stricter controls especially for children's cosmetics: the limit on total bacterial count for cosmetics for children aged 12 years and below is 10 times stricter than that for general cosmetics, and it offers broader protection and stricter requirements than the international ISO standards. In terms of heavy metal control, the new standard specifically stipulates limit values for 8 types of harmful substances, filling the gap in international standards that only provide testing methods without specific limits, with some indicators achieving international leadership. The new standard will officially come into effect on 2028 year 1 month 1 day, and cosmetics produced or imported before this date may continue to be sold until the end of their shelf life. Industry analysts believe that the new national standard will reshape safety standards in the cosmetics industry, with significantly tightened regulation of children's cosmetics; while enterprise research and development and production costs may rise, it will be beneficial in the long term for high-quality industry development and consumer safety assurance.

Nutrire enters the retail market for the first time, with an exclusive nationwide launch at Ulta Beauty

Nutrire announced its first entry into the retail sector through an exclusive partnership with Ulta Beauty, the largest beauty retailer in the United States. The brand had previously focused on online channels, and this collaboration marks a significant step in its omnichannel strategy. Ulta Beauty will serve as the exclusive retail partner, launching Nutrire products in stores nationwide and on its online platform. This move is expected to expand brand exposure for Nutrire and accelerate market penetration by leveraging Ulta’s broad customer base. For Ulta, introducing emerging brands helps enrich its product portfolio and meet consumer demand for differentiated beauty products. Industry observers believe that this collaboration reflects the ongoing trend of convergence in beauty retail channels, as digital-native brands actively seek offline touchpoints to enhance consumer experience and brand trust.

Dongkook Pharmaceutical's Centellian24 enters Costco and Ulta Beauty, expanding its offline distribution network in the United States

South Korea's Dongkook Pharmaceutical recently announced that its derma cosmetics brand Centellian24 has officially entered major offline retail channels in the United States, including the warehouse club Costco and the beauty chain giant Ulta Beauty. This move marks the diversification of the brand's distribution network in the North American market, aiming to enhance brand penetration and market influence by covering retail terminals at different levels. Centellian24 uses Centella asiatica as its core ingredient, focusing on repair and soothing benefits, and has already accumulated a certain reputation in South Korea and some overseas markets. This entry into Costco and Ulta Beauty means the brand is extending from a single online or professional channel to mass mainstream retail channels. Costco, as one of the largest warehouse retailers in the United States, has a huge consumer base of middle-class families; while Ulta Beauty is a leading beauty specialty retailer in the United States, with a matrix of both mass and high-end brands. The combination of the two helps Centellian24 reach a wider range of consumers. Industry analysis points out that with the continuous growth of global consumer demand for "ingredient-focused" and functional skincare, derma brands with pharmaceutical backgrounds are becoming increasingly competitive in the international market. By strengthening its offline physical channel layout, Dongkook Pharmaceutical can not only enhance consumers' product experience and trust, but also help address the challenge of rising online traffic costs. This strategic adjustment reflects the deepening of Korean beauty companies' overseas strategies, shifting from simple product exports to channel cultivation and localized operations. Currently, Centellian24 has already placed its representative products on the shelves of the above channels. Dongkook Pharmaceutical stated that it will continue to optimize its products...

The European Union imposed a fine of 5.5 hundred million euros on AliExpress under the Digital Services Act

On 2026 year, 8 month, 9 day, the European Commission announced a fine of 5.5 hundred million euros on the Chinese cross-border e-commerce platform AliExpress. This penalty was based on the EU's Digital Services Act (DSA), primarily alleging that the platform failed to fulfill its legal obligations in combating counterfeit beauty products, ensuring consumer safety, and guaranteeing compliance by online sellers. EU regulators pointed out that AliExpress, as a very large online platform, had not established effective mechanisms to identify and remove illegal and counterfeit beauty and cosmetic products circulating on the platform. These non-compliant goods not only infringe upon brands' intellectual property rights but also pose potential threats to the health of European consumers due to unclear ingredients or lack of safety assessments. Regulators emphasized that platforms must bear higher due diligence responsibilities for third-party sellers within their ecosystems, particularly in high-risk categories such as beauty and personal care. This substantial fine marks a significant escalation in the EU's regulatory intensity toward digital platforms. For the global beauty industry, this ruling has profound implications. First, it sends a clear signal to all large e-commerce platforms operating in Europe: they must invest more resources to improve content moderation and product traceability systems, or face severe economic sanctions. Second, legitimate beauty brands are expected to benefit, as stricter anti-counterfeiting measures will reduce the phenomenon of bad money driving out good, thereby purifying the market competition environment. Finally, this may also prompt other jurisdictions to emulate the EU model and strengthen governance over counterfeit and shoddy goods in the cross-border e-commerce sector. Industry analysts believe that future cooperation between e-commerce platforms and brands will become closer, and achieving full-chain compliance through technological means will become an industry standard. AliExpress has not yet issued further statements regarding specific rectification details, but it is expected to adjust its operational strategies in the European market to comply with DSA requirements.

Assenagon Asset Management increases its stake in Estée Lauder shares

According to the latest disclosure by MarketBeat, the well-known European asset management firm Assenagon Asset Management S.A. has completed the acquisition of a portion of shares in The Estée Lauder Companies Inc. (stock ticker: EL). This transaction marks a further adjustment in the shareholding structure of this global beauty giant by institutional investors. Assenagon is an independent asset management company headquartered in Germany, renowned for its active management strategies and fundamental research, and it holds significant influence in European financial markets. Although this announcement did not disclose specific details regarding the number of shares held, the transaction amount, or the shareholding percentage, the entry of such institutional investors is generally regarded as a signal of capital market recognition of the target company's long-term value. As a leading enterprise in the global premium beauty industry, The Estée Lauder Companies has been working in recent years to address industry volatility through brand portfolio optimization, digital transformation, and expansion into emerging markets. In the market environment of 2026, global beauty consumption has shown a divergent trend, with investors paying closer attention to the quality of corporate earnings and the stability of cash flows. Assenagon’s increase in holdings may be based on its optimism regarding the resilience of Estée Lauder’s core brands, improvements in supply chain efficiency, and the management team’s ability to execute strategy. From an industry impact perspective, although changes in institutional shareholders do not directly interfere with daily operations, they may indirectly affect the company’s valuation logic in the capital market and its investor relations strategy. For Estée Lauder, maintaining a diversified shareholder structure helps enhance stock price stability and provides a stable capital environment for potential future strategic investments or mergers and acquisitions. The market will continue to monitor subsequent changes in holdings of this stock and the corresponding performance of the company’s fundamentals.

e.l.f. Beauty attributes the performance growth in Q1 of fiscal year 2027 to the acquisition of rhode and tariff refunds

Beauty group e.l.f. Beauty recently announced its financial results for the first quarter of fiscal year 2027, with performance exceeding market expectations. Company management pointed out that the acquisition of the skincare brand rhode was one of the core drivers of growth this quarter, as the brand demonstrated strong market penetration and sales contribution after integration. In addition to revenue growth, the profit side was also positively affected. Thanks to refunds of previously paid tariffs, the company's current profit margin was significantly boosted. This non-operating income, combined with the growth of core business, optimized the overall financial structure. At the strategic level, e.l.f. Beauty announced that it would use its current strong cash flow position to make a new round of investments, aiming to support the long-term expansion plans of its brands. This move indicates that the company is shifting from pure scale growth to focusing on the accumulation of brand assets and the building of sustainable competitiveness. As a star skincare brand that has attracted much attention in recent years, rhode's inclusion in e.l.f. Beauty's portfolio has not only enriched the company's product matrix but also strengthened its influence among young consumer groups. Industry analysts believe that this financial report validates the effectiveness of e.l.f. Beauty's strategy of achieving category complementarity through mergers and acquisitions. In the increasingly competitive beauty market, acquiring high-potential brands and supplementing them with supply chain optimization (such as tariff management) has become an important path for leading companies to maintain high-speed growth. In the future, how to further realize the synergies between rhode and the existing mass-market beauty business will be a key focus for investors.

L'Oréal appoints Rahquel Purcell as Chief Diversity, Equity and Inclusion Officer for North America

On 2026 year 8 month 6 day, the L'Oréal Group announced the appointment of Rahquel Purcell as Chief Diversity, Equity and Inclusion (DE&I) Officer for the North America region, effective immediately. Purcell will succeed Liliahn Majeed and will report directly to Alexis Perakis-Valat, CEO of L'Oréal USA and President of North America. At the same time, she will continue to serve as a member of the L'Oréal USA Management Committee and the Global DE&I Leadership Team. Since joining L'Oréal in 2016, Purcell has brought a career background of 23 years at Procter & Gamble and has held senior operations and supply chain leadership roles at L'Oréal. Previously, she served as the first Chief Transformation Officer for North America, responsible for leading enterprise-wide transformation initiatives. In her new role, she will be fully responsible for L'Oréal's DE&I strategy in North America, with a focus on strengthening inclusive workplace practices and supporting its brands in building closer connections with diverse consumer groups. This personnel change reflects L'Oréal's continued commitment to making diversity, equity and inclusion a strategic business priority. The Group believes that inclusive leadership is crucial for driving innovation, talent development, and maintaining brand relevance among consumers. By strengthening leadership in this area, L'Oréal aims to further consolidate its competitiveness in the North American market and ensure that its corporate culture aligns with an increasingly diverse social structure. This move also aligns with the general trend in the global beauty industry in recent years toward social responsibility and the optimization of internal corporate governance structures.

Nykaa's quarterly net profit more than triples; acquires majority stake in Aminu Wellness to expand into premium skincare

FSN E-Commerce Ventures, the operator of Indian beauty e-commerce platform Nykaa, recently released its latest quarterly financial report, showing that its beauty business has become the core driver of strong profit growth. Meanwhile, the company announced the acquisition of a 51% majority stake in the premium skincare brand Aminu Wellness for 3.2 hundred million Indian rupees, aiming to further strengthen its presence in the premium beauty market. Financial data shows that, benefiting from the continued momentum of its beauty e-commerce platform, offline retail stores, and private-label brands, Nykaa's quarterly net profit achieved more than a threefold increase. Specifically, the beauty segment's net sales grew by 29% year-on-year, and its earnings before interest, taxes, depreciation, and amortization (EBITDA) margin rose from 9.0% in the same period last year to 10.3%, demonstrating a significant improvement in profitability. In terms of product portfolio, Nykaa's acquisition of Aminu Wellness is an important step in deepening its strategy in the premium skincare sector. Currently, Nykaa's beauty product matrix covers internationally renowned brands such as Huda Beauty, MAC, L'Oréal, Maybelline, and The Ordinary, as well as private-label brands like Nykaa Cosmetics and Dot & Key. Introducing Aminu Wellness will help enrich its premium skincare product line and meet increasingly upgraded consumer demands. Industry analysis points out that this performance reflects the sustained strong demand for beauty products in the Indian market. Through a dual-wheel drive strategy of "organic growth + targeted acquisitions," Nykaa has not only consolidated its leading position in India's beauty retail sector but also demonstrated its ambition to expand in high-value-added segments. This merger and acquisition is expected to further optimize the company's brand structure, increase the overall average transaction value and user stickiness, and support long-term sustainable growth...

Chanel's Fragrance and Beauty division saw sales grow by approximately 8% in the first half of 2026

[Global Briefing] Chanel recently announced its performance report for the Fragrance and Beauty division for the first half of 2026. The data shows that, despite challenges in the global luxury market and fluctuations in consumer sentiment, the division still achieved a robust sales growth of approximately 8%. This performance helped Chanel Group achieve double-digit growth in overall revenue. From a regional perspective, the growth momentum spread across major global markets, with positive growth recorded in the United States, China, and the Middle East. This indicates that Chanel's high-end beauty product portfolio has maintained continuous and stable market demand globally, demonstrating strong counter-cyclical resilience. As one of the three core business pillars of Chanel Group, the Fragrance and Beauty business accounts for about one-quarter of the group's total revenue. The release of these results further confirms the defensive advantage of the high-end beauty category in the current complex market environment. Compared to some areas of luxury ready-to-wear or accessories that are more affected by the macroeconomic environment, beauty products, with their relatively lower entry threshold and high repurchase rate, continue to be a key engine driving the growth of luxury brands. Industry analysis points out that while maintaining brand scarcity and a high-end positioning, Chanel successfully offset the impact of weak consumption in some regions by optimizing its global channel layout and strengthening its core fragrance and makeup product lines. This achievement also provides a reference for other luxury brands when adjusting their market strategies, namely that against the backdrop of increasingly rational consumption among high-net-worth individuals, focusing on refined operations in core categories and key markets remains an effective path to ensure sustained growth.

Empowered Funds LLC increased its holdings in The Estee Lauder Companies Inc. by 20,580 shares

According to the latest regulatory filings disclosed by MarketBeat, investment firm Empowered Funds LLC recently purchased 20,580 shares of The Estee Lauder Companies Inc. (stock ticker: EL) in the open market. Following this transaction, the number of shares held by the firm in The Estee Lauder Companies Inc. increased accordingly. As a global leader in the premium beauty industry, The Estee Lauder Companies Inc. owns multiple well-known brands such as Estée Lauder, La Mer, and MAC, and its stock price fluctuations and changes in shareholder structure have long been closely watched by the capital markets. As an asset management company, Empowered Funds LLC’s increase in holdings reflects institutional investors’ recognition of The Estee Lauder Companies Inc.’s current valuation or future growth prospects. Although a single transaction of more than 2 ten thousand shares represents an extremely small proportion of Estée Lauder’s large total share capital and is insufficient to directly affect corporate control or daily operations, such inflows of institutional funds are generally regarded as one of the micro-indicators of market confidence. Against the backdrop of intensifying competition in the global beauty market and rapidly evolving consumer preferences, adjustments in institutional investors’ positions in leading beauty companies often embody judgments on the pace of industry recovery and the effectiveness of corporate strategy execution. In recent years, The Estee Lauder Companies Inc. has continuously advanced digital transformation and channel optimization to address market challenges. Although this increase in holdings is a routine capital operation, it also indirectly confirms the sustained attention of some long-term capital toward leading enterprises in the premium beauty sector. Market analysts point out that investors should combine the company’s subsequent financial reports and macroeconomic consumption data to comprehensively assess its long-term investment value. At present, The Estee Lauder Companies Inc. has not issued an official comment on this specific change in institutional shareholding.

Torriden's overseas sales accounted for 62% in the first half of the year, accelerating the expansion of global channels

South Korean beauty brand Torriden is accelerating its global expansion by leveraging the brand reputation and product competitiveness it has accumulated in the domestic market. The latest financial data shows that the brand's sales revenue in the first half of 2026 reached 1811 hundred million won, with overseas sales accounting for as high as 62%, indicating that its revenue structure has become highly dependent on the international market. In terms of geographic distribution, Torriden has achieved significant growth in key markets such as the United States and Australia. This performance is mainly attributed to its hero product strategy centered on best-sellers from Olive Young, a well-known South Korean beauty chain store. By leveraging proven star products, the brand has effectively lowered the trial barrier for overseas consumers and quickly established market awareness. In terms of channel expansion, Torriden is extending from single online direct sales or partnerships with specific platforms to a diversified global retail network. Currently, the brand is actively expanding its sales network on major international retail platforms such as Amazon and Costco. This move aims to leverage the traffic advantages of large supermarkets and e-commerce giants to further enhance the brand's penetration rate and market share worldwide. Industry analysis points out that Torriden's case reflects a new trend for K-beauty brands going global: no longer relying solely on low prices or marketing gimmicks, but instead relying on product strength and brand assets verified in mature domestic markets to achieve sustainable scaled growth by entering mainstream offline and comprehensive e-commerce platforms. As the proportion of overseas revenue continues to expand, how to balance global supply chain efficiency with localized operational needs will become the main challenge facing the brand in the next stage.

L'Oréal appoints Rahquel Purcell as Chief Diversity, Equity and Inclusion Officer for North America

French beauty giant L'Oréal Group announced the promotion of Rahquel Purcell to Chief Diversity, Equity and Inclusion (DEI) Officer for North America, effective immediately. Purcell will succeed Liliahn Majeed, who decided to leave after three years at L'Oréal to pursue new opportunities. Prior to this appointment, Purcell served as L'Oréal North America's Chief Transformation Officer for four years. The position was established in 2022 to strategize and coordinate a portfolio of high-impact initiatives across the region. Purcell built this function from the ground up, assembling an expert team and launching new organizational capabilities. She will report directly to Alexis Perakis-Valat, CEO of L'Oréal USA and President of North America, while continuing to serve on the L'Oréal USA Management Committee and joining the global leadership team led by Global DEI Officer Margaret Johnston-Clarke. Purcell brings extensive senior management experience in the beauty industry. She joined L'Oréal USA in 2016 year 1 month, after spending 23 years in supply chain operations at Procter & Gamble. During her tenure at L'Oréal, she held roles including Vice President of North America Supply Chain, Senior Vice President, and Chief Operating Officer for North America. Notably, during the pandemic in 2020, she led her team through challenges such as market shutdowns, accelerated e-commerce growth, global supply chain crises, and labor shortages, achieving significant business growth. Regarding her new role, Purcell stated that she will bring her experience in operations, supply chain, and transformation to the DEI field, connecting strategy, talent, and execution to drive business growth through differentiated value, and collaborating with brands to leverage core assets to build authentic connections with diverse consumers and communities. L'Oréal USA CEO Alexi Peraki…

Procter & Gamble announces the acquisition of premium nutrition brand Thorne for 38 hundred million US dollars

On 2026 year 8 month 4 day, global consumer goods giant Procter & Gamble (P&G) officially announced that it will acquire the high-end scientific nutrition and health brand Thorne from private equity fund LCatterton, with a total transaction amount of 38 hundred million US dollars (approximately 256 hundred million yuan). This acquisition marks P&G's acceleration into the functional health and scientific nutrition sectors while consolidating its traditional beauty and personal care business, aiming to position itself in the core incremental market of general health. Upon completion of the transaction, Thorne will be integrated into P&G's Health Care division, creating business synergies with established brands such as NewChapter vitamins, Metamucil dietary fiber, and Align probiotics. Currently, although P&G's health segment covers multiple mass-market areas including gastrointestinal, oral, and cold care, there is still a gap in the high-end scientific nutrition track. Introducing Thorne helps P&G achieve full-category coverage from mass basic health to high-end precision nutrition, perfecting its strategic matrix in the general health field. Notably, the bidding process was intense. In 6 month of this year, rumors circulated that Unilever intended to bid for Thorne at 40 hundred million US dollars, and Haleon also participated in the competition; P&G was not previously considered a core contender. Ultimately, P&G emerged victorious, demonstrating its high regard for this sector. Financial data shows that although P&G's divisional net profit for the 2026 fiscal year slightly declined to 24.04 hundred million US dollars, and overall organic sales in the fourth fiscal quarter decreased slightly by 1% year-on-year, its personal health care segment achieved positive growth driven by price optimization and volume increases, with solid momentum in the core North American market. This stable performance laid the foundation for its subsequent integration of high-end businesses. Industry analysis points out that as the competitive logic of beauty and personal care giants evolves, foreign giants including L'Oréal and Unilever are gradually stepping out of the traditional 'appearance...