ARTICLES
Explore our latest insights on the beauty, luxury, and lifestyle industries. At Carrara Advisory, we combine decades of hands-on experience with deep market understanding to provide actionable perspectives on strategy, innovation, and growth. Here, we share our thinking on the trends, challenges, and opportunities shaping the future of your business.
Beauty Industry Price Trends: Are We Finally Seeing a Slowdown?
After a period of continuous price hikes, there’s a hint that price increases in the beauty industry may be stabilizing. This may be a turning point where value, innovation, and consumer-centricity lead the way in the beauty industry.
Hermès’s Diversification Dilemma: Can Luxury’s Crown Jewel Keep Growing?
Hermès’s reliance on a couple of categories and geographies raises questions about the brand’s long-term growth. With economic uncertainty in Asia and a potential plateau in other key regions, Hermès’s strategy to sustain its high growth rate faces increasing pressure.
Estée Lauder's Hidden Strengths: Is a Turnaround on the Horizon?
Estée Lauder’s struggles have dominated headlines, but are investors overlooking positive momentum? With key performance indicators improving, the company might be poised for a stronger recovery than expected.
Skin Health Positioning Wars: Eco-Friendly Push vs. Clinical Dominance
Kenvue's Neutrogena is embracing sustainability and targeting Gen Z with innovations like the Collagen Bank line, while also enhancing dermatologist partnerships to reclaim trust. Meanwhile, L’Oréal's CeraVe continues to lead in dermatologist endorsements, focusing on science-backed skincare that drives global consumer loyalty.
Beauty Stocks: is market sentiment overshadowing good performance?
Despite double-digit profit growth and strong revenue performance, beauty sector stock prices have taken a steep tumble. Is this a reflection of investor fear and unmet expectations, or an indication of deeper industry troubles? We believe this discrepancy is driven more by investor anxiety and overblown concerns than by any significant issues within the beauty industry itself.
Lipstick Market Poised to Reach $10 Billion Amid Economic and Political Shifts
In 2024, the global lipstick market is on track to reach the $10 billion milestone, driven by a steady 4.9% CAGR. As we navigate a new era of economic and political shifts, the future remains uncertain. Yet, the lipstick market continues to serve as a powerful symbol of resilience, comfort, and optimism, offering insights into consumer sentiment during turbulent times.
The Reality of Tariffs: Challenges Beyond the Principle
While tariffs can help balance trade, their impact is limited by factors like volatility and the challenges of scaling up local production. Proper execution and consideration of long-term resources are crucial for tariffs to have a meaningful effect.
Navigating Change: Agility is the Competitive Edge for Beauty Brands in 2024
In a landscape shaped by inflationary pressures and regional shifts, beauty companies are finding new growth paths. Brands like Puig and Interparfums stand out with double-digit growth, thanks to their agility and strategic resource allocation, while others grapple with adapting to evolving consumer demands.