
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.