Consumers & Markets | Global Cosmetic Industry

Beauty is experiencing a clear shift in how young people approach beauty.

The Beauty Contract: What's Fueling the Top 10 Gen Z Brands and Products?

Insight platform [cafeteria] listened to 2,100+ of its teen and Gen Z users to curate 335 hours of insights about 270+ beauty brands and behaviors to find what's driving these next-gen shoppers.

In October 2025, L'Oreal's nabbed the license for Gucci beauty products from Coty, via the acquisition of Kering's beauty holdings.

Leadership Shake-Up at Coty: CEO Sue Nabi and JAB Chairman Peter Harf Reportedly Set to Depart

According to Danielle Louise, beauty expert at Fresha, the global data points to one clear pattern: “Warm, sweet, comfort-driven fragrances—vanilla, caramel, marshmallow, amber—are dominating every market. These scents feel nostalgic, they last for hours and they’re incredibly wearable. Celebrity brands are tapping into that shift perfectly.”

Gen Z Stars vs. Classic Icons: The Celebrity Fragrance War on the TikTok Battlefield

The transaction will be funded with L’Oréal’s available cash and credit lines. Closing is expected by Q1-2026 and remains subject to customary regulatory approvals.

L’Oreal Groupe Makes Additional 10% Stake in Galderma Group AG

The transaction brings L’Oréal ownership of Galderma’s share capital to 20%.

Unica's Triple-Mix Bottle: Effortless Dispensing for Multi-Formula Products

Unica's Triple-Mix Bottle: Effortless Dispensing for Multi-Formula Products

Unica Packaging’s Triple-Mix Bottle is a new three-chamber packaging designed to simplify the delivery of complex multi-formula products. The Triple-Mix Bottle uses a unique single pump design that ensures effortless dispensing of your multi-formula product.

Notable is the revised fiscal guidance for 2025, where prior net sales were at $12.0 billion to $12.1 billion. Net sales have been adjusted to reflect their growth at approximately $12.3 billion.

Ulta Beauty's Steady Momentum: Company Sees $2.9B in Net Sales for Q3

Ulta Beauty has released its Q3 and nine-month results for 2025, showing steady momentum as the company begins to execute its Ulta Beauty Unleashed Strategy.

For the total season between November 1 and November 28, Adobe reports $123.17 billion spent, a 7.2% increase YOY. For mobile spending, Adobe reports $65.5 billion, a 7.1% increase YOY, and for BNPL, a total of $9.0 billion, representing an 8.6% increase YOY.

770% Increase in AI-Driven Traffic and BNPL Mobile Payment Options Drive Holiday Season Spending

Adobe has released its 2025 holiday shopping data, highlighting the rise of mobile spending, BNPL shopping methods and the rapid acceleration of AI-driven traffic.

Milk Makeup continued to grow its consumption in the United States but faced a more challenging comparison against last year’s exceptionally successful launches.

Waldencast Announces $66.8M in Net Revenue in Q2 2025

Waldencast reports $66.8 million in net revenue for Q2 2025 and $132.3 million in net revenue for H1 2025, highlighting the performance of Obagi Medical and Milk Makeup.

The report provides readers with valuable insights into the top brands, products and trends in skin care right now.

Charm.IO Unveils Top Skin Care Trends on TikTok

Charm.IO's newest report covers valuable insights into the top brands, products and trends in skin care happening on TikTok Shop.

An increasingly informed consumer base, growing awareness of year-round SPF use, and ongoing innovation from brands and suppliers in the industry are driving category growth.

365 Days of SPF: Sun Care Shines Year-Round

Growing consumer awareness opens up opportunities beyond traditional seasonal and format conventions.

'Consumers are no longer just dabbling in supplements—they increasingly believe in the power of ingestibles to influence skin, scalp, and overall beauty outcomes,' says Lorne Lucree, founder, Quiet Coyote. 'The next step is ingredient alignment: the same actives delivered through both a topical serum/cream and an ingestible capsule/powder, sending a unified signal of support to the body.'

2026 Beauty Preview: from Neuro Skin Aging to Cautious Shoppers

Specialists in ingredients, packaging, marketing and more speak out on what's ahead for the industry.

Sephora remained the No.1 favorite beauty shopping destination, gaining 2-points of mindshare sequentially. Ulta remained No. 2, and Target appeared at No. 3 (in line with its historic trend).

Teen Wallets Declining as Sephora, Ulta and Target Remain Fan-Favorites

Piper Sandler's 50th semi-annual teens survey has been released, indicating a decline in teens' core wallets and ranking teens' favorite cosmetic brands and shopping destinations.

DC finds that the beauty category and its subcategories have remained resilient. A continued resurgence in strategic activity by major players and ongoing global transactions signal a healthy and growing category for the future of beauty worldwide.

The Future of Beauty M&A: Insights and Trends for 2025-2026

DC Advisory discusses how global mergers and acquisitions (M&A) are shaping the future of beauty.

Founders Mikael Ramgard and Mat Baxter on rewriting the rules of the multi billion-dollar tattoo industry as they bridge artistry and science to target an largely overlooked customer base.

Skingraphica: Luxury Skin Care For Skinart

Skingraphica has released a new skin care line for skin art, addressing the increasing need for a new class of tattoo dermatology.