BUZZ-US beauty and wellness stocks have potential in 2025, Piper Sandler says

Reuters01-06 22:39

** Piper Sandler sees potential room for growth in 2025 for U.S. beauty and wellness firms but says impact of interest rates, lending standards, and President-elect Donald Trump's policies are key factors to watch

** Brokerage picks Church & Dwight Co Inc , Interparfums Inc , and Sally Beauty Holdings Inc as its 2025 'top ideas'

** Piper Sandler upgrades Kenvue to "overweight" from "neutral" citing positive margin outlook; shares of co up 1.46% in premarket

** Downgrades European Wax Center Inc and Perrigo Company plc to "neutral" from "overweight"

** Piper Sandler revises PT for the following cos:

Company Current PT Previous PT

AirSculpt Technologies Inc $6 $7

Bath & Body Works Inc $39 $36

Church & Dwight Co Inc $128 $124

Colgate-Palmolive $112 $121

Estee Lauder Companies Inc $91 $89

e.l.f. Beauty Inc $167 $165

European Wax Center Inc $7 $9

Hims & Hers Health Inc $24 $21

Kimberly-Clark Corp $161 $175

Kenvue Inc $26 $21

Olaplex Holdings Inc $2 $1.5

Planet Fitness Inc $123 $115

Perrigo Company plc $27 $34

Ulta Beauty Inc $394 $390

Xponential Fitness Inc $16 $12

(Reporting by Akriti Shah in Bengaluru)

((akriti.shah@thomsonreuters.com))

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