LIVE MARKETS-Beauty in 2026 looking attractive

Reuters12-16

LIVE MARKETS-Beauty in 2026 looking attractive

Adds blog post

STOXX 600 edging lower

Ukraine peace talks in focus

Defence stocks falter

Wall St futures slide

Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com

BEAUTY IN 2026 LOOKING ATTRACTIVE

Beauty revenues are forecast to grow 4.9% in 2026, accelerating from 2025’s modest pace, BofA analysts predict.

The Chinese market, the second largest at $63 billion, will be the biggest driver, expected to rise 8%, with international brands seeing regaining share. In Q3 international brands grew slightly faster than domestic peers, and added almost 10x more revenues.

In the U.S., after a weak 2025, growth has improved and will benefit from pricing actions, and innovation in hair, fragrance and luxe skincare.

Europe and emerging markets are set for steady but unspectacular gains. The luxe segment looks strongest, aided by China’s recovery, fragrance launches and skincare expansion, while mass remains challenged.

Cost savings of $1.7 billion will be reinvested in advertising and R&D, supporting margin expansion. Despite trading at 28 times expected 2026 earnings, beauty remains undervalued versus peers, BofA says.

Estee Lauder EL.N and L'Oreal OREP.PA are BofA's top picks in the space.

(Joice Alves)

*****

EARLIER ON LIVE MARKETS:

STOXX SHAKES OFF EARLY WEAKNESS, AS UKRAINE TALKS DRIVE PRICE ACTION CLICK HERE

BEFORE THE BELL: EUROPE TRACKS LOWER, LED BY DEFENCE CLICK HERE

MARKETS IN GRINCH-Y MOOD BEFORE DATA DELUGE CLICK HERE

Disclaimer: Investing carries risk. This is not financial advice. The above content should not be regarded as an offer, recommendation, or solicitation on acquiring or disposing of any financial products, any associated discussions, comments, or posts by author or other users should not be considered as such either. It is solely for general information purpose only, which does not consider your own investment objectives, financial situations or needs. TTM assumes no responsibility or warranty for the accuracy and completeness of the information, investors should do their own research and may seek professional advice before investing.

Comments

We need your insight to fill this gap

Leave a comment

{"i18n":{"language":"en_US"},"isChannel":false,"data":{"share":"https://ttm.financial/m/news/2591989650?lang=en_US&edition=fundamental","thumbnail":"","is_english":true,"pubTime":"2025-12-16 19:53","share_image_url":"https://static.laohu8.com/e9f99090a1c2ed51c021029395664489","id":"2591989650","market":"nz","top_or_hot":-1,"title":"LIVE MARKETS-Beauty in 2026 looking attractive","media":"Reuters","content":"<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>LIVE MARKETS-Beauty in 2026 looking attractive</title></head><body><p>Adds blog post</p><div><p>STOXX 600 edging lower </p><p>Ukraine peace talks in focus</p><p>Defence stocks falter</p><p>Wall St futures slide</p></div><p>Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p>BEAUTY IN 2026 LOOKING ATTRACTIVE</p><p>Beauty revenues are forecast to grow 4.9% in 2026, accelerating from 2025’s modest pace, BofA analysts predict. </p><p>The Chinese market, the second largest at $63 billion, will be the biggest driver, expected to rise 8%, with international brands seeing regaining share. In Q3 international brands grew slightly faster than domestic peers, and added almost 10x more revenues.</p><p>In the U.S., after a weak 2025, growth has improved and will benefit from pricing actions, and innovation in hair, fragrance and luxe skincare. </p><p>Europe and emerging markets are set for steady but unspectacular gains. The luxe segment looks strongest, aided by China’s recovery, fragrance launches and skincare expansion, while mass remains challenged.</p><p>Cost savings of $1.7 billion will be reinvested in advertising and R&amp;D, supporting margin expansion. Despite trading at 28 times expected 2026 earnings, beauty remains undervalued versus peers, BofA says.</p><p>Estee Lauder <span>EL.N</span> and L'Oreal <span>OREP.PA</span> are BofA's top picks in the space.</p><p>(Joice Alves)</p><p>*****</p><p>EARLIER ON LIVE MARKETS:</p><p>STOXX SHAKES OFF EARLY WEAKNESS, AS UKRAINE TALKS DRIVE PRICE ACTION <span>CLICK HERE</span></p><p>BEFORE THE BELL: EUROPE TRACKS LOWER, LED BY DEFENCE <span>CLICK HERE</span></p><p>MARKETS IN GRINCH-Y MOOD BEFORE DATA DELUGE <span>CLICK HERE</span> </p></body></html>","source":null,"html":"<!DOCTYPE html>\n<html>\n<head>\n<meta http-equiv=\"Content-Type\" content=\"text/html; charset=utf-8\" />\n<meta name=\"viewport\" content=\"width=device-width,initial-scale=1.0,minimum-scale=1.0,maximum-scale=1.0,user-scalable=no\"/>\n<meta name=\"format-detection\" content=\"telephone=no,email=no,address=no\" />\n<title>LIVE MARKETS-Beauty in 2026 looking attractive</title>\n<style type=\"text/css\">\na,abbr,acronym,address,applet,article,aside,audio,b,big,blockquote,body,canvas,caption,center,cite,code,dd,del,details,dfn,div,dl,dt,\nem,embed,fieldset,figcaption,figure,footer,form,h1,h2,h3,h4,h5,h6,header,hgroup,html,i,iframe,img,ins,kbd,label,legend,li,mark,menu,nav,\nobject,ol,output,p,pre,q,ruby,s,samp,section,small,span,strike,strong,sub,summary,sup,table,tbody,td,tfoot,th,thead,time,tr,tt,u,ul,var,video{ font:inherit;margin:0;padding:0;vertical-align:baseline;border:0 }\nbody{ font-size:16px; line-height:1.5; color:#999; background:transparent; }\n.wrapper{ overflow:hidden;word-break:break-all;padding:10px; }\nh1,h2{ font-weight:normal; line-height:1.35; margin-bottom:.6em; }\nh3,h4,h5,h6{ line-height:1.35; margin-bottom:1em; }\nh1{ font-size:24px; }\nh2{ font-size:20px; }\nh3{ font-size:18px; }\nh4{ font-size:16px; }\nh5{ font-size:14px; }\nh6{ font-size:12px; }\np,ul,ol,blockquote,dl,table{ margin:1.2em 0; }\nul,ol{ margin-left:2em; }\nul{ list-style:disc; }\nol{ list-style:decimal; }\nli,li p{ margin:10px 0;}\nimg{ max-width:100%;display:block;margin:0 auto 1em; }\nblockquote{ color:#B5B2B1; border-left:3px solid #aaa; padding:1em; }\nstrong,b{font-weight:bold;}\nem,i{font-style:italic;}\ntable{ width:100%;border-collapse:collapse;border-spacing:1px;margin:1em 0;font-size:.9em; }\nth,td{ padding:5px;text-align:left;border:1px solid #aaa; }\nth{ font-weight:bold;background:#5d5d5d; }\n.symbol-link{font-weight:bold;}\n/* header{ border-bottom:1px solid #494756; } */\n.title{ margin:0 0 8px;line-height:1.3;color:#ddd; }\n.meta {color:#5e5c6d;font-size:13px;margin:0 0 .5em; }\na{text-decoration:none; color:#2a4b87;}\n.meta .head { display: inline-block; overflow: hidden}\n.head .h-thumb { width: 30px; height: 30px; margin: 0; padding: 0; border-radius: 50%; float: left;}\n.head .h-content { margin: 0; padding: 0 0 0 9px; float: left;}\n.head .h-name {font-size: 13px; color: #eee; margin: 0;}\n.head .h-time {font-size: 11px; color: #7E829C; margin: 0;line-height: 11px;}\n.small {font-size: 12.5px; display: inline-block; transform: scale(0.9); -webkit-transform: scale(0.9); transform-origin: left; -webkit-transform-origin: left;}\n.smaller {font-size: 12.5px; display: inline-block; transform: scale(0.8); -webkit-transform: scale(0.8); transform-origin: left; -webkit-transform-origin: left;}\n.bt-text {font-size: 12px;margin: 1.5em 0 0 0}\n.bt-text p {margin: 0}\n</style>\n</head>\n<body>\n<div class=\"wrapper\">\n<header>\n<h2 class=\"title\">\nLIVE MARKETS-Beauty in 2026 looking attractive\n</h2>\n\n<h4 class=\"meta\">\n\n\n<a class=\"head\" href=\"https://laohu8.com/wemedia/1032215980\">\n\n\n<div class=\"h-thumb\" style=\"background-image:url(https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48);background-size:cover;\"></div>\n\n<div class=\"h-content\">\n<p class=\"h-name\">Reuters </p>\n<p class=\"h-time\">2025-12-16 19:53</p>\n</div>\n\n</a>\n\n\n</h4>\n\n</header>\n<article>\n<html xmlns=\"http://www.w3.org/1999/xhtml\"><head><title>LIVE MARKETS-Beauty in 2026 looking attractive</title></head><body><p>Adds blog post</p><div><p>STOXX 600 edging lower </p><p>Ukraine peace talks in focus</p><p>Defence stocks falter</p><p>Wall St futures slide</p></div><p>Welcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.com</p><p>BEAUTY IN 2026 LOOKING ATTRACTIVE</p><p>Beauty revenues are forecast to grow 4.9% in 2026, accelerating from 2025’s modest pace, BofA analysts predict. </p><p>The Chinese market, the second largest at $63 billion, will be the biggest driver, expected to rise 8%, with international brands seeing regaining share. In Q3 international brands grew slightly faster than domestic peers, and added almost 10x more revenues.</p><p>In the U.S., after a weak 2025, growth has improved and will benefit from pricing actions, and innovation in hair, fragrance and luxe skincare. </p><p>Europe and emerging markets are set for steady but unspectacular gains. The luxe segment looks strongest, aided by China’s recovery, fragrance launches and skincare expansion, while mass remains challenged.</p><p>Cost savings of $1.7 billion will be reinvested in advertising and R&amp;D, supporting margin expansion. Despite trading at 28 times expected 2026 earnings, beauty remains undervalued versus peers, BofA says.</p><p>Estee Lauder <span>EL.N</span> and L'Oreal <span>OREP.PA</span> are BofA's top picks in the space.</p><p>(Joice Alves)</p><p>*****</p><p>EARLIER ON LIVE MARKETS:</p><p>STOXX SHAKES OFF EARLY WEAKNESS, AS UKRAINE TALKS DRIVE PRICE ACTION <span>CLICK HERE</span></p><p>BEFORE THE BELL: EUROPE TRACKS LOWER, LED BY DEFENCE <span>CLICK HERE</span></p><p>MARKETS IN GRINCH-Y MOOD BEFORE DATA DELUGE <span>CLICK HERE</span> </p></body></html>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2404859667.USD","symbol_name":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","start_time":0,"source_url":"https://api.refinitiv.com/data/news/v1/stories/urn:newsml:reuters.com:20251216:nL8N3XM0O5:1","article_id":"2591989650","we_media_id":"1032215980","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2591989650","pubTimestamp":1765886021,"columns":[],"sourceInfo":null,"weMediaInfo":{"media_name":"Reuters","introduction":"Reuters.com brings you the latest news from around the world, covering breaking news in markets, business, politics, entertainment and technology","home_visible":1,"id":"1032215980","head_image":"https://community-static.tradeup.com/news/4567337cbdf294b657b1fa87c5488b48"},"summary":"LIVE MARKETS-Beauty in 2026 looking attractiveAdds blog postSTOXX 600 edging lower Ukraine peace talks in focusDefence stocks falterWall St futures slideWelcome to the home for real-time coverage of m","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"LU2404859667.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) ACC","LU2552382132.HKD":"WELLINGTON US BRAND POWER \"A\" (HKD) ACC","EL":"雅诗兰黛","LU2552382058.USD":"WELLINGTON US BRAND POWER \"A\" (USD) ACC","BK4504":"桥水持仓","BK4533":"AQR资本管理(全球第二大对冲基金)","LU2552382215.SGD":"WELLINGTON US BRAND POWER \"A\" (SGDHDG) ACC","LU0690374961.EUR":"FUNDSMITH EQUITY \"R\" (EUR) INC","BK4558":"双十一","BK4585":"ETF&股票定投概念","BK4183":"个人用品","BK4588":"碎股","LU2404859741.USD":"FUNDSMITH EQUITY FUND \"R\" (USD) INC","LU0690374615.EUR":"FUNDSMITH EQUITY \"R\" (EUR) ACC","BK4548":"巴美列捷福持仓"},"translate_title":"现场市场-2026年的美丽看起来很有吸引力","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"EL":0.9},"content_text":"LIVE MARKETS-Beauty in 2026 looking attractiveAdds blog postSTOXX 600 edging lower Ukraine peace talks in focusDefence stocks falterWall St futures slideWelcome to the home for real-time coverage of markets brought to you by Reuters reporters. You can share your thoughts with us at markets.research@thomsonreuters.comBEAUTY IN 2026 LOOKING ATTRACTIVEBeauty revenues are forecast to grow 4.9% in 2026, accelerating from 2025’s modest pace, BofA analysts predict. The Chinese market, the second largest at $63 billion, will be the biggest driver, expected to rise 8%, with international brands seeing regaining share. In Q3 international brands grew slightly faster than domestic peers, and added almost 10x more revenues.In the U.S., after a weak 2025, growth has improved and will benefit from pricing actions, and innovation in hair, fragrance and luxe skincare. Europe and emerging markets are set for steady but unspectacular gains. The luxe segment looks strongest, aided by China’s recovery, fragrance launches and skincare expansion, while mass remains challenged.Cost savings of $1.7 billion will be reinvested in advertising and R&D, supporting margin expansion. Despite trading at 28 times expected 2026 earnings, beauty remains undervalued versus peers, BofA says.Estee Lauder EL.N and L'Oreal OREP.PA are BofA's top picks in the space.(Joice Alves)*****EARLIER ON LIVE MARKETS:STOXX SHAKES OFF EARLY WEAKNESS, AS UKRAINE TALKS DRIVE PRICE ACTION CLICK HEREBEFORE THE BELL: EUROPE TRACKS LOWER, LED BY DEFENCE CLICK HEREMARKETS IN GRINCH-Y MOOD BEFORE DATA DELUGE CLICK HERE","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; compatible; ClaudeBot/1.0; +claudebot@anthropic.com)","isDev":false,"isTTM":true,"deviceId":"web-server-community-laohu8-v3","version":"4.35.12","shortVersion":"4.35.12","platform":"web","vendor":"web","appName":"ttm","isIOS":false,"isAndroid":false,"isTiger":false,"isTHS":false,"isWeiXin":false,"isWeiXinMini":false,"isWeiBo":false,"isQQ":false,"isBaiduSwan":false,"isBaiduBox":false,"isDingTalk":false,"isToutiao":false,"isOnePlus":false,"isHuaWei":false,"isXiaomi":false,"isXiaomiWebView":false,"isOppo":false,"isVivo":false,"isSamsung":false,"isMobile":false},"href":"/m/news/2591989650","isCrawlerRequest":true}