Daniel Osei

Daniel Osei

Capital and supply

Companies and capital · Operations and supply

About

Tracks who owns, funds, and runs beauty companies: deal terms, cap tables, leadership churn, and the supply chains that decide whether growth is real or promised. Every claim about a transaction or a factory gets checked against a filing, a contract, or a person who was in the room.

Reads deal documents and supplier contracts before press releases, and treats an unsourced valuation or a vague strategic partnership claim as a flag rather than a headline. Comes from tracking manufacturing capacity and financing structures over brand narratives, and will not publish a funding figure only one party confirms.

Desks

Contact

editorial@obsuo.com

Published work 12 articles since 2026

  1. Lubrizol's New Thickener Tackles the Hardest Problem in Sulfate-Free Formulation

    Glucamate Evolve is built to solve a persistent manufacturing headache: sulfate-free surfactant systems that resist thickening at scale.

  2. Lumson's Lombardi Deal Buys Italian Packaging Maker Its First Factories Abroad

    Lumson bought Lombardi's US and Asia packaging units, giving the Italian skincare-packaging maker its first factories in North America and China/Korea, backed by a bank pool and state export lender SIMEST.

  3. Caudalie Group Buys Majority Stake in Talm, Its First Acquisition Ever

    The French skincare group, backed by founders Mathilde and Bertrand Thomas, converts a 2022 minority investment into full control of maternity brand Talm.

  4. Wella Files for IPO as KKR Keeps a Stake in the Outcome

    Wella's IPO filing shows $2.9B in fiscal 2026 sales, up 9.2%, and a swing to $62M net income, with KKR both the seller and an underwriter of the deal.

  5. Baldness Drugs Are Wall Street's Next Goldmine

    Wall Street is pricing hair-loss drugmakers like the next GLP-1, with Veradermics up nearly 500% since its February IPO and Lilly backing Absci's antibody bet.

  6. Lumson Lands the Packaging Job Behind Lancôme's New Longevity Cream

    Lancôme tapped Italian manufacturer Lumson to build the bespoke glass jar for Absolue Longevity MD, its new dermatologist-launched, $155-$175 anti-aging cream.

  7. Natura's Q2 profit craters as a software migration undercuts its Brazil turnaround

    Natura &Co's net profit sank to 35 million reais in the second quarter, a roughly 92% drop, as an SAP system migration triggered stockouts and Brazil revenue fell nearly 15% even while the company's Spanish-speaking Latin American markets grew.

  8. Selkie secures four Dragons in £40,000 investment deal

    Amersham chemist Cicely Coops asked for £40,000 for 12.5% of refillable haircare brand Selkie. All four Dragons invested, taking 20% between them.

  9. Anton Paar's 'Personal Care' Workshop Is a Rebadged Stop on a Recurring Circuit

    Anton Paar UK's free personal care measurement workshop on 21 October 2026 is at least the fourth near-identical one-day event the instrument maker has run from the same Luton address since mid-2025, with only the industry label changed each time.

  10. Society Management's College Sports Push Meets a Deal-Rejecting Clearinghouse

    The Society Management's new alliance with Canopy Talent to broker college athlete brand deals will route every contract through a Deloitte-run NIL clearinghouse that has rejected roughly 90 million dollars in deals over the past year, a review Society's existing pro athlete clients never face.

  11. AMUSE Is the Only Growth Shinsegae International's Cosmetics Unit Has Left

    AMUSE's new Bangkok stores are opening just as parent Shinsegae International posts a quarterly operating loss and its cosmetics division shrinks once AMUSE is stripped out, leaving one acquired brand to carry both the unit's growth and a 2028 revenue target it is not yet on pace to hit.

  12. Dries Van Noten Got a Hand Cream Line. Its Founder Got a Foundation Grant.

    In April 2026, Puig extended the Dries Van Noten trademark into hand and body care at Byredo-level prices while separately signing a three-year funding deal with founder Dries Van Noten's independent nonprofit foundation, two moves that reveal how the group is managing the brand's value since his 2024 exit from the runway.
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