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.
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Published work 23 articles since 2026
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BolognaFiere Cosmoprof Takes Majority Stake in Aestetica Beauty & Wellness Exhibition
BolognaFiere Cosmoprof has bought a controlling share of Aestetica Beauty & Wellness Exhibition, extending its trade fair footprint into southern Italy's professional beauty market.
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From field to fragrance: Givaudan's House of Naturals is taking shape in Grasse
Givaudan will spend CHF 55 million on a Grasse plant that consolidates two sites into one, processing over 100 natural ingredients by 2028. The build also returns the company to land it left decades ago, now contested by rivals and a shrinking pool of local flower growers.
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Silgan Dispensing lends its expertise to Guerlain's Longevity Concentrate
Silgan Dispensing built the refillable SP34 pump and bayonet fitting for Guerlain's new Orchidée Impériale serum, engineered to carry a liposome-dense orchid formula while meeting coming EU recyclability rules.
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Galderma Agrees to Buy ZO Skin Health From Blackstone
Galderma has signed a deal to buy ZO Skin Health from Blackstone Tactical Opportunities, a brand founded by Dr. Zein Obagi that posted about $330 million in sales over the year to June 2026.
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Symrise Bets on Singapore Hub to Speed Asian Fragrance Development
Symrise is using a Singapore scent center to combine fragrance, cleansing research and customer testing in one workflow, targeting faster Asian briefs. The move follows softer Scent & Care margins.
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Beauty Dealmakers Reorder Portfolios Around Health-Led Brands
Beauty M&A is concentrating on scalable brands where personal care meets health, from dermocosmetics to supplements and feminine care. Private equity and strategic buyers are taking different routes to growth.
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Weston Family Buys Boots From Sycamore Partners for $8.9 Billion
Canada's Weston family, owners of Loblaw and Shoppers Drug Mart, agreed to buy Boots from Sycamore Partners and the Pessina family for $8.9 billion. The deal ends a short, fast breakup of Walgreens Boots Alliance that began with Sycamore's 2025 take-private.
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Victoria Beckham's First Profit Arrives With a $700 Million Sale Process Attached
Victoria Beckham Holdings just posted its first-ever operating profit, powered by beauty, right as Rothschild shops the whole company at a reported $700 million valuation.
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Ushopal Puts a Number on Its Global Ambitions, and a Timeline on Remaking Payot
Ushopal Group disclosed its global retail value for the first time, nearly 200 million euros, as the Chinese beauty house lays out a five-part plan to cut China's share of revenue to roughly 35-40%.
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Behind L'Oréal Professionnel's Fashion-Week Bet: A Record Division Rewiring Its Salon Strategy
L'Oréal Professionnel's Paris Fashion Week push, four shows including Courrèges and Mugler, is less a marketing flourish than a stress test tied to a bigger channel strategy for a division that just topped 5 billion euros in sales.
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Estée Lauder's UK 'Growth Story' Is Doing a Lot of Work for a Company Still Cutting Jobs
Estée Lauder's UK boss talks up TikTok Shop and "growth levers," but the upbeat framing sits atop a global restructuring cutting up to 13,000 jobs and an unresolved China travel-retail slump.
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EU Clears Partners Group's Takeover of Aroma-Zone's Majority Stake from Eurazeo
The European Commission approved Partners Group's purchase of Eurazeo's majority stake in French beauty retailer Aroma-Zone, with Eurazeo set to reinvest in the company.
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Interparfums Signs Puma to a 10-Year Fragrance License Through 2037
The licensing deal, disclosed in an SEC filing, hands Interparfums exclusive worldwide rights to develop and distribute Puma fragrances starting in 2027.
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Seppic Swaps Shark Liver Oil for Plant-Derived Squalane in New Polymer Line
Seppic's Sepilife NEOS replaces animal-sourced squalane with a vegan alternative, reflecting a sourcing shift now reshaping cosmetic ingredient supply chains.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
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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.
