Products
Category formation, launches, positioning, and demand evidence read as market behavior rather than trend theater.
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Chanel, YSL and Prada Are Betting Flankers Can Recruit Fragrance-Literate Gen Z
Three luxury houses are launching flanker scents this year, but the format's success now depends on execution rather than the mere existence of a new bottle.
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Loose Setting Powder Is Back, Reengineered to Look Like Skin
Charlotte Tilbury, Dior and Too Faced are relaunching loose setting powder as a skincare-grade, blur-not-bake product, and Puig's earnings show the bet is paying off.
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LYMA Wants Its P.O.W.E.R. Index to Become Wellness's Evidence Standard. It Has No Referee.
LYMA is asking the wellness industry to adopt its five-part P.O.W.E.R. Index as a shared evidence standard, but has no audit mechanism and its own ASA claim violations.
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A Body-Care Butter That Isn't for Sale Shows How Biotech Actives Move Between Categories
Core Biogenesis and distributor Faravelli unveiled a body-care demo formula built on their growth-factor actives, the third entry in a "Longevity Concepts" showcase that has already stretched from face serums into lip and eye color.
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Saanroo's 15.5% Gray-Hair Result Shows Where the Ingredient Race Is Headed
Saanroo reports a 15.5% drop in gray hair density after 12 weeks of a serum built on its ingredient platform, joining Just For Men and Chemyunion in a new race to sell pigment reversal, not just coverage.
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JD.com Cites K-Beauty Demand, Then Signs an Eyewear Brand
JD Group's vice chairman framed his company's new Korean purchasing subsidiary as a bet on rising K-beauty demand, but the only contract disclosed from the launch event went to an eyewear brand, and Korea's cosmetics exports to China fell 5.1 percent in the same half.
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Hims & Hers Grew 38%. It Also Booked $62.5 Million in FTC-Linked Charges.
Hims & Hers grew Q2 revenue 38 percent to $753.2 million and raised full-year guidance, but the same release shows a swing to an $86.3 million net loss, driven mainly by $62.5 million in legal accruals its CFO tied to the FTC's late-July privacy and billing lawsuit.
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Natura's Brazil Miss Traces to an ERP Rollout, Not a Demand Slump
Natura's steep Brazil revenue decline in the second quarter of 2026 traces to a stock shortage the company caused itself during a SAP S/4 system rollout, not primarily to the weak consumer demand its own results language emphasized.