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2024-01-16 04:18:40 ET Summary Retail is challenging due to competition and low barriers to entry, but it is a simple and understandable business. All these American retailers present high returns on capital and solid growth. All are at a reasonable price, and you should delve...
2024-01-11 06:18:00 ET Summary Fundsmith Equity Fund underperformed the MSCI World Index in 2023 but has outperformed it since inception with lower price volatility. We sold our stake in Estée Lauder whose mishandling of the demand/supply situation in China following reopenin...
2024-01-06 07:25:51 ET Summary L'Oréal is my go-to buy when the market drops. The beauty industry is resilient and L'Oréal is well-positioned for growth in luxury, wellness, and developing markets. The company's family ownership, experienced management, and strong fi...
2023-11-27 03:14:01 ET Summary Fundsmith's 13F portfolio value decreased by 8% to $22 billion in Q3 2023. The top three holdings in the portfolio are Microsoft, Stryker Corp, and Meta Platforms. New stakes were established in McDonald's and Oddity Tech, while stake disposals w...
2023-11-05 12:17:29 ET Summary The UST yield curve has steepened and this could provide an opportunity to buy US banking stocks on weakness in a no-recession scenario. Japan and Eurozone exporters can benefit from a global downturn due to easier central bank policies depreciating ...
2023-10-25 16:51:46 ET Summary LRLCF reported impressive Q3 results with organic sales growth of 11.1% and total sales of 10 billion euros. The company saw growth across all divisions and regions, with strong performance in the Consumer Products and Dermatological Beauty segments....
2023-10-21 11:08:24 ET Summary Estee Lauder's overreliance on the skincare segment raises concerns about its risk profile. While the company is expected to benefit from a recovering Asian travel retail industry, it may still face headwinds from factors such as a consumer spending ...
2023-10-19 14:52:19 ET More on L'Oreal L'Oreal: Earnings And Sales Growth Indicate Further Price Uptick L'Oréal S.A. (LRLCF) Q2 2023 Earnings Call Transcript L'Oreal reports rise in its Q3 sales helped by robust demand in Europe and North America Seeking...
2023-09-26 00:30:27 ET Summary L'Oréal is a leading beauty player with consistent organic revenue growth and a resilient cosmetics business. The company's premiumization strategy drives higher average selling prices and attracts middle-class and high-net-worth customers. ...
2023-09-18 09:40:57 ET Summary Estee Lauder's top-line growth has been higher than its closest competitor, L'Oréal, while potentially displaying a significant competitive advantage over its peers. Short-term headwinds, including the pandemic and crackdown on "Daigou" resellin...
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According to McKinsey Consulting, the beauty industry saw its sales halve on a year over year basis. McKinsey predicts global revenue will fall by up to 30% during 2020. But consumers are still buying beauty products and the industry is adapting to the COVID-19 era. Ironically, this pretty indus...
The presented market story on the Eye Essence Market announced via Market.us is a comprehensive analysis of the leading parameters that are likely to determine the growth of the eye essence market in the forthcoming decade. Further, the study dives in deep to examine the micro and macro-econom...