Angelina Rascouët’s Post

What if… LVMH Acquires Estée Lauder: A Reshaped Beauty Giant Emerges In early February this year, Estée Lauder saw its stock jump 12% following an announcement that as part of its profit turnaround aimed at 2025/2026, it would be cutting 3-5% of jobs. The restructuring is expected to boost profit to $1.1 to 1.4 billion, compared to the previous much lower estimate of around $800 million to $1 billion. During the 12 prior months to this positive movement, the stock price gave up 49% of its value mainly due to the Chinese consumer pullback and generally lagging sales across Asia and other regions like the Middle East and Israel. Now imagine this: notwithstanding the restructuring efforts, let’s assume that a similar adverse scenario was to repeat itself. Picture a scenario in which the Estée Lauder board, confronted with continuously declining performance and investor agitation, might again come under pressure to sell. In such an instance, it is entirely conceivable that LVMH could come to the rescue and offer an attractive price tag, this time securing the Lauder family’s blessing despite some potential internal resistance. Read the full Futuring in Luxury series insight. Visit: https://lnkd.in/dzSY6FiK #CXG #CX #Customerexperience #industryinsights #luxury #luxuryindustry #customerexperiencegroup #lvmh #esteelauder #thoughtleadership

In the first half of the calendar year, many major brands in the beauty industry posted impressive revenue growth, with a consolidated average increase of +6.2% year-over-year. This growth marks a notable acceleration from the full calendar year 2023, which saw a more modest +3.1% increase versus the previous year. However, this surge in top-line revenue often came at the expense of profitability, as several companies sacrificed margin to fuel expansion. Despite a relatively stable EBITDA margin across the tracked brands, holding at around 16%, many companies experienced a significant erosion in both percentage margin and absolute values. This erosion indicates that operational efficiency or cost management struggled to keep pace with revenue growth, leading to shrinking profit margins. Notably, it was only thanks to L'Oréal's outstanding performance, coupled with flat outcomes from The Estée Lauder Companies Inc. and AMOREPACIFIC, that the average margin remained stable. Without these standout performances, the overall margin for the industry would have seen a more pronounced decline. #beautyindustry #beauty #businessstrategy #beautybrands #CosmeticsIndustry #TopLineVsBottomLine

In the past, beauty industry leaders L’Oréal and Estée Lauder typically experienced similar growth, resulting in correlated share price performance. However, in 2023, a significant and unprecedented gap emerged – Estée Lauder's share price plummeted by 41%, while L’Oréal's surged by 40%. This occurred against a backdrop of the overall beauty industry expanding by an estimated 9%, challenging the validity of the adage "a rising tide lifts all boats." Tasneem Samodien CA(SA), Research Analyst at Private Clients by Old Mutual Wealth unpacks the shift in the fortunes of the two companies, emphasising the importance of careful stock selection, even in seemingly "defensive" industries.   Read more: https://lnkd.in/dJ7KpQBP   #oldmutualwealth #privateclient #curatedwealth #beyondwealth #PrivateClientsbyOldMutualWealth

Estée Lauder (EL) Hits All-Time Low! 📉 Time to Seize the Opportunity!   💡 Smart investors know that opportunities often come disguised in market dips. Estée Lauder (EL), one of the world’s most iconic beauty brands, has just reached an all-time low. 📉 This is your chance to step in and capitalize on the dip. Historically, market lows have been perfect entry points for investors looking to buy valuable stocks at discounted prices.   #BuyTheDip #SmartInvesting #EstéeLauder #MarketOpportunities #InvestmentStrategy #LongTermGains"

🎉 It's My Birthday Today   🎉 I love sharing it with International Women's Day I would like to shine a light on Estée Lauder Business Tips Inspired by Estée Lauder: Estee Lauder, who started a kitchen business... And turned face creams into an international cosmetics empire 1. Passion and Dedication: → Embrace your passion for your industry. ↳ Let dedication drive your business efforts. 2. Hands-On Approach: → Engage actively with your products or services. ↳ Connect with customers through direct involvement. 3. Focus on Quality: → Prioritise excellence in your offerings. ↳ Set your business apart with high-quality goods. 4. Building Relationships: → Form genuine connections with clients and customers. ↳ Cultivate strong relationships for loyalty. 5. Innovation and Adaptability: →Stay adaptable to industry trends. ↳ Innovate to remain competitive. 6. Branding and Image: → Craft a consistent and elegant brand image. ↳ Build trust through a refined brand identity. 7. Persistence and Resilience: → Learn from setbacks and persist. ↳ Embrace resilience in the face of challenges. 8. Customer Focus: → Value customer feedback for improvement. ↳ Actively seek input to refine your offerings. Ps:  Which are you shining a light on at the moment ?? #internationalwomensday2024 #businessmindset #leisure #events #smallbusiness

Why was Mrs. Estée Lauder so successful when she founded her company? 🌟 ⭐ She recognized the potential for high-quality cosmetics early on and developed innovative products. ⭐ Her focus on first-class ingredients created trust and loyalty among customers. ⭐ She built close relationships with her customers through face-to-face sales events. ⭐ She used effective strategies such as free samples to generate interest. ⭐ Her brand was associated with elegance and luxury. ⭐ Estée Lauder constantly adapted to market changes and consumer trends. ⭐ Her understanding of women's needs helped build a loyal customer base. If you share her courage, creativity and drive, then apply now: jobs.elcompanies.com Be as visionary as our incredible founder! Be yourself, feel like yourself & #makeyourcareerglow 🚀 #talent #beinthedriversseat #opportunity #career #applynow #findtherightforyou

The Crucial Link Between Vision, Promise, and Values In today's competitive marketplace, a brand's success hinges not only on the quality of its products but also on aligning its vision, promise, and values. Take, for example, the iconic beauty brand Estée Lauder. Renowned for its innovation and commitment to excellence, Estée Lauder epitomizes the importance of coherence across business strategy, brand messaging, and organizational values. Why is this alignment so vital for a brand or business? 1: Consistency Builds Trust: When a brand's vision, promise, and values are in sync, it creates a consistent narrative that resonates with customers. This consistency builds trust and fosters long-term relationships, as consumers know what to expect from the brand at every touchpoint. 2: Differentiation in the Market: In a crowded marketplace, brands must stand out to capture consumer attention. By aligning its vision, promise, and values, a brand can carve out a unique identity that sets it apart from competitors. Estée Lauder's unwavering commitment to quality and innovation, for instance, distinguishes it as a leader in the beauty industry. 3: Employee Engagement and Morale: A strong alignment between business goals and organizational values fosters a sense of purpose and belonging among employees. When employees understand and believe in the brand's vision and values, they are more engaged, motivated, and aligned in their efforts to deliver exceptional customer experiences. 4: Resilience in Times of Change: In an ever-evolving business landscape, brands must be adaptable yet resilient. By grounding its strategies in a clear vision and values, a brand can navigate challenges with confidence and integrity, maintaining its authenticity even amidst change. 5: Sustainable Growth: Finally, alignment across vision, promise, and values paves the way for sustainable growth. Brands that prioritize ethical practices, environmental responsibility, and social impact contribute to a better world and attract socially conscious consumers who value purpose-driven brands. Let's strive to build brands that not only thrive in the marketplace but also inspire trust, loyalty, and positive change in the world. #BrandStrategy #VisionandValues #BrandIntegrity #BusinessSuccess #EsteeLauder

French #cosmetic maker L’Oreal Paris has roped in Bollywood actress  #AliaBhatt as its new global brand ambassador. Bhatt will star in the brand’s campaigns, starting in September 2024. Click on the link below to know more... L'Oréal I Delphine Viguier-Hovasse #LorealParis #cosmeticsretailer #beautybrand #marketing #brandambassador #retailnews #retailtrends #retailsector #retailindustry #retailgrowth #retailing #businessgrowth #Indianretailmarket #retailresults #retailindia #retailupdates #retailsectornews #businessnews  #retailbusiness #ir #IndiaRetailing

People often asked me how many brands L’Oreal has. When I answer, they are amazed to the incredible L’Oreal brand portfolio. And you ? L'Oréal is a family of 37 diverse and complementary international brands organized into four Divisions. Each with a clear vision of beauty, consumer universe, and a tailored distribution strategy. Learn more about what makes each of our brands so special - Dive into our Annual Report! 👉http://spr.ly/6040gqjhy #CreateTheBeautyThatMovesTheWorld #AnnualReport