The beauty industry continues its flurry of activity with major acquisitions and significant financial moves. eBay is set to acquire resale platform Depop for US$1.2 billion, reflecting a broader shift towards recommerce. Meanwhile, Natura has completed a portfolio simplification by selling Avon Russia for €26.9 million.
Puig reported record sales exceeding €5 billion for 2025, surpassing its own forecasts. Kenvue saw Q4 growth, though full-year sales dipped. DSM-Firmenich raised €1.5 billion through a bond issue to manage its debt. KOSE Holdings announced a ¥3 billion share buyback programme, signalling confidence in its market position.
Brand expansion into new retail channels is also evident. CJ Olive Young opened a new concept store in Seoul, while K-beauty brand I’m Meme and wellness label Moon Juice have both launched at Target in the US. In Hong Kong, istyle opened its first international @cosme store.
Legal and regulatory pressures remain a focal point. South Korea has increased cosmetic testing following a threefold rise in product recalls. Procter & Gamble faces an Italian probe over advertising claims for Braun epilators. Avon was subject to a US$51 million verdict in a talc lawsuit, and Vanderbilt Minerals filed for bankruptcy due to rising talc-related litigation.
These developments highlight a sector consolidating through acquisitions while grappling with increasing legal challenges. For salon owners, the focus on recommerce and the growing regulatory oversight on ingredients and advertising are points of significant interest.
