L'Oreal Company ADR (LRLCY)

$COTY buoys out for a buy out ✅ $LRLCY $ELF $ULTA ?

$COTY she’s ready. Announce the buyout. 💥 $LRLCY $ELF $ULTA

Barclays believes the recent selloff in European consumer staples has been driven more by valuation compression than earnings deterioration, creating attractive opportunities as earnings downgrades ease and consumer demand shows signs of stabilization. The broker favors companies with resilient earnings and discounted valuations. L’Oréal stands out for its strong profit profile, premium positioning, and long-term exposure to structural beauty market growth. Danone is viewed as one of the clearest re-rating opportunities after a sharp valuation reset despite only modest earnings cuts. Unilever remains attractive thanks to resilient earnings expectations and its diversified global portfolio. Barclays also highlights Carlsberg, whose share price decline appears disconnected from stable earnings estimates, and Pernod Ricard, where much of the negative outlook may already be priced in. $LRLCY $UL $DANOY

$ELF $LRLCY L’oreal has a market cap of 233 billion. They could buy Elf with couch change.

$COTY may add six figures more, not sure depends if feel like it. 🥱 I like buy outs. $LRLCY may have dropped their deal to acquire Coty instead 🧐 $ELF … we shall see.

About 1 in 8 US adults is now on a GLP-1 weight-loss drug, w/ usage more than doubling since early 2024. As prices fall, the next wave of mass-market demand is imminent Recent FDA approval of Foundayo, Eli Lilly’s new once-daily oral weight-loss pill is priced aggressively at $149/month - t is roughly 85% cheaper than the initial list prices of injectable predecessors, moving GLP-1s from "luxury tier" to "mass market" A common side effect is fueling real demand for hair treatments, scalp serums & supplements GLP-1s all list hair loss as a possible side effect. Doctors say it is tied to fast weight loss in general - less protein, fewer nutrients, more stress on the body - & not the GLP-1 itself Circana ests GLP-1 households spend about +30% more on beauty products than non-GLP-1 households Hair treatment products take 3-6 months to show results. That makes the GLP-1 customer especially valuable to brands - this makes the GLP-1 user an "anchor customer" for brands, as they are statistically more likely to retest and reorder during their weight-loss journey Accenture's global beauty industry lead, called the size of the GLP-1 market "unprecedented" - money is flowing into pharma & personal care companies trying to build new solutions Further, many users reduce their intake of certain foods (processed foods are seeing some of the steepest drops in demand), which has caused shifts in consumer behavior & demand These households are shifting that budget toward high-protein dairy (+20%) and fresh produce (+55%) to combat muscle loss and nutrient gaps. JPMorgan ests 25M Americans will be on a GLP-1 by 2030 (up from 5M currently) - a 5x increase $LLY $NVO $ULTA $LRLCY $PBJ

$COTY yeah, because this is going out of style anytime soon. 👄 4x inbound $ELF $LRLCY $ULTA

$LRLCY $EL Growth vs. Turnaround: LOreal USA Outpaces the Global Market while Estee Laud Targets a Landmark €5B Merger https://prismmarketview.com/growth-vs-turnaround-loreal-outpaces-the-global-market-while-estee-lauder-targets-a-landmark-e5b-merger/

$COTY $2 bargain buy, let daddy have you already. $8 inbound for the 4x +$10 if M&A news $ELF $LRLCY $ULTA

$COTY not liking COTY at 2.40 is like not liking the classic American blonde 🇺🇸 Makeup and perfume isn’t going anywhere $ELF $ULTA $LRLCY