US EditionL'Oreal sees China improving after weak quarter hits shares
L'Oréal's Q4 sales rose 6% to €11.2 billion, driven by dermatological brands and regional growth, despite softness in luxury and China, shares fell on market concerns.
- On Thursday, L'Oréal Group reported fourth-quarter like-for-like sales up 6% to €11.2 billion, which Chief executive Nicolas Hieronimus called "solid" despite a volatile context, but shares fell on the Paris stock market on Friday after sales missed expectations.
- Analysts pointed out a miss against consensus as like-for-like sales rose six percent versus around eight percent, with David Hayes saying `We think the miss, led by North Asia and Luxe, will be a concern amid a vague outlook`.
- Regionally, sales diverged with strong growth in North America and Latin America, while North Asia lagged, and L’Oréal Luxe slid 0.5 to €4.2 billion.
- Shares softened further in morning trade as L'Oréal's stock fell 6% at the open, down 3.2% later, with net profit €6.1 billion down 4.4%, and the CEO said the group would intensify innovation.
- Looking across the sector, peers sent mixed signals as management urged caution and humility for 2026 despite expecting market acceleration, while mixed results at LVMH and Estée Lauder Companies muddy the luxury outlook.
25 Articles
25 Articles
L'Oreal sees China improving after weak quarter hits shares
L'Oreal's sales in China are growing and travel retail there should improve, its CEO said on Friday, after the beauty group's shares fell when it missed quarterly sales forecasts and reported weaker-than-expected Asian trading.
Watauga Democrat
L'Oreal shares sink as sales miss forecasts
L'Oreal shares fell heavily on the Paris stock market on Friday after the cosmetics giant posted sales that fell short of analyst expectations, stoking fears of weakness for its luxury brands and in the key Chinese market.
L’Oréal stock slides in Paris after Asia sales miss — what investors watch next
L’Oreal shares fell 4.1% to 375.45 euros by midday in Paris after fourth-quarter like-for-like sales rose 6%, missing a 6.3% consensus. North Asia sales grew just 0.6%, well below forecasts, as travel retail remained weak. The company reported 2025 sales of 44.05 billion euros and proposed a 7.20-euro dividend, with a vote set for April 24. The post L’Oréal stock slides in Paris after Asia sales miss — what investors watch next appeared first on…
The cosmetics giant recorded an increase in sales at comparable exchange rates and scope below expectations in the fourth quarter, due in part to a brake in North Asia.
The growth of the French cosmetics group L'Oreal was weaker than expected in the fourth quarter. On a comparable basis, revenues rose by six percent year-on-year to EUR 11.25 billion.
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