Loreal: why barclays thinks l'oréal new: This article explores the topic in depth.
Similarly,
Loreal: why barclays thinks l'. Furthermore, oréal new:
Loreal: why barclays thinks l'oréal new: This article explores the topic in depth.
Moreover,
Loreal: why barclays thinks l'. In addition, oréal new:
Loreal: why barclays thinks l'oréal: This article explores the topic in depth.
Nevertheless,
Loreal: why barclays thinks l'. Therefore. Therefore. Nevertheless, oréal:
(BFM Stock Exchange) – The British bank lowered its council of two notches on the group of cosmetics passing from “overlap” to “under -ponder” on the title. In addition, Barclays quotes several reasons to be less optimistic about the title. Similarly. However. Nevertheless, including “pressure points” in the United States and China, the competition of cheaper products or the emergence of Korean beauty.
L’Oréal is much less worth in the eyes of Barclays. Similarly, The British bank operated this Tuesday a 180 degree turn on action. Meanwhile. Meanwhile, Additionally, Similarly, The establishment degraded loreal: why barclays thinks l’oréal new by two notches its opinion on the group of cosmetics passing from “overlap” to “under-ponder”. Additionally, Meanwhile, Which amounts to “buy” to “sell” on the title. Furthermore, loreal: why barclays thinks l’oréal new Similarly,
The establishment also lowered its course target to 325 euros against 384 euros previously. Meanwhile, This target is just over 13% at the loreal: why barclays thinks l’oréal end of Monday.
The change of recommendation from Barclays puts the L’Oréal action a little under pressure. Similarly, The beauty specialist abandons 1.3% around 12 noon, underperforming the CAC 40 which is stable at the same time. Consequently,
>> Access our exclusive graphic analyzes. Moreover. Therefore. and enter into the confidence of the trading portfolio
An outbreak that runs out of steam – Loreal: why barclays thinks l'oréal – Loreal: why barclays thinks l'oréal new – Loreal: why barclays thinks l'oréal new
The British establishment still thinks that loreal: why barclays thinks l’oréal new Equity Story “of L’Oréal, that is to say the story that society tells the market to seduce it, is” full of promises “. But the” way to follow to arrive at these promises does not seem clear to us in loreal: why. barclays thinks l’oréal new particular with. regard to current valuation “. continues Barclays.
The bank notes that the action is currently exchanging 27.8 times the profit per share expected in 2025. This certainly corresponds to the historical average of the company. loreal: why barclays thinks l’oréal Except that the outperformance of the group compared to its reference market. that of beauty articles, is in the process of sagging.
Barclays recalls that, over 30 years, L’Oréal has growth representing, on average, 1.4 times that of its market. However, this multiple fell to 1.1 in 2024.
Several explanations are put forward by the British bank to explain this loreal: why barclays thinks l’oréal new trend. Barclays notes that the beauty market has changed over the last three years. with a reorientation to new sales channels that have weakened the barriers to the entrance from historic actors like. Estée Lauder. L’Oréal.
“One of the other main engines of this change loreal: why barclays thinks l’oréal new in recent years. has been social media platforms such as Tiktok. Instagram, which have changed the dynamics of business interaction with consumers,” writes Barclays.
“Consequently. the ability to capture consumers is becoming more. more competitive. because consumers have moved loreal: why barclays thinks l’oréal their purchasing behavior to the Internet, where the duration of attention of consumers is most sensitive to the time we have known since social media dawn,” observes Barclays.
Consequently. online sales of beauty products represented 17% of the total in 2024 against 4% in 2017. while contrario those in department stores suffer, going loreal: why barclays thinks l’oréal new from 12% to 10% over the same period.
Loreal: why barclays thinks l'. oréal new – Loreal: why barclays thinks l'oréal new
The rise of “K-Beauty” – Loreal: why barclays thinks l'oréal new
“If L’Oréal can say that it can now target new customers better than in the. past. we believe that the challenge and the real cost of visibility have only growed,” warns Barclays.
Barclays also perceives “macroeconomic pressure points” on loreal: why barclays thinks l’oréal new the two flagship beauty markets. namely the United States and China. In China. which represents around 17% of L’Oréal revenues. the bank observes. based on e-commerce data, that the growth of cosmetics and perfumes has slowed considerably in April and May.
In the United loreal: why barclays thinks l’oréal States. the beauty market has suffered. since 2023, with high inflation and interest rate and then geopolitical uncertainty linked to the trade war. Since the beginning of 2023, the loreal: why barclays thinks l’oréal new growth of the beauty market has been on a descending slope. Based on Nielsen’s data for sales of cosmetics, perfumes and shampoos, Barclays observes that this growth “continues to moderate”.
In addition, L’Oréal also faces the strategies to conquer its competitors. Estée Lauder. who has lost market share in recent years, has launched a transformation and innovation plan to accelerate its growth.
“Well this new strategy is still in its loreal: why barclays thinks l’oréal new beginnings. Estée Lauder could less given market share in the medium term. which would be less positive for L’Oréal, which has probably benefited from direct units in recent years,” writes Barclays.
In parallel, the American group Elf Beauty offers products at lower prices. The company “made a lot of loreal: why barclays thinks l’oréal noise with its product offer. price on the American market”, notes Barclays. For example, in sun and skin loreal: why barclays thinks l’oréal new protection products, Elf Beauty offers items at two-thirds lower than that of competition.
Finally. Barclays underlines the rise of “K-Beauty”. that is to say Korean beauty products, whose explosion is fueled by virality on social networks.
The interest in these articles is growing in the United Kingdom as well as in the United States. notes Barclays, based in particular on the trends in the Google search engine. In 2024. South Korea became the second exporter of loreal: why barclays thinks l’oréal new beauty products (in value) behind France with an increase of almost 20%.
The bank notes. however, that L’Oréal has an exhibition at the “K-Beauty” with in particular the acquisition in 2024 of the brand “DR.G”, a brand of skin care founded by Doctor Gun Young Ahn.
Julien Marion – © 2025 BFM Bourse
Do you follow this action?
Receive all the information on Loreal in real time:
Loreal: why barclays thinks l'. oréal new – Loreal: why barclays thinks l'oréal new
Loreal: why barclays thinks l'oréal new
Loreal: why barclays thinks l'oréal
Further reading: “While France fears the supervision of the IMF, why have we put itself in such a kneader?” – How the Shark Turboblade fan allowed me to overcome the heat wave without air conditioning – Amazon loreal: why barclays thinks l’oréal new strikes hard with a rain of promotions on these stars mowing robots of 2025 &ndash. Convince me… | That a Quebec social network can pognize – Who is this mystery investor who transferred 80,000 bitcoins (more than $ 8 billion) after 14 years of inactivity?.
Further reading: Swedish consumer prices increased by loreal: why barclays thinks l’oréal new 2.8 % in June, according to final figures from the Statistics Office – The yield at 30 years from Germany reaches a summit of 21 months, continuing its regular progression – Business class economy class: 6 tips to be upgraded by plane – The renovation of the Fed headquarters, a new means of pressure from the White House on Jerome Powell – Here is what investors anticipate behind the scenes.
Further reading: The Paris Stock Exchange Flanche, Trump relating trade tensions – 07/11/2025 at 6:37 pm – Do not consume these mussel trays, they have a risk of contamination – Crash of the Air India Boeing 787: “Just a flight or two” … in depression since the death of his mother, the pilot wanted to retire to take care of his 92 -year -old father – More than 200 dwellings put on sale at broken prices in Paris at the start of the school year – Who is this mystery investor who transferred 80,000 bitcoins (more than $ 8 billion) after 14 years of inactivity?.
