L'Oreal is the global beauty leader with category-defining brands across Luxe (Lancome, YSL, Kiehl's), Consumer (Maybelline, Garnier), Professional, and Dermatological Beauty (CeraVe, La Roche-Posay, Vichy). The dermo-cosmetics division is the standout grower as CeraVe expands internationally. Travel retail and China premium beauty remain near-term headwinds but underlying brand health is robust. Aesop integration and Skinbetter acquisitions deepen the active beauty portfolio. Best-in-class margin progression and capital allocation.
Thesis reviewed May 29, 2026
L'Oreal SA is headquartered in France, which is currently showing moderate signals.
π«π·France65NEUTRALView France risk detail βπConsumer22NEUTRAL| Ticker | Company | Score | Gap | Signal Ξ | Action |
|---|---|---|---|---|---|
| NIO | NIO Inc | 27 | -10% | β2% | AVOID |
| JD | JD.com Inc | 27 | +13% | β2% | EARLY |
| LI | Li Auto Inc | 27 | +7% | β2% | NEUTRAL |
| PDD | PDD Holdings Inc | 27 | -4% | β2% | AVOID |
| DEO | Diageo PLC | 27 | +8% | β2% | NEUTRAL |
| ULVR.L | Unilever | 27 | β | β2% | NEUTRAL |
| BTI | British American Tobacco PLC | 27 | +14% | β2% | EARLY |
Investors who hold LRLCY may also have indirect exposure through these country funds.
L'Oreal Dermatological Beauty division grows 20%+ on CeraVe expansion
China premium beauty inflection seen in Q1 2026 Tier 1 city data
Estimates Β· Yahoo Finance Β· Not audited figures
| Politician | Party | Type | Amount | Trade Date | Return |
|---|---|---|---|---|---|
| Josh GottheimerNJ | D | Sell | $1kβ$15k | Jun 21, 24 | +7.3% |