Research
FORUM TRANSCRIPT

L’Oréal Consumer Division – Mass Market Challenges & Dynamics Across the US & Europe – 7 December 2021

  • Public Equity
  • Consumer
  • Europe
PREMIUM

Specialist

Former Global VP at L’Oréal

Agenda

  • Global mass market beauty trading dynamics and nuances across the US and Europe
  • Cost and supply chain challenges and subsequent impact on pricing, margin and volumes – bottleneck implications, cost pass-through capabilities and magnitude of effect on large brands
  • L'Oréal’s (PAR: OR) competitive positioning within the mass market beauty landscape – divisional breakdown, factors underpinning performance and potential market share pressures
  • Longer-term outlook – make-up volume projections, key consumer trends and players’ resulting marketing spend decisions

Questions

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