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.
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