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P&G Flags Sharp U.S. Category Declines as Consumer Weakness Weighs on Q2 Outlook
THE WHAT? Procter & Gamble has cautioned that U.S. sales across key categories it competes in fell significantly in October and are expected to show similar declines for November, signalling pressure on consumer spending ahead of the holiday period. THE DETAILS Speaking at a Morgan Stanley conference, P&G CFO Andre Schulten reported that category…
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Shiseido Announces Major Structural Reorganization and Senior Leadership Moves Ahead of 2026
THE WHAT? Shiseido has outlined significant organizational restructuring and a series of executive personnel changes, effective January 1, 2026, aimed at consolidating sustainability, digital, creative and governance functions across the global business. THE DETAILS The company will integrate its sustainability-related functions by establishing the Sustainability Strategy Acceleration Office under the Corporate Transformation Acceleration Department,…
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Ulta Beauty Reports Q3 FY2025 Results; Raises Full-Year Outlook
THE WHAT? Ulta Beauty reported third quarter fiscal 2025 results showing growth in net sales, comparable sales, and gross profit, while reaffirming expansion plans and increasing full-year guidance. THE DETAILS Net sales rose 12.9% to US$2.9 billion, driven by stronger comparable sales, the Space NK acquisition, and new store growth. Comparable sales increased 6.3%,…
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Unrivaled Miami Rebrands to Sephora Arena Under Expanded Deal
THE WHAT? Unrivaled has expanded its partnership with Sephora U.S., granting the beauty retailer naming rights to the league’s Miami home base, now officially titled Sephora Arena. THE DETAILS The naming agreement follows the first year of collaboration between the two companies, during which Sephora integrated multiple touchpoints into Unrivaled’s operations, including the Sephora…
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Pantone Introduces ‘Cloud Dancer’ as the 2026 Color of the Year
THE WHAT? Pantone has designated PANTONE 11-4201 Cloud Dancer, a soft white, as its Color of the Year 2026, providing a reference point for design, product development and packaging decisions across the beauty and consumer goods sectors. THE DETAILS Pantone positions Cloud Dancer as an understated white that reflects themes of clarity and simplicity,…
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Hong Kong Retail Sales Post Sixth Consecutive Month of Growth as October Hits New High
THE WHAT? Hong Kong’s retail sector recorded its sixth straight month of year-on-year growth in October, rising 6.9% to HK$35.2 billion (US$4.5 billion), the strongest monthly increase in half a year. THE DETAILS According to the Census and Statistics Department, October delivered the strongest monthly retail performance in half a year, supported by firmer…
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Experts Urge Ultrasound Use as New Study Exposes Serious Vascular Risks from Facial Fillers
THE WHAT? A new international study has identified significant rates of vascular occlusion linked to facial fillers, prompting calls for ultrasound mapping to prevent serious complications such as tissue damage and blindness. THE DETAILS Researchers reviewed 100 filler-related complication cases across six global centres from 2022 to 2025. Ultrasound scans showed nearly half had…
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Macy’s Lifts 2025 Outlook as Q3 Beats Expectations; Bluemercury Maintains Growth Streak
THE WHAT? Macy’s, Inc. delivered stronger-than-expected Q3 2025 results, reporting its highest comparable sales growth in 13 quarters and lifting full-year guidance — including updated Core Adjusted EBITDA expectations of 7.5% to 7.7%, correcting the prior figure of 7.5% to 7.8%. THE DETAILS Macy’s, Inc. posted Q3 net sales of US$4.7 billion, surpassing internal…
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Estée Lauder Restructuring Costs Hit US$1.14 Billion as Workforce Cuts Accelerate
THE WHAT? Estée Lauder’s restructuring charges have reached US$1.14 billion as the company reduces headcount and consolidates operations. THE DETAILS In a new SEC filing, the group confirmed an additional US$285 million in charges since late October tied to streamlining efforts, including service-provider consolidation and standardised business processes. The multiyear programme follows earlier plans…
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Costco Joins Legal Push for Tariff Refund Eligibility as Supreme Court Reviews Trump Trade Policy
THE WHAT? Costco has filed a lawsuit to secure eligibility for tariff refunds should the US Supreme Court overturn President Trump’s global tariff strategy, becoming one of the largest retailers to challenge the administration’s use of emergency economic powers. THE DETAILS The complaint, filed on 28 November in the US Court of International Trade,…