Shiseido
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Beauty Chases Its New Rocket Ships
As companies lower their forecasts, brace for tariffs and undertake layoffs, the industry is realising its tried-and-true categories and markets will need reinforcements.
Shiseido’s Identity Crisis
Japan’s largest beauty conglomerate has had a difficult time adjusting to the shifting cosmetics market, prompting a series of pivots and restructurings. Moving forward may require breaking with past mistakes.
Chinese Beauty Brands Explore Foreign M&A to Spur Growth
Following S’Young Group’s acquisition of US luxury brand Revive Skincare in 2024, Chinese companies are evaluating whether to snap up foreign brands to broaden their global reach.
Drunk Elephant Was Never for Kids
The clean beauty brand has faced significant challenges in the years since it was acquired by Shiseido, but its embrace of young consumers may have been its biggest misstep.
Shiseido Earnings Decline 8.5%, Drunk Elephant Sales Slide 65%
The Japanese cosmetics giant reported an 8.5 percent decrease in sales on Monday, with particularly steep losses at the prestige skincare brand Drunk Elephant and its American and Chinese businesses.
The Beauty Slowdown, Explained
The four biggest beauty conglomerates all recently reported disappointing sales, and consumers are tiring even of once white-hot brands like Cerave and Drunk Elephant. A rebound will require agility and adjusted expectations.
The Business of Beauty Haul of Fame: You’re Such a Tool
Brushes for makeup, hair, and even serum (really) are poised to go big in 2025.
RFK Jr. Is Poised to Be America’s Wellness Influencer-in-Chief
While doctors are alarmed about RFK Jr.’s views on vaccines, parts of the wellness world are embracing Trump’s pick for Health and Human Services secretary.
The Kombucha Effect Comes for Hair Care
Following the well-worn path from wellness hack to beauty solve, fermented ingredients are making their way to hair care, thanks to a growing number of high-profile startups.
Tweens Obsessed With Skin Care Drive Brands to Say: Don’t Buy Our Stuff
The online pushback from parents has led to some of the world’s biggest beauty companies responding with a kind of anti-marketing.