L'Oreal S.A. Unsponsored ADR (LRLCY)
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L'Oreal: Downgrade To Hold As Organic Growth Outlook Is No Longer Great
LRLCF's 4Q24 results were disappointing, with organic sales growth slowing to 2.5% y/y, down from 6.9% in 4Q23, and gross margin declining. The luxury segment's growth struggles, particularly in North Asia, and a weak consumer spending environment in China are significant concerns. Broad-based demand weakness in mass beauty and active cosmetic segments, coupled with a poor macroeconomic environment, impairs LRLCF's growth prospects.
L'Oréal: China Won't Break The Long-Term Investment Thesis
Despite the disappointing results in China and a challenging market, L'Oréal managed to grow in all product divisions and once again achieved outperformance. The fundamentals remain rock solid and the company is excellently positioned to achieve sustainable growth for a very long time. The company fits well in a balanced dividend growth portfolio and currently offers a great mix of dividend yield, growth, safety, and consistency.
L'Oréal S.A. (LRLCF) Q4 2024 Earnings Conference Call Transcript
L'Oréal S.A. (OTCPK:LRLCF) Q4 2024 Earnings Conference Call February 7, 2025 3:00 AM ET Company Participants Nicolas Hieronimus - CEO Christophe Babule - CFO Myriam Cohen-Welgryn - President, L'Oréal Dermatological Beauty Omar Hajeri - President, Professional Products Cyril Chapuy - President, Luxe Alexis Perakis-Valat - President, Consumer Products Conference Call Participants Olivier Nicolai - Goldman Sachs Celine Pannuti - JPMorgan Jeremy Failko - HSBC Iain Simpson - Barclays Tom Sykes - Deutsche Bank Sarah Simon - Morgan Stanley Charles Scotti - Kepler Cheuvreux Rogerio Fujimori - Stifel Virginie Jacoberger - Les Echos Nicolas Hieronimus So good morning, again and welcome to this 2024 Annual Results Presentation.
L'Oréal shifts focus from China to a ‘land of opportunity': here's why
L'Oreal SA (EPA: OR) seems to have had enough disappointments out of China. For future growth, the beauty giant now plans on turning to the United States which it called a “land of opportunity” on its earnings call last night.
L'Oreal looks to U.S. 'land of opportunity' as China disappoints
The world's largest beauty group L'Oreal said Friday that it plans to become less dependent on the Chinese consumer for growth, instead targeting burgeoning opportunities in the U.S. market. "We see the U.S. as the land of opportunity," said CEO Nicolas Hieronimus during an earnings presentation following the release of the company's fourth-quarter results Thursday.
L'Oreal CEO bullish on US as China sales stay weak
Cosmetics giant L'Oreal is upbeat on the United States for the year ahead, it said on Friday, even as its shares were dragged down by its slowest quarterly sales since the height of the pandemic, following weak Chinese demand.
L'Oreal strikes beauty partnership with fashion label Jacquemus
French cosmetics giant L'Oreal has struck a partnership deal with Jacquemus that includes L'Oreal taking a minority stake in the independent fashion label, L'Oreal said on Friday.
L'Oreal sales slightly miss in fourth quarter as China weakness persists
French cosmetics giant L'Oreal on Thursday reported lower-than-expected fourth-quarter sales amid continued weakness in the Chinese beauty market and a slowdown in demand in the U.S. The world's largest beauty brand posted sales of 11.08 billion euros ($11.49 billion) in the three months to December, up 2.5% on a like-for-like basis and just shy of the 11.1 billion euros estimated.
L'Oréal to raise €3bn by selling block of shares back to Sanofi
L'Oréal will raise €3 billion by selling 29.6 million Sanofi shares back to Sanofi to cut its stake in the drugmaker. The French cosmetics giant, which also owns Garnier and Lancome, sold the shares back to Sanofi for €101.5 apiece as part of an effort to "optimize" its balance sheet after a recent acquisition spree.
L'Oréal: A Great Business For Long-Term Growth And Dividends, Cycle Perhaps Helps
L'Oréal's strong market presence, diverse brand portfolio, and consistent 12%+ long-term returns make it a resilient investment, even amid economic cycles like the China slowdown. The company's commitment to innovation, evidenced by increasing R&D expenses and 610 patents in 2023, ensures continued growth and market relevance. L'Oréal's robust sales organization, stable profit margins, and outstanding employee relations highlight its operational excellence and competitive edge in the beauty industry.
France's L'Oreal acquires Migros' South Korean cosmetic unit
French cosmetics giant L'Oreal said on Monday it had signed a deal with Swiss retailer Migros to buy the latter's South Korean skincare business Gowoonsesang Cosmetics, which includes the skin care brand Dr.G.
L'Oréal: China Weakness Opens Up An Attractive Entry Point (Rating Upgrade)
With its shares down sharply in recent months, cosmetics giant L'Oréal is looking at a fairly poor year on the shareholder returns front. Notwithstanding recent weakness in China, this remains an exceptional business worthy of a premium valuation. The stock now trades for around 28x EPS. I don't expect long-term multiple contraction from here, leaving investors clear to capture returns in line with EPS growth and the dividend.
