PresentationDara MohsenianMorgan Stanley, Research Division All right. Good morning, everyone. I'm Dara Mohsenian, Morgan Stanley's household products and beverage analyst. I'm very pleased to open Morgan Stanley's Global Consumer and Retail Conference by welcoming back Estee Lauder here. Before we get started, I do have to note a quick disclosure. Please see the Morgan Stanley research website at www.morganstanley.com for important research disclosures, and feel free to reach out to your Morgan Stanley rep ...

The Estée Lauder Companies (NYSE:EL) 2025 Conference December 02, 2025 08:00 AM ET Company ParticipantsAude Gandon - Chief Digital and Marketing OfficerStéphane de La Faverie - President and CEOConference Call ParticipantsDara Mohsenian - Managing Director and Senior Equity AnalystDara MohsenianAll right, good morning, everyone. I'm Dara Mohsenian, Morgan Stanley's Household Products and Beverage Analyst. I'm very pleased to open Morgan Stanley's Global Consumer and Retail Conference by welcoming back Estée ...

NEW YORK--(BUSINESS WIRE)--The Estée Lauder Companies Inc. (NYSE: EL) and Jo Malone London today announced the launch of the Jo Malone London Scent Advisor, an innovative, AI-powered digital experience designed to help customers discover their perfect fragrance through an intuitive, conversational journey, bridging the gap between curiosity and confidence in online fragrance discovery. Online fragrance shopping often lacks the sensory cues of in-store experiences, making it difficult for consum. ...

The company said it had approved new efforts in late October to consolidate certain service providers, standardize its business processes, and pursue a net reduction in workforce, according to a Monda... ...

EssilorLuxottica creates Scientific Advisory Committee to accelerate the next era of innovation Paris, France (1 December 2025) – EssilorLuxottica announced the creation of its Scientific Advisory Committee, bringing together some of the world’s most sought-after scientists and thought leaders from the converging fields of science, technology and healthcare. This initiative will reinforce the Group’s enduring scientific foundation and its mission to empower patients and consumers around the world. The Scien ...

行业核心趋势 - 美妆行业竞争从流量争夺升级为科技力、文化力与用户链接力的综合较量[1] - 行业洗牌围绕“高端化”与“本土化”加速，美妆成为科技叙事与文化自信的交汇场[1] - 国际巨头加码科技抗老，本土品牌深耕东方养肤[1] 品牌消费热门指数榜 - 监测周期内，优时颜、雅诗兰黛和纪梵希分别以1.80、1.74、1.67的综合热度位列榜单前三[3][4] - 新上榜品牌包括优时颜、纪梵希、花西子、薇诺娜、祖玛珑等[3] - 兰蔻排名上升1位至第4，巴黎欧莱雅和珀莱雅排名均下降5位[3] 国货品牌动态 - 国货品牌凭借精准产品定位和高效数字化营销快速崛起[5] - 优时颜官宣黑引力系列代言人TOP登陆少年组合，引发社媒高度关注，并于7月发布眼部护理新品“微笑眼油”，专研国人肌肤衰老[5] - 花西子官宣首位男性彩妆代言人王俊凯，聚焦高端宋锦系列合作，并推进“护肤战略”转型，为9月推出主打“东方抗色衰”概念的首个护肤系列“气色双生”奠定基础[5] - 羽西联合全球代言人肖战推广新品「白玉防晒」，强调呼吸感与温和配方，巩固高端国货美妆地位[5] - “妆养合一”成为彩妆行业关键驱动力，用户追求长期护肤平衡而非即时美化效果[5] 国际品牌动态 - 雅诗兰黛在中国市场聚焦“科学抗老”与“本土共创”，举办「探研逆龄秘屿」沉浸式体验活动，发布搭载独家专利成分「色提因」的全新白金系列核心单品「黑钻逆龄水」，并启动“雅创未来 BeautyX”创新大赛赋能本土美妆科技[6] - 纪梵希美妆官宣赵丽颖成为品牌历史上首位中国籍全球彩妆代言人，并推出新品「G细管」唇膏，将其定位为“微型艺术品”，选择中国作为该产品全球首发市场[6] - 国际品牌为应对全球奢侈品美妆增速放缓，深耕中国市场以重建情感链接，但在融合“中医成分”或“文化元素”等本土趋势上略显迟缓[6]

EssilorLuxottica faces a three-day strike by around 9,000 French workers later this week, union FO Metaux said on Tuesday, citing demands for better wages following the eyewear company's record quarte... ...

An updated edition of the July 16, 2025 article.The beauty and cosmetics industry continues to thrive as one of the most resilient areas of consumer goods. Daily-use products keep demand stable, while constant innovation, from new skincare actives to trend-driven makeup drops, fuels ongoing consumer excitement. This blend of routine necessity and fast-paced product development gives the industry a strong foundation for steady growth.Skincare remains the industry’s strongest growth engine, supported by risin ...

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公司管理层活动 - 公司总裁兼首席执行官Stéphane de La Faverie及首席数字与营销官Aude Gandon将参与摩根士丹利全球消费者与零售大会的炉边谈话 [1] - 活动将于2025年12月2日美国东部时间上午08:00在纽约举行 [1] - 活动将通过公司官网进行网络直播，时间为美国东部时间上午08:00至08:40 [1]