This week, the global cosmetics and personal care industry highlighted the growing convergence of health, digital infrastructure and retail expansion, as global groups advanced acquisitions, partnerships and regulatory responses across multiple markets.
M&A and investment activity remained active across health-adjacent categories. Unilever agreed to acquire US greens supplement brand Grüns. American Pacific Group invested in fragrance brand Dossier. In India, Nykaa entered talks to acquire a majority stake in 82°E, founded by Deepika Padukone.
Financial performance and market dynamics continued to shape the sector. Amway reported global revenue of US$7.3 billion, with growth in the ESAN region. Nykaa forecast its fastest quarterly revenue growth in three years. K-beauty exports reached a record US$3.1 billion in Q1.
Retail expansion and distribution developments remained in focus. La Roche-Posay expanded into Walmart with a nationwide rollout. Amazon secured a deal with USPS to deliver more than one billion packages annually. In restructuring activity, Saks Global secured US$500 million in financing to support its ongoing restructuring process. Give Me Cosmetics entered administration.
Technology and digital infrastructure investment continued to scale. TikTok committed €1 billion to a second data centre in Finland to support EU data sovereignty.
Legal and regulatory developments remained active across markets. P&G warned shareholders against a discounted mini-tender offer. Tom’s of Maine agreed to a US$2.9 million settlement over toothpaste claims. UK regulators opened an investigation into peptide clinics over unlawful health claims.
Brand expansion, marketing and product launches continued across categories. Rhode, founded by Hailey Bieber, launched a collaboration with Spotwear alongside new peptide products. Kylie Jenner’s Sprinter brand launched k2o to enter beauty-led hydration. Orebella expanded its fragrance portfolio with new body and hair mists. Gillette launched the GilletteLabs Body Razor targeting the body grooming category.
Leadership, partnerships and brand positioning also featured. LG Household & Health Care partnered with SBA to support K-beauty startups. Sol de Janeiro appointed LaForce as its US PR agency of record. Miu Miu named Jang Wonyoung as beauty ambassador for Korea and Japan. Revlon relaunched its “Be Unforgettable” campaign, while Almay named Miranda Kerr as the face of its brand relaunch.
Corporate and reputational developments also emerged. Jo Malone publicly responded to the lawsuit filed by Estée Lauder. UK regulators and ongoing scrutiny of peptide-related claims continued to intersect with broader health and beauty positioning.
Taken together, this week reflected continued activity across acquisitions, retail expansion and digital infrastructure investment, alongside regulatory scrutiny and brand repositioning across the global cosmetics and personal care landscape.
