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Welcome in, today is Wednesday, July twenty-second, and we begin in Las Vegas, where Cosmoprof North America gave buyers an early read on where beauty's next growth is heading.
Cosmoprof North America drew retailers, brands and manufacturers to Mandalay Bay from July thirteenth to fifteenth, with more than one thousand exhibitors from more than one hundred countries. According to WWD, and reporting from Fashionista, buyers worked the floor to gauge where beauty's next phase of growth is concentrating. The read pointed in several directions at once. Sun care drew unusual attention. Much of the conversation centered on the Food and Drug Administration's approval of bemotrizinol, the first new sunscreen active ingredient cleared for the U.S. market in more than twenty years. Teresa Fleming, director of innovation and research at Bell International Laboratories, told WWD the approval opens room for lighter, more elegant formulations, shaped in part by consumer appetite for K-beauty textures. Fragrance was the other engine. It remains the fastest-growing category in U.S. beauty, up fifteen point two percent year over year, according to NielsenIQ, as shoppers assemble what the firm calls scent wardrobes and formats push beyond perfume into mists and body care. Korean brands, beauty-tech devices and clinically framed, problem-solving skin care rounded out the themes. The backdrop matters for assortment planning. NielsenIQ reports U.S. beauty sales rose ten point one percent in the first half, nearly double total-store growth, even against weakening consumer confidence. Much of that, the firm says, is coming from higher-income households, a pattern it describes as a K-shaped market.
Also today, a shift in market-access terms. The India-U.K. Comprehensive Economic and Trade Agreement has come into force, cutting tariffs on a range of British consumer goods, including cosmetics, according to Global Cosmetics News. The deal lowers barriers in both directions, and for beauty exporters it rewrites the economics of reaching one of the other side's markets. It hands brands a clearer, cheaper route onto foreign shelves.
Separately, Revolution Beauty reported its full-year results for twenty twenty-six, and pointed to signs of recovery in the second half. The company attributes the improvement to a turnaround strategy led by returning co-founders Adam Minto and Tom Allsworth, per Cosmetics Business. For a color-cosmetics business that has spent recent years under pressure, those second-half figures read as an early test of whether the founder-led reset is taking hold.
Now, a few more headlines moving the trade today. Fenty Beauty is discontinuing its Pro Filt'r Soft Matte Foundation, a product it long positioned as category-defining, saying it is retiring the formula to, in its words, make way for another icon, per Cosmetics Business. In a WWD Beauty exclusive, Korean makeup artist Jung Saem-mool's namesake brand is reported to be debuting at Sephora in the U.S. with its cushion foundations, part of a wider push across Asia, Canada, Europe and Dubai. Interparfums is rebooting Annick Goutal, reclaiming the fragrance house's original name a year after acquiring it and steering the brand back toward its founding vision, according to Premium Beauty News. And finally, Cosmetics Business reports a wave of new fragrance textures, gels, milks and micro pearls, from houses including Dolce and Gabbana Beauty, Guerlain and Noyz, with formulators saying the experimentation is only widening.