Welcome in, today is Wednesday, September second, and we begin with Ulta Beauty, where Yahoo Finance reports prestige hair care now carrying a fifth of net sales. Following our earlier report on Ulta's second quarter, the category mix behind that print is the news. Yahoo Finance reports hair care accounted for twenty percent of net sales, against thirty-seven percent for cosmetics and twenty-four percent for skin care and wellness. Per that account, Chief Financial Officer Christopher DelOrefice told analysts hair care delivered high single-digit comparable growth, led by prestige hair care and hair tools, and named amika, Moroccanoil and the Ulta-exclusive Cécred as driving what he called healthy growth. That reporting has Cécred, founded by Beyoncé Knowles-Carter in two thousand twenty-four, launching at Ulta in February of last year across more than fourteen hundred doors, with Ulta as the brand's exclusive retail partner. It is a rare disclosed read on what a celebrity-founded exclusive is measured against when shelf space is allocated. Industry reaction leans toward reading the drivers of that growth rather than the rate itself, with a quieter thread flagging fulfilment execution. Also today, K-beauty. WWD Beauty asks how far the second act can run, and the numbers inside the argument are the substance. It cites NIQ data showing twenty-nine percent of US households bought K-beauty in the past year, up from twenty-three percent a year earlier, with those buyers spending about two hundred eighty dollars a year more on beauty than the average shopper. Following our report this week on the Target and Sephora rollouts, that reporting puts nineteen Olive Young brands into five hundred Sephora doors, priced from four dollars for skin care up to two hundred ninety-nine for devices. The analysts quoted split on whether the category is mainstream: Circana's Larissa Jensen notes seven of the top ten TikTok Shop skin care brands are Korean but stops short of the label, while consultant Cassie Cowman argues three-month development cycles are the real pressure on Western price-value. Facial skin care is eighty-four percent of sales in that data, with hair the fastest growing, which is where development and buying calendars get set. Staying with fragrance. WWD Beauty's Noor Lobad asks whether blockbuster launches can come back, reporting that Estée Lauder, Chanel, Guerlain and other historic houses are opening the fall season with major launches. That read holds the news to the timing: several heavy-hitters landing in one window concentrates the competition for prestige counter space and marketing weight. Enthusiast reaction leans cautious on full-bottle blind buys, with a recurring habit of testing through decants and samples first, which sits awkwardly against launch economics built on first-bottle purchases. Separately, Dyson is entering oral care. Cosmetics Business reports the CameraJet, a dual-bristle toothbrush at four hundred nineteen pounds ninety-nine, six years in development, using a jet to target plaque between the teeth while brushing. Per that account, a camera with a one hundred thousand pixel macro lens and machine learning, branded Gap Optical Targeting, identifies the gaps to flush. Founder James Dyson said the aim was to see those gaps, remove plaque and improve cleaning at once. WWD Beauty adds the two-in-one is positioned as groundwork for a full Dyson dental system. The price sits well above the electric brush shelf beauty retailers stock today. Clinical commenters lean skeptical that a water jet substitutes for mechanical interproximal cleaning, and a recurring public concern is where imagery from an always-connected mouth camera is stored. Now, a few more headlines moving the trade today. Cosmetics Business reports Shiseido has launched Le Parfum, Max Mara's debut fragrance and the first under their long-term licence. Global Cosmetics News reports Victoria Beckham Holdings returned to operating profit for the first time after years of losses, on twenty twenty-five revenue up fifteen percent to one hundred twenty-nine point eight million pounds. The same outlet has LG Household and Health Care expanding scalp care brand Dr.Groot into four hundred twenty-four Sephora stores in the US. And finally, that reporting has Shein completing its Hong Kong listing, raising about one point seven billion dollars and removing a potential four point four billion dollar year-end liability to holders of its convertible preferred shares.