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Welcome in, today is Tuesday, September eighth, and we begin with Circana's half-year read on the US beauty market.
Prestige beauty sales in the United States reached seventeen point one billion dollars in the first six months of this year, up seven percent year on year, according to Circana. Mass-market beauty rose at an identical seven percent, per that same data, with fragrance and skincare the strongest-performing categories. The research firm ties that to consumers' continued willingness to spend, despite ongoing selectivity. Growth spread evenly across both price tiers, rather than concentrating at the top, hands brand and retail planners a demand baseline for the back half that does not rest on a trade-up story holding. Industry reaction leans toward reading those matching rates as evidence against that long-running trade-up narrative, with several practitioners framing the parallel move as selective, intention-led spending rather than aspirational upgrading. A recurring concern in the channel is makeup's rising dollars alongside falling units, read by some as price carrying the category while real demand softens.
Also today, Sephora at Kohl's sales fell four percent in the second quarter. On the August twenty-sixth earnings call, chief executive Michael Bender attributed the decline to expanded distribution for several key brands, and said newer brands in the pipeline have not yet grown large enough to offset softness from more established names, per TheStreet's account. Fitch Ratings research puts the shop-in-shops at roughly ten percent of Kohl's total sales, so that softness reads straight through to comparable sales, down nine tenths of a percent. The retailer's answer is assortment: new fragrance towers in two hundred fifty stores in November, additions including Givenchy and Jo Malone London, and holiday outposts in one hundred thirty Sephora shops. Industry reaction is split, with some retail-side commentary still framing beauty as the bright spot while trade coverage emphasises a second consecutive quarterly decline.
Separately, Natura has appointed former chief executive Alessandro Carlucci to lead the company from October first, according to Global Cosmetics News. João Paulo Ferreira steps down after a decade at the helm. That report frames the change as the Brazilian group preparing for its next phase of growth, and carries no further detail. A returning leader taking the job back is the kind of transition operators and direct-selling partners will read closely for signals on strategy and portfolio priorities.
Staying in fragrance, Dior launches Dioriginals on October first, a collection of thirteen archive scents reworked by perfume creation director Francis Kurkdjian. Cosmetics Business reports the collection draws on nearly eighty years of the house's archives, and includes Diorama, Diorissimo, Diorling, Diorella and Eau Fraîche. That reporting frames the work as safeguarding compositions against changing standards and ingredient availability. Kurkdjian said the restoration required vigilance in sourcing, and that new technologies let him recover the original formulas so that legislation limiting certain ingredients did not alter the balance of a composition. A heritage house betting a major launch on restored archive scents rather than new ones is a live test of whether archive equity can carry growth in the category currently moving fastest.
Now, a few more headlines moving the trade today. Cosmetics Business argues haircare personalisation has a measurement problem: camera-based diagnostics went routine in skincare years ago, and have not in hair. Beautyworld Middle East holds its thirtieth edition in Dubai from the sixth to the eighth of October, with Premium Beauty News pointing to the growing global reach of Arabic fragrance brands. Mane Group has bought Cvista and will set up a global Citrus and Beverage Center of Excellence in the United States, per Cosmetics Business. Kao Corporation has promoted Michael Cramer to vice president of professional hair and consumer care in EMEA, covering brands including John Frieda and Bioré. And finally, Ulta Beauty has named the eight brands joining its ten-week MUSE accelerator, a programme the retailer says is aimed at retail readiness.