Welcome in, today is Monday, October twenty-sixth, and we begin with L'Oréal's third quarter beating forecasts, per The Manila Times. Following our earlier report on L'Oréal's nine-month sales, the quarter now has its own number. July-to-September sales reached eleven point five six billion euros, about twelve point nine five billion dollars, with US-listed shares up eight point three percent after the release, per The Manila Times. That account puts the luxury division, more than a third of group revenue, up seven percent like-for-like against a four point five percent forecast, a gap that reads straight through to how rivals defend premium price points. It credits best-selling fragrances including Prada Paradigme and high-end skincare in China, where the same reporting says the beauty market is expanding again after two years of contraction, as middle-class spending shifts from entry-level luxury toward prestige. Chief executive Nicolas Hieronimus told analysts growth slowed slightly against a tougher comparison base, while brands including Helena Rubinstein are growing in, quote, high double-digits. Europe rose nearly nine percent. Also today, that same call put a name on a demand variable. Following our earlier reporting on GLP-1s and skin, L'Oréal's chief executive told investors the rise in weight-loss drug use is affecting beauty consumption, and skincare consumption in particular, calling it, quote, a very important phenomenon for us, per Business Standard. He said SkinCeuticals already carries products made to work alongside the drugs and address side effects such as skin sagging. That account also cites chief innovation and prospective officer Delphine Viguier-Hovasse, who told Reuters the company is now testing products on GLP-1 users in separate studies. He did not quantify the effect. Practitioner reaction leans skeptical of the framing itself, with a recurring argument that topicals can address firmness and laxity after rapid weight loss but cannot replace lost facial fat, and that evidence standards are the real constraint on launches. Separately, the compliance clock has moved for anyone reformulating or clearing stock in Europe. The European Parliament definitively adopted the legislation known as Omnibus VI Chemistry on Thursday, October twenty-second, according to Premium Beauty News with AFP. The text gives manufacturers more time to withdraw cosmetics containing certain substances classified as carcinogenic, mutagenic or toxic for reproduction, from lipsticks to sunscreens. That same account says it reflects a political compromise reached by Parliament, the Council and the Commission on the seventeenth of June, and sits inside a broader package aimed at simplifying business operations. Among compliance-focused practitioners, reaction leans toward reading that package as tightening rather than easing in practice, with a recurring note that transition periods landed shorter than originally proposed. A recurring concern in the channel is the timing mechanics rather than the substance list, since applicability is understood to hinge on when goods reach the EU market, leaving stock already sitting with EU distributors seen as exposed. Staying with sun care, the bemotrizinol field is filling out. Following our earlier report on La Roche-Posay's first Anthelios formula with the filter, Cosmetics Business now reports Neutrogena and Ultra Violette among the first brands to put bemotrizinol skus on US shelves. Per that reporting, over-the-counter formulas may carry the filter at concentrations up to six percent, and DSM-Firmenich holds exclusive US production rights under the name Parsol Shield, which makes supply a single-supplier question for every team now rebuilding a US sun care range. The same account says the filter applies clear with minimal absorption, unlike mineral formulations, which suits sensitive or acne-prone skin, and that it covers UVA ageing and long-term damage alongside UVB surface burn. Now, a few more headlines moving the trade today. Procter and Gamble reported net sales up four percent to twenty-three point three billion dollars in fiscal first quarter, with growth across beauty, grooming and personal care, per Global Cosmetics News and Cosmetics Business. Personal Care Insights argues Chinese brands are pivoting to exports as domestic online sales fall, citing Proya's move into four hundred Ulta Beauty stores and a new French innovation lab. Indonesia has extended mandatory halal certification deadlines for cosmetics and personal care from October this year to twenty twenty-eight, per Global Cosmetics News. And finally, YSL Beauty opened its first Brazilian and South American store in São Paulo in August, after its twenty twenty-four e-commerce launch and TikTok Shop listing, per Premium Beauty News.