Sabela Ojea

BeautyMatter

Estée Lauder's Recovery Was Taking Shape. Then Puig Talks Rattled Investors

By: Sabela Ojea

Key Takeaways: Estée Lauder's recovery narrative has unraveled since confirming talks with Puig, wiping out roughly $15 billion in market value.

BeautyMatter

EXCLUSIVE: Advent Hires Jefferies, Goldman Sachs to Sell Parfums de Marly

By: Sabela Ojea

Key Takeaways: Advent taps Jefferies and Goldman Sachs to run a potential sale of Parfums de Marly, with the process still at early stage.

BeautyMatter

Olaplex's IPO Undoing—and Henkel's Second Chance at a Turnaround

By: Sabela Ojea

Key Takeaways: Henkel has acquired Olaplex at a steep discount, but innovation focus could risk repeating the same mistakes made under Advent International ownership.

BeautyMatter

Puig Investors Debate Staying In as Estée Lauder Deal Takes Shape

By: Sabela Ojea

Key Takeaways: Puig CEO Marc Puig told investors Puig was “frustrated” with its share performance following its May 2024 IPO.

BeautyMatter

The group's President of Global Fine Fragrance, Jonathan Simon, and President of its Beauty and Care division, Parand Salmassinia, spoke with BeautyMatter about the state of the industry as the company approaches the third year of its $41 billion “merger of equals” between DSM and Firmenich. The Middle East sits at the heart of this milestone, with demand reshaping olfactive trends and regional instability putting pressure on sourcing and distribution channels.

By: Sabela Ojea

“The Middle East is a region where we are reasonably exposed, and we're observing a true slowdown, but it's not collapsing,” Simon said, referring

BeautyMatter

EXCLUSIVE: Biologique Recherche Explores Potential Sale as Bank Pitching Process Begins

By: Sabela Ojea

Biologique Recherche, the French professional skincare brand known for its clinical, spa-led model, is exploring a potential sale, according to sources familiar with the matter.

BeautyMatter

EXCLUSIVE: Puig–Estée Lauder Talks Turned into a Takeover Bid

By: Sabela Ojea

Key Takeaways: Estée Lauder spent $100 million pursuing a deal Puig viewed as a lowball takeover attempt.

BeautyMatter

“We have seen tremendous pressure in the Middle East,” Madar told BeautyMatter. “I would say that sales for our luxury brands are maybe down 80%, and sales at some of our lifestyle brands are down 40%.”

By: Sabela Ojea

Interparfums' luxury portfolio spans brands such as Jimmy Choo and Montblanc, while its lifestyle division includes Guess, Abercrombie & Fitch, and DKNY.

Bloomberg News

CoverGirl Stops Chasing Gen Z to Focus on Middle-Aged Women

By: Sabela Ojea

The Coty-owned brand, bought from P&G a decade ago, needs a ‘significant reset.’ It’s hoping Gen X can help it pull it off.

US consumer companies turn to Europe as McCormick-Unilever deal powers record cross-border M&A volume – Dealspeak North America

By: Sabela Ojea

First, it showed the increasing appetite US buyers have for European brands. Second, it underscored how European conglomerates are undertaking a growing wave of corporate carveouts that is putting prized assets on the market.