L'Oreal Sees Slight Improvement in China -- Market Talk

Dow Jones

2025/09/05

0854 GMT - L'Oreal is starting to see an improvement in the key Chinese market, Jefferies analysts write in a research note, citing comments from the group's CFO Christophe Babule at an investor conference. The Chinese market has been softer due to macroeconomic factors, but the company is starting to see this improve, the analysts say. "Consumer sentiment is strengthening," they add. Still, the French beauty giant faces intense competition from local peers in China. "Competitive intensity in China continues to rise, especially from local mass-market brands," the analysts say. Despite this, the group continues to stand up in the premium category, which remains more resilient, they add. Shares are down 1.5%. (andrea.figueras@wsj.com)

(END) Dow Jones Newswires

September 05, 2025 04:54 ET (08:54 GMT)

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The Chinese market has been softer due to macroeconomic factors, but the company is starting to see this improve, the analysts say. \"Consumer sentiment is strengthening,\" they add. Still, the French beauty giant faces intense competition from local peers in China. \"Competitive intensity in China continues to rise, especially from local mass-market brands,\" the analysts say. Despite this, the group continues to stand up in the premium category, which remains more resilient, they add. Shares are down 1.5%. 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The Chinese market has been softer due to macroeconomic factors, but the company is starting to see this improve, the analysts say. \"Consumer sentiment is strengthening,\" they add. Still, the French beauty giant faces intense competition from local peers in China. \"Competitive intensity in China continues to rise, especially from local mass-market brands,\" the analysts say. Despite this, the group continues to stand up in the premium category, which remains more resilient, they add. Shares are down 1.5%. 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The Chinese market has been softer due to macroeconomic factors, but the company is starting to see this improve, the analysts say. \"Consumer sentiment is strengthening,\" they add. Still, the French beauty giant faces intense competition from local peers in China. \"Competitive intensity in China continues to rise, especially from local mass-market brands,\" the analysts say. Despite this, the group continues to stand up in the premium category, which remains more resilient, they add. Shares are down 1.5%. ","collect":0,"end_time":0,"defaultTopTitle":"","property":[],"viewcount":null,"language":"en","relate_stocks":{"BK4183":"个人用品","LRLCY":"欧莱雅"},"translate_title":"欧莱雅在中国市场略有改善——市场讨论","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"LRLCY":0.9},"content_text":"0854 GMT - L'Oreal is starting to see an improvement in the key Chinese market, Jefferies analysts write in a research note, citing comments from the group's CFO Christophe Babule at an investor conference. The Chinese market has been softer due to macroeconomic factors, but the company is starting to see this improve, the analysts say. \"Consumer sentiment is strengthening,\" they add. Still, the French beauty giant faces intense competition from local peers in China. \"Competitive intensity in China continues to rise, especially from local mass-market brands,\" the analysts say. Despite this, the group continues to stand up in the premium category, which remains more resilient, they add. Shares are down 1.5%. (andrea.figueras@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 05, 2025 04:54 ET (08:54 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}