Hair Care and Styling
Travel retail drags on The Estée Lauder Companies results but breakthrough DFA agreement and improving Asia position prompt optimism
Hainan improving; North Asian inventory levels better; a new home in the Asia Pacific division; and a breakthrough agreement with Duty Free Americas after a bitter 17-year divide make for an enhanced outlook for the US beauty powerhouse.
The Asia travel retail slump was driven by subdued sentiment and lower conversion from Chinese consumers, while a move away from the North Asian reliance on daigou business impacted replenishment. Importantly, travel retail will now report into Asia/Pacific, instead of the EMEA region.
The Moodie Davitt Report offers unrivalled Chinese language coverage of key China-related stories, anchored by our dual WeChat platforms – our weekly Moodie Davitt Account and Moodie Davitt Report China Travel Retail Express, which publishes daily.
The store underscores Rituals’ commitment to delivering premium wellbeing experiences that offer moments of reflection, connection and calm for travellers.
Nuxe sharpens its CSR focus with a holistic strategy that spans sustainable sourcing, green formulation and eco-designed packaging.
Underpinned by “an incredible” +57% surge in confectionery sales – spurred by the sustained Dubai Chocolate dynamic – and strong performances across multiple other categories, Dubai Duty Free sustains its remarkable 2025 momentum.
The Kérastase Summer Beach Club campaign ran throughout July at cdf Sanya International Duty Free Shopping Complex in Haitang Bay and Rosewood Hotel Sanya with a bold summer takeover.
The Dickensian reference is not to Paris and London but to the airport and downtown duty-free channels, which are experiencing deeply contrasting fortunes, the L’Oréal CEO says.
“I am confident that we will continue to outperform the global beauty market – which we expect to grow, even amidst the current economic and geopolitical tensions – and to achieve another year of growth in sales and an increase in our profitability,” says an upbeat L’Oréal CEO Nicolas Hieronimus.
Gandon will lead ELC’s digital commerce, omnichannel media, creative operations, precision marketing and consumer insights initiatives as the company evolves towards a more consumer-centric commercial model.
With the Terminal 5 revamp, Molton Brown reaffirms its commitment to offering immersive, service-led experiences in the channel that blend storytelling and personalisation.
In this engaging interview, filmed at the L’Oréal Travel Retail pavilion at the TFWA Asia Pacific show, Managing Director Jesús Abia talks about how pioneering activations, Pentarchy partnerships and people are at the heart of L’Oréal’s strategy.
The Moodie Davitt Report offers unrivalled Chinese language coverage of key China-related stories, anchored by our dual WeChat platforms – our weekly Moodie Davitt Account and Moodie Davitt Report China Travel Retail Express, which publishes daily.
