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L'Oréal: Beautifully Resilient, But Not Attractive Just Yet

L'Oréal maintains strong fundamentals and proven resilience, but I reiterate a hold rating due to an uncompelling valuation amid macro uncertainty. Recent earnings show double-digit emerging market growth and solid performance in North America and China, outpacing local market trends. LRLCF's robust balance sheet supports buybacks and dividends, yet combined shareholder yield remains below 2% despite a significant…

Seeking Alpha • Jun 6, 2026
L'Oreal chairman says Coty lacks business model

The chairman of French cosmetics group ​L'Oreal dismissed any ‌comparison with struggling beauty group Coty on Friday, adding ​that the smaller ​company had no business ⁠model at all.

Reuters • Apr 24, 2026

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