Bartek (Bart) Burkacki’s Post

𝗕𝗲𝗮𝘂𝘁𝘆 𝗽𝗹𝗮𝘆𝗲𝗿𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 𝘁𝗼 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗼𝘁𝗵𝗲𝗿 𝗙𝗠𝗖𝗚 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝘀 & 𝘀𝗵𝗼𝘄 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗮𝗹𝘁𝗵𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗴𝗮𝗽 𝗶𝘀 𝘄𝗶𝗱𝗲𝗻𝗶𝗻𝗴 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘄𝗶𝗻𝗻𝗲𝗿𝘀 & 𝗹𝗼𝘀𝗲𝗿𝘀 - Still (mostly) double digit growth rate for Coty, L'Oréal & Beiersdorf although slowing down with pricing gains annualization - Progressive (& better than expected) rebound for The Estée Lauder Companies Inc. - Bottom of the pack performance for Edgewell Personal Care, Shiseido & Natura &Co that continue to suffer from weaker growth footprint & share performance Exciting & decisive times on the Beauty vertical 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝗳𝗼𝗰𝘂𝘀 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗼𝗻 𝗼𝗿𝗴𝗮𝗻𝗶𝗰 (𝘃𝗼𝗹𝘂𝗺𝗲) 𝗴𝗿𝗼𝘄𝘁𝗵 To read our last publication on how to accelerate organic (volume) growth: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗹𝗹𝘆 𝗙𝗼𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 (𝗩𝗼𝗹𝘂𝗺𝗲) 𝗚𝗿𝗼𝘄𝘁𝗵 𝗢𝗿 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘁𝗼𝗽 𝗦𝗵𝗿𝗶𝗻𝗸𝗶𝗻𝗴 𝗧𝗼 𝗚𝗹𝗼𝗿𝘆 - 𝗙𝗿𝗼𝗺 𝗭𝗕𝗕 𝘁𝗼 𝗭𝗕𝗚® (𝗭𝗲𝗿𝗼-𝗕𝗮𝘀𝗲𝗱-𝗚𝗿𝗼𝘄𝘁𝗵) https://lnkd.in/eV5d39VE 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Unilever Procter & Gamble Kenvue Bayer | Consumer Health Sanofi Haleon Nestlé Henkel Reckitt

𝗕𝗲𝗮𝘂𝘁𝘆 𝗽𝗹𝗮𝘆𝗲𝗿𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 𝘁𝗼 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗼𝘁𝗵𝗲𝗿 𝗙𝗠𝗖𝗚 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝘀 & 𝘀𝗵𝗼𝘄 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗮𝗹𝘁𝗵𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗴𝗮𝗽 𝗶𝘀 𝘄𝗶𝗱𝗲𝗻𝗶𝗻𝗴 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘄𝗶𝗻𝗻𝗲𝗿𝘀 & 𝗹𝗼𝘀𝗲𝗿𝘀 - Still (mostly) double digit growth rate for Coty, L'Oréal & Beiersdorf although slowing down with pricing gains annualization - Progressive (& better than expected) rebound for The Estée Lauder Companies Inc. - Bottom of the pack performance for Edgewell Personal Care, Shiseido & Natura &Co that continue to suffer from weaker growth footprint & share performance Exciting & decisive times on the Beauty vertical 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝗳𝗼𝗰𝘂𝘀 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗼𝗻 𝗼𝗿𝗴𝗮𝗻𝗶𝗰 (𝘃𝗼𝗹𝘂𝗺𝗲) 𝗴𝗿𝗼𝘄𝘁𝗵 To read our last publication on how to accelerate organic (volume) growth: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗹𝗹𝘆 𝗙𝗼𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 (𝗩𝗼𝗹𝘂𝗺𝗲) 𝗚𝗿𝗼𝘄𝘁𝗵 𝗢𝗿 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘁𝗼𝗽 𝗦𝗵𝗿𝗶𝗻𝗸𝗶𝗻𝗴 𝗧𝗼 𝗚𝗹𝗼𝗿𝘆 - 𝗙𝗿𝗼𝗺 𝗭𝗕𝗕 𝘁𝗼 𝗭𝗕𝗚® (𝗭��𝗿𝗼-𝗕𝗮𝘀𝗲𝗱-𝗚𝗿𝗼𝘄𝘁𝗵) https://lnkd.in/eV5d39VE 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Unilever Procter & Gamble Kenvue Bayer | Consumer Health Sanofi Haleon Nestlé Henkel Reckitt

𝗕𝗲𝗮𝘂𝘁𝘆 𝗽𝗹𝗮𝘆𝗲𝗿𝘀 𝗰𝗼𝗻𝘁𝗶𝗻𝘂𝗲𝗱 𝗶𝗻 𝗤𝟭 𝟮𝟬𝟮𝟰 𝘁𝗼 𝗼𝘂𝘁𝗽𝗲𝗿𝗳𝗼𝗿𝗺 𝗼𝘁𝗵𝗲𝗿 𝗙𝗠𝗖𝗚 𝘃𝗲𝗿𝘁𝗶𝗰𝗮𝗹𝘀 & 𝘀𝗵𝗼𝘄 𝗿𝗲𝘀𝗶𝗹𝗶𝗲𝗻𝗰𝗲 𝗮𝗹𝘁𝗵𝗼𝘂𝗴𝗵 𝘁𝗵𝗲 𝗴𝗮𝗽 𝗶𝘀 𝘄𝗶𝗱𝗲𝗻𝗶𝗻𝗴 𝗯𝗲𝘁𝘄𝗲𝗲𝗻 𝘄𝗶𝗻𝗻𝗲𝗿𝘀 & 𝗹𝗼𝘀𝗲𝗿𝘀 - Still (mostly) double digit growth rate for Coty, L'Oréal & Beiersdorf although slowing down with pricing gains annualization - Progressive (& better than expected) rebound for The Estée Lauder Companies Inc. - Bottom of the pack performance for Edgewell Personal Care, Shiseido & Natura &Co that continue to suffer from weaker growth footprint & share performance Exciting & decisive times on the Beauty vertical 𝗧𝗶𝗺𝗲 𝘁𝗼 𝗿𝗲𝗳𝗼𝗰𝘂𝘀 𝗳𝗼𝗿 𝗮𝗹𝗹 𝗼𝗻 𝗼𝗿𝗴𝗮𝗻𝗶𝗰 (𝘃𝗼𝗹𝘂𝗺𝗲) 𝗴𝗿𝗼𝘄𝘁𝗵 To read our last publication on how to accelerate organic (volume) growth: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝗠𝗮𝗻𝗮𝗴𝗶𝗻𝗴 𝗙𝗶𝗻𝗮𝗹𝗹𝘆 𝗙𝗼𝗿 𝗦𝘂𝘀𝘁𝗮𝗶𝗻𝗮𝗯𝗹𝗲 (𝗩𝗼𝗹𝘂𝗺𝗲) 𝗚𝗿𝗼𝘄𝘁𝗵 𝗢𝗿 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘁𝗼𝗽 𝗦𝗵𝗿𝗶𝗻𝗸𝗶𝗻𝗴 𝗧𝗼 𝗚𝗹𝗼𝗿𝘆 - 𝗙𝗿𝗼𝗺 𝗭𝗕𝗕 𝘁𝗼 𝗭𝗕𝗚® (𝗭𝗲𝗿𝗼-𝗕𝗮𝘀𝗲𝗱-𝗚𝗿𝗼𝘄𝘁𝗵) https://lnkd.in/eV5d39VE 𝗧𝗼 𝗴𝗲𝘁 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Frederic Fernandez & Associates Unilever Procter & Gamble Kenvue Bayer | Consumer Health Sanofi Haleon Nestlé Henkel Reckitt

Yogi in the news! This past week, Yogi worked with Bloomberg to evaluate the skin-care space, comparing products from The Estée Lauder Companies Inc. and L'Oréal. Yogi uncovered that of the two company's 50 highest rated skin-care products, 40 were sold by L'Oréal. Read the article below and click the link in the comments to subscribe to the Yogi InsightsWire and get deep reviews and ratings insights in your inbox!

L'Oréal: very strong start of the year with a +9.4% revenue growth in Q1, beating analysts consensus by a wide margin (+330 bps) with €11.2bn sales Very commendable performance of its key markets USA/ Europe (+12% growth) and the CPD (mass), and the Dermatological Division looking from segment perspective. Luxe (and Asia where its over-indexing), as widely anticipated, grew the least but still managed to be in positive territories Those numbers drove not only French giant stock growth (+5%), it also reassured the market after bearish comments from U.S. beauty retailer Ulta Beauty earlier this month about a faster-than-expected slowdown in the United States (cf. the strong stock price growth seen on Coty & The Estée Lauder Companies Inc. following L'Oreal results announcements) With its unique, well diversified at-scale footprint across its four divisions and best-in-class M&A capabilities L'Oréal is well positioned to navigate those turbulent times To get all our insights, follow us/ subscribe to our FMCG CEOs newsletter: https://lnkd.in/eR8vDpvE #cpg #fmcg #beauty #strategy Frederic Fernandez & Associates

Not all the beauty companies are the same! and not all of them invest their resources in the same way. Obviously the product categories, the distribution model and the price positioning of the different brands might drive certain choices but there is always some level of flexibility... The below chart shows some of the top companies and their key investment areas as a percentage of their revenues: i) product (in relation to pricing), ii) advertising and promotions, iii) "people". There are also other areas of investment (e.g. R&D generally around 2-3%) but these are the major ones. On the right hand side we can also see how they do perform in terms of EBITDA margin (Revlon being negative is not represented). Revlon and in part Coty show high investment in the product but this is mostly driven by the mass positioning of some of their brands. Puig and L'Oréal are among the top spenders in marketing and promotions. The Estée Lauder Companies Inc., Shiseido and Revlon have the relative highest investment on SGA... and ultimately are also the ones with the lower performances in terms of EBITDA margin. Interparfums seems to be the most balanced and externally focused company in terms of investments, and it seems to pay out! But the income statement gives only a partial view on the investment and performance of a company. The balance sheet, often neglected, is an instrumental tool to understand the level of health of a company. #beautyindustry #incomestatement #financials

L'Oréal's breakthroughs in the CPG industry By embracing innovation through personalized experiences and tech integration, L'Oréal achieved a perfect score of 100.00 in the IMD Consumer Packaged Goods (CPG) Future Readiness Indicator 2024, released earlier this week. It’s in close competition with industry titans like The Coca-Cola Company and Procter & Gamble, which also have long dominated the industry. This reflects a powerful trend recognized by Professor Howard Yu, Director of the IMD Center for Future Readiness, who highlights the clear correlation between a company's innovation focus and its success. "Today, L’Oréal is effectively a tech company selling lipstick". Discover our latest insights: https://bit.ly/4avHwyP #IMDImpact #FutureReadiness #ConsumerPackagedGoods

I am delighted to share with you this short report highlighting the emerging trends shaping the future of fragrance. Explore how consumers' preferences are redefining the perfume industry!

🎉 Exciting News! The results are in and Nivea has emerged as the clear winner of our FMCG brand poll with an overwhelming 70% of the votes! 🏆🙌 Thank you to everyone who participated and shared their preferences. Your insights are invaluable. Stay tuned as we compile the report featuring your favorite brands. 👀📊  #FMCGPoll #nivea #marketinsights #digitalmarketinganalytics

𝗗𝗧𝗖 𝘀𝗶𝗻 #𝟭: 𝘁𝗵𝗲 𝘄𝗿𝗼𝗻𝗴 𝘄𝗵𝗲𝗿𝗲-𝘁𝗼-𝗽𝗹𝗮𝘆 We continue our series on key 'sins killing DTC businesses' in the FMCG industry Poor category/ product selection (too low: cubic value, unit economics, penetration potential, frequency potential) is the first mistake that many DTC companies do Best case in point (on low cubic value specifically): Brandless that focused at its beginning on cheap homecare, homeware & staples skus It burnt nearly $400m in only 4 years (of which $240m from Softbank)... To know more about DTC failure & success drivers and how to turnaround a DTC business, refer to our last publication: 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢𝘀: 𝟭𝟯 𝗦𝗶𝗻𝘀 𝗞𝗶𝗹𝗹𝗶𝗻𝗴 𝗔 𝗗𝗧𝗖 𝗕𝘂𝘀𝗶𝗻𝗲𝘀𝘀 & 𝗛𝗼𝘄 𝗧𝗼 𝗦𝘂𝗰𝗰𝗲𝗲𝗱 𝗔 𝗗𝗧𝗖 𝗧𝘂𝗿𝗻𝗮𝗿𝗼𝘂𝗻𝗱 https://lnkd.in/eD8m7mHa Time for all DTC assets owners to understand DTC success drivers Exciting & decisive times for DTC in the FMCG industry 𝗧𝗼 𝗴𝗲�� 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀, 𝗳𝗼𝗹𝗹𝗼𝘄 𝘂𝘀 & 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲 𝘁𝗼 𝗼𝘂𝗿 𝗙𝗠𝗖𝗚 𝗖𝗘𝗢 𝗜𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿: https://lnkd.in/ea4gy65y #fmcg #cpg Nestlé The Coca-Cola Company PepsiCo Mars Procter & Gamble L'Oréal Colgate-Palmolive General Mills Beiersdorf The Estée Lauder Companies Inc. Coty Shiseido JDE Peet's Unilever Reckitt Haleon Kenvue Sanofi Bayer | Consumer Health Bel Pernod Ricard Diageo Kraft Heinz General Mills The HEINEKEN Company AB InBev