This carefully selected group of stocks represents companies positioned to benefit from increasing beauty industry consolidation. Following Ulta Beauty's acquisition of British retailer Space NK, we've identified both potential acquirers with deep pockets and attractive takeover targets in the global beauty market.
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Published on July 11
Ulta's acquisition of Space NK signals the start of a new wave of cross-border beauty deals. Companies in this group are positioned to either make strategic acquisitions or become attractive takeover targets.
When beauty companies get acquired, their stock prices often jump significantly. Several smaller companies in this collection have the innovative products and brand loyalty that make them attractive takeover candidates.
International expansion through M&A offers beauty companies access to new markets and customer bases. This collection includes both established global players and regional specialists poised to benefit from cross-border deal-making.
Beauty industry consolidation is accelerating as major players seek international growth through strategic acquisitions. Ulta's purchase of Space NK signals a new wave of cross-border M&A activity that creates investment opportunities in both potential buyers with acquisition plans and innovative brands that make attractive takeover targets.
This collection includes established beauty conglomerates with financial resources to make acquisitions, as well as high-growth brands with strong regional footholds or unique market positions. M&A activity can create value through acquisition premiums, operational synergies, and expanded distribution networks for beauty companies.
These companies were carefully selected to provide exposure to different aspects of beauty industry consolidation. The list includes the deal catalyst (Ulta), major conglomerates likely to pursue similar international acquisitions, and innovative smaller companies that represent attractive acquisition targets due to their growth or market position.
Structured summary of basket market capitalisation and investor takeaways.
ULTA: $23.58B
EL: $35.51B
COTY: $3.62B
Get the full story on this Basket. Read our detailed article on its risks and potential.
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Use the growth calculator to see how much investing in these assets could return over one year, based on aggregated analyst sentiment provided by Refinitive Ltd.
If you invested across these assets:
In 12 months it might be worth:
+106.56%
On average, analysts expect assets in this group to grow 106.56% over the next year.
10 of 13 assets in this group are rated Buy by professional analysts.
