OlaplexYatsen

Olaplex vs Yatsen

On this page, Olaplex Holdings, Inc. and Yatsen Holding Ltd. are compared to illuminate differences and similarities in their business models, financial performance, and market context. The analysis p...

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Ulta's UK Splash: Beauty M&A

Ulta's UK Splash: Beauty M&A

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.

Published: July 11, 2025

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Self-Care & Confidence

Self-Care & Confidence

Invest in the companies behind the powerful daily rituals that millions can't live without. These carefully selected beauty and skincare stocks blend established global leaders with innovative disruptors, all benefiting from famously loyal customers who drive consistent, recurring revenue.

Published: June 17, 2025

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Investment Analysis

Olaplex

Pros

  • Olaplex has demonstrated resilience in its professional channel, which saw a 5.3% year-on-year sales increase in Q3 2025.
  • The company is executing a strategic shift with new product launches and increased sales and marketing investments, supporting future growth.
  • Olaplex has reduced its debt and improved operational efficiency, contributing to signs of recovery after a period of declining performance.

Considerations

  • Net sales declined 3.8% year-on-year in Q3 2025, reflecting ongoing challenges in the specialty retail and direct-to-consumer segments.
  • Net income fell to $11.1 million in Q3 2025 from $14.8 million a year earlier, indicating pressure on profitability.
  • The US market remains weak, with a 14.6% sales decline in Q3 2025, exposing the company to regional demand volatility.
Yatsen

Pros

  • Yatsen has expanded its international footprint, with growing sales outside China helping to diversify its revenue base.
  • The company is investing in research and development, launching new products to capture emerging beauty trends and consumer preferences.
  • Yatsen has improved its digital marketing capabilities, strengthening its direct-to-consumer channels and online engagement.

Considerations

  • Yatsen continues to face intense competition in the Chinese beauty market, pressuring margins and market share.
  • Profitability remains challenged, with recent quarters showing inconsistent earnings and ongoing losses in some business segments.
  • The company is exposed to regulatory risks and changing consumer sentiment in China, which could impact future growth.

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