L'Oreal S.A.

L'Oreal acts as a holding company. Through its subsidiaries, Co. plays a strategic coordination role and scientific, industrial and marketing coordination role on a global basis. Co. develops, manufactures and commercializes products for Skin care, Hair care, Make-up, Perfumes, Toiletries and deodorants, and Oral cosmetics. Co. has three branches: Cosmetics, Body shop and Dermatology. Co.'s principal activities comprise four divisions: Professional Products, Consumer Products, L'Oreal Luxe and Active Cosmetics. The Body Shop branch offers various cosmetics and toiletry products. The Dermatology branch offers topical dermatology prescription, and corrective and aesthetic dermatology.
  • TickerOR
  • ISINFR0000120321
  • ExchangeEuronext Paris
  • SectorPersonal Goods
  • CountryFrance

Analysts

Jean-Christophe Dourret

L'Oréal : L'Oreal - 18 dec 2018

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Jean-Christophe Dourret

L'Oreal : L'Oreal - 18 Dec 2018

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Sonia Vora

Morningstar | Substantial Brand Strength Underscores Favorable Trends in Beauty Industry

The global beauty industry has been a rare pocket of growth in the broader consumer landscape, growing at a roughly 4% rate over the last decade while other consumer goods firms have been plagued by lackluster volume, pricing pressure in categories facing secular declines, and heightened competition from niche players and private-label fare. We contend that several characteristics inherent to the beauty space, including a relatively price-insensitive consumer base, have helped these firms remain largely unencumbered by these pitfalls. We forecast the global beauty industry will be able to sust...

Sonia Vora

Substantial Brand Strength Underscores Favorable Trends in Beauty Industry

The global beauty industry has been a rare pocket of growth in the broader consumer landscape, growing at a roughly 4% rate over the last decade while other consumer goods firms have been plagued by lackluster volume, pricing pressure in categories facing secular declines, and heightened competition from niche players and private-label fare. We contend that several characteristics inherent to the beauty space, including a relatively price-insensitive consumer base, have helped these firms remain...

Loic Morvan

L'ORÉAL: Major changes at the group’s Executive Committee | BUY | EUR206

L'ORÉAL - BUY | EUR206(-1%) Major changes at the group’s Executive Committee M. Mulliez, CFO, will leave the company for personal reasons New President at L’Oréal Luxe Buy maintained

Jean-Christophe Dourret

L'Oréal : L'Oreal - 18 dec 2018

...

Jean-Christophe Dourret

L'Oreal : L'Oreal - 18 Dec 2018

...

Sonia Vora

Morningstar | Substantial Brand Strength Underscores Favorable Trends in Beauty Industry

The global beauty industry has been a rare pocket of growth in the broader consumer landscape, growing at a roughly 4% rate over the last decade while other consumer goods firms have been plagued by lackluster volume, pricing pressure in categories facing secular declines, and heightened competition from niche players and private-label fare. We contend that several characteristics inherent to the beauty space, including a relatively price-insensitive consumer base, have helped these firms remain largely unencumbered by these pitfalls. We forecast the global beauty industry will be able to sust...

Sonia Vora

Substantial Brand Strength Underscores Favorable Trends in Beauty Industry

The global beauty industry has been a rare pocket of growth in the broader consumer landscape, growing at a roughly 4% rate over the last decade while other consumer goods firms have been plagued by lackluster volume, pricing pressure in categories facing secular declines, and heightened competition from niche players and private-label fare. We contend that several characteristics inherent to the beauty space, including a relatively price-insensitive consumer base, have helped these firms remain...

Sonia Vora

Morningstar | L'Oreal's Investments in Its Brand Set and Vast Geographic Reach Should Fuel Steady Sales Growth

As a dominant player in the global cosmetics industry, L’Oréal has developed an attractive portfolio of leading brands that have helped it secure an enduring competitive edge. We maintain these brands have allowed L’Oréal to develop long-standing relationships with retailers that rely on its offerings to drive store traffic; these assets, coupled with the firm’s attractive cost structure, underpin our wide moat rating. While we expect ample competition in the near term, particularly as newer distribution channels like e-commerce remove some of the initial barriers for newer entrants, we think ...

1 director sold

A director at L`Oreal sold 8,000 shares at 208.294EUR and the significance rating of the trade was 100/100. Is that information sufficient for you to make an investment decision? This report gives details of those trades and adds context and analysis to them such that you can judge whether these trading decisions are ones worth following. Included in the report is a detailed share price chart which plots discretionary trades by all the company's directors over the last two years clearly showing Close periods where trading activity is restricted under listing rules. The names of board membe...

Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fatma Agnès Hamdani
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Matthias Desmarais
  • Olivier Lebrun
  • Pierre Tegner
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 11/20/2018

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Alfred Glaser ...
  • Christophe-Raphaël Ganet
  • Delphine Brault
  • Fatma Agnès Hamdani
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Matthias Desmarais
  • Olivier Lebrun
  • Pierre Tegner
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 20/11/2018

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Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/31/2018

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Ahmed Ben Salem ...
  • Alex Koagne
  • Alexandre Iatrides
  • Antoine Boivin-Champeaux
  • Benoit Valleaux
  • Charles Lepetitpas
  • Christophe Chaput
  • Christophe-Raphaël Ganet
  • Emmanuel Matot
  • François Maury
  • Georges Dieng
  • Jean Sassus
  • Johanna Jourdain
  • Louis Boujard
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olfa Taamallah
  • Oussema Denguir
  • Philippe Ourpatian
  • Pierre Tegner
  • Pierre Corby
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 31/10/2018

...

Ahmed Ben Salem ...
  • Antoine Boivin-Champeaux
  • Bruno Cavalier
  • Emmanuel Matot
  • Jean Sassus
  • Louis Boujard
  • Michael Foundoukidis
  • Nicolas David
  • Olfa Taamallah
  • Philippe Ourpatian
  • Pierre Tegner
  • Roland Pfaender
  • Samantha Jeary
  • Stephane Houri
  • Steven Gould
  • Sven Edelfelt
  • Sylvain Goyon
  • Thomas Zlowodzki
  • Veysel Taze
  • Virginie Rousseau
  • Yan Derocles
  • Yassine Batini

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 10/29/2018

The current sell-off and the previous corrections have the same causes: doubts on the macro-economic cycle with fears of a brutal slowdown potentially aggravated by a pro-cyclical monetary policy. The US bond market has an optimistic view of this apocalyptic picture. The potential for the yield on US Treasuries to increase via real rates seems exhausted and paves the way for a decline in long-term rates, a support factor for equities, provided, however, that the Democrats prevail. Th...

L'Oréal

L'Oréal

L'Oréal

L'Oréal

L'Oréal

Jehanne Leroy

Proxy Report - 17/04/2018

On September, 21st 2017, Liliane Bettencourt, daughter of Eugene Schueller, founder of L’Oréal, passed away. The shareholders agreement between Nestlé and the Bettencourt Family ended on March, 21st 2018 (6 months after Ms Bettencourt dies, in line with provisions). On February 15th 2017, Nestle published a press release: “The shareholders agreement between Nestlé and the Bettencourt family is due to expire on March 21, 2018. In order to maintain all available options for the benefit of Nestlé's shareholders, the Board of Directors has decided not to renew this agreement. We do not intend to ...

Jehanne Leroy

Proxy Report - 17/04/2018

Le 21 septembre 2017, Lilian Bettencourt, fille d'Eugène Schueller, fondateur du groupe L'Oréal, est décédée. Le pacte d'actionnaire conclu entre Nestlé et la famille Bettencourt a pris fin le 21 mars dernier (6 mois après le décès de Mme Bettencourt, conformément aux conditions d'application du pacte). Le 15 février, Nestlé a publié un communiqué dans lequel il est indiqué " Le pacte d'actionnaires qui lie Nestlé et la famille Bettencourt arrive à expiration le 21 mars 2018. Afin de maintenir toutes les options ouvertes dans l'intérêt des actionnaires Nestlé, le Conseil d'administration a dé...

Matthieu DRIOL

Short term view - L'OREAL : Prices are still making progress.

The trend is bullish. Prices are still making progress but the trend is slowing down. The next resistance is at €200.10. The break of €170.30 would endanger the trend.

Matthieu DRIOL

Analyse court terme - L'OREAL : Les cours progressent encore.

La tendance est haussière. Les cours progressent encore, mais la tendance s'affaiblit. La prochaine résistance est à 200,10 €. La rupture de 170,30 € mettrait la tendance en danger.

Matthieu DRIOL

Short term view - L'OREAL : Falling prices.

The trend is bearish. Prices are falling again, but the movement has become hesitant. The next support is at €185.00. The bearish trend would be challenged above €214.40.

Matthieu DRIOL

Analyse court terme - L'OREAL : Les prix baissent.

La tendance est baissière. Les prix baissent à nouveau, mais le mouvement est devenu hésitant. Le prochain support est à 185,00 €. La tendance baissière serait remise en cause au-dessus de 214,40 €.

Matthieu DRIOL

Analyse moyen terme - L'OREAL : La tendance est haussière.

La tendance est haussière. La baisse récente gagne en vigueur. Le prochain support est à 169,00 €. La tendance serait remise en cause par la rupture de 169,00 €.

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