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

Sonia Vora

Morningstar | L’Oreal Poised to Benefit From Vast Geographic Reach and Rising Global Per Capita Beauty Spending

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 ...

Sonia Vora

L’Oreal Poised to Benefit From Vast Geographic Reach and Rising Global Per Capita Beauty Spending

Wide-moat L’Oréal finished 2018 on a strong note, with 8.6% comparable sales growth during the fourth quarter leading to full-year growth of 7.1%. The Active Cosmetics (8% of sales) and Luxe (35% of sales) segments continued to be the key drivers of these gains, chalking up 15% and 12% like-for-like sales growth, respectively, during the quarter. We expect these businesses to lead growth longer term as well (with each segment averaging high-single-digit growth over the next five years) as indust...

L'oréal - Assemblée générale des actionnaires du 18 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

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

Sonia Vora

Morningstar | L’Oreal Poised to Benefit From Vast Geographic Reach and Rising Global Per Capita Beauty Spending

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 ...

Sonia Vora

L’Oreal Poised to Benefit From Vast Geographic Reach and Rising Global Per Capita Beauty Spending

Wide-moat L’Oréal finished 2018 on a strong note, with 8.6% comparable sales growth during the fourth quarter leading to full-year growth of 7.1%. The Active Cosmetics (8% of sales) and Luxe (35% of sales) segments continued to be the key drivers of these gains, chalking up 15% and 12% like-for-like sales growth, respectively, during the quarter. We expect these businesses to lead growth longer term as well (with each segment averaging high-single-digit growth over the next five years) as indust...

Pierre Tegner

L'Oréal : BPA 2018 à +6.4%, de très bonne qualité avec une belle fin d’année. Quid de 2019 ?

>OC ajusté à 193 € avec un PE 19 cible de 25x : Neutre - Les résultats 2018 sont de très bonne qualité avec une très belle fin d’année (T4 à +7.7% en organique) et une progression de la MOP tirée par une amélioration de la marge brute dont une partie a été réinvestie en marketing. L’exercice impose néanmoins de signaler que le BPA est 0.6%< au consensus en raison d’une moindre progression de la MOP et que cette publication, quoique d’excellente qualité, ne changera pa...

L'Oréal

Loic Morvan

L'ORÉAL: Confidence for 2019 prospects | BUY | EUR230 vs. EUR220

L'ORÉAL - BUY | EUR230 vs. EUR220 (+5%) Confidence for 2019 prospects Clear market share gains in 2018 with strong A&P investments 6% organic sales growth expected in 2019 We raise our earnings estimates by 3.5% Buy recommendation maintained and new EUR230 FV

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...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – DETAILED COMMENTS 02/08/2019

In the face of macroeconomic turbulence, office and retail real estate investment companies are “safe haven” stocks due to the durability of their dividends and their capacity to create value via their project pipelines. We particularly appreciate stocks which have adapted/clarified their strategies to fit new trends in the market. As such, we confirm our Buy recommendations on Gecina, Klépierre and Carmila and have upgraded Icade and Unibail-Rodamco-Westfield to Buy. Cf. report publi...

Ahmed Ben Salem ...
  • Alain William
  • Benoit Valleaux
  • Charles Lepetitpas
  • Emmanuel Matot
  • Fatma Agnès Hamdani
  • Fehmi Ben Naamane
  • François Maury
  • Geoffroy Michalet
  • Georges Dieng
  • Jean Sassus
  • Jerôme Bodin
  • Johanna Jourdain
  • Martial Descoutures
  • Matthias Desmarais
  • Nicolas David
  • Olivier Lebrun
  • Pierre Tegner
  • Pierre Corby
  • Roland Pfaender
  • Steven Gould
  • Sven Edelfelt
  • Virginie Rousseau

ODDO BHF SECURITIES MORNING NEWS – COMMENTAIRES DETAILLES 08/02/2019

Face à quelques turbulences macroéconomiques, les foncières de bureaux et de commerce constituent des valeurs de refuge par la pérennité de leurs dividendes et leur capacité à créer de la valeur à travers leur pipeline. Nous privilégions plus particulièrement les valeurs qui ont anticipé / clarifié leur stratégie face aux nouvelles tendances de marché. Ainsi, nous confirmons notre opinion Achat sur Gecina, Klépierre et Carmila et passons à l’Achat sur Icade et Unibail-Rodamco-Westfiel...

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

...

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

...

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

...

Thanks to a better fundamental star rating, L'OREAL sees an upgrade to Neutral

The independent financial analyst theScreener just awarded an improved star rating to L'OREAL (FR), active in the Personal Products industry. As regards its fundamental valuation, the title receives an improved star rating and now shows 2 out of 4 possible stars. With regard to its market behaviour, it remains unchanged and can be qualified as moderately risky. theScreener considers that these elements allow slightly upgrading its rating to Neutral. As of the analysis date January 29, 2019, the closing price was EUR 205.90 and its expected value was estimated at EUR 200.59.

L'Oréal

L'Oréal

L'Oréal

L'Oréal

MarketLine Department

Coty Inc. - Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments

Summary Marketline's Coty Inc. Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments report includes business description, detailed reports on mergers and acquisitions (M&A), divestments, capital raisings, venture capital investments, ownership and partnership transactions undertaken by Coty Inc. since January2007. Marketline's Company Mergers & Acquisitions (M&A), Partnerships & Alliances and Investments reports offer a comprehensive breakdown of the organic and inorganic growth activity undertaken by an organization to sustain its competitive advantage. Key Highlights Thi...

Loic Morvan ...
  • Virginie Roumage

HPC: Favouring L’Oréal and Unilever in 2019

HPC Favouring L’Oréal and Unilever in 2019 Beauty: strong dynamism driven by emerging markets The Home Care market: Asia Pacific and automatic dishwashing driving growth

L'oréal - Assemblée générale des actionnaires du 18 avril 2019

Proxinvest publiera une étude analysant les résolutions proposées lors de la tenue de l’assemblée générale des actionnaires. Vous pouvez l'acquérir dès à présent et elle vous sera adressée par ResearchPool une fois publiée.

L'Oréal – Proxinvest Corporate Governance Rating ® : C

Proxinvest Corporate Governance Rating ® helps investors integrate governance into their investment decision and identify governance risks and opportunities within their portfolio. Proxinvest Corporate Governance Rating ® Service rates European issuers through the analysis of four main themes : Ownership & Shareholder rights, Board & Committees, Audit & Process, Remuneration. Each theme is rated taking into account several comprehensive sub-categories. Our unique two-step process to achieve each rating includes a first step quantitative valuation and a second step qualitative filter...

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

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

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 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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