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Re-elected US President Trump threatens punitive tariffs on imports, potentially impacting the European economy, particularly German companies. While firms like Henkel, Danone, and L'Oréal are well-prepared due to local production, Beiersdorf and Reckitt face significant risks due to their reliance on imports. The financial burden of tariffs will depend on their levels, import volumes, and companies' ability to pass on costs to consumers.
L'Oréal, the world's leading cosmetics group, generates sales primarily from skin care (39.9%), make-up (19.7%), and hair care (15.4%) products. Its diverse portfolio includes consumer brands like L'Oréal Paris and luxury lines such as Lancôme, with a global presence across 37 production sites. Geographically, sales are strongest in Europe (31.6%) and North America (27%).
The CAC 40 index initially surged following Donald Trump's election victory but ended lower as concerns over potential trade tensions with the U.S. emerged. Currently testing a crucial support level at 7340 points, the index presents a favorable risk/return trade-off for buying, with a target of 7700 points and a stop at 7250 points. A breach of 7735 points could signal a bullish reversal towards 8250 points.
L'Oréal, the world's leading cosmetic group, generates net sales primarily from skincare (39.9%), makeup (19.7%), and haircare (15.4%) products. The company operates through various brands across consumer, luxury, active, and professional cosmetics, with a global presence in 37 production sites and sales distributed mainly in Europe (31.6%) and North America (27%).
UBS has maintained a 'neutral' rating on L'Oréal while reducing its price target from €415 to €409, indicating an 11% upside potential. The downgrade follows a disappointing third-quarter performance, a cautious outlook, and a proposed tax increase in France, leading to a 5% cut in the EPS estimate for 2025. UBS notes a lack of positive catalysts in the near term, limiting the potential for a share price increase.
UBS has reduced its price target for L'Oréal from 415 to 409 euros following disappointing third-quarter sales figures, maintaining a "Neutral" rating. Analyst Guillaume Delmas noted that the personal care group's comparable revenue growth fell short of expectations.
UBS has reduced its price target for L'Oréal from 440 to 415 euros while maintaining a "Neutral" rating. Analyst Guillaume Delmas anticipates a weak third quarter for the cosmetics group, following disappointing sales figures from luxury goods giant LVMH.
UBS has maintained a "Neutral" rating for L'Oréal with a target price of 440 euros. Analyst Guillaume Delmas highlighted concerns in the cosmetics sector, noting that Coty's sales outlook for the first quarter fell short of expectations, particularly due to weakened growth in the US market.
L'Oréal SA
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Trump tariffs threaten European companies with varying levels of preparedness
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L'Oreal maintains strong market position with diverse product offerings and global reach
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09:31 07.11.2024
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ubs lowers l'oreal price target amid cautious outlook and tax concerns
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UBS lowers L'Oreal price target to 409 euros maintains neutral rating
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UBS lowers L'Oreal price target amid expectations of weak third quarter
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UBS maintains neutral rating for L'Oreal with target price of 440 euros
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12:06 15.10.2024
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