L’Oreal
绿点小样 | 要推广替换芯，得把美妆重做一遍 adds L’Oreal as a refillable beauty packaging and sustainability-strategy case. The 商业就是这样 episode says L’Oreal’s refill options span 4 divisions, 18 brands, and 28 products in the source’s account, including Lancôme / 兰蔻, YSL Beauty / 圣罗兰美妆, Kérastase / 卡诗, and Paris L’Oreal / 巴黎欧莱雅. The episode uses L’Oreal to connect Refillable Beauty Packaging / 美妆替换芯包装, Refill Adoption Friction / 替换芯采用摩擦, Reusable Packaging Durability / 可复用包装耐久性, and Sustainable Packaging Marketing / 可持续包装营销.
美妆巨头集体盯上头发，洗护生意为何又热起来？ adds L’Oreal as the central hair-care-market case. The 声动早咖啡 episode says the company’s hair-care products grew faster than fragrance, color cosmetics, and skincare in the cited first-half results, and that L’Oreal, Kérastase / 卡诗, 薇姿, and 适乐肤 hair-related businesses all posted double-digit growth in the source’s account. The episode uses L’Oreal to connect beauty-company portfolio strategy to Haircare Skincare-ization / 护发护肤化, Premium Haircare Market / 高端洗护市场, and Salon Channel Trust / 沙龙渠道信任.
L’Oreal appears in e.l.f. Cosmetics: Joey Shamah. The Dollar Store Formula That Built a Cosmetics Giant as the strategic buyer that offered roughly $225 million for e.l.f. Cosmetics before the deal collapsed. Joey Shamah says L’Oreal cited discomfort with e.l.f.’s low-cost supply chain, while he believed Urban Decay was the real focus at the time.
The failed process matters because it left e.l.f. available for the later TPG deal at a higher valuation.
Connections
- e.l.f. Cosmetics and Joey Shamah - company and founder in the failed transaction.
- Revlon and Urban Decay - strategic-buyer context around the process.
- Low Price Brand Perception, Startup Governance, and Financial Gravity - concepts connected to value-brand fit and sale pressure.
- Kérastase / 卡诗, 薇姿, 适乐肤, Haircare Skincare-ization / 护发护肤化, Premium Haircare Market / 高端洗护市场, and Salon Channel Trust / 沙龙渠道信任 - hair-care branch added by the 声动早咖啡 source.
- Lancôme / 兰蔻, YSL Beauty / 圣罗兰美妆, Paris L’Oreal / 巴黎欧莱雅, L’Oreal for the Future / 欧莱雅为明天, Refillable Beauty Packaging / 美妆替换芯包装, and Refill Adoption Friction / 替换芯采用摩擦 - refillable beauty packaging branch added by the 商业就是这样 source.