OR.PA - L'Oreal S.A.
| Previous Close | 254.00 |
| Open | 249.00 |
| Bid | 0.00 x 0 |
| Ask | 0.00 x 0 |
| Day's Range | 242.20 - 251.60 |
| 52 Week Range | 218.50 - 278.50 |
| Volume | 1,042,696 |
| Avg. Volume | 440,920 |
| Market Cap | 137.635B |
| Beta (5Y Monthly) | 0.47 |
| PE Ratio (TTM) | 37.03 |
| EPS (TTM) | 6.66 |
| Earnings Date | Feb 07, 2020 |
| Forward Dividend & Yield | 4.25 (1.67%) |
| Ex-Dividend Date | Apr 28, 2020 |
| 1y Target Est | 205.31 |
- Reuters
Chinese consumers snap up yoga mats, video games, condoms as coronavirus keeps them at home
BEIJING/SEOUL, Feb 25 (Reuters) - As the coronavirus epidemic keeps hundreds of millions of Chinese stuck at home, they're shopping online to stave off boredom with games for Nintendo's Switch console, yoga mats, books and condoms all showing big jumps in orders. Many malls and stores remain shut and sales of cars and smartphones are crumbling, but demand for health, entertainment and cosmetics products is buoyant, according to data from e-commerce giant Alibaba Group - a potential boon for popular brands such as Lululemon and L'Oreal. Nintendo's Ring Fit Adventure game for the Switch console, which combines exercise and role playing, has been a star performer, with sales more than quadrupling in the two weeks to Feb. 20 compared to normal levels, according to Alibaba.
- Reuters
L'Oreal's online sales of make-up rose in China in February: CEO
Online sales of L'Oreal make-up and skincare products had picked up in China in February and were even stronger than a year earlier, Chief Executive Jean-Paul Agon said on Friday. China is the Maybelline and Lancome maker's single-biggest market, and like rivals in the luxury goods industry, L'Oreal is bracing for a hit on demand due to the coronavirus health crisis as shops shut down and Chinese customers face travel bans. L'Oreal has so far offset some lost business through e-commerce sales, Agon said, adding that platforms like Alibaba and JD.com appeared to be "finding solutions" to counter delivery problems in some parts of China.
- Benzinga
Nestle CEO Talks 2019 Performance, Outlook For 2020 And Beyond
Nestle (OTC: NSRGY) reported full-year results for 2019, highlighted by a 3.5% organic growth and a 1.2% sales increase. Nestle is "super pleased" with its organic growth as it matched management's guidance and is expected to continue growing in 2020 and beyond, Schneider said. Nestle has more than 30 factories in China and the "large majority" are now operating as normal, he said.
- GuruFocus.com
Urbem's 'Megatrend' Series: Urbanization
While the megatrend is generating a wide range of tailwinds in multiple sectors, we would rather remain selective Continue reading...
- Bloomberg
Bingeing Alone Isn’t Enough for Nestle
(Bloomberg Opinion) -- It isn’t just Unilever NV that’s struggling to sell more food. Rival Nestle SA now expects to come up short of its self-imposed sales-growth target this year, and it’s counting on acquisitions to put it back on track.While Chief Executive Officer Mark Schneider met the lower end of a goal for underlying operating margin 12 months early, it will take at least another year for the owner of the Nesquik and Nespresso brands to reach and sustain its annual sales growth objective of 4-6%, partly due to the effect of disposals.It’s a rare misstep for Nestle’s first external CEO for almost 100 years. Even with the 2% drop on Thursday, the shares are up more than 40% since his arrival in January 2017, outpacing Unilever. While Schneider’s made a good start selling off underperformers and making purchases in faster growing areas, such as coffee, pet food and meat substitutes, more reshaping is needed. He has traded — either acquired or moved out of — businesses that accounted for about 12% of total sales in 2017. That’s ahead of his target for changing up 10% by the end of 2020. He’s not done yet. From here the focus will be more on acquisitions than disposals.While expanding in the right growth markets is key, Schneider should also go further in pruning the Swiss food giant. Possible culprits for offloading could be parts of the U.S. frozen foods business, especially pizzas, or some water assets, such as those mainstream brands that can’t be taken up market. The fact that Nestle wrote down the value of its Yinlu business in China could be a prelude to an exit from difficult divisions, for example making peanut milk. However, selling off these businesses may be trickier than previous disposals in confectionery, skincare and ice cream.There’s also a risk that Schneider, in an effort to turbocharge growth, becomes less disciplined when he buys. He indicated that he’s open to a wide array of options, the most promising being small or mid-sized purchases, particularly in the hot market for nutrition and metabolism. He lamented that last year was heavy on disposals, but light on purchases. That should change this year, but he shouldn’t be too eager and so strike rash deals.Schneider is comfortable in the pharmaceutical space, having led German healthcare company Fresenius SE before joining Nestle. Medical nutrition not only has higher growth prospects and margins than many food areas, but it is also less constrained by competition rules because Nestle doesn’t have such a big position. He most recently bolstered Nestle’s medical nutrition arm by acquiring gastrointestinal medication Zenpep and increased the investment in Aimmune Therapeutics Inc., which has developed a product to counter the effects of peanut allergies. It indicates that this area, particularly treatments related to the body’s metabolism, is likely to be a bigger focus.To fund any large-scale ambitions, Schneider has Nestle’s stake in L’Oreal SA, worth about 35 billion euros ($38 billion), to play with. The company has always said that it won’t part with this holding unless it has a strategic use for the proceeds, but but he seemed to be more open to an exit on Thursday. Small- to medium-sized deals wouldn’t require any change. A bigger transaction — which can’t be ruled out — might.Either way, Schneider can’t afford to take the wrong turn. Not only is activist Dan Loeb still on the register, but Nestle’s valuation has increased significantly under his tenure. The shares trade on about 22 times forward earnings, compared with about 20 times for Unilever.The premium is justified by Unilever’s recent sales stumble, as well as its slower pace of portfolio change and less focused approach to acquisitions. That doesn’t mean Nestle won’t be punished if it disappoints in the same way as its rival.To contact the author of this story: Andrea Felsted at afelsted@bloomberg.netTo contact the editor responsible for this story: Melissa Pozsgay at mpozsgay@bloomberg.netThis column does not necessarily reflect the opinion of Bloomberg LP and its owners.Andrea Felsted is a Bloomberg Opinion columnist covering the consumer and retail industries. She previously worked at the Financial Times.For more articles like this, please visit us at bloomberg.com/opinionSubscribe now to stay ahead with the most trusted business news source.©2020 Bloomberg L.P.
- Thomson Reuters StreetEvents
Edited Transcript of OR.PA earnings conference call or presentation 7-Feb-20 8:00am GMT
Full Year 2019 L'Oreal SA Earnings Call
- GlobeNewswire
L'OREAL: Disclosure of total number of voting rights and number of shares in the capital at January 31, 2020
Société anonyme au capital de 111 623 441 eurosSiège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifyer : 529900JI1GG6F7RKVI53.
- Simply Wall St.
L'Oréal S.A. Just Missed EPS By 11%: Here's What Analysts Think Will Happen Next
It's been a good week for L'Oréal S.A. (EPA:OR) shareholders, because the company has just released its latest yearly...
- Reuters
Sparkle fades as coronavirus risks wiping out luxury goods growth
The luxury goods industry normally relishes the spotlight, but in the case of China's coronavirus it is rueing being one of the most globally exposed sectors to an epidemic that risks all-but wiping out its sales growth this year. Brands from Burberry to Estee Lauder are shutting stores and cutting profit forecasts as business in the industry's biggest market has virtually ground to a halt.
- Reuters
L'Oreal CEO says coronavirus will hamper sales in coming weeks
L'Oreal CEO Jean-Paul Agon said on Friday that the French cosmetics company had a good January in China but that the spread of the coronavirus would have an impact on demand in the coming weeks. "E-commerce will definitely help as people can order products to be delivered to their homes, but it (the virus) will certainly have an impact in the weeks to come," Agon told a news conference, emphasising that e-commerce accounts for almost 50 percent of L'Oreal's sales in China, one of its biggest markets. Agon also said that L'Oreal's factories and offices were closed in China until Monday and it was too early to quantify the impact on sales.
- Reuters
L'Oreal rallies as sales increase offsets China concerns
L'Oreal's shares rose on Friday after fourth-quarter earnings from the French cosmetics company helped to offset concerns over the impact of China's coronavirus health crisis on its business. The company's shares were up around 3.4% in early trading on Friday after L'Oreal reported late on Thursday that fourth-quarter revenue had risen 11.4% to 7.9 billion euros ($8.7 billion). The maker of Maybelline cosmetics said China's coronavirus crisis would have only a short-term hit on the company's Asian business, which is its biggest sales driver.
- Reuters
L'Oreal sees temporary hit on Asia sales from China virus
Maybelline maker L'Oreal said on Thursday China's coronavirus health crisis would have a short-term hit on its sales in the country and across Asian airports, after a period of booming business in the region. Thriving appetite from Chinese consumers for luxury creams such as L'Oreal's Lancome range has fuelled sales growth at the group, which exceeded expectations in the fourth quarter. L'Oreal said in a statement revenue reached 7.9 billion euros ($8.67 billion) in the October to December period, up 11.4% on a reported basis and rising 9.6% like-for-like, which strips out acquisitions and currency swings.
- GlobeNewswire
L'Oréal: News Release: "2019 Annual Results"
Clichy, 6 February 2020 at 6.00 p.m. 2019 Annual Results Best sales growth of the decade: +8.0%1 Record operating margin: 18.6%.
- GlobeNewswire
L'Oréal: News Release: "L’Oréal enters in exclusive negotiation for the sale of its Roger & Gallet brand"
L’Oréal enters in exclusive negotiation for the sale of its Roger & Gallet brand Clichy, 4 February 2020 – Following a strategic review regarding the best development.
- GuruFocus.com
Urbem's 'Megatrend' Series: Consumption Upgrade
One of the most powerful tailwinds benefiting consumer-facing businesses Continue reading...
- GuruFocus.com
Urbem's 'Wonderful Business' Series: L'Oreal
Two layers of moats and six growth engines Continue reading...
- Reuters
Japan, U.S. lead survey's corporate climate change action 'A List'
BT , Danone, Microsoft and Sony are among 178 companies with top marks in the latest global ranking of transparency and action on climate change. Japan and the U.S. were the countries with the headquarters of the most 'A List' companies individually, while regionally, Europe as a bloc was home to the highest number. Companies are coming under pressure from customers and investors to step up efforts to help slow climate change in accordance with the 2015 Paris climate agreement to phase out greenhouse gas emissions by shifting away from fossil fuels.
- GlobeNewswire
L'OREAL: Disclosure of total number of voting rights and number of shares in the capital at December 31st, 2019
Société anonyme au capital de 111 614 369,20 eurosSiège social : 14, rue Royale, 75008 Paris632 012 100 R.C.S. ParisLegal Entity Identifyer : 529900JI1GG6F7RKVI53.
- Simply Wall St.
Is L'Oréal S.A.'s (EPA:OR) 1.5% Dividend Worth Your Time?
Today we'll take a closer look at L'Oréal S.A. (EPA:OR) from a dividend investor's perspective. Owning a strong...
- IPO-Edge.com
Mohawk Group: Invest in a Proven AI Model that Outsmarts Rivals in E-Commerce
Mohawk Group Holdings, Inc. Uses Algorithms to Design Products Such as the hOmeLabs Beverage Refrigerator and Cooler Mohawk Group Targets Consumer Product Categories Where Rating Trumps Brand Mohawk Uses AI to Improve Products, Market and Price Them Optimally Mohawk Only Months Away from Positive EBITDA Mohawk Trades at Deep Discount to High-Growth Technology Companies By […]
