Buzzworthy Beauty Insights Vol 180: Hair Gains from GLP-1s & Beauty Spend Shift

Research evidence excerpt

Buzzworthy Beauty Insights Vol 180: Hair Gains from GLP-1s & Beauty Spend Shift

USA | Cosmetics, Household & Personal

Care EquityJuneResearch12, 2026

Buzzworthy Beauty Insights Vol 180: Hair Gains Jefferies Weekly Beauty Reports

Buzzworthy Beauty Industry Insights - Volfrom GLP-1s & Beauty Spend Shift

In this edition of our Buzzworthy Beauty Industry Insights, we highlight key Buzzworthy Beauty Industry Insights - Vol

headlines: Premium haircare is benefiting from category shift into beauty given 178

its lower-ticket, accessible luxury positioning, alongside structural tailwinds

Buzzworthy Beauty Industry Insights - Vol

from GLP-1 related hair thinning, rising scalp health awareness, & cont 179

skinification of beauty. In complexion, balm foundations & K-beauty BB creams

are gaining traction across social & search, w/ brand ownership fragmented.

Key Headlines:

Capital Mkts: MarcyPen (inv firm backed by Jay-Z) a leading contender to acquire LVMH's•

50% stake in Fenty Beauty (LVMH is covered by James Grzinic)

Collab: Chappell Roan named MAC Cosmetics’ newest Viva Glam ambassador•

Exec: Musab Balbale departs CVS Health; Zach Dennett named interim CMO•

Exec: Premium hair tool brand T3 named Anne-Cécile Brilland its new CEO•

Cyclical & Structural Drivers Power Premium Haircare: Against a more uncertain macro backdrop,

beauty demand tends to skew toward “affordable indulgences,” with consumers trading down on

larger purchases while sustaining spend on smaller, high-margin categories (coined the Lipstick

Effect). Premium hair is emerging as a key growth vector, supported by both cyclical and structural

drivers: tighter consumer wallets are boosting at-home, salon-grade treatments, while secular