Buzzworthy Beauty Insights Vol 183: I-Beauty Accels; Value Perceptions Evolve

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Buzzworthy Beauty Insights Vol 183: I-Beauty Accels; Value Perceptions Evolve

USA | Cosmetics, Household & Personal

Care EquityJulyResearch6, 2026

Buzzworthy Beauty Insights Vol 183: I-Beauty Jefferies Weekly Beauty Reports

Buzzworthy Beauty Industry Insights - VolAccels; Value Perceptions Evolve

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

headlines: Coty is streamlining prestige commercial ops to improve agility & 181

execution. India Beauty is emerging as a high growth oppty, led by online

Buzzworthy Beauty Industry Insights - Vol

momentum. Premium pricing is becoming a weaker proxy for premium 182

value, prompting brands to emphasize efficacy, innovation, & selective price

reductions to strengthen consumer value perceptions. Exhibit 1 - Premium+ Accounts for ~43% of the

India Beauty Market, +12% Y/Y

Key Headlines:

(Launch) Ariana Grande grows Cloud franchise with new Cloud Aurora fragrance•

(Capital Mkts) Apothékary closes $16M round to fuel retail growth and product innovation•

(Exec) Bethenny Frankel acquires stake in at-home hair color brand DpHue, will join the C- .• Source: NielsenIQ

suite as Chief Brand Officer Exhibit 2 - Hair & Skincare Dominate India's

Offline Beauty Market

Coty Sharpens Leadership Structure & Operating Model: Coty announced a leadership reshuffle

as part of its Coty.Curated strategy aimed at simplifying operations and accelerating decision-

making. Executive Chairman & Interim CEO Markus Strobel will assume direct oversight of

Prestige commercial operations, while Prestige R&D, sustainability, & supply chain functions will be

consolidated under Chief Supply Chain Officer Graeme Carter. The changes coincide w/ departures