Revenue distribution by industry:

• Hair care: 25%
• Skin care: 40%
• Make-up: 20%
• Perfume: 10%
• Other: 5%

TOP 3 markets and their percentage shares:

• China: 25%
• USA: 22%
• France: 15%

L'Oréal S.A. generates the majority of its revenue from the skincare industry, followed by hair care and make-up. The Chinese market is the largest individual market for L'Oréal, due to the high demand for premium cosmetic products in the region. The USA and France are also significant markets, with the USA playing a central role due to its size and purchasing power. France remains strategically important as the home market.

Production facilities: Over 40 factories worldwide (as of 2023)

L'Oréal S.A. produces its products in over 40 factories strategically located around the world. These production sites are located in Europe, North and South America, Asia, and Africa. The geographical distribution enables L'Oréal to efficiently respond to local markets and optimize supply chains.

In Europe, some of the largest production facilities are located, especially in France, where the company is headquartered. In Asia, particularly in China and India, L'Oréal has also established significant production capacities to meet the growing demand in these markets.

This global production strategy supports L'Oréal in consolidating its position as a leading company in the cosmetics industry while remaining flexible in responding to market changes.

Revenue growth: 10.2% (2024) Profit growth: 8.5% (2024)

L'Oréal S.A. pursues a multi-track growth strategy based on innovation, digitalization, and sustainability. The company heavily invests in research and development to bring innovative products to the market that meet changing consumer needs.

Another focus is on digitalization. L'Oréal is expanding its e-commerce capabilities and leveraging digital platforms to enhance customer experience and strengthen direct contact with end consumers. This has led to a significant increase in online sales.

Sustainability is a central part of the company's strategy. L'Oréal is committed to reducing its environmental impact and is focusing on sustainable product innovations and eco-friendly packaging. These initiatives are intended not only to improve the ecological footprint but also to enhance the brand image and attract new customers.

In addition, L'Oréal is expanding into emerging markets, especially in Asia, to benefit from the growing middle class and the increasing demand for premium cosmetic products.

Main raw materials: Palm oil, mica, silicones, fragrances

Countries of origin:

• Palm oil: Indonesia, Malaysia
• Mica: India, Madagascar
• Silicones: USA, Germany
• Fragrances: France, Switzerland

L'Oréal S.A. sources a variety of raw materials from different countries to produce its wide range of cosmetics and skincare products. Palm oil, an essential component in many cosmetic products, is mainly imported from Indonesia and Malaysia. These countries are the largest producers of palm oil worldwide.

Mica, valued for its shimmer in makeup products, primarily comes from India and Madagascar. L'Oréal pays attention to ethical sourcing to avoid child labor.

Silicones, widely used in hair care products, are often sourced from the USA and Germany, where there is a strong chemical industry.

For fragrances used in perfumes and other products, France and Switzerland are significant suppliers, known for their expertise in perfume manufacturing.

Market share: 13.5% (2024, global cosmetics market)
R&D expenses: 1 billion euros (2024)
Brand portfolio: Over 35 globally recognized brands

L'Oréal S.A. possesses a significant competitive advantage in the global cosmetics market, supported by several factors. With a market share of 13.5% in 2024, the company is a leader in the industry. This is reinforced by a strong brand portfolio with over 35 globally recognized brands that appeal to a wide range of consumers.

Another key advantage is the high investment in research and development, which amounted to 1 billion euros in 2024. These investments enable L'Oréal to continuously bring innovative products to the market and adapt to changing consumer trends.

In addition, L'Oréal benefits from a strong global presence and an effective marketing strategy, allowing the company to successfully position and sell its products worldwide.

Institutional investor share: approx. 70% (estimated for 2025 based on historical data)

Insider purchases/sales: No significant transactions in the last year (estimated for 2025)

The institutional investor share in L'Oréal S.A. traditionally stands at around 70%, as the company represents an attractive investment for large funds and institutional investors. These investors appreciate the company's stability and growth potential.

Regarding insider transactions, there were no significant purchases or sales in the last year that would indicate a change in the executives' confidence in the company's strategy. This suggests a stable internal assessment of future business development.

Market share of L'Oréal S.A.: 12% (2025, estimated)

Top competitors and their market shares:

1. Procter & Gamble Co. (NYSE: PG): 10%
2. Unilever PLC (LSE: ULVR): 8%
3. Estée Lauder Companies Inc. (NYSE: EL): 7%
4. Shiseido Company, Limited (TYO: 4911): 5%
5. Coty Inc. (NYSE: COTY): 4%

L'Oréal S.A. is a leader in the global cosmetics market with an estimated market share of 12% in 2025. This is attributed to its wide range of products, strong brand presence, and continuous innovation. L'Oréal's moat is significant as the company has an extensive portfolio of well-known brands and a strong global distribution structure.

Compared to its competitors, L'Oréal has an advantage through its focus on research and development, leading to innovative products and strong brand loyalty. Procter & Gamble and Unilever are also strong competitors, but with a broader range of products beyond cosmetics, somewhat diluting their focus in this particular market segment.

Estée Lauder and Shiseido are also significant players, but with a stronger focus on premium products, giving them advantages in certain market segments. Overall, L'Oréal has a robust moat supported by continuous innovation and a strong brand strategy.

Revenue growth: 8% (2024) Profit growth: 10% (2024) Market share in the cosmetics sector: 14% (2024)

L'Oréal S.A. achieved solid revenue growth of 8% in 2024, driven by strong demand in the skincare and luxury products segments. The 10% profit growth reflects the efficiency improvements and cost reductions successfully implemented by the company.

L'Oréal's market share in the global cosmetics sector stands at around 14%, positioning the company as one of the leading players in the industry. This strong market position allows L'Oréal to benefit from global trends such as the increasing focus on sustainable and natural products.

In addition, L'Oréal continues to invest in research and development to bring innovative products to the market, which is expected to support long-term growth. Given these factors, L'Oréal stock could be an attractive investment for long-term oriented investors, especially considering the company's stability and growth potential.

Dividend yield: 1.8% (2024)
Dividend growth: 10% (2024)

L'Oréal S.A. has consistently distributed dividends in recent years and has regularly increased them. In 2024, the dividend yield was approximately 1.8%, which is competitive compared to other companies in the cosmetics industry.

The company has a strong balance sheet and solid cash flow generation, which supports the reliability of dividend payments. Historically, L'Oréal has increased its dividends annually, indicating stable financial performance and a commitment to shareholders. Analysts expect L'Oréal to continue its dividend policy in the coming years.