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CEO Sue Nabi explained that "innovation fatigue" in mass color cosmetics stems from an overwhelming number of launches that confused consumers, a phenomenon not seen in the simpler fragrance category. CFO Laurent Mercier noted that promotions began in Consumer Beauty a year ago but more recently appeared in prestige (Q3/Q4), driven by peers and retailers. He reiterated that Coty is avoiding promotional traps by focusing on innovation and media support.

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CEO Sue Nabi explained that 'innovation fatigue' in color cosmetics stems from an overwhelming number of launches and complex routines, which has confused consumers, particularly those over 30. She contrasted this with the fragrance category, which remains simple to navigate and is experiencing a 'hug in a bottle' trend. CFO Laurent Mercier noted that promotions began in Consumer Beauty about a year ago due to category slowdown and later appeared in Prestige Fragrance in Q3/Q4, driven by peers and retailers managing inventory.

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CEO Marla Beck reported strong growth in the non-medical channel, especially among single-room estheticians and day spas, which she credited to the 'good, better, best' strategy making devices more accessible. She also noted that the medical and med spa channels remain strong, with high adoption of new clinically-backed boosters like Hydrophilic.

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Executive Michael Monahan responded that the company does not have a specific target mix, as they anticipate a return to growth for capital equipment sales in the future. He noted that the most significant pressure on consumable sales is expected in the APAC region, particularly China, due to the ongoing tariff situation, which has been factored into the company's forecast.

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CEO Amanda Baldwin acknowledged that post-COVID shifts, including less frequent hair coloring, do impact salon visit frequency. She explained that this is precisely why Olaplex is innovating with new services like the Pro Scalp treatment, aiming to provide stylists with additional revenue streams and new reasons for clients to visit the salon. She expressed confidence in the company's ability to adapt to these shifting dynamics.

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CEO Amanda Baldwin described the marketing evolution, culminating in the 'Design to Defy' campaign launched in April. She noted that while it's a long-term investment, early KPIs are encouraging, including nearly 1 billion press impressions and increased Google search volume. She explained that international marketing efforts are being rolled out in a phased approach as the company realigns its global markets and partnerships.

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Senior VP & CFO Mandy Fields clarified that net sales growth in Q1 was primarily driven by volume, consistent with scanner data trends. She stated that the promotional environment has not seen a significant acceleration. Regarding innovation, she expressed that the company is very pleased with its fall launches, such as the melting lip balms and the new skin tint with SPF 50, which are resonating well with consumers.

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CFO Michel Atwood explained that while end-user demand remains healthy (market up 5% in Q2), a broader market slowdown has made retailers and distributors more prudent with inventory, creating a disconnect between sell-in and sell-out. He noted Inter Parfums gained market share and competitors are facing similar trends. Chairman and CEO Jean Madar added that the company is prepared for a potential surge in late-season orders and stated that promotional levels have not changed significantly.

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CFO Michel Atwood explained that while end-user demand remains healthy, with the market up 5% in Q2, a slowdown in sell-in versus sell-out is an industry-wide trend as retailers and distributors act more prudently. Chairman & CEO Jean Madar added that this gap is a typical response to a lack of visibility and the company is preparing for a potential surge in late-season orders. Madar also noted that promotional activities have not changed significantly.

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Executive Michel Brousset clarified that the company does not believe there is a slowdown in the physician channel itself. He attributed Obagi's moderated growth rate to lapping a period of exceptionally high growth in its Amazon business from the prior year, which was boosted by a one-time distributor model conversion. Brousset affirmed that the physician channel remains robust and is expected to be a source of growth for the year.

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Executive Michel Brousset stated that holiday plans are consistent with prior years and that Waldencast's brands are not heavily promotional. He acknowledged seeing some retailer caution around inventory management, particularly outside of North America, with some sell-in corrections occurring, but noted it was difficult to predict if this trend would persist into Q1.

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Ryan Napierski (executive) confirmed that hesitant consumer spending, rising savings rates, and the growth of local discount brands continue to be significant headwinds. He stated that the company's 2025 forecast assumes these pressures will persist, and Nu Skin is proactively adapting its product pricing and strategy to support consumers in these economically challenged markets.

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CEO Gina Boswell clarified that the company's goal is to provide customers with great, on-trend fragrances at approachable prices. She emphasized that the scents in lines like 'everyday luxuries' are unique fragrances developed in partnership with their high-quality fragrance houses, not direct copies. The positive sales lift in the Fine Fragrance Mist category demonstrates that this strategy is resonating with customers, especially younger ones.

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