Top-down view: The beauty sector remains a large and resilient sector. While recent share prices in the UK-PLC space have waned, we believe interesting opportunities remain for investors that want exposure to the space. There are still sizeable and rapidly growing niches in the UK that we believe investors should take notice of. However, we believe the beauty market has evolved away from pure-play make-up and skincare brands, with consumers putting a greater focus on longevity, efficacy and meas ....
23 Jan 2026
Shopping Trolley - Cavendish Consumer quarterly sector note
Sign up to access
Get access to our full offering from over 100 providers
Get access to our full offering from over 100 providers
Shopping Trolley - Cavendish Consumer quarterly sector note
Applied Nutrition PLC (APN:LON), 240 | Revolution Beauty Group plc (REVB:LON), 4.1 | Beauty Tech Group Plc (TBTG:LON), 312 | Venture Life Group Plc (VLG:LON), 66.2 | Warpaint London PLC (W7L:LON), 192
- Published:
23 Jan 2026 -
Author:
Chris Donnellan | Peter Renton | Nigel Parson | Milo Bussell -
Pages:
138 -
Top-down view: The beauty sector remains a large and resilient sector. While recent share prices in the UK-PLC space have waned, we believe interesting opportunities remain for investors that want exposure to the space. There are still sizeable and rapidly growing niches in the UK that we believe investors should take notice of. However, we believe the beauty market has evolved away from pure-play make-up and skincare brands, with consumers putting a greater focus on longevity, efficacy and meas ....