Kenvue (KVUE) rose 2.55% to $18.88 after beating Q4 earnings expectations with adjusted EPS of $0.27 versus estimates of $0.22, prompting analysts to raise price targets. The company is proceeding with its $48.7 billion merger with Kimberly-Clark, expected to close in H2 2026, while implementing a restructuring that includes a 3.5% workforce reduction and $250 million in pre-tax charges for 2026.

The global skincare market is projected to nearly double from USD 123.64 billion in 2025 to USD 240.28 billion by 2035, growing at a 6.87% CAGR. North America leads the market while Asia Pacific shows the fastest growth. Creams dominate by product type, tubes lead in packaging, and the female segment holds the largest share, though the male segment is expected to grow rapidly. Key drivers include rising consumer awareness, disposable income growth, social media influence, and demand for natural and personalized products.

Software stocks plunged for an eighth consecutive session on Thursday, marking their longest losing streak since May 2021, as investors worry AI could undermine SaaS demand. Bitcoin fell 9% to $66,000, hitting 16-month lows, while commodities suffered broad declines. Major indices traded modestly lower, with notable losers including Estée Lauder (down 23% on tariff concerns), Palantir (down 4.4%), and Qualcomm (down 7% on weak guidance). Winners included McKesson (up 15.8%), Regal Rexnord (up 13%), and Uber (up 3%).

Estée Lauder shares plummeted over 11% in premarket trading despite beating Q2 2026 earnings expectations with $0.89 EPS versus $0.83 consensus and 5.8% revenue growth. The sharp decline was driven by the company's warning that newly enacted tariffs would reduce profitability by approximately $100 million in the second half of fiscal 2026, overshadowing otherwise solid operational performance and market share gains in key markets including China and the US.

e.l.f. Beauty has achieved 27 consecutive quarters of year-over-year sales growth by positioning itself as a low-cost alternative to high-end and mass-market makeup brands. The company is profitable and focused on international expansion, making it suitable for long-term growth investors. While facing near-term headwinds from tariffs and inflation, the company is well-positioned to benefit from cost-conscious consumers.

The global luxury boxes market is valued at USD 7.01 billion in 2025 and is projected to reach USD 9.43 billion by 2035 at a 3% CAGR. The market is undergoing a radical transformation driven by sustainability mandates, with major brands shifting toward paper-based, lightweight, and recyclable packaging solutions. Europe currently dominates the market while Asia Pacific is positioned for fastest growth.

The global hydrogel face mask market was valued at USD 202.1 million in 2024 and is projected to reach USD 560.2 million by 2034, growing at a CAGR of 10.1%. Growth is driven by increasing demand for advanced skincare solutions, e-commerce expansion, and innovation in bioactive and sustainable hydrogel materials. Key players include L'Oréal, Johnson & Johnson, Unilever, Procter & Gamble, and Estée Lauder.

The global fragrance market is projected to grow from $59.3 billion in 2024 to $98.08 billion by 2034, with a CAGR of 5.2%. Key growth drivers include personalized beauty demand, e-commerce expansion, and emerging markets in Asia Pacific and the Middle East. Perfumes and essential oils are the fastest-growing segments, while online distribution channels are expected to surge at 13.95% CAGR. The market faces challenges from raw material price fluctuations and counterfeit products.

Shopify reported strong Q3 revenue growth of 32%, driven by AI innovations and international expansion, but experienced higher loan losses that impacted earnings. The company sees potential in AI-driven commerce and continues to attract large brands.

BizClik released November digital magazines featuring supply chain insights from industry leaders like Target, Estée Lauder, PepsiCo, and Deliveroo, highlighting digital transformation, AI, and sustainability strategies in procurement and supply chain management.

Shopify experienced a 17% stock increase in October due to improving market sentiment about tariffs and strong third-quarter earnings, with 32% year-over-year revenue growth and increasing enterprise customer base.

Procter & Gamble (P&G) remains a stable dividend stock with consistent cash flow, forecasting $10 billion in dividends for fiscal 2026 despite challenging market conditions. The company demonstrates resilience through its diversified brand portfolio and ability to adapt to changing consumer preferences.