
Piper Sandler sees potential room for growth in 2025 for U.S. beauty and wellness firms but says impact of interest rates, lending standards, and President-elect Donald Trump's policies are key factors to watch
Brokerage picks Church & Dwight Co Inc CHD.N, Interparfums Inc IPAR.O, and Sally Beauty Holdings Inc SBH.N as its 2025 'top ideas'
Piper Sandler upgrades Kenvue KVUE.N to "overweight" from "neutral" citing positive margin outlook; shares of co up 1.46% in premarket
Downgrades European Wax Center Inc EWCZ.O and Perrigo Company plc PRGO.N to "neutral" from "overweight"
Piper Sandler revises PT for the following cos:
Company | Current PT | Previous PT |
AirSculpt Technologies Inc AIRS.O | $6 | $7 |
Bath & Body Works Inc BBWI.N | $39 | $36 |
Church & Dwight Co Inc CHD.N | $128 | $124 |
Colgate-Palmolive CL.N | $112 | $121 |
Estee Lauder Companies Inc EL.N | $91 | $89 |
e.l.f. Beauty Inc ELF.N | $167 | $165 |
European Wax Center Inc EWCZ.O | $7 | $9 |
Hims & Hers Health Inc HIMS.N | $24 | $21 |
Kimberly-Clark Corp KMB.N | $161 | $175 |
Kenvue Inc KVUE.N | $26 | $21 |
Olaplex Holdings Inc OLPX.O | $2 | $1.5 |
Planet Fitness Inc PLNT.N | $123 | $115 |
Perrigo Company plc PRGO.N | $27 | $34 |
Ulta Beauty Inc ULTA.O | $394 | $390 |
Xponential Fitness Inc XPOF.N | $16 | $12 |
(Reporting by Akriti Shah in Bengaluru)
((akriti.shah@thomsonreuters.com))