BUZZ-US beauty and wellness stocks have potential in 2025, Piper Sandler says
** 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))
Related Articles
[Crypto IPO] Figure Technology Follows Circle and Bullish with Nasdaq Listing Plans
On August 18, U.S.-based blockchain lending firm Figure Technology Solutions Inc. publicly announced it has filed a Form S-1 registration statement with the U.S. Securities and Exchange Commission (SEC), signaling its intent to go public on the Nasdaq Global Market under the ticker symbol FIGR.
Japan July CPI Preview: With Inflation Cooling, Will the Yen Still Rise?
TradingKey - Japan is set to release July inflation data on 22 August 2025. Market consensus predicts that the national Consumer Price Index (CPI) excluding fresh food will see its year-on-year increase slow from 3.3% in June to 3%. While forecasts for headline CPI and CPI excluding food and...
Eurozone Q2 GDP Commentary: Will the Euro's Upward Momentum Persist?
TradingKey - On 14 August 2025, Eurostat published Q2 GDP figures, revealing a drop in the Eurozone's quarter-on-quarter growth from 0.6% in the first quarter to 0.1%. Consequently, annual growth eased from 1.5% to 1.4%. The slowdown primarily stems from the diminishing boost from European...
Bridgewater Associates Q2 2025 13F Analysis: Founder Ray Dalio’s Final Act
TradingKey - Bridgewater Associates, the world’s largest hedge fund and renowned for its macroeconomic analysis, continues to command market respect with its “risk parity” strategy and precise economic cycle timing.
Ethereum Price Prediction: Will ETH Extend the Rally? What’s the Future Trend?
Ethereum's impressive 2025 rally has been largely fueled by inflows from spot ETFs and a surge in institutional holdings, signaling growing confidence in its role as a core asset in the crypto market. However, to officially confirm the start of a new bull cycle, ETH must break above the critical $4,
