Why did L’Oréal acquire Kering Beauty for $4.6 billion?
L’Oréal has officially agreed to acquire Kering Beauty for $4.6 billion in 2026 a move that could reshape the future of luxury, beauty, and the entire fashion industry. In this video, I break down why this deal is monumental, what it reveals about Kering’s financial instability, and how it impacts brands like Gucci, Balenciaga, Creed, and McQueen.
For years, Kering resisted building a vertically integrated fragrance business like LVMH, even though beauty is one of the most profitable divisions in luxury. After finally launching Kering Beauty and buying Creed, it seemed like Kering was ready to compete seriously.
But instead… they sold everything to L’Oréal.
This episode explains:
– Why Kering abandoned its long-term beauty strategy
– How L’Oréal benefits from the Gucci fragrance license expiring in 2028
– The massive impact on Coty, which depends heavily on Gucci revenue
– Why selling McQueen and Kering Beauty signals internal financial strain
– How this could push Kering toward acquisition by LVMH
– Why beauty conglomerates like L’Oréal, Estée Lauder, and Puig are becoming the new fashion powerhouses
Do you think Kering made a smart move, or did they give away their future?
Subscribe to FashionRoadman for deep fashion business analysis, design commentary, and luxury industry insights from a journalist published in Vogue, GQ, and BOF.
Get Exclusive Content On Patreon: https://www.patreon.com/fashionroadman
My E-Book: https://www.thefashionarchivemag.com/shop
All My Social Media Links: https://linktr.ee/fashionroadman
Donate To The Channel: https://monzo.me/odunayomichaelojo
___________________
#fashion #luxuryfashion #fashionreview#FashionRoadman #Kering #Loreal #BeautyIndustry #LuxuryBusiness #Gucci #Coty #FragranceMarket #FashionNews #BusinessOfFashion
L’Oréal has officially agreed to acquire Kering Beauty for $4.6 billion in 2026 a move that could reshape the future of luxury, beauty, and the entire fashion industry. In this video, I break down why this deal is monumental, what it reveals about Kering’s financial instability, and how it impacts brands like Gucci, Balenciaga, Creed, and McQueen.
For years, Kering resisted building a vertically integrated fragrance business like LVMH, even though beauty is one of the most profitable divisions in luxury. After finally launching Kering Beauty and buying Creed, it seemed like Kering was ready to compete seriously.
But instead… they sold everything to L’Oréal.
This episode explains:
– Why Kering abandoned its long-term beauty strategy
– How L’Oréal benefits from the Gucci fragrance license expiring in 2028
– The massive impact on Coty, which depends heavily on Gucci revenue
– Why selling McQueen and Kering Beauty signals internal financial strain
– How this could push Kering toward acquisition by LVMH
– Why beauty conglomerates like L’Oréal, Estée Lauder, and Puig are becoming the new fashion powerhouses
Do you think Kering made a smart move, or did they give away their future?
Subscribe to FashionRoadman for deep fashion business analysis, design commentary, and luxury industry insights from a journalist published in Vogue, GQ, and BOF.
Get Exclusive Content On Patreon: https://www.patreon.com/fashionroadman
My E-Book: https://www.thefashionarchivemag.com/shop
All My Social Media Links: https://linktr.ee/fashionroadman
Donate To The Channel: https://monzo.me/odunayomichaelojo
___________________
#fashion #luxuryfashion #fashionreview#FashionRoadman #Kering #Loreal #BeautyIndustry #LuxuryBusiness #Gucci #Coty #FragranceMarket #FashionNews #BusinessOfFashion
- Category
- FASHION
- Tags
- fashion, luxury fashion, luxury







Comments