Medicine & healthcare

L'Oreal Sales Beat Forecasts as GLP-1 Boom Reshapes Skin Care

Is "Ozempic face" caused by losing weight too fast or is it an inevitable side effect that needs clinical treatment?

5 hours ago·Updated 2 hours ago

L'Oreal Sales Beat Forecasts as GLP-1 Boom Reshapes Skin Care

Story

Above: A stock photo of an Ozempic pen. Image credit: Peter Dazeley/Getty Images

The Facts

L'Oreal said Thursday that sales in the three months to September rose 7.7% to 11.56 billion euros ($12.95 billion), exceeding analyst forecasts of 5.9% growth. Like-for-like sales grew 7.2% during the quarter.
Business Standard
Thairath News
CEO Nicolas Hieronimus told an investor call that the beauty market was proving resilient in a challenging global context, and described rising GLP-1 use as "a very important phenomenon for us" affecting skin care consumption.
K24 TV
BBC News
Hieronimus said the brands SkinCeuticals and Kiehl's sell products built to work alongside GLP-1 drugs and their side effects on skin sagging. L'Oreal is also testing products on GLP-1 users in separate studies, its innovation chief said.
Indiatimes
Time
L'Oreal raised its stake in dermatology firm Galderma to 20% in December. Galderma makes Sculptra, an injectable that stimulates collagen production, and Restylane, a dermal filler, and both have run trials involving GLP-1 users.
Euronext
MyJoyOnline
Pfizer estimates the obesity drug market could reach $150 billion in sales by 2030, while Boston Consulting Group projected in 2025 that revenue from related treatments would grow from about $700 million to $2 billion in five years.
CP24
Fashion Network
Experts say facial volume loss is linked to rapid weight loss rather than to GLP-1 drugs themselves. A 2024 Medical Insight report found 53% of U.S. aesthetics clinics expect an influx of patients tied to prescription weight-loss drugs.
CP24
Indiatimes

Sources Split

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CENTER

RIGHT

ESTAB
CRIT

CENTER

PRO
ESTAB

The Spin

Narrative A

Blaming GLP-1s for the impact on facial appearance misses the point — crash-speed weight loss is the culprit, and skin simply can't keep up. Used as a short-term tool to tame cravings while protein-heavy meals and strength training become habits. This is an issue that should be managed with a more holistic approach to weight loss that can include GLP-1's but shouldn't solely depend on them.

Benjamin Bikman on X

PeptideDaily on X

Narrative B

Saying people should just lose weight slower ignores how fast these drugs work and how much volume a face actually loses. Clinically tested injectables and collagen-building treatments offer real answers, while creams alone can only do so much. Beauty brands entering this space with research and regulatory guardrails deserve credit.