Says H1 guidance implies H2 earnings growth in low single digits. Backs FY26 category growth view of 2%-4%. Says still plenty of growth opportunity in U.K. Says K Beauty has been an “emerging brand.” Says GLP-1s can impact how skin looks, so moisturizers are a trend the company sees “really continuing to grow.” Says assumes some moderation in category backdrop. Comments taken from JPMorgan Retail Round Up Forum.
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