Stock Movers Trustpilot Outperforms, EasyJet Cut, L'Oreal Downgrade
Sep 16, 2025
Trustpilot surpasses analyst expectations with stellar revenue growth, showcasing its tech-savvy edge. In contrast, EasyJet faces a downgrade and negative outlook as analysts express concerns about its future performance. L'Oreal also struggles, with Jefferies downgrading it to underperform amid waning growth expectations and rising competition in the beauty industry. The hosts delve into how these shifts reflect broader market trends, making it a fascinating listen for investors.
AI Snips
Chapters
Transcript
Episode notes
Cosmetics Growth Is Normalising
- Jefferies sees growth normalising in the global cosmetics market after a period of strong expansion.
- They warn valuation for L'Oréal prices in too much future outperformance as market-share gains moderate.
New Categories Threaten Cosmetic Demand
- Jefferies warns categories like injectables and weight-loss drugs may cannibalise traditional cosmetics demand.
- That shift could further weaken medium-term growth expectations for major beauty names.
Airline Capacity Could Outstrip Demand
- JP Morgan is cautious on the European short‑haul airline sector due to rising capacity versus demand.
- Excess supply, particularly to Mediterranean and winter sun destinations, risks softer pricing into winter.