Stock Movers L'Oreal Dips, Barclays Up, STMicro Down
Oct 22, 2025
L'Oreal struggles with disappointing third-quarter sales due to weak demand in the US, despite some improvement in China. Barclays shines by raising its earnings guidance and announcing a substantial buyback plan, even amid mixed results. Meanwhile, STMicroelectronics faces challenges as European chipmakers dip after Texas Instruments forecasts lower-than-expected sales, hinting at a sluggish industry recovery ahead.
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L'Oreal's US Makeup Drag Masks China Strength
- L'Oreal's US makeup exposure dragged third-quarter sales despite stronger luxury demand in China.
- The CEO warned one good quarter in China doesn't prove a sustained recovery.
M&A As A Growth Lever For L'Oreal
- L'Oreal is pursuing M&A such as House of Creed and a potential stake in Giorgio Armani to spur growth.
- Acquisitions signal management is seeking inorganic avenues to offset organic softness.
Barclays' Buyback Counters Provision Headwind
- Barclays beat narrowly and announced a £500m buyback while raising net interest income guidance.
- The market cheered despite Barclays nearly quadrupling motor finance provisions and noting lending vigilance.