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SUPPLY CHAINS TO ADMIRE | 2025
Personal Products L'Oréal is the Supply Chain to Admire Award Winner for 2023. The Company has made the winner's circle for nine out of the twelve Supply Chain to Admire reports. This year, Beiersdorf joins L’Oreal in the winner’s circle. Both wins are a testament to the focus on customer- centric innovation that drives results. Estee Lauder was a winner in 2015 but lost ground in the industry despite extensive investment in digital innovation.
Table 36. Personal Products Sector Evaluation for the Period of 2015-2024
INDUSTRY: Personal Products
COMPANY INFORMATION
IMPROVEMENT
PERFORMANCE
VALUE
MARKET CAPITALIZIATION PER EMPLOYEE
PRICE TO BOOK
RETURN ON CAPITAL EMPLOYED
GROWTH (Year Over Year Revenue)
SUPPLY CHAIN FUNDAMENTAL SCORE
INVENTORY TURNS
OPERATING MARGIN
SUPPLY CHAIN INDEX
2024 REVENUE
NAME
2015 - 2024
Beiersdorf
$ 10,661
4
5
2.7%
3.08
13.9%
15.4%
3.78 2,212,289
Coty
$ 6,118
2
11
5.5%
2.55
4.4%
-0.4%
9.11 707,337
Estee Lauder
$ 15,608
5
4
3.9%
1.68
15.5%
19.9%
12.53 1,121,524
Herbalife Ltd
$ 4,993
5
10
0.3%
2.31
11.2%
33.9%
6.18 482,052
Inter Parfums
$ 1,452
3
3
13.2%
1.55
15.5%
17.4%
4.45 6,503,441
Kao Corporation
$ 10,764
5
5
-1.9%
4.04
10.9%
15.6%
3.35 556,089
L'Oreal
$ 47,068
5
5
4.9%
2.67
18.8%
19.6%
5.58 1,960,201
Natures Sunshine Products
$ 454
5
2
2.4%
2.03
3.9%
9.5%
1.70 283,031
Nu Skin Enterprises
$ 1,732
2
5
-3.3%
2.08
9.0%
15.2%
2.76 88,348
PZ Cussons PLC
$ 664
5
1
-6.7%
3.61
9.6%
8.7%
0.52 18,961
Shiseido Co Ltd
$ 6,547
3
9
0.1%
1.78
5.7%
7.7%
4.34 422,856
MEAN WITH OUTLIERS
$ 9,642
4
1.9%
2.49
10.8%
14.8%
4.94 1,305,103
MEAN WITHOUT OUTLIERS
1.9%
2.49
10.8%
14.8%
4.94 589,249
Pharmaceuticals No pharmaceutical company made it to the winner’s circle during this period. Prior winners of Gilead Sciences and Regeneron failed to rise above the peer group. This industry has the highest margin of any industry. Growth was up 6% for the period, operating margins were flat, and inventory turns increased 20%.
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