L’Oréal Expands Skincare Strategy as GLP-1 Use Changes Demand

What changed

L’Oréal says rising use of GLP-1 medicines is affecting beauty and skincare consumption. The company reported sales growth of 7.7% in the three months to September and is developing products for skin changes associated with rapid weight loss.

Its response includes:

• SkinCeuticals and Kiehl’s products intended to complement GLP-1-related skin effects.
• A 20% stake in dermatology company Galderma, increased in December 2025.
• A deeper position in clinical aesthetics through Galderma, which owns Sculptra and Restylane.

Why it matters

Weight-loss treatment is becoming a product question beyond appetite and body size. For some people, rapid weight loss can bring loose skin, including around the face, creating demand for skincare and aesthetic treatments.

That gives L’Oréal a way to follow consumers from everyday beauty products into more clinical territory. Galderma’s Sculptra and Restylane extend that reach into injectables, while SkinCeuticals and Kiehl’s address skin concerns at the retail end.

The commercial effect is still unclear. L’Oréal has not quantified how much GLP-1 use changed its sales, and the company’s 7.7% growth cannot be attributed to those medicines. But its product strategy shows that the drug boom is already changing how a major beauty company defines the market.