L’Oréal: 2025 Results (Quick Note)
Company Update (OR FP) (Buy): 2025 results were stronger than headlines; this is a defensive asset with no AI risk.
L’Oréal released their full-year 2025 results after market close last Thursday (February 12). Shares fell 4.9% on the following day (Friday) but has since rebounded by the same; they are now 13.8% higher than a year ago:
L’Oréal Share Price (Last 1 Year)
Source: Google Finance (17-Feb-26).
L’Oréal was a mid-sized position in our “Select 15” model portfolio until we exited with a slight profit last October; the share price is currently €0.20 below our exit price (€390.65). Our Buy rating on L’Oréal dates back to 2022, though shares have gained just 22.7% (including dividends) in ~4 years. We retain a small personal holding for tax reasons.
2025 results were more positive than headlines suggested. L’Oréal is a strong defensive asset, suitable for investors wishing to avoid AI disruption. We believe there is potential of a low-teens annualized return over the next few years.
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