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L’Oréal CEO Nicolas Hieronimus told investors on October 22 that rising use of GLP-1 drugs is affecting beauty consumption, particularly skin care. He said SkinCeuticals and Kiehl’s offer products intended to complement GLP-1 use and address skin concerns; L’Oréal did not quantify how much demand is linked to the drugs.
L’Oréal CEO Nicolas Hieronimus said the rising use of GLP-1 weight-loss medications is affecting beauty consumption, particularly demand for skin care, during an investor call on October 22. He said the company has products at SkinCeuticals and Kiehl’s designed to complement GLP-1 use and address skin concerns, though L’Oréal did not disclose sales attributable to the trend.
“The rise in the use of GLP-1 is having an impact on beauty consumption and skin care consumption in particular,” Hieronimus said, according to Cosmetics Business’ report of the call. He cited products from SkinCeuticals and Kiehl’s, saying they had been designed to work alongside the medications and address concerns such as skin sagging. His remarks identify a consumer trend the company is watching, but do not establish how many customers use these products because of GLP-1 treatment.
The comments came as L’Oréal reported third-quarter sales of €11.6 billion, up 7.2% in the three months to September 30. Its dermatological beauty division grew 11.6%, and La Roche-Posay, CeraVe and SkinCeuticals each recorded double-digit growth, the company said. Those results provide a wider business backdrop, but L’Oréal did not attribute the division’s growth or the brands’ performance to GLP-1-related demand.
Cosmetics Business has previously reported on beauty products marketed around skin-volume changes associated with GLP-1 medications. Hieronimus’ comments add the perspective of a major beauty company’s chief executive to that developing market discussion. The distinction matters: he described an impact on consumption, but gave no figures, sales breakdown, or estimate of the market’s size.
GLP-1 Demand Enters Beauty’s View
The remarks signal that L’Oréal sees GLP-1 use as relevant to how some consumers approach skin care. That could shape product development and marketing across brands, particularly where companies respond to concerns people associate with weight loss. Hieronimus pointed to existing offerings at two labels, but did not say whether the company plans new launches or changes to its product range.
The business significance is not yet measurable from the information disclosed. L’Oréal’s strong quarterly sales and dermatological division growth show that its skin-focused portfolio is performing well, but they do not show that GLP-1 users drove those results. Without a sales attribution or consumer data, the comments are an indication of strategic attention rather than evidence of a quantified revenue stream.
For consumers, the discussion also reflects a growing overlap between prescription weight-loss treatment and beauty products. Companies may increasingly market skin care around changes associated with treatment, making it useful to distinguish a brand’s product positioning from independently established evidence about a product’s effects. Hieronimus’ statements describe L’Oréal’s approach; they are not clinical findings about GLP-1 drugs or the efficacy of the cited cosmetics.
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Quarterly Results Behind the Remarks
Hieronimus spoke on an investor call following L’Oréal’s results for the quarter ending September 30, 2026. The company reported €11.6 billion in sales, a 7.2% increase, while its dermatological beauty division advanced 11.6%. The results place his comments within a discussion of the company’s performance, rather than a separate announcement of a GLP-1-focused business plan.
GLP-1 medicines, including Ozempic, Wegovy and Mounjaro, have become more widely used for weight loss in recent years. The source report cites a Gallup National Health and Well-Being Index finding that 11% of U.S. adults currently use GLP-1 medications for weight loss and 15% have used them at some point. It also cites UCL/BMC Medicine research estimating that 1.6 million adults in England, Wales and Scotland used the medications for weight loss between early 2024 and early 2025. These figures describe medication use, not demand for beauty products.
Cosmetics Business reported earlier this year on beauty innovations that claim to target skin-volume loss associated with GLP-1 medications. That reporting establishes a market and marketing backdrop, not proof that the products reverse medication-related changes. In the comments reported here, Hieronimus named SkinCeuticals and Kiehl’s, but did not provide product names, launch dates or evidence supporting specific claims.
“The rise in the use of GLP-1 is having an impact on beauty consumption and skin care consumption in particular.”
— Nicolas Hieronimus, L’Oréal CEO, speaking on an investor call on October 22, as reported by Cosmetics Business
Sales Link Remains Unquantified
L’Oréal has not said how much of its skin care sales, if any, comes from GLP-1 users, or whether medication-related concerns contributed to third-quarter growth. The company also did not disclose how many customers use the products Hieronimus referenced, what evidence supports the products’ intended use, or whether it plans further launches.
The reported population figures measure GLP-1 use in particular places and periods; they do not measure beauty spending or establish a causal connection between medication use and skin care purchases. The extent and duration of any change in demand therefore remain unclear. Hieronimus’ comments are a company executive’s description of a market impact, not a quantified market analysis.
Watch for Product and Sales Data
Further detail could come through L’Oréal’s future earnings updates, investor calls or product announcements. Useful indicators would include specific launches, sales disclosures, consumer research and a clear explanation of how the company links demand to GLP-1 use. No such next milestone or product announcement was identified in the reported comments.
For now, the confirmed development is that L’Oréal’s CEO says the trend is influencing skin care consumption and that two of its brands have products positioned to complement treatment. Whether that interest becomes a separately measurable source of growth remains to be established.
Key Questions
What did L’Oréal’s CEO say about GLP-1 drugs?
Nicolas Hieronimus said rising GLP-1 use is affecting beauty consumption, especially skin care. He made the comments during an investor call on October 22 after the company’s third-quarter results.
Which L’Oréal brands did he mention?
Hieronimus cited SkinCeuticals and Kiehl’s, saying they have products designed to complement GLP-1 use and address concerns including skin sagging. He did not name individual products in the reported comments.
Did L’Oréal say GLP-1 users drove its sales growth?
No. L’Oréal reported third-quarter sales growth of 7.2% and 11.6% growth in its dermatological beauty division, but did not attribute those results to GLP-1-related demand.
How large is GLP-1 use, according to the cited figures?
The report cited Gallup data saying 11% of U.S. adults currently use GLP-1 medications for weight loss, while 15% have used them at some point. It also cited an estimate of 1.6 million users in England, Wales and Scotland between early 2024 and early 2025. These are medication-use figures, not skin care sales estimates.
Source: cosmeticsbusiness.com
