# L'Oréal Adapts Skincare for GLP-1 Weight-Loss Drug Users

> L'Oréal is actively re-evaluating its product development and strategy in response to the growing influence of GLP-1 weight-loss drugs on beauty and skincare consumption.

By PrimaryBrief newsroom · Published 2026-10-26T10:03:59.589849Z
Canonical: https://primarybrief.com/article/l-or-al-adapts-skincare-for-glp-1-weight-loss-drug-users-16bbfba6

L'Oréal is modifying its product development and overall strategy to address the significant impact of GLP-1 weight-loss drugs on the beauty and skincare market, with CEO Nicolas Hieronimus stating on October 23, 2026, that GLP-1 use is "a very important phenomenon" for the beauty industry [2][5]. This strategic shift comes as L'Oréal reported third-quarter sales of €11.56 billion, reflecting 7.7% growth, with skincare sales accelerating [4][5][8][9][10][11][12].

This trend matters to consumers because rapid weight loss from GLP-1 drugs can lead to dermatological concerns like loose skin and facial volume loss, often termed "Ozempic face," creating a new market for beauty products and clinical treatments [2][5][13]. The beauty industry, including major players like L'Oréal, is recognizing this emerging consumer need and adapting its offerings to cater to these specific concerns [1][2][3][4].

## What the Records Show

L'Oréal's Chief Innovation and Prospective Officer, Delphine Viguier-Hovasse, confirmed the company is "now testing products on GLP-1 users in separate studies, as this group of consumers is becoming increasingly important and represents a significant number of people worldwide" [1][3][4]. L'Oréal aims to leverage existing brands, such as SkinCeuticals and Kiehl's, and develop new formulations to address side effects like skin sagging [2][5]. The company has also expanded its clinical aesthetics presence by increasing its stake in the dermatology firm Galderma to 20% in December 2025 [2][6][7][16][17][18]. Both L'Oréal and Galderma are reportedly conducting trials to develop products for weight-loss drug users concerned about loose skin [2][15][21]. Galderma offers treatments like Sculptra and Restylane, which are marketed by plastic surgeons and aestheticians to these patients, though they are not specifically approved for GLP-1 users [19][20][21].

The broader market indicates a significant opportunity, with Pfizer estimating the obesity drug market could reach $150 billion in annual sales by 2030 [13][14][15]. A 2024 report by Medical Insight indicated that 53% of U.S. aesthetics clinics anticipate an influx of new patients due to prescription weight-loss medications, and 43% expect increased demand for treatments addressing associated facial changes [1][13][14][22]. Revenue from clinical treatments for GLP-1 related skin changes is projected to grow from approximately $700 million to $2 billion over the next five years, according to 2025 estimates by Boston Consulting Group [13][14].

## The Timeline

In December 2025, L'Oréal increased its stake in Galderma from 10% to 20%, solidifying its presence in the aesthetics market [2][6][7][16][17][18]. On October 23, 2026, L'Oréal CEO Nicolas Hieronimus discussed the impact of GLP-1 drugs during an investor call following the company's third-quarter results [2][5].

## What Changed

L'Oréal's product development is now directly targeting the needs of GLP-1 users. The company is actively testing products on this specific consumer group, which represents a shift in focus [1][3]. This adaptation includes developing new formulations and promoting existing products from brands like SkinCeuticals and Kiehl's that can help mitigate effects such as loose skin and facial volume loss [2][5]. The increased investment in Galderma also signals a move towards clinical aesthetic solutions for these new dermatological concerns [2][6].

## What L'Oréal Has Said Publicly

During an investor call on October 23, 2026, L'Oréal CEO Nicolas Hieronimus called the rise in GLP-1 use "a very important phenomenon for us" and stated it is "having an impact on beauty consumption and skin care consumption in particular" [2][5]. Delphine Viguier-Hovasse, L'Oréal's Chief Innovation and Prospective Officer, said the company is "now testing products on GLP-1 users in separate studies, as this group of consumers is becoming increasingly important and represents a significant number of people worldwide" [1][3][4]. She also noted that the company is studying this expanding consumer segment due to its growing global importance [4].

## What We Could Not Confirm

We could not confirm the specific ingredients or formulations of the new products L'Oréal is developing for GLP-1 users. We also could not confirm the exact timeline for when these new products will be available to consumers. The undisclosed amount L'Oréal paid for the additional stake in Galderma was not specified [16].

## Evidence cited
1. L'Oreal tests its products on GLP-1 users in separate studies as consumption of weight-loss drugs increases (Business Today) — https://businesstoday.in/bt-salute/news/story/loreal-tests-its-products-on-glp-1-users-in-separate-studies-as-consumption-of-weight-loss-drugs-increases-451996-2026-10-24
2. L'Oréal, SkinCeuticals, Kiehl's developing products for 'Ozempic face' as GLP-1 drugs impact beauty consumption (ThePrint) — https://theprint.in/economy/loreal-skinceuticals-kiehls-developing-products-for-ozempic-face-as-glp-1-drugs-impact-beauty-consumption/2223849/
3. Swiss, Brazilian and French beauty firms target 'Ozempic face' (CP24.com) — https://www.cp24.com/lifestyle/swiss-brazilian-and-french-beauty-firms-target-ozempic-face-1.6611417
4. L'Oréal CEO Says GLP-1 Weight-Loss Drugs Are Reshaping Skincare Demand (Free Press Journal) — https://www.freepressjournal.in/business/loreal-ceo-says-glp-1-weight-loss-drugs-are-reshaping-skincare-demand
5. L'Oreal says GLP-1 drugs are reshaping skincare as sales rise 7.7% (1% Better) — https://b-e-t-t-e-r.com/news/loreal-glp-1-weight-loss-drugs-sales-rise-155981
6. (December 10 2025) SWITZERLAND – L'Oréal has significantly increased its stake in Galderma, raising its ownership from 10% to 20%, underscoring its ambitions in the fast-growing aesthetics market. This transaction, facilitated by an off-market block trade with a consortium led by EQT, including Sunshine SwissCo, Abu Dhabi Investment Authority, and Auba Investment, will see L'Oréal consolidate its stake under the equity method once regulatory approvals are secured.
... (hpcmagmea.com) — https://hpcmagmea.com/
7. L'Oréal seals €4bn deal for Kering's entire luxury beauty portfolio · L'Oréal acquires a majority stake in British skincare brand Medik8. A shift towards innovation. Galderma was originally set up by L'Oréal and Swiss food group Nestlé in 1981. In 2014, Nestlé bought out its partner's 50% stake, and it then sold Galderma to private equity group EQT in 2019. Last year, L'Oréal then acquired a 10% stake in Galderma, estimated at €1.7 billion. The move notably signalled a shift towards more cutting (euronews.com) — https://euronews.com/
8. L'Oréal posts strong Q3 sales growth, boosted by skincare and professional haircare (investing.com) — https://investing.com/
9. L'Oreal SA Earnings — Q3 2026 Analysis & Highlights (smartkarma.com) — https://smartkarma.com/
10. L'Oréal Boosted by Luxury Perfumery and Growth in Emerging Markets (luxurytribune.com) — https://luxurytribune.com/
11. L'Oreal Q3 sales beat forecasts as consumers indulge in premium beauty (euronext.com) — https://euronext.com/
12. L'Oréal Q3 sales beat forecasts as skincare booms (briefs.co) — https://briefs.co/
13. Beauty Companies Target 'Ozempic Face' as Obesity Drug Sales Soar (globalbankingandfinance.com) — https://globalbankingandfinance.com/
14. Swiss, Brazilian and French beauty firms targeting 'Ozempic face' as weight-loss drugs surge in popularity (ctvnews.ca) — https://ctvnews.ca/
15. Why the 'Ozempic face' market is a $2 billion opportunity for beauty companies (moomoo.com) — https://moomoo.com/
16. L'Oréal Groupe to reinforce its strategic investment in Galderma with an additional 10% bringing its total participation to 20% (loreal.com) — https://loreal.com/
17. L'Oréal Increases Galderma Stake to 20% in Move to Deepen Presence in Aesthetics (globalcosmeticsnews.com) — https://globalcosmeticsnews.com/
18. L'Oréal doubles stake in Galderma to 20%, strengthens medical beauty play (personalcareinsights.com) — https://personalcareinsights.com/
19. The Ozempic Face Effect: Beauty Brands Race to Target Weight-Loss Drug Users (businessoffashion.com) — https://businessoffashion.com/
20. GLP-1 Drugs and Med Spas: Understanding the Demand (americanmedspa.org) — https://americanmedspa.org/
21. Beauty's next $2B market is the Ozempic face. Here's why. (marketingmentalist.in) — https://marketingmentalist.in/
22. Beauty companies target 'Ozempic face' as obesity drug sales soar (economictimes.com) — https://economictimes.com/