Stock Movers L'Oreal Falls, Capgemini's AI Pitch, Safran Up
Feb 13, 2026
Louise Moon, Bloomberg Breaking News editor who covers market moves and company reporting. She discusses L’Oréal’s sales miss driven by luxury and softer Chinese demand. She covers Capgemini’s shift to enable AI adoption and its growth implications. She explains Safran’s raised targets thanks to civil engines and defence aftermarket strength.
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Luxury Sales And China Weigh On L'Oréal
- L'Oréal's luxury division weakness drove the stock decline despite overall sales growth.
- Chinese consumer weakness and rising Asian beauty competition are key headwinds for the group.
Shifting Consumer Habits And Rising Competition
- Analysts flagged changing spending habits and stronger competition from Korean and Chinese beauty brands.
- Even Europe may see rocky demand ahead despite current strength.
Capgemini Pivoting To AI Drives Momentum
- Capgemini beat Q4 sales estimates and is seeing AI-related bookings boost revenue.
- CEO Aiman Ezzat says the company is pivoting to facilitate AI adoption to drive sales this year.