Aesop is one of my favorite brands.
11 years ago it was bought for $68M by Natura, a publicly traded Brazilian B Corp
Today, LVMH and L’Oréal are each trying to acquire it for $2B. A 29x return for Natura, and more than half its market cap
This Week in CPG - @LVMH & @LOrealGroupe Battle for Aesop ⚔️
- Diageo fine-tunes portfolio 🥃
- NBA Paint x Ruffles collab 🎨
- ZICO is back 🥥
- Ariana Grande acquires her own brand 💄
thisweekincpg.beehiiv.com/p/lvmh-loreal-…








