K-Beauty Global Conquest: Amorepacific & LG H&H's US and Japan Market Offensive
K-Beauty is experiencing explosive growth at Ulta, Sephora in the US and Don Quijote in Japan. We examine structural re-rating potential for Amorepacific and LG H&H.
K-Beauty Global Megatrend
In 2026, K-Beauty is the fastest-growing beauty category worldwide. Korean cosmetics exports surpassed $10 billion for the first time in 2025, targeting $13 billion in 2026.
US Market: Ulta & Sephora Expansion
Market Overview
Key Success Factors
Japan Market: Maximizing Hallyu Effect
Key Stock Analysis
Amorepacific (090430.KS)
Laneige has entered the US skincare category Top 5. Sulwhasoo shows stable growth in the premium market.
2026 Outlook:
Investment Point: De-risking from China + re-rating on US/Japan high growth
Target: 30-40% upside potential
LG H&H (051900.KS)
The Face Shop and VDL showing notable growth in Japan. Whoo brand expected to benefit from China recovery and duty-free rebound.
Indie Brand Picks
Investment Strategy
Risks
πRelated Stocks
π‘Methodology
This analysis is auto-generated by AI combining investment bank reports, earnings data, market data, and news sentiment. Not investment advice.
πRelated Analysis
Fed Rate Outlook: Scenario Analysis After Q1 2026 Hold
With the Fed expected to hold rates at the March FOMC, we analyze divergent market expectations regarding the timing and magnitude of second-half rate cuts.
2026 Global Recession Risk Assessment: Soft Landing or Hard Landing?
As US economic slowdown signals emerge, we examine global recession probabilities and asset allocation strategies.
Korean Defense Stocks Surge: Hanwha Aerospace & HD Hyundai Heavy Industries Geopolitical Tailwinds
Korean defense stocks are hitting all-time highs driven by NATO defense spending increases and Middle East tensions. We analyze order backlog and outlook for Hanwha Aerospace and HD Hyundai Heavy Industries.