The end of an earnings season can be a great time to discover new stocks and assess how companies are handling the current business environment. Let’s take a look at how Coty (NYSE: COTY) and the rest of the personal care stocks fared in Q1.

While personal care products products may seem more discretionary than food, consumers tend to maintain or even boost their spending on the category during tough times. This phenomenon is known as "the lipstick effect" by economists, which states that consumers still want some semblance of affordable luxuries like beauty and wellness when the economy is sputtering. Consumer tastes are constantly changing, and personal care companies are currently responding to the public’s increased desire for ethically produced goods by featuring natural ingredients in their products.

The 9 personal care stocks we track reported a strong Q1. As a group, revenues beat analysts’ consensus estimates by 2.2% while next quarter’s revenue guidance was 2% below.

Amidst this news, share prices of the companies have had a rough stretch. On average, they are down 5.9% since the latest earnings results.

Coty (NYSE: COTY)

With a portfolio boasting many household brands, Coty (NYSE: COTY) is a beauty products powerhouse spanning cosmetics, fragrances, and skincare.

Coty reported revenues of $1.28 billion, down 1.3% year on year. This print exceeded analysts’ expectations by 0.6%. Overall, it was a satisfactory quarter for the company with an impressive beat of analysts’ EBITDA estimates but EPS in line with analysts’ estimates.

The stock is down 13.3% since reporting and currently trades at $2.22.

Is now the time to buy Coty? Access our full analysis of the earnings results here, it’s free.

Best Q1: USANA (NYSE: USNA)

Going to market with a direct selling model rather than through traditional retailers, USANA Health Sciences (NYSE: USNA) manufactures and sells nutritional, personal care, and skincare products.

USANA reported revenues of $250.2 million, flat year on year, outperforming analysts’ expectations by 3.8%. The business had an exceptional quarter with an impressive beat of analysts’ EBITDA and EPS estimates.

Although it had a fine quarter compared to its peers, the market seems unhappy with the results as the stock is down 8.4% since reporting. It currently trades at $17.65.

Is now the time to buy USANA? Access our full analysis of the earnings results here, it’s free.

Weakest Q1: Herbalife (NYSE: HLF)

With the first products sold out of the trunk of the founder’s car, Herbalife (NYSE: HLF) today offers a portfolio of shakes, supplements, personal care products, and weight management programs to help customers reach their nutritional and fitness goals.

Herbalife reported revenues of $1.32 billion, up 7.8% year on year, exceeding analysts’ expectations by 1.4%. Still, it was a mixed quarter as it posted EBITDA guidance for next quarter missing analysts’ expectations.

As expected, the stock is down 20.9% since the results and currently trades at $13.

Read our full analysis of Herbalife’s results here.

Estée Lauder (NYSE: EL)

Named after its founder, who was an entrepreneurial woman from New York with a passion for skincare, Estée Lauder (NYSE: EL) is a one-stop beauty shop with products in skincare, fragrance, makeup, sun protection, and men’s grooming.

Estée Lauder reported revenues of $3.71 billion, up 4.6% year on year. This print was in line with analysts’ expectations. Overall, it was an exceptional quarter as it also put up a beat of analysts’ EPS and EBITDA estimates.

The stock is up 7.2% since reporting and currently trades at $82.20.

Read our full, actionable report on Estée Lauder here, it’s free.

The Honest Company (NASDAQ: HNST)

Co-founded by actress Jessica Alba, The Honest Company (NASDAQ: HNST) sells diapers and wipes, skin care products, and household cleaning products.

The Honest Company reported revenues of $78.1 million, down 19.7% year on year. This result topped analysts’ expectations by 3%. Taking a step back, it was a mixed quarter as it also logged a solid beat of analysts’ gross margin estimates but a significant miss of analysts’ adjusted operating income estimates.

The stock is down 2.9% since reporting and currently trades at $3.29.

Read our full, actionable report on The Honest Company here, it’s free.

Market Update

Late in 2025 into early 2026, there was hand wringing around artificial intelligence. For software companies, the fear was that AI would erode pricing power and compress margins as new tools made it easier to replicate what once required expensive enterprise platforms. Crypto investors had their own version of the same anxiety: if AI agents could trade, allocate capital, and manage wallets autonomously, what exactly was the long-term value of today’s crypto infrastructure?

These concerns triggered a noticeable rotation away from these sectors and into safer havens. But markets rarely dwell on one narrative for long. Spring 2026 came, and the focus shifted abruptly from technological disruption to geopolitical risk. The US’ conflict with Iran became the dominant driver of market psychology, and when geopolitics takes center stage, the script changes quickly. Investors stop debating growth rates and start worrying about oil supply, inflation, and global stability.

Want to invest in winners with rock-solid fundamentals? Check out our Top 5 Growth Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.