Retail Account Executive

Essity acquires feminine care business in Brazil. Hygiene and health company Essity has entered into an agreement to acquire Kenvue's feminine care business in Brazil, including the market-leading brands Carefree, Sempre Livre and o.b. The purchase price amounts to USD 284m (approximately SEK 2.7bn) on a cash and debt-free basis. The acquisition strengthens Essity's position as a market leader in feminine care in Latin America. The acquisition is structured as an asset purchase from certain Kenvue subsidiaries and includes ownership of the Carefree, Sempre Livre and o.b. brands for sanitary pads, liners and tampons, as well as related manufacturing equipment in Brazil. For the twelve-month period ending June 30, 2026, the acquired business had net sales of approximately BRL 800m (approximately SEK 1.4bn) with good profitability. "With this acquisition we establish a strong position in feminine care in Brazil and it marks another step in our strategy to grow in our most value-creating categories. Brazil represents a significant growth opportunity in hygiene and health, where we already hold a leading position in incontinence products," says Ulrika Kolsrud, President and CEO of Essity. The transaction is subject to regulatory approval in Brazil and other customary closing conditions as well as the completion of the Kimberly-Clark and Kenvue transaction and is expected to close during the second quarter of 2027. Essity is a fast-growing global player in feminine care, offering a broad portfolio of sanitary pads, liners, tampons, intimate soaps, intimate wipes and leakproof apparel under market-leading brands such as Libresse, Bodyform, Nana, Saba, Libra and Nosotras. In February 2026, Essity completed the acquisition of the Carefree, Stayfree and o.b. brands in North America from Edgewell Personal Care. Brazil is one of the world's largest hygiene markets and the fourth-largest feminine care market. Essity is currently a market leader in incontinence products in Brazil with its TENA brand, including a production facility in Jarinu, and has an established presence in the categories Professional Hygiene and Medical Solutions. NB: This information is such that Essity Aktiebolag (publ) is obligated to make public pursuant to the EU Market Abuse Regulation. The information was submitted for publication, through the agency of the contact person set out below, at 19:00 CET on August 19, 2026. Karl Stoltz, Public Relations Director, +46 (0) 709 426 338, [email protected] Contact information Sandra Åberg, Vice President Investor Relations, Tel: +46 (0) 70 564 96 89, [email protected] Per Lorentz, Vice President Corporate Affairs, Tel: +46 (0) 73 313 30 55, [email protected]

From composition to causation: why science-led beauty is reshaping the ingredients industry. Something is shifting in the way the beauty industry talks about science. For years, efficacy was communicated through concentration: percentages on pack, hero actives in the product name, long ingredient lists that signaled effort and investment. That approach is no longer enough. Consumers are asking sharper questions. Regulators are tightening what can be claimed. And brands are expecting their suppliers and formulators to come to the table with more than specifications. The Bar Has Moved Listing what is in a formula is no longer sufficient to prove it works. This is not a passing trend; it is a fundamental shift in what the market now demands. According to Euromonitor's 2026 Global Beauty Outlook, 49% of consumers would pay a premium for beauty products with a scientific formulation, and dermocosmetics retail sales posted double-digit growth across all regions between 2020 and 2024 [1]. Consumers want proof, and they are willing to pay for it. For suppliers and formulators, this means the work of building a credible efficacy case starts much earlier in the development process. The brands navigating this transition most successfully are building the scientific foundation first, then communicating the science after. Where the Science Is Converging Three areas of scientific progress are coming together to change what is possible in personal care formulation, and each one is raising the bar across the value chain. Advances in skin biology are giving formulators a more precise map of how skin actually behaves. Research into aging biomarkers, epigenetics, and barrier science has moved well beyond surface observation. Visible results remain important, but the conversation is increasingly moving toward what is actually happening in the skin, and why. At the same time, delivery science is maturing within the cosmetics field. Transdermal technologies, precision targeting, and bioavailability optimization are approaches developed in pharmaceutical R&D that are being adopted more widely in formulation work. Where an active is delivered in the skin, at what concentration, and over what timeframe is increasingly factored into formulation decisions. The third shift is in how efficacy is evaluated. Clinical validation, once associated mainly with dermo-cosmetic or prescription-adjacent products, is becoming more common across the broader personal care market. At the 2026 American Academy of Dermatology Annual Meeting, Kenvue presented clinical research developed alongside dermatologists and trichologists across its Neutrogena and Aveeno brands, and announced a first-ever partnership with Boards University to embed formulation science education into dermatology residency programs [2]. This reflects how quickly clinical collaboration is becoming the norm rather than a distinction. For ingredient suppliers, the implication is clear. In formulator conversations, the discussion now routinely covers mechanisms, biological targets, and clinical endpoints. Cross-Sector Innovation Is Compressing the Timeline Synthetic biology is opening up new ways to design and produce cosmetic ingredients, including precision fermentation and AI-assisted molecule development. Actives that were previously difficult to obtain at scale, or too costly to extract from natural sources, can now be produced more consistently, with stronger safety profiles and a lower environmental footprint. According to Frost & Sullivan, biotechnological processes are actively reshaping beauty innovation, with bioidentical cosmetic actives emerging as a significant growth area across the ingredients market [3]. The growing overlap between cosmetics and pharmaceutical science is also having an impact. Target mechanism research, biomarker screening, and structured clinical validation, developed in drug discovery, are being applied to personal care product development. And AI tools are being used across R&D functions for ingredient selection, stability testing, and performance modeling, reducing development timelines [4]. Science that was considered advanced a few years ago is now becoming standard industry practice. The New Cost of Entry These changes are being felt most directly by ingredient suppliers and formulators. A technical data sheet is no longer sufficient on its own. Brand clients are asking harder questions about how ingredients work at a biological level, and those questions are coming up earlier in the conversation. For formulators, delivery science, regulatory compliance, and efficacy substantiation now need to be considered together. A formulation that performs well in testing but lacks the documentation to support a claim can be a commercial liability. One that is substantiated but cannot be delivered effectively to its target site is scientifically incomplete. The science must hold together: from the choice of ingredient, through formulation, to the evidence behind the final claim. Strong claims documentation is increasingly a commercial advantage. Companies that have invested in building a solid evidence base are better positioned to enter new markets with confidence. There is still time to build these capabilities before they become standard requirements. But that window is getting smaller. PCHi: The Conversation Starts Here Asia Pacific is where many of these pressures are most visible. Consumer demands are rising, regulators are tightening requirements, and the region's dense ingredient supply chain means that decisions made here tend to have wider influence. What becomes standard practice in this part of the world often shapes how the rest of the global industry follows. PCHi 2027 will be where the industry gathers to work through these challenges together - bringing formulators, suppliers, researchers, and brand developers into the same space, across seven halls of ingredient and formulation innovation, a technical conference, and the PCHi Fountain Awards. The next edition of PCHi will take place from February 24-26, 2027, at the China Import and Export Fair Complex in Guangzhou. For more information, please visit www.pchi-china.com/en. Industry professionals are encouraged to plan ahead and pre-register at https://bit.ly/PCHi2027PreReg to be part of the industry's most anticipated gathering of the year. [1] BeautyMatter, The Value of Beauty: Euromonitor's 2026 Global Beauty Outlook. Available at: https://beautymatter.com/articles/euromonitors-2026-globalbeauty-outlook [2] Kenvue, Neutrogena(R), Aveeno(R) and Rogaine(R) Debut New Dermatology Research & Clinical Skincare Innovations at AAD 2026. Available at: https://www.kenvue.com/media/aad-2026-dermatology-research [3] Frost & Sullivan, Growth Opportunities in Bio-identical Cosmetic Actives: Biotechnological Processes Transform Beauty Innovation, May 2026. Available at: https://www.frost.com/growth-opportunity-news/techvision/growth-opportunities-in-bio-identical-cosmetic-actives-biotechnological-processes-transformbeauty-innovation-tnv02_tg02_growthoppinbio-identicalcosmeticactives_tgc_db67_apr26-_cim-sn/ [4] NYSCC, Artificial Intelligence - Delivering Transformational Innovation in the Beauty and Personal Care Industry, March 2026. Available at: https://nyscc.org/blog/artificial-intelligence-delivering-transformational-innovation-in-the-beauty-and-personal-care-industry/ Picture: Behind every formulation is a scientific case that now needs to be built, not just implied. (Image designed by Magnific) About PCHi The Personal Care and Homecare Ingredients (PCHi) trade show is China's #1 Sourcing Platform for the Global Personal Care Industry. As an innovation-led event, PCHi provides cosmetics, home and personal care manufacturers, ingredients suppliers, cosmetics packaging, machinery and product testing providers from all over the world with a quality platform for ingredients sourcing, gaining insight into global trends, and networking with world-class experts. | WeChat | / |