Business
Supplements in your stocking: Why wellness gifts are gaining steam for the holidays and beyond
Ulta is expanding its wellness shop to have more health-focused brands and more shelf space for those items.
Melissa Repko | CNBC
Santa may be bringing you some supplements this year.
Along with typical holiday wish list items like clothing, perfume and gadgets, the wellness category is poised to gain popularity this shopping season and beyond — particularly as retailers like Ulta Beauty and Target give it more shelf space long before the start of New Year’s resolutions.
Beauty is always a top-performing holiday category. November and December combined account for about 25% of annual spending on prestige beauty items, which includes brands usually sold by specialty beauty retailers and department stores, according to Circana, a market research group. Holiday shoppers said they plan to spend an average of $247 on beauty while buying gifts this year, the fourth-highest holiday category for spending, according to Circana’s annual survey.
Yet the beauty category’s assortment has become wider ranging with the addition of more health and wellness-focused items, such as products that promise to improve nutrition, hydration and sleep.
Larissa Jensen, global beauty industry advisor at Circana, said wellness has gained attention since the Covid pandemic as consumers prioritize self-care and feeling good from the “inside out.”
She said health-related products typically relegated to drugstore shelves, such as teeth whitening kits, vitamins, full-body deodorants and eye drops, have gotten a glow-up. Some now come in more attractive packaging, have gotten backing from influencers and celebrities or have moved to the beauty section as retailers seize a chance to blend beauty and wellness and become a one-stop shop.
Ulta Beauty, in particular, has carved out more space in its stores for wellness. The specialty retailer, which has more than 1,450 stores across the country, has always carried some individual items related to wellness and “beauty from within,” said Laura Beres, the retailer’s vice president of wellness.
Yet as demand grew after the pandemic, Ulta started to open wellness shops inside of its stores in 2021 and devoted about four to eight feet of shelf space to items including probiotic gummies, sleep masks and aromatherapy oils. In August, the company said it would expand the size of those wellness shops to up to 45 feet in about a third of its stores. It’s added nearly 30 new wellness brands to its stores, bringing its total to about 100, Beres said.
She said customers who shop wellness cut across ages, but Ulta has seen growth especially with millennial shoppers and consumers with household incomes of more than $100,000. She said innovation has sparked more interest, especially as customers seek solutions for key life stages that brands overlooked in the past, such as needs for pre- and post-pregnancy and menopause.
This year, she said Ulta is carrying some gift sets of wellness items, including an Advent calendar of Saje Natural Wellness’ essential oils and a beauty sleep gift set from Kourtney Kardashian’s vitamins brand, Lemme. Yet she said she expects wellness to become a bigger part of the holidays in the future as the category grows.
“It’s the perfect combination of being able to give someone else the gift of relaxation during the holiday season in a really elevated way that just frankly, hasn’t existed in the market before,” she said.
Neom Wellbeing is one of the brands carried in Ulta Beauty’s wellness shops. The United Kingdom-based brand makes home fragrances and body care items with essential oils intended to reduce stress, improve sleep or boost mood or energy levels.
Courtesy of Neom Wellbeing
One of the brands in Ulta’s wellness shop is Neom Wellbeing, a United Kingdom-based company that sells home fragrances and body-care items. Neom sells online through Amazon and its website, with many top-sellers focused on improving sleep.
Amanda Kahn, general manager for the U.S. at Neom, said the company’s early sellers this holiday season were stocking stuffers that cost less than $20. As shoppers seek value because of inflation, wellness items are attractive because they’re also practical, she said.
“It feels very giftable while also delivering a benefit that everyone can use,” she said.
Shoppers at a Bath & Body Works store at an outlet mall on Black Friday in Sunrise, Florida, US, on Friday, Nov. 28, 2025.
Eva Marie Uzcategui | Bloomberg | Getty Images
Bath & Body Works, best known for its fragranced soaps, candles and lotions, has launched more wellness-focused items, too. Early this month, for instance, it began selling a new wellness fragrance collection called “Water Winter Mint” with peppermint and alpine waters scents and ingredients including hyaluronic acid and shea butter.
Kristie Lewis, senior vice president of merchandising for the company, said more customers have turned to the mall staple for body-care products or gifts that boost mood and solve health-related challenges, such as dry skin or trouble falling asleep.
Bath & Body Works plans to keep expanding its aromatherapy line and its ingredient-led products, she said. It has aromatherapy body products with natural essential oils and launched a holiday collection with the scents eucalyptus pine and vanilla nutmeg.
“We’re seeing consumers really buy them for themselves, but also for gifts for holiday because who does not want stress relief or sleep, especially around November and December?” she said.
Nutrition and health has been a trending category at Target, too, Chief Commercial Officer Rick Gomez said on a store tour in the Minneapolis area in October. He said wellness has cut across many of the categories Target sells, such as Joylab, a private brand that’s offering bright colors and floral prints of workout gear, Khloe Kardashian’s Khloud protein popcorn, and beauty kits and skin masks.
He said some of those items are giftable, too. Gomez said he bought his nephew protein powder as a gift.
Wellness could gain more square footage at Target next year, he added. It’s one of the ideas Target is considering as its deal with Ulta Beauty ends in August and the branded beauty shops inside of hundreds of its stores close, Gomez said.
While supplements tend to be more popular around New Year’s resolution season, Gruns is hoping its sales get a holiday bump. It’s selling some packs of gummies with a holiday flair, including a Grinch-inspired sour punch flavor.
Courtesy of Gruns
Grüns is one of the wellness items on Target’s shelves. The superfood greens gummies are a healthier spin on a fruit snack for adults, but with a nutritional punch similar to a greens powder, said founder and CEO Chad Janis. Its name is inspired by “grün,” the word for green in German.
Retailers including Walmart, Sprouts Farmers Market and Sam’s Club sell the gummies, which have expanded to other lines for kids and for immune support since the company was founded in 2023.
While vitamin and supplement sales tend to spike around the new year, Janis said the company hopes its gummies will be a gift or a stocking stuffer. It’s selling some holiday-inspired items, including a Grinch-inspired sour punch flavor and a Target pack that’s holiday themed.
Walmart is carrying some wellness items for the holidays, too, as it sees millennial and Gen Z shoppers seek out self-care and wellness items year-round, such as gift sets of body washes from vitamin maker Olly and vitamin patches from Barrière that look like stickers or temporary tattoos.
Even outside of the beauty aisles, retailers have leaned into wellness as a gift-giving category, such as Best Buy, which sells Oura rings and has demos for the health-tracking wearables, and Kohl’s, which carries items including massage guns and portable ice baths.
During this holiday season, wellness may also get more attention from shoppers who buy items for themselves while shopping for gifts for friends and family, Circana’s Jensen said.
“Here’s a little ornament with a lip gloss for you and teeth whitening products for me,” she said.
Yet, in the coming years, Jensen said she expects wellness to gain prominence on holiday wish lists because of their high price tags and their wider acceptance. She compared it to anti-aging skin-care products and gift sets.
She said they once seemed taboo and now, they’re an item that people request.
Business
Two ships hit near Strait of Hormuz as fears grow of oil price rises
International shipping is said to have come to a standstill at the strait’s entrance, with fears of disruption already pushing up global oil prices.
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Khamenei dead, Middle East on edge: What will be the implications of Trump’s ‘Epic fury’ on stock markets, gold & oil? – The Times of India
The global markets are in for a phase of enhanced turmoil and uncertainty! The ongoing tensions in the Middle East after US and Israel’s strikes on Iran and Ali Khamenei’s death may have investors running for cover – looking for an asset class that is safer.During the night of February 27–28, the United States and Israel carried out joint aerial strikes on Iran as part of “Operation Epic Fury.” Statements by President Trump openly referring to regime change suggest that the confrontation could evolve into a prolonged campaign rather than remain a limited exchange, say market analysts at Franklin Templeton Institute.What does the situation mean for stock markets, energy markets (oil), gold and other asset classes? Here’s what Franklin Templeton Institute analysts have to say:From a market perspective, the key uncertainty is whether the conflict remains confined to direct military engagement or expands into disruptions affecting energy supplies and logistics networks, which would sustain a higher and more persistent risk premium.At the centre of the ongoing uncertainty from a global market and trade perspective is the Strait of Hormuz. While a complete blockade would carry severe consequences for Iran itself, the country has the capability to disrupt maritime traffic through tactics such as vessel harassment, seizures, drone activity, cyber operations, or the use of proxy forces.
Strait of Hormuz
The most immediate economic impact is expected in energy markets, where crude oil and natural gas prices are likely to move higher, they say. Such actions, feel analysts, will keep geopolitical risk premiums at high levels. In 2024, approximately 20 million barrels per day moved through the Strait of Hormuz, which is around one-fifth of global petroleum liquids consumption. Even a limited interference – which can be caused by delays, rerouting, or isolated seizure – can push prices higher through increased risk perception well before any actual shortages emerge.Liquefied natural gas should not be overlooked in this context. Qatar has the world’s third-largest LNG export capacity, and roughly one-fifth of global LNG shipments pass through the Strait of Hormuz, largely consisting of Qatari exports. As a result, shipping risks in the region affect gas markets as significantly as oil markets.Also Read | US-Israel strikes on Iran: How will India be hit by Strait of Hormuz closure? ExplainedShipping expenses have already begun to rise, with insurance costs acting as a major driver. Insurers have started issuing cancellation notices and revising war-risk premiums for voyages in the Gulf region. Some routes have reportedly seen premium increases of up to about 50%, while earlier periods of tension recorded rises exceeding 60% on important trade corridors. These developments effectively tighten supply conditions even when production levels remain unchanged.The possibility of the conflict spreading across the region is increasing. Franklin Templeton Institute analysts are of the view that across global financial markets, the immediate response to such shocks is usually driven by adjustments in risk perception rather than by underlying economic changes. “The initial market reaction for this type of event would typically see Treasury yields move lower and equities lower—mostly a risk-premium repricing. Impacts on activity/earnings may be delayed and uneven. The US dollar reaction is not guaranteed; gold tends to benefit while bitcoin has been trading like a risk asset (i.e., down with equities), reinforcing that it’s not typically a reliable hedge/diversifier in geopolitical drawdowns,” say Franklin Templeton Institute analysts.However, they note that experience shows markets often come to view geopolitical disruptions as temporary. Initial spikes in risk premiums are frequently followed by the realization that the overall effect on corporate profitability is limited. The duration of the conflict, developments in shipping and insurance costs, and the eventual resolution will be more important than the initial headlines.“We would not yet label this a clean buy-the-dip setup—duration, shipping/insurance mechanics, and the endgame matter more than the first headline,” they say.From an investment perspective, the near-term outlook favours sectors linked to energy markets, as well as companies benefiting from higher shipping and insurance costs, along with defence-related industries, the analysts say. At the same time, caution is warranted toward emerging markets that depend heavily on energy imports and toward cyclical sectors sensitive to fuel and logistics costs, including airlines and certain industrial segments.“For protection, we prefer oil upside/volatility structures and selective gold exposure over broad equity shorts—the path will be driven more by shipping/insurance reality than by the new cycle,” they conclude.
Business
Oil jumps 10% and could spike to $100 a barrel, analysts warn
Brent crude jumped 10% to about $80 a barrel over the counter on Sunday, oil traders said, while analysts predicted that prices could climb as high as $100 after U.S. and Israeli strikes on Iran plunged the Middle East into a new war.
The primary driver of this market volatility is the critical Strait of Hormuz. Ajay Parmar, director of energy and refining at ICIS, stated: “While the military attacks are themselves supportive for oil prices, the key factor here is the closing of the Strait of Hormuz.”
Most tanker owners, oil majors and trading houses have suspended crude oil, fuel and liquefied natural gas shipments via the Strait of Hormuz, trade sources said, after Tehran warned ships against moving through the waterway. More than 20% of global oil is moved through the Strait of Hormuz.
“We expect prices to open (after the weekend) much closer to $100 a barrel and perhaps exceed that level if we see a prolonged outage of the Strait,” Parmar said.
Middle East leaders have warned Washington that a war on Iran could lead to oil prices jumping to more than $100 a barrel, said RBC analyst Helima Croft. Barclays analysts also said prices could hit $100.
The OPEC+ group of oil producers agreed on Sunday to raise output by 206,000 barrels per day (bpd) from April, a modest increase representing less than 0.2% of global demand.
While some alternate infrastructure could be used to bypass the Strait of Hormuz, the net impact from its closure would be a loss of 8 million to 10 million bpd of crude oil supply even after diverting some flows through Saudi Arabia’s East-West pipeline and Abu Dhabi pipeline, said Rystad energy economist Jorge Leon.
Rystad expects prices to rise by $20 to about $92 a barrel when trade opens.
The Iran crisis also prompted Asian governments and refiners to assess oil stockpiles and alternative shipping routes and supplies.
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