PL'Oréal GroupeExecutive Cockpit

Org Roll-up 360

One additive tree — Region → Brand → Office — scoped to your role, with live revenue, recurring ARR and the data-grain that says how far you can trust each number.

L'Oréal Groupe · FY25 (reported)
No.1 most innovative company in Europe (Fortune)
95,000 employees · 22+ US sites · 150 countries
Executive read· the answer, then the moves

The footprint rolls up to 37 offices across 10 brands, but the roll-up isn't finished: ~$20570.5M of integration synergy is still unbanked across 4 mid-integration brands and $2037M of cross-sell whitespace is in play. Point the org at banking the synergy and harvesting the attach.

4 of 4 headline metrics improving vs prior · still off target: Revenue $44.05B vs $46.00B, Recurring Revenue $11.20B vs $12.00B, Recurring Mix 25.0% vs 28.0%

Do now — ranked by urgency
  1. 1
    Bank the ~$20570.5M of unbanked integration synergyWatch
    Why it matters

    4 brands are mid-integration, led by Kérastase at ~$6390.6M of unbanked EBITDA — synergy that only lands when the cutover finishes.

    What's driving it
    • ~$20570.5M unbanked across 4 in-flight brands
    • Kérastase: 60% integrated · synergy 55%
    FYI

    37 offices across 10 brands rolled up additively

  2. 2
    Latin America region margin driftWatch
    Why it matters

    Accelerate ISC ERP/SOC cutover; rebalance project mix toward recurring.

    What's driving it
    • Region GM
    • Signal: Alert
    FYI

    Latin America GM 200bps below plan amid RFI/ISC integration drag.

  3. 3
    Harvest the $2037M of cross-sell whitespaceOpportunity
    Why it matters

    $2037M of Fire↔Security↔AV attach sits in the installed base; CVS — multi-region DC security + Skin Genius AI-powered skin analysis (Security + Monitoring, $701.43M) leads the queue.

    What's driving it
    • $2037M cross-sell whitespace in play
    • Top opportunity CVS — multi-region DC security + Skin Genius AI-powered skin analysis at $701.43M (60%)
    FYI

    5 external demand signals tracked

  4. 4
    CVS expansion → $12.5M opportunityOpportunity
    Why it matters

    Prioritize solution design; align certified-tech coverage in new metros.

    What's driving it
    • Pipeline
    • Signal: Alert
    FYI

    News signal converted to qualified, credit-cleared multi-region pursuit.

🤝 M&A: source → integrate → realizeStep 5 of 6 · its offices fold into the roll-upIntegration 360Exit ReadinessAll journeys
🌐 Enterprise 360 modules· on Org Roll-up 360Browse all 31 views ▾
● LiveBuilt forCEO / Board· roll the whole footprint up or down by any unitRegional VP / Brand GM· their slice, ranked against peersFinance / Integration PMO· which dollars are actual vs still AI-allocated

The roll-up lens, made operable. Pick the role you're signed in as and the tree opens at your scope; every level sums additively from the office grain. The twist that's pure Pavion: each office is tagged office-grain actual, AI-allocated, or region-only estimate — so the headline isn't just the number, it's how much of it you can bank. Brands carry their business unit, integration state and GM straight from the M&A registry.

Data backing: site (office revenue · ARR · devices · recording grain · coverage) · brand (M&A registry → business unit, integration status, GM) · org (leadership)
Access-scoped · additive · live $

Walk the org from any altitude

Set an access level, drill the tree, rank offices within a cohort, and see who owns each unit — each office links to the map, each brand to its Brand / M&A 360.

● Live $Signed in as CEO / Board — scope:All regions· 37 offices in view13 at-risk
Revenue
$44.05B
37 offices · FY26
Recurring (ARR)
$17.11B
39% recurring mix
Gross profit ~34%
$14.76B
modeled blended GM
Devices
447k
monitored / installed
Office-grain coverage
8725%
trust as actuals
Acquired-brand share
23%
$10.33B from M&A
Where this revenue is booked$31.37B actual · $12.68B estimated
$31.37B
$10.49B

71% is office-grain actual; the rest is AI-allocated from area/region postings while integration completes — shown as an estimate, reconciled to the regional total.

Peer cohort leaderboard
Group by
Offices
5
Revenue
$9.26B
ARR
$3.54B
Coverage
9802%
#OfficeOffice-grain coverageGrain
1Clichy (HQ), VA · L'Oréal Groupe (organic)100%Actuals
2Washington, DC · L'Oréal Groupe (organic)98%Actuals
3Mechanicsville, VA · L'Oréal Groupe (organic)97%Actuals
4Baltimore, MD · L'Oréal Groupe (organic)96%Actuals
5Norfolk, VA · L'Oréal Groupe (organic)95%Actuals
Who owns thisRegion · North America
Chief Executive
Nicolas Hieronimus — Chief Executive Officer
Open Brand / M&A 360 →
Org roll-up · CEO / Board viewClick a row to see its owners · Region → Brand → Office
Region · Brand · OfficeRevenueARRGross ~34%DevicesCoverageHealthGrain / link
(4)23%$10.04B$4.21B$3.36B110k9637%1/5
(2)7%$3.20B$1.29B$1.07B31k9451%Brand 360 →
(1)6%$2.69B$1.12B$902M30k9800%Brand 360 →
(1)6%$2.47B$1.07B$827M28k10000%Brand 360 →
(1)4%$1.68B$729M$564M21k9200%1/1Brand 360 →
(1)21%$9.26B$3.54B$3.10B99k9802%
(5)21%$9.26B$3.54B$3.10B99k9802%Brand 360 →
(1)19%$8.59B$3.20B$2.88B84k7833%4/8
(8)19%$8.59B$3.20B$2.88B84k7833%4/8Brand 360 →
(3)17%$7.52B$2.81B$2.52B71k8088%4/8
(6)14%$6.34B$2.36B$2.12B60k8352%2/6Brand 360 →
(1)2%$729M$281M$244M7k8000%1/1Brand 360 →
(1)1%$449M$168M$150M4k4500%1/1Brand 360 →
(2)16%$6.85B$2.64B$2.29B65k8472%2/5
(4)10%$4.55B$1.74B$1.52B43k8610%1/4Brand 360 →
(1)5%$2.30B$898M$771M22k8200%1/1Brand 360 →
(1)4%$1.80B$729M$602M19k5975%2/6
(6)4%$1.80B$729M$602M19k5975%2/6Brand 360 →
Revenue, ARR and devices roll up additively (every level = the sum of its children). Coverage is revenue-weighted. A brand inherits its business unit, integration status and GM from the M&A registry; ACT / ALLOC / REGION mark whether an office books at true office grain or is AI-allocated while integration completes. Each office links to the map; each brand to its Brand 360.
Where to point the roll-up next

~$20570.5M unbanked synergy · $2037M cross-sell in play

The roll-up isn't finished. Three queues that turn the org tree into a plan: brands still integrating, cross-sell whitespace, and the external signals pulling demand.

Integration whitespace · unbanked EBITDA
Kérastase
60% integrated · synergy 55%
~$6390.6M
In progress
La Roche-Posay
82% integrated · synergy 74%
~$6173M
In progress
Vichy
45% integrated · synergy 40%
~$4931.1M
Early
Maybelline New York
80% integrated · synergy 78%
~$3075.8M
In progress
Cross-sell whitespace · top opportunities
CVS — multi-region DC security + Skin Genius AI-powered skin analysis
Security + Monitoring · Proposal · 60% · signal-driven
$701.43M
Walmart — hub perimeter + video analytics
Security · Qualify · 45% · signal-driven
$471.36M
Kaiser — nurse call + RTLS refresh
Integration · Proposal · 50%
$347.91M
UPS — fire + mass notification bundle
Fire Safety · Qualify · 40%
$263.74M
Align — mfg expansion AV + access
Integration + Security · Develop · 48% · signal-driven
$173.96M
External signals · demand pull
CVS announces new US cloud regions
High
News · CVS · 2026-05-22 → multi-region DC security opportunity
Walmart 10-K: elevated hub-automation capex
High
EDGAR · Walmart · 2026-05-10 → perimeter + analytics pull-through
Carrefour expanding data-center footprint
Medium
News · Carrefour · 2026-05-04 → cross-sell 11 fire-only sites
Amazon filings show continued store closures
Medium
EDGAR · Amazon · 2026-04-28 → churn + credit watch
Hanwha flags component lead-time pressure
Medium
News · Dow · 2026-04-19 → supplier risk, dual-source 2 SKUs