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Hair Care
Odile Roujol on the New Beauty Investment Thesis: From Skin Deep to Healthspan
Roujol sees beauty's biggest opportunities emerging where science, technology and consumer behavior meet from biomarker tracking and personalized health to noninvasive procedures, functional beauty and, perhaps most significantly, longevity and healthspan.
News
LVMH Reports Continued Growth in Selective Retailing as Revenue Rises 6%
LVMH selective retailing's organic revenue growth reached €12,613 million in the first nine months of 2026.
Skin Care
Rhode Takes Its Biggest Retail Step Yet, Putting e.l.f.’s Acquisition Strategy on Display
The European expansion matters beyond Rhode itself because e.l.f. is increasingly relying on a portfolio of brands and international markets rather than e.l.f. Cosmetics alone to drive growth.
Skin Care
rhode Announces Official Launch Date for Its Retail Expansion in Europe with Sephora
Color Cosmetics
e.l.f. Is Still Growing Fast—But the Growth Engine Is Changing
If e.l.f. can sustain that trajectory while converting its broader portfolio into operating leverage, the company will have moved into a new phase.
Fragrance/Home
How Julia Rose Siegler Built a Fragrance Brand Around Life's Moments
The brand reflects the growing consumer appetite for fragrance wardrobes, emotional storytelling and identity-driven scent choices.
Skin Care
Rhode Pushes Global Growth as e.l.f.’s Star Acquisition Expands into Latin America
CEO Tarang Amin recently highlighted Rhode and Naturium as key drivers of the company’s “whitespace opportunity” across categories and geographies.
Color Cosmetics
e.l.f. Beauty Delivers 35% Q4 Growth, Tops $1.6B FY Sales as rhode & Naturium Drive Portfolio Surge
e.l.f. Beauty is forecasting 2027 net sales of $1.835-1.865 billion (12–14% growth).
Brick and Mortar
Rhode Goes Pan-European: Sephora Expansion Marks Record-Breaking Next Chapter in Global Retail Push
Rhode is entering its next growth chapter with increased scale—and a clear mandate to globalize.
Color Cosmetics
e.l.f. Beauty Posts 38% Q3 Growth, Lifts FY26 Outlook as rhode Fuels International Momentum
A standout contributor to the quarter was rhode’s record-breaking launch at Sephora in the U.K., which management cited as a key highlight alongside continued U.S. momentum.
Bath & Body
The New Rules of Winning at Sephora—Category by Category
For brands operating in—or evaluating entry into—the Sephora channel, future growth will depend less on scale and more on clarity, restraint and strategic intent.
News
LVMH Reports Stable Organic Revenue in Perfumes & Cosmetics as Operating Profit Rises 8%
LVMH's perfumes and cosmetics division reported 8,174 million euros in sales for 2025.
Color Cosmetics
Rare Beauty Expands to Ulta Nationwide in 2026 with Exclusive Products & Charitable Initiative
This marks Rare Beauty’s first retail expansion since the brand launched in 2020.
Consumers & Markets
Cosmetify's 2025 Q3 Index Ranks Huda Beauty and Kylie Cosmetics as Top Beauty Brands
In Q3 2025, Huda Beauty continues its reign at the top of the leaderboard, while Kylie Cosmetics storms onto the Index as a new entry in second place.
Color Cosmetics
Which Beauty Brands Are Ripe for Acquisition in 2026?
In 2026, companies will seek brands with a more disciplined and surgical environment focused on biotech, R&D capabilities, high-growth indies and corporate divestitures, rather than simply pursuing scale.
Consumers & Markets
Top 10 Beauty Brands Across Categories According to Spate
Beauty brands that saw the most significant change in popularity in 2025 span K-beauty leaders like Medicube and Dr. Melaxin, fast-rising hair brands such as Based Bodyworks, Wavytalk and Tymo and trend-driven brands like Rhode Skin and Sacheu Beauty.
Consumers & Markets
The Beauty Contract: What's Fueling the Top 10 Gen Z Brands and Products?
Insight platform [cafeteria] listened to 2,100+ of its teen and Gen Z users to curate 335 hours of insights about 270+ beauty brands and behaviors to find what's driving these next-gen shoppers.
News
e.l.f. Beauty's Three Months Sales at $343.9 Million, Projected 18-20% Increase in 2026
e.l.f. Beauty has released its Q2 results for three and six months ended September 30, 2025, totaling $343.9 million for the first three months.
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