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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
Digital/E-commerce
Beauty’s Digital Reordering: TikTok Shop Surges as Amazon Holds, But No Longer Dominates 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.
Bath & Body
Dupe Culture Meets the Courtroom
What the Benefit vs. e.l.f. mascara ruling reveals about the legal limits of beauty dupes.
Fragrance/Home
H&M x e.l.f. Enter Fragrance at Peak Momentum—Turning Hero Makeup into Scented IP
For the first nine months of 2025, fragrance emerged as one of the strongest categories across the mass and prestige channels.
Skin Care
Teen Wallets Declining as Sephora, Ulta and Target Remain Fan-Favorites
Piper Sandler's 50th semi-annual teens survey has been released, indicating a decline in teens' core wallets and ranking teens' favorite cosmetic brands and shopping destinations.
Color Cosmetics
Makeup 2025: Skin Care & Indulgent Fun (+2024 Sales)
Circana points out that Gen Z comprises ¼ of makeup users; these shoppers are prone to treating themselves with makeup.
Consumers & Markets
The State of Beauty, 2024-2025: Top Growth Sectors & Holiday/Q4 Forecast
“Prestige beauty epitomizes the indulgence in little luxuries and acts as an indicator of the consumer mindset for the beauty industry overall,” says Larissa Jensen, global beauty industry advisor at Circana.
Skin Care
Naturium Brings Accessibly Priced, Clinically Effective Skin Care to Ulta Beauty Nationwide
The partnership will deliver clinically effective products, in line with current trends toward efficacy, as well as accessible price points amid relatively modest mass skin care growth.
Digital/E-commerce
e.l.f. Cosmetics is the 1st Brand on a TikTok Shop Super Brand Day, Launches Power Grip Dewy Setting Spray
In February 2024, NielsenIQ reported that TikTok Shop was the number 12 beauty and wellness e-commerce retailer in the U.S. market, making it bigger than several department store e-tailers.
Brick and Mortar
Why Ulta is Growing + Beauty Retailer Announces Mexico Expansion & Q4, Full-year 2023 Sales
Dave Kimbell, chief executive officer of Ulta shared, “International expansion represents an incremental, long-term opportunity for Ulta Beauty to extend our reach and leverage our differentiated value proposition."
Skin Care
Keys Soulcare Debuts on Amazon with New Squalane Facial Oil
The Keys Soulcare store features an Offering Selector to help consumers develop a "customized Soulcare ritual based on skin type and favorite affirmations."
Brick and Mortar
Ulta Beauty Revamps Rewards Program & Adds AF94 Makeup Range
The revamped rewards system comes amid a slew of new brand introductions, including OleHenriksen, Charlotte Tilbury and, now, AF94, from musician Halsey, who also founded About-Face.
Brick and Mortar
Decoding Ulta Q3, 9-month 2023 Sales + New CFO
"As we look to the future, the outlook for the beauty category is bright."
Brick and Mortar
The Top Brands & Trends Driving Growth at Ulta Beauty & Sephora at Kohl's
Kohl's CEO Tom Kingsbury said, "Sephora at Kohl's continues to exceed our expectations, driving a total beauty sales increase of nearly 90% year over year."
Consumers & Markets
Teen Survey Reveals Gen Z's Beauty Spend Growing
Color cosmetics have eclipsed the skin care sector for the first time since 2020.
Brick and Mortar
Ulta Beauty's 2022 Annual Revenue Surpasses $10B for First Time
In light of these results, Ulta Beauty is anticipating 2023 net sales of $10.95-11.05 billion, representing sales growth of 4-5%. It also anticipates opening 25-30 net new stores.
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