Editorial

Beauty Unit Economics: Why Contribution Margins Can Make Or Break Your Brand
Looking across our beauty industry investments, we have noticed something striking: Many founders who excel at product development and brand building often struggle with the nuts and bolts of unit economics. Yet these “boring” numbers ultimately determine whether...

A Framework For Successful AI Integration At Time-Starved Indie Beauty Brands
The beauty industry thrives on evolution, and the biggest shift today isn’t on the shelves, it’s behind the scenes, where artificial intelligence (AI) is reshaping how brands operate. Big Beauty has already embraced AI to streamline operations, speed...

Rhode’s $1B Deal—And The Weight It Puts On The Rest Of Us
E.l.f. Beauty’s $1 billion acquisition of Rhode is making headlines—and rightfully so. It’s an impressive, high-profile deal and a smart move for E.l.f. to gain a foothold in gen Z’s cultural orbit at Sephora.

Why I Shut Down My Award-Winning Beauty Brand Last Year
Seven years after setting out on my entrepreneurial journey with just $200 in startup capital, I had created something aspirational—a dream realized through sheer grit and ingenuity. By most standards, my beauty brand, The Established, was a success....

Meh And Awkward: Beauty M&A In 2024
2024 in Review: A Solid Start That Fizzled Fast The end of 2023 and the start of 2024 seemed like a beauty M&A dream. Within 60 days, high-flying brands like K18, Dr. Dennis Gross Skincare,...
