No Stupid Questions
What Private Equity’s Big Deal Energy Means For Emerging Beauty Brands And Consumers
Private equity firms, backers of some of the hottest brands in beauty, including Summer Fridays, DIBS Beauty, Rare Beauty and Makeup by Mario, have become the dominant player in beauty transactions. According to Megamarket...
Like Consumers, Many Beauty Investors Love Dupes
As dupe brands continue to expand (see MCoBeauty’s and Timeless Skin Care’s recent Target launches and Dossier’s attempt to push beyond imitation), Sandra Nait-Amer, managing director at financial services firm Rothschild &...
Why Hims & Hers Is Winning Over Wall Street As It Clobbers Traditional Beauty Companies
Recent headlines have focused on the beatdown publicly traded beauty companies have taken. Puig, Beiersdorf and L’Oréal’s stocks are hovering just above their 52-week lows and significantly underperforming the S&P. The stocks of other beauty conglomerates...
The Lukewarm Expectations For The Growth Of Beauty Products “Made In The USA”
NielsenIQ estimates 7% of beauty products sold in the United States are manufactured domestically. President Donald Trump’s institution of a 10% tariff on goods from China, the largest single manufacturing source of beauty products bought...
Stagnation Or Evolution?: The Fierce Debate Over Beauty’s Sputtering Ingredient Innovation
Beauty industry insiders have been chewing and stewing over ingredient innovation stagnation. In a recent piece in the publication Happi, for example, Akshay Talati, chief innovation officer at Supergoop, and marketer Maya Sarin address this concern....
The Bullish Outlook For Beauty M&A And Bearish Prospects For Early-Stage Funding This Year
Although the number of beauty deals didn’t tank in 2024—through October last year compared to 2023, investment bank Capstone Partners estimates there were 57 versus 43 transactions—a significant portion of the volume was from struggling assets...
