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Found 10 results in 5ms
Found 10 results in 5ms
Aug 29, 2025
Rhode: Product Gaps, DTC-to-Retail Trade-Offs, and E.L.F. Integration Risk
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraL'OréalUlta BeautyrhodeBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
Weekly update
Jul 31, 2025
Aldevron & Synthetic DNA, Oracle, RBC Bearings, Hèrmes, Deere Parts, Equifax, Wolters Kluwer,
ModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMHModernaWiseDanaherL'OréalChanelWizz AirAirbusLVMH
Jul 29, 2025
Hermès: Resilience in the Chinese Luxury Market
Partner Interview
Hermès•FR•Large CapChanelChristian DiorLVMHPradaLoro PianaL'OréalThe Este Lauder CompaniesBrand EquityUnique IP & BrandsConsumer DiscretionaryConsumer StaplesJul 25, 2025
E.L.F. Beauty: China Supply Chains, Margins, and Global Growth
Partner Interview
e.l.f. BeautyUlta BeautyTargetWalmartWalgreens Boots AllianceSephoraL'Oréale.l.f. BeautyUlta BeautyTargetWalmartWalgreens Boots AllianceSephoraL'OréalBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryHealth CareWeekly update
Nov 12, 2024
Constellation vs Software PE, CCC, LVMH, CellaVision, Celsius, RH, CVNA, Kinsale, Lithia, Supply Network, CACC, Melrose
Celsius•US•Mid CapCellaVisionCarvanaCarMaxL'OréalLVMHSysmexAirbusCCC Intelligent SolutionsPepsiCoCredit Acceptance
Nov 6, 2024
LVMH: Working with Arnault & Luxury M&A
Partner Interview
LVMH•FR•Mega CapKeringRichemontBrunello CucinelliL'OréalMonclerDavide CampariMilanoTapestryHermèsBrand EquityUnique IP & BrandsConsumer DiscretionaryConsumer StaplesWeekly update
Jun 14, 2023
Product Ideas, Diploma, Estèe Lauder, TSLA, Surgical Science, Alpha Group
Tesla•US•Mega CapDiplomaL'Oréal
Jun 12, 2023
Estée Lauder: Branding, Innovation & Management
Partner Interview
The Este Lauder Companies•US•Large CapL'OréalUlta BeautyCotyBrand EquityUnique IP & BrandsConsumer StaplesConsumer DiscretionaryIP Research Analysis
Oct 4, 2021
Feelunique, Adore Beauty, & Beauty as an Online Category
In Practise Weekly Analysis
Feelunique•FR•Mega CapAdore BeautyL'OréalLVMHThe Este Lauder CompaniesBrand EquityUnique IP & BrandsConsumer DiscretionaryConsumer Staples
Oct 22, 2019
Walgreens and The US Mass Beauty Market
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