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Apr 10, 2026

e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug

Partner Interview
e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
Nov 18, 2025

e.l.f. Beauty: Rhode Acquisition Rationale & Integration

Partner Interview
e.l.f. Beauty•US•Mid CaprhodeUlta BeautySephoraRevlonShiseidoConsumer StaplesConsumer Discretionary
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
Aug 1, 2025

E.L.F. Beauty: Product Innovation & Distribution

Partner Interview
e.l.f. BeautyTargetWalmartUlta BeautySephorae.l.f. BeautyTargetWalmartUlta BeautySephoraConsumer StaplesConsumer Discretionary
Jul 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 Care
Jun 12, 2023

Estée Lauder: Branding, Innovation & Management

Partner Interview
The Este Lauder Companies•US•Large CapL'OréalUlta BeautyCotyBrand EquityUnique IP & BrandsConsumer StaplesConsumer Discretionary
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Weekly update
Sep 27, 2022

Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN

Amazon•US•Mega CapSalesforceBurford CapitalSpirax-Sarco EngineeringDatadogAppDynamicsUlta Beauty
Sep 22, 2022

Ulta Beauty & US Beauty Retail

Partner Interview
Ulta Beauty•US•Large CapTargetConsumer StaplesConsumer Discretionary

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