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e.l.f. Beauty: UK Market Dynamics & Competitive Positioning at Superdrug
Apr 10, 2026
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraLVMHUlta BeautyBrand EquityUnique IP & BrandsApr 10, 2026
e.l.f. Beauty: Rhode Acquisition Rationale & Integration
Nov 18, 2025
Partner Interview
e.l.f. Beauty•US•Mid CaprhodeUlta BeautySephoraRevlonShiseidoNov 18, 2025
Rhode: Product Gaps, DTC-to-Retail Trade-Offs, and E.L.F. Integration Risk
Aug 29, 2025
Partner Interview
e.l.f. Beauty•US•Mid CapSephoraL'OréalUlta BeautyrhodeBrand EquityUnique IP & BrandsAug 29, 2025
E.L.F. Beauty: Product Innovation & Distribution
Aug 1, 2025
Partner Interview
e.l.f. BeautyTargetWalmartUlta BeautySephoraAug 1, 2025
E.L.F. Beauty: China Supply Chains, Margins, and Global Growth
Jul 25, 2025
Partner Interview
e.l.f. BeautyUlta BeautyTargetWalmartWalgreens Boots AllianceSephoraL'OréalBrand EquityUnique IP & BrandsJul 25, 2025
Estée Lauder: Branding, Innovation & Management
Jun 12, 2023
Partner Interview
The Este Lauder Companies•US•Large CapL'OréalUlta BeautyCotyBrand EquityUnique IP & BrandsJun 12, 2023
Weekly update
Weekly Update: AMZN 1P vs 3P Economics, Burford Capital, DDOG, Ulta Beauty, CRM, SPX.LN
Sep 27, 2022
Amazon•US•Mega CapSalesforceBurford CapitalSpirax-Sarco EngineeringDatadogAppDynamicsUlta BeautySwitching CostsB2B Software
Sep 27, 2022
Ulta Beauty & US Beauty Retail
Sep 22, 2022
Partner Interview
Ulta Beauty•US•Large CapTargetSep 22, 2022
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