📍 The Deal That Turned Heads -To The Moon - Tiger Brokers Online Investing Community - To The Moon

📍 The Deal That Turned Heads

e.l.f. Beauty's acquisition of Hailey Bieber's Rhode for $1 billion raised eyebrows — especially after ELF's stock jumped 23% post-earnings. The beauty market is known for its gross margins (often 60–80%), but is a Gen Z-skewed celeb brand really worth unicorn status?

📍 Brand Power vs Financials

The ELF–Rhode deal isn't just about skincare formulas — it's about distribution, TikTok-native branding, and emotional loyalty. In contrast, Estée Lauder and traditional brands have struggled with innovation and relevance, especially among younger consumers.

📍 My View as an Investor

This isn't another "celebrity cash grab" — it's a play on the future of consumer identity. ELF is monetising affinity, not just utility. At the same time, I'd be cautious about valuation multiples being priced for perfection.

🎯 I'm watching ELF closely. A pullback to ~$180 could be a buy zone, but I’ll want to see margin stability and early Rhode integration traction in the next two quarters.

📌 Beauty is one of the few sectors where gross margins rival tech — but moat durability depends on brand, not patents.

High Margin Business: Is Beauty Product Your Choice?

Recently, US beauty giant e.l.f. Beauty announced its acquisition of Hailey Bieber's skincare brand, Rhode, for $1 billion. Meanwhile, Justin Bieber reportedly sold his nearly 300-song catalog to Hipgnosis Songs Capital for $200 million. After last week’s earnings, ELF jumped 23% on the day. By contrast, Estée Lauder and other traditional brands have struggled to stay relevant. Do you think Rhode is worth $1 billion—or is this another overhyped celeb brand? Would you buy a product for identity and emotional value rather than function? Is the beauty industry a high-margin business?

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Beauty announced its acquisition of Hailey Bieber's skincare brand, Rhode, for $1 billion. Meanwhile, Justin Bieber reportedly sold his nearly 300-song catalog to Hipgnosis Songs Capital for $200 million. \nAfter last week’s earnings,  ELF jumped 23% on the day. By contrast, Estée Lauder and other traditional brands have struggled to stay relevant.\nDo you think Rhode is worth $1 billion—or is this another overhyped celeb brand?\n\nWould you buy a product for identity and emotional value rather than function?\nIs the beauty industry a high-margin business?","image":"https://community-static.tradeup.com/news/1a577301c1d01330bc2a69d34b74dbd6"}],"images":[],"coverImages":[],"html":"<html><head></head><body><p>📍 The Deal That Turned Heads</p>\n<p>e.l.f. Beauty's acquisition of Hailey Bieber's Rhode for $1 billion raised eyebrows — especially after ELF's stock jumped 23% post-earnings. The beauty market is known for its gross margins (often 60–80%), but is a Gen Z-skewed celeb brand really worth unicorn status?</p>\n<p>📍 Brand Power vs Financials</p>\n<p>The ELF–Rhode deal isn't just about skincare formulas — it's about distribution, TikTok-native branding, and emotional loyalty. In contrast, Estée Lauder and traditional brands have struggled with innovation and relevance, especially among younger consumers.</p>\n<p>📍 My View as an Investor</p>\n<p>This isn't another \"celebrity cash grab\" — it's a play on the future of consumer identity. ELF is monetising affinity, not just utility. At the same time, I'd be cautious about valuation multiples being priced for perfection.</p>\n<p>🎯 I'm&nbsp;watching ELF closely. A pullback to ~$180 could be a buy zone, but I’ll want to see margin stability and early Rhode integration traction in the next two quarters.</p>\n<p>📌 Beauty is one of the few sectors where gross margins rival tech — but moat durability depends on brand, not patents.</p></body></html>","htmlText":"<html><head></head><body><p>📍 The Deal That Turned Heads</p>\n<p>e.l.f. Beauty's acquisition of Hailey Bieber's Rhode for $1 billion raised eyebrows — especially after ELF's stock jumped 23% post-earnings. The beauty market is known for its gross margins (often 60–80%), but is a Gen Z-skewed celeb brand really worth unicorn status?</p>\n<p>📍 Brand Power vs Financials</p>\n<p>The ELF–Rhode deal isn't just about skincare formulas — it's about distribution, TikTok-native branding, and emotional loyalty. In contrast, Estée Lauder and traditional brands have struggled with innovation and relevance, especially among younger consumers.</p>\n<p>📍 My View as an Investor</p>\n<p>This isn't another \"celebrity cash grab\" — it's a play on the future of consumer identity. ELF is monetising affinity, not just utility. At the same time, I'd be cautious about valuation multiples being priced for perfection.</p>\n<p>🎯 I'm&nbsp;watching ELF closely. A pullback to ~$180 could be a buy zone, but I’ll want to see margin stability and early Rhode integration traction in the next two quarters.</p>\n<p>📌 Beauty is one of the few sectors where gross margins rival tech — but moat durability depends on brand, not patents.</p></body></html>","text":"📍 The Deal That Turned Heads e.l.f. Beauty's acquisition of Hailey Bieber's Rhode for $1 billion raised eyebrows — especially after ELF's stock jumped 23% post-earnings. The beauty market is known for its gross margins (often 60–80%), but is a Gen Z-skewed celeb brand really worth unicorn status? 📍 Brand Power vs Financials The ELF–Rhode deal isn't just about skincare formulas — it's about distribution, TikTok-native branding, and emotional loyalty. In contrast, Estée Lauder and traditional brands have struggled with innovation and relevance, especially among younger consumers. 📍 My View as an Investor This isn't another \"celebrity cash grab\" — it's a play on the future of consumer identity. ELF is monetising affinity, not just utility. At the same time, I'd be cautious about valuation multiples being priced for perfection. 🎯 I'm watching ELF closely. A pullback to ~$180 could be a buy zone, but I’ll want to see margin stability and early Rhode integration traction in the next two quarters. 📌 Beauty is one of the few sectors where gross margins rival tech — but moat durability depends on brand, not patents.","highlighted":1,"essential":1,"paper":1,"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":0,"link":"https://ttm.financial/post/443360243601840","repostId":0,"isVote":1,"tweetType":1,"viewCount":860,"commentLimit":10,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"symbols":[],"verified":2,"subType":0,"readableState":1,"langContent":"EN","currentLanguage":"EN","warmUpFlag":false,"orderFlag":false,"shareable":true,"causeOfNotShareable":"","featuresForAnalytics":[],"commentAndTweetFlag":false,"andRepostAutoSelectedFlag":false,"upFlag":false,"length":947,"optionInvolvedFlag":false,"xxTargetLangEnum":"ORIG"},"commentList":[],"isCommentEnd":true,"isTiger":false,"isWeiXinMini":false,"url":"/m/post/443360243601840"}