Why Rhode Might Not Be a Great Fit for e.l.f. Beauty?
e.l.f. Beauty’s $1.05 billion acquisition of Hailey Bieber’s Rhode may look like a bold move into prestige skincare, but it comes with significant risks. From an inflated valuation and debt-heavy financing to a mismatch in brand positioning and overreliance on celebrity appeal, the deal marks a sharp departure from e.l.f.’s historically disciplined strategy. With macroeconomic pressures, tariff headwinds, and an increasingly saturated beauty market, this acquisition could prove more hype than long-term value.
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Inside Beauty’s Billion-Dollar Deals | How Rhode, Kylie & Charlotte Tilbury Got Acquired?
This video explores key acquisitions in the beauty industry—unpacking how brands like Bobbi Brown, Charlotte Tilbury, Kylie Cosmetics, and Rhode scaled, marketed, and exited. We examine their valuation at the time of acquisition, distribution strategies, founder roles post-acquisition, and how product positioning shaped their growth.
Through a blend of timelines, valuation charts, revenue graphs, and distribution tables, the video presents a comprehensive look at what makes a beauty brand acquisition-ready—and where the industry may head next.
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