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ELF
New York Post
83 days

Hailey Bieber sells makeup brand Rhode to Elf Beauty in $1B deal

1. Elf Beauty acquires Rhode for about $1 billion, integrating celebrity appeal. 2. Deal includes $800M upfront and $200M contingent on performance. 3. Elf aims to expand into prestige market amid weak mass market demand. 4. Rhode's popularity among Gen Z may bolster Elf's growth trajectory. 5. Transaction expected to close in fiscal Q2 2026 amidst tariff uncertainties.

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FAQ

Why Bullish?

The acquisition of Rhode may drive increased sales and broaden Elf's market presence. Historical precedent shows similar acquisitions enhance brand recognition and sales growth.

How important is it?

This acquisition is a strategic pivot for Elf, likely impacting its long-term valuation due to expanded reach and brand collaboration with a celebrity.

Why Long Term?

While immediate sales may fluctuate, Rhode’s growth potential positions Elf for sustained future gains, as historically seen with similar brand integrations.

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