72亿，美业再现天价收购

Group 1 - e.l.f. Beauty announced the acquisition of Rhode, a beauty brand founded by Hailey Bieber, for $1 billion (approximately 71.88 billion RMB), marking e.l.f.'s largest acquisition to date [1][3] - The acquisition price consists of $800 million (approximately 57.5 billion RMB) in cash and stock, plus an additional $200 million (approximately 14.38 billion RMB) in potential earnouts [3] - The deal is expected to close in the second quarter of the fiscal year 2026, pending customary closing conditions [3] Group 2 - e.l.f. aims to diversify its brand portfolio in response to slowing sales growth and increased competition, as evidenced by a 4% year-over-year sales decline reported in its latest quarterly results [5][6] - Rhode's sales exceeded those of Rihanna's Fenty Beauty in 2023, with sales growth of $212 million (approximately 15.24 billion RMB) for the 12 months ending March 31, 2025 [12][15] - The acquisition reflects a strategic shift for e.l.f. towards the high-end beauty market to counteract weak demand in the mass cosmetics segment [8][29] Group 3 - Rhode, launched in June 2022, quickly gained popularity, selling out flagship products within days and achieving over $10 million in sales within 11 days of launch [12][15] - Hailey Bieber will continue as the brand's founder and take on additional roles, including creative director and product innovation lead [5] - The acquisition is part of a broader trend where major beauty companies are increasingly targeting influencer-led brands for their growth potential and consumer engagement [20][29]