天眼查App显示，近日，葫芦岛市莎亦祛痘化妆品坊（个人独资）成立，法定代表人为石岩，注册资本 0.5万人民币，经营范围为一般项目：化妆品批发；化妆品零售；卫生用品和一次性使用医疗用品销 售；个人卫生用品销售；日用杂品制造；日用杂品销售；日用化学产品销售。（除依法须经批准的项目 外，凭营业执照依法自主开展经营活动）。 ...

Learn more about the global success of Estée Lauder, and discover five of the most profitable companies or subsidiaries that it owns. https://t.co/Av1nFNAEVU ...

TPG Takes $600 Million Hit on ‘Eyebrow Queen’ Cosmetics Bet https://t.co/BNAtFcRgqn ...

Company Performance - e.l.f. Beauty's stock closed at $76.36, reflecting a -2.09% change from the previous day, which was less than the S&P 500's daily loss of 1.07% [1] - Over the past month, e.l.f. Beauty shares have gained 4.84%, while the Consumer Staples sector has lost 0.24% [1] Upcoming Earnings - The company is expected to report an EPS of $0.68, down 8.11% from the prior-year quarter, with a revenue estimate of $452.79 million, indicating a 27.43% increase compared to the same quarter of the previous year [2] - For the annual period, the anticipated earnings are $2.93 per share and revenue of $1.57 billion, reflecting shifts of -13.57% and +19.37% respectively from the last year [3] Analyst Revisions and Rankings - Recent revisions to analyst forecasts for e.l.f. Beauty are crucial as they often indicate shifting business dynamics, with positive revisions reflecting analyst optimism [3] - e.l.f. Beauty currently holds a Zacks Rank of 5 (Strong Sell), with the Zacks Consensus EPS estimate remaining stagnant over the past month [5] Valuation Metrics - The company has a Forward P/E ratio of 26.58, which is a premium compared to the industry average Forward P/E of 8.06 [6] - e.l.f. Beauty's PEG ratio stands at 4.19, while the average PEG ratio for cosmetics stocks is 0.86 [6] Industry Context - The Cosmetics industry is part of the Consumer Staples sector and currently holds a Zacks Industry Rank of 206, placing it in the bottom 17% of all industries [7] - Research indicates that the top 50% rated industries outperform the bottom half by a factor of 2 to 1 [7]

Core Insights - e.l.f. Beauty, Inc. (ELF) has experienced a significant decline in share price, dropping 37.9% year-to-date due to investor concerns over slowing organic growth, margin pressures, and a challenging outlook [1][7]. Performance Comparison - e.l.f. Beauty has underperformed compared to the industry growth of 10.3%, the Zacks Consumer Staples sector's decline of 0.9%, and the S&P 500's gain of 19.5% [2]. - Major competitors like The Estee Lauder Companies Inc. and Nu Skin Enterprises, Inc. have seen substantial gains of 40.8% and 52.1% respectively, while Interparfums, Inc. has dropped 37% [2]. Business Challenges - The core business of e.l.f. Beauty has softened, with organic sales turning negative in Q2 of fiscal 2026 due to shipment disruptions and delayed price increases by retailers [3]. - International growth has also slowed, particularly in key European markets, due to tough comparisons [3]. Cost Pressures - Approximately 75% of e.l.f.'s production is based in China, making the company vulnerable to increased tariff rates, which have led to a significant contraction in gross margin [4]. - Despite price adjustments, the company has struggled to fully offset the cost burden from tariffs, which are expected to persist into fiscal 2026 [4]. Operating Expenses - Operating expenses are high, with increased marketing spending and elevated SG&A costs due to team expansion and infrastructure investments, contributing to a decline in adjusted EBITDA [5]. Financial Outlook - Analysts have significantly lowered their EPS estimates for fiscal 2026 and 2027 due to slowing organic growth, higher tariff costs, and ongoing SG&A pressures [9]. - The current Zacks Consensus Estimate for fiscal 2026 EPS is 2.93, down from previous estimates of 3.53 [10]. Valuation - e.l.f. Beauty's forward 12-month P/E ratio is 22.32X, below the industry average of 29.23X, but ongoing margin pressures limit the attractiveness of this valuation [10]. - The company has a Value Score of F, indicating weak value traits compared to peers [10]. Strengths - Despite the challenges, e.l.f. Beauty maintains strong brand momentum and market-leading consumption growth, with the Rhode acquisition contributing positively to growth [11]. - The brand's successful debut at Sephora and rapid e-commerce expansion have enhanced the company's portfolio [11].

Core Insights - Guangzhou has emerged as the leading city in live e-commerce in China, with a retail sales figure of 517.1 billion yuan in 2024, accounting for over 8% of total orders on Douyin, reflecting a growth of over 37% from the previous year [1][2] - The city's robust supply chain, consisting of over 600 specialized markets and 110,000 small and medium-sized enterprises, has redefined the industry landscape [1][2] Supply Chain Foundation - Guangzhou's strong supply chain is pivotal to its success in live e-commerce, enabling a "48-hour rapid response" mechanism that enhances competitiveness [2][3] - The textile market in Guangzhou, particularly in the Haizhu District, features 61 wholesale markets with approximately 16,000 businesses, generating an annual transaction volume of around 200 billion yuan [2] Flexible Supply Chain Model - The "sales-driven production" model reduces inventory risks and enhances repurchase rates by allowing quick adjustments based on live order feedback [3] - The beauty industry in Guangdong accounts for over 50% of the national market, with Guangzhou contributing over 100 billion yuan in annual output [3] Innovative Store-Broadcasting Model - The "store-broadcasting" model, where small business owners act as hosts, constitutes 70% of live e-commerce participants in Guangzhou, significantly shortening decision-making timelines [4][5] - This decentralized approach allows for lower costs and higher profit margins compared to traditional models reliant on top influencers [5] Ecosystem Development - Guangzhou is building a comprehensive live e-commerce ecosystem, supported by government policies aimed at digital transformation and industry standards [6][7] - The city aims to facilitate the digital transformation of 100 traditional markets by 2027, with online retail sales projected to exceed 310 billion yuan [6] Platform and Resource Aggregation - Major e-commerce platforms are increasingly focusing on Guangzhou, with companies like ByteDance and Xiaohongshu establishing significant operations in the city [7] - The collaborative ecosystem formed by government initiatives, platforms, and industries is accelerating the upgrade of the live e-commerce sector [7]

For nearly 20 years, Joanne Wyn has been a nail technician in Los Angeles. It's a job the 55-year-old loves, but she also says it's had a major impact on her health and that of her children. >> The birth of your second son sounds dramatically different from the first.>> Yeah. Birth is the a big one. The skin is white and the second is small one and the skin red and and some dry skin.Win says she did not work at a salon for her first pregnancy, but for her second son, born in 2006, she worked in a salon up u ...

Core Insights - Haikou Yunxue Cosmetics Co., Ltd. has been established with a registered capital of 100,000 RMB and is led by legal representative Pan Xiaoqun [1] Business Scope - The company is involved in a wide range of licensed business activities including drug production (excluding certain traditional Chinese medicine processes), internet information services, medical services, beauty services, cosmetics production, and the production of second-class medical devices [1] - General business activities include retail and wholesale of cosmetics, personal hygiene products, hair accessories, clothing, and various other consumer goods [1] - The company also engages in technology services, research and development in various fields including IoT and bio-based materials, and offers services such as hotel management, property management, and digital content production [1]

Core Insights - E.l.f. Beauty has experienced a significant decline in stock value, down 42% over the past year, despite gaining market share from traditional cosmetics leaders [1] - The company faces challenges due to high inflation and tariffs affecting its supply chain, particularly since 75% of its products are manufactured in China [3][5] - E.l.f. is capturing market share as consumers shift from luxury to mass brands, and it recently launched the luxury brand Rhode at Sephora, marking a successful entry [4] Financial Performance - In the fiscal second quarter of 2026, E.l.f. reported a 14% year-over-year increase in sales, but gross margin decreased by 1.65 percentage points to 69%, and adjusted EPS fell from $0.77 to $0.68 [5] - Management's guidance for full-year sales was below analyst expectations, indicating potential challenges ahead [5] Market Position and Future Outlook - E.l.f. has a market capitalization of $5 billion and trades at a price-to-earnings (P/E) ratio of 58, reflecting market confidence but also a premium valuation given its current performance [7][9] - For improvement in 2026, the company needs to enhance its supply chain and potentially localize production to mitigate tariff impacts, alongside benefiting from lower inflation [7] - There is potential for stock price recovery if E.l.f. exceeds expectations, but volatility may persist until market conditions stabilize [10]

Core Insights - The Rhode acquisition is a significant growth catalyst for e.l.f. Beauty Inc. in fiscal 2026, contributing $52 million to net sales in Q2 and setting a record for the largest launch in Sephora North America's history, surpassing the previous record by 2.5 times [1][9] - Management anticipates Rhode will contribute 22 percentage points to net sales growth in the second half of fiscal 2026, enhancing the company's overall revenue trajectory [2] - Rhode is projected to generate $200 million in revenues over the eight months post-acquisition and approximately $300 million on a 12-month annualized basis, reflecting a 40% year-over-year growth rate [3] Expansion and Strategy - The acquisition enhances e.l.f. Beauty's international opportunities, with nearly 20% of Rhode's direct-to-consumer sales coming from outside the U.S. Recent launches in Sephora U.K. and other global markets aim to expand reach [4] - e.l.f. Beauty is investing in brand-building, digital engagement, and retailer partnerships to support Rhode's growth, enhancing visibility across direct-to-consumer and wholesale channels while maintaining long-term margin improvement [5] Financial Performance - e.l.f. Beauty's shares have declined 34.5% over the past six months, contrasting with the industry's growth of 18.1%, while competitors Nu Skin and Coty have seen mixed performance [6] - The forward 12-month price-to-earnings ratio for e.l.f. Beauty is 22.16, lower than the industry average of 28.20, indicating a premium valuation compared to Nu Skin and Coty [8] - The Zacks Consensus Estimate for e.l.f. Beauty's fiscal 2026 earnings indicates a year-over-year decline of 13.6%, with a projected growth of 27.3% for fiscal 2027 [11]