Elf Beauty

Mentioned in 5 analyzed podcast episodes across 4 shows

Mentioned On

InvestTalk Masters of Scale TBPN We Fixed It. You're Welcome.

Episode Mentions

InvestTalk · May 6, 2026

How to Invest During Stagflation: What Rising Manufacturing Costs Mean for Your Portfolio

“Cosmetic company with strong historical growth (10x earnings since 2019) but declining earnings expectations for 2025-2026; relative strength at 7% with deteriorating chart”

Stagflation Economics and Portfolio StrategyManufacturing Input Costs and Supply Chain InflationNegative Real Yields and Asset Allocation

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Masters of Scale · Feb 26, 2026

Hailey Bieber, AI and fast launches: how e.l.f. Beauty is winning

“Main subject; publicly traded beauty company with 28 consecutive quarters of sales/market share gains, known for affordable products and diversity initiatives”

AI Implementation in Beauty RetailSupply Chain Diversification and Tariff ManagementGen Z Marketing and Social Commerce Strategy

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TBPN · Feb 5, 2026

Sam Altman on Codex 5.3 Launch, Anthropic's Sholto Douglas, Alphabet Beats Q4 Estimates | Sam Altman, Sholto Douglas, Daniel Barcelo, Mandy Fields, Ivan Burazin, Scott Rogowsky

“Reported 38% net sales growth, planning Super Bowl advertising, acquired Rhode skincare brand”

GPT 5.3 Codex model launchOpenAI Frontier enterprise platformAnthropic Opus 4.6 model release

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We Fixed It. You're Welcome. · Dec 30, 2025

REPLAY: American Eagle: Jeans, Genes, and Controversy

“Referenced as brand with strong inclusive mission and consistent year-over-year growth; CMO Corey cited as example”

Brand Crisis Management and Response StrategyInclusive Marketing as Revenue StrategyDiversity and Inclusion in Creative Decision-Making

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We Fixed It. You're Welcome. · Aug 5, 2025

American Eagle: Jeans, Genes, and Controversy

“Success example: CMO Corey maintains inclusive mission ('every eyelid and face'), driving consistent year-over-year growth through authentic values alignment”

Brand Crisis Management and AccountabilityInclusive Marketing Strategy and Revenue ImpactGen Z Consumer Behavior and Boycott Activism

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