The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
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The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
e.l.f. Beauty’s Billion-Dollar Glow-Up: CFO Mandy Fields on rhode, Tariffs & Global Expansion
After Earnings
28 minutes
2 weeks ago
e.l.f. Beauty’s Billion-Dollar Glow-Up: CFO Mandy Fields on rhode, Tariffs & Global Expansion
On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth.
00:00 – Mandy Fields Joins
00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth
02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys
04:00 – Building a Platform for Female-Led Beauty Brands
06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns
07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy
09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin
11:00 – Targeting Different Consumers Across the Portfolio
13:00 – How e.l.f. Beauty Approaches Global Expansion
15:10 – rhode’s Retail Debut at Sephora
17:00 – What’s Behind the $1 Billion rhode Deal
19:00 – Managing the Risks of Celebrity Brands
21:00 – Tariffs, China Exposure and Supply Chain Shifts
23:00 – How Shoppers Responded to the $1 Price Increase
24:15 – Investing in Growth: Cash, Technology and M&A
25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance
28:00 – The Future of Beauty Retail Partnerships
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After Earnings
The stock market has changed. Once dominated by a few huge players, a new wave of engaged retail investors have more influence than ever. After Earnings is the show that connects the modern investor with the executives and decision-makers who are shaping the markets. Join us as we bring the conversations that used to only be available to hedge fund managers to the rest of us.
