A Lipstick Effect

Finance & Strategy observations on the Beauty sector. Based on Lauder's coined phrase the Lipstick Effect. Opinions my own.

[A Lipstick Effect @ALipstickEffect]

Placing a pioneer, hustling business owner into a corporate position might not be easy. Challenges are inevitable however they can be met with the right transaction structure.
https://t.co/WvehDq4JEW

[A Lipstick Effect @ALipstickEffect]

New article up now!

Creativity & Control: Beauty brand founders after acquisition https://t.co/RFzQGwEgRk

$ELC $COTY @wwd @beautyindie_ @RachelBrown34

[A Lipstick Effect @ALipstickEffect]

The time between the birth of a brand and its eventual acquisition by a beauty corporate (after rounds of investment in between) has accelerated from around 23 years (2000–2010) to around 11 years (2011–2021).

It's easy to start a brand, but hard to scale. How low can it go?

[A Lipstick Effect @ALipstickEffect]

Bubble bath: Beauty acquisitions are accelerating in pace and attracting significant multiples, is the market ready to pop?
My first article has also now been published on Substack
@wwd @beautyindie_ @byrdiebeauty @Post_Market
$EL $OR $COTY $REV $NTCO
https://t.co/ZBZFtYkD6T

[A Lipstick Effect @ALipstickEffect]

Bubble bath: Is Beauty M&A in a Bubble?
My first article has now been published on Medium.
@wwd @beautyindie_ @byrdiebeauty @Post_Market
$EL $OR $COTY $REV $NTCO
https://t.co/D8rTwOccHA