ELF Beauty Highlights Hailey Bieber's Rhode Brand
During ELF Beauty's 2026 second-quarter earnings call, Hailey Bieber's makeup line, Rhode, was frequently discussed, showing the brand's strong impact on the company’s performance.
Key Mentions and Acquisition
The Rhode brand was mentioned 52 times throughout the call, approximately once per minute. This quarter marked the first earnings period after ELF acquired Rhode in August, in a deal potentially valued at up to $1 billion based on performance targets.
Financial Performance and Market Impact
Rhode generated $110 million in net sales during the quarter, surpassing the $103 million it earned in the first half of 2026. This growth was boosted by Rhode's September launch in Sephora’s North American stores, which became the largest release in Sephora's history for the region.
"I've been in the consumer space 34 years and continue to be blown away by what Hailey and her team are building," said ELF Beauty CEO Tarang Amin.
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Author's summary: ELF Beauty’s acquisition of Hailey Bieber’s Rhode brand pays off significantly, with record sales fueled by a historic Sephora launch and the company's strong confidence in the brand's future.