Inside Rhode’s $1 Billion Deal: How e.l.f. Exposed Every Secret Behind Hailey Bieber’s Brand

Inside Rhode’s $1 Billion Deal: How e.l.f. Exposed Every Secret Behind Hailey Bieber’s Brand

Celebrity brands never release their numbers — until now. Beauty brand e.l.f. didn’t just acquire Hailey Bieber’s Rhode… they published every single line item of the company’s P&L. From shockingly low cost of goods sold to a 9x marketing efficiency ratio, Sammi unpacks why Rhode operates more like a billion-dollar conglomerate than a three-year-old celebrity brand. You’ll hear the real story behind the billion-dollar headline, why e.l.f. revealed Rhode’s financials days before earnings, and how a temporary sales dip shook Wall Street. Then, Sammi explains the record-breaking Sephora launch, the risks Rhode faces with limited SKUs, and why Hailey’s personal involvement is the brand’s ultimate moat. Finally, Sammi zooms out: what Rhode teaches us about cultural capital, beauty economics, and the future of creator-led brands — plus how it all compares to Rihanna’s Fenty and the cautionary tales of celebrity beauty past. Follow Sammi on Instagram Subscribe to the Social Currency newsletter Here’s what Sammi covers today: 00:00 The e.l.f. Acquisition of Rhode 03:07 e.l.f.’s Unprecedented Financial Disclosure 03:44 Analyzing Rhode’s Financials 07:15 The Sephora Launch and Its Impact 08:17 Challenges and Future Prospects for Rhode 10:28 Comparing Rhode and Fenty 11:03 Future Predictions on Beauty Learn more about your ad choices. Visit megaphone.fm/adchoices

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Episoder(113)

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7 Jul 1h 6min

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Peter Semple (Depop) on Scaling Beyond Gen Z, the CMO to CEO Pipeline, and the eBay Deal

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23 Jun 1h 10min

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16 Jun 57min

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Matilda Djerf transformed a growing social media audience into Djerf Avenue: a global lifestyle brand and an aesthetic that has genuinely shaped internet culture from fashion to beauty to the now-icon...

9 Jun 1h 6min

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Eugene Remm didn't set out to build a hospitality empire. He started as a bartender, worked in nightlife, and chased success through New York's club scene… until a major failure forced him to rethink ...

2 Jun 51min

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Rick Caruso has spent decades reshaping Los Angeles through projects like The Grove, Americana at Brand, and Palisades Village. In this conversation with Sammi, Rick talks through his entrepreneurial ...

26 Mai 1h 2min

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Harley Finkelstein believes we’re entering the most important shift in commerce since the invention of online shopping itself. As President of Shopify, Harley has helped build the infrastructure powe...

19 Mai 1h 8min

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