Elf Beauty's Rhode Seen With Record Launch Sales at Sephora -- Market Talk

Dow Jones

2025/09/24

1555 ET - Elf Beauty's Rhode brand marks Sephora's biggest launch to date, capturing spend from established brands and shifting market share, Jefferies analysts say in a note. Rhode generated more than $10 million in retail sales during its first two days at Sephora, more than double the retailer's previous launch record, the analysts say, citing YipitData. About 40% of Sephora's Rhode buyers shifted their beauty spend from retailers like Ulta and Target, and Rhode also took share from brands like Summer Fridays, Laneige and Caudalie, they say. Such a successful launch could pave the way for upward estimate revisions for Elf, they say. (kelly.cloonan@wsj.com)

(END) Dow Jones Newswires

September 23, 2025 15:55 ET (19:55 GMT)

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Rhode generated more than $10 million in retail sales during its first two days at Sephora, more than double the retailer's previous launch record, the analysts say, citing YipitData. About 40% of Sephora's Rhode buyers shifted their beauty spend from retailers like Ulta and Target, and Rhode also took share from brands like Summer Fridays, Laneige and Caudalie, they say. Such a successful launch could pave the way for upward estimate revisions for Elf, they say. 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(kelly.cloonan@wsj.com) \n</p>\n<pre style=\"white-space: pre\">\n \n</pre>\n<p>\n  (END) Dow Jones Newswires\n</p>\n<p>\n  September 23, 2025 15:55 ET (19:55 GMT)\n</p>\n<p>\n  Copyright (c) 2025 Dow Jones &amp; Company, Inc.\n</p>\n</font>\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU0566484027.USD","symbol_name":"安本美国小盘成长股","start_time":0,"source_url":"https://dowjonesnews.com/newdjn/logon.aspx?AL=N","article_id":"2569743077","we_media_id":"106","thumbnails":[],"rights":null,"url":"https://stock-news.laohu8.com/highlight/detail?id=2569743077","pubTimestamp":1758657300,"columns":[{"name":"产品发布","id":31,"label_key":"productRelease"}],"sourceInfo":null,"weMediaInfo":{"media_name":"Dow Jones","introduction":"Dow Jones publishes the world’s most trusted business news and financial information in a variety of media.","home_visible":0,"id":"106","head_image":"https://static.tigerbbs.com/150f88aa4d182df19190059f4a365e99"},"summary":"1555 ET - Elf Beauty's Rhode brand marks Sephora's biggest launch to date, capturing spend from established brands and shifting market share, Jefferies analysts say in a note. 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About 40% of Sephora's Rhode buyers shifted their beauty spend from retailers like Ulta and Target, and Rhode also took share from brands like Summer Fridays, Laneige and Caudalie, they say. Such a successful launch could pave the way for upward estimate revisions for Elf, they say. (kelly.cloonan@wsj.com) \n\n\n \n\n\n  (END) Dow Jones Newswires\n\n\n  September 23, 2025 15:55 ET (19:55 GMT)\n\n\n  Copyright (c) 2025 Dow Jones & Company, Inc.","kind":"highlight","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"1","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":true,"code":"91000000","status":"200"}}}