Latest ideas and analyses related to beauty

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HELE

+12 pts



Catching up with HELE Mgmt; Recovery Path Still Work in Progress

By Thomasidea on Oct. 6, 2022, 8:45 a.m.
Tagged topics: beauty

Views: 5, Votes: 3, Responses: 0, Attachments: 1
HELE

+10 pts



Q2 Close Enough to Expectations but FY Outlook Lowered Again

By Thomasidea on Oct. 5, 2022, 8:37 a.m.
Tagged topics: beauty

Views: 1, Votes: 1, Responses: 0, Attachments: 1
SPB

+14 pts



Meetings With SPB Mgmt. Provide More Detail on HHI Deal and Planned Path Forward

By RayHold on Sept. 17, 2022, 10:30 a.m.
Tagged topics: beauty

Views: 9, Votes: 5, Responses: 0, Attachments: 1
NWL

+35 pts



Shares Still Attractive After Adjusting Expectations; PT to $23

By P on Sept. 8, 2022, 10:54 a.m.
Tagged topics: beauty

Views: 16, Votes: 6, Responses: 0, Attachments: 1
CHD

+12 pts



Cuts 2H Sales Outlook; Announces Next Power Brand Acquisition in Personal Care

By RayHold on Sept. 8, 2022, 10:37 a.m.
Tagged topics: beauty

Views: 5, Votes: 3, Responses: 0, Attachments: 1
US Macro

+48 pts



Drafting Our Fantasy Stock Team; Our Top Picks

By Thomasidea on Sept. 4, 2022, 10:28 a.m.
Tagged topics: Personal Products , beauty

Views: 34, Votes: 7, Responses: 0, Attachments: 1
COTY

+11 pts



Poised for Continued Improvement; Maintain Outperform

By P on Aug. 29, 2022, 11:12 a.m.
Tagged topics: beauty

Views: 6, Votes: 2, Responses: 0, Attachments: 1
ULTA

+15 pts



Another Beauty of a Quarter; Raising Estimates and PT

By P on Aug. 29, 2022, 11:10 a.m.
Tagged topics: beauty

Views: 7, Votes: 3, Responses: 0, Attachments: 1
YSG , US Macro

+12 pts



Challenges Continue, Though 2Q Sales Decline Not as Bad as Feared

By P on Aug. 29, 2022, 11:09 a.m.
Tagged topics: beauty

Views: 6, Votes: 3, Responses: 0, Attachments: 1
US Macro

+11 pts



Setups for Earnings BBWI, COTY, EL, ULTA, YSG

By Thomasidea on Aug. 18, 2022, 6:22 a.m.
Tagged topics: beauty

Views: 9, Votes: 2, Responses: 0, Attachments: 1
SKIN

+32 pts



Demand Enthusiasm Offset by High Costs

By RayHold on Aug. 11, 2022, 9:47 a.m.
Tagged topics: beauty

Views: 11, Votes: 3, Responses: 0, Attachments: 1
OLPX

+34 pts



Growth Concerns Overshadow a Pedestrian Beat & Maintain; Reiterate Strong Buy

By RayHold on Aug. 11, 2022, 9:46 a.m.
Tagged topics: beauty

Views: 14, Votes: 3, Responses: 0, Attachments: 1