Latest news with #TheHonestCompany
Yahoo
a day ago
- Business
- Yahoo
Reflecting On Personal Care Stocks' Q1 Earnings: USANA (NYSE:USNA)
Wrapping up Q1 earnings, we look at the numbers and key takeaways for the personal care stocks, including USANA (NYSE:USNA) and its peers. While personal care products products may seem more discretionary than food, consumers tend to maintain or even boost their spending on the category during tough times. This phenomenon is known as "the lipstick effect" by economists, which states that consumers still want some semblance of affordable luxuries like beauty and wellness when the economy is sputtering. Consumer tastes are constantly changing, and personal care companies are currently responding to the public's increased desire for ethically produced goods by featuring natural ingredients in their products. The 12 personal care stocks we track reported a strong Q1. As a group, revenues beat analysts' consensus estimates by 2.2% while next quarter's revenue guidance was 5.7% below. Luckily, personal care stocks have performed well with share prices up 12.6% on average since the latest earnings results. Going to market with a direct selling model rather than through traditional retailers, USANA Health Sciences (NYSE:USNA) manufactures and sells nutritional, personal care, and skincare products. USANA reported revenues of $249.5 million, up 9.5% year on year. This print exceeded analysts' expectations by 2.7%. Overall, it was a very strong quarter for the company with an impressive beat of analysts' EBITDA estimates and full-year revenue guidance beating analysts' expectations. USANA scored the highest full-year guidance raise of the whole group. Unsurprisingly, the stock is up 23.1% since reporting and currently trades at $29.85. Is now the time to buy USANA? Access our full analysis of the earnings results here, it's free. Co-founded by actress Jessica Alba, The Honest Company (NASDAQ:HNST) sells diapers and wipes, skin care products, and household cleaning products. The Honest Company reported revenues of $97.25 million, up 12.8% year on year, outperforming analysts' expectations by 5.7%. The business had an exceptional quarter with a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. The Honest Company pulled off the fastest revenue growth among its peers. The market seems happy with the results as the stock is up 5.7% since reporting. It currently trades at $5.06. Is now the time to buy The Honest Company? Access our full analysis of the earnings results here, it's free. Boasting brands such as Banana Boat, Schick, and Skintimate, Edgewell Personal Care (NYSE:EPC) sells personal care products in the skin and sun care, shave, and feminine care categories. Edgewell Personal Care reported revenues of $580.7 million, down 3.1% year on year, falling short of analysts' expectations by 1.8%. It was a slower quarter as it posted a miss of analysts' organic revenue estimates and full-year EBITDA guidance missing analysts' expectations. Edgewell Personal Care delivered the weakest performance against analyst estimates in the group. As expected, the stock is down 11.7% since the results and currently trades at $26.52. Read our full analysis of Edgewell Personal Care's results here. Started on a kitchen table in Utah, Nature's Sunshine (NASDAQ:NATR) manufactures and sells nutritional and personal care products. Nature's Sunshine reported revenues of $113.2 million, up 2% year on year. This result beat analysts' expectations by 3.6%. Overall, it was a strong quarter as it also produced an impressive beat of analysts' EPS estimates and a solid beat of analysts' EBITDA estimates. Nature's Sunshine had the weakest full-year guidance update among its peers. The stock is up 17.7% since reporting and currently trades at $14.67. Read our full, actionable report on Nature's Sunshine here, it's free. Named after its founder, who was an entrepreneurial woman from New York with a passion for skincare, Estée Lauder (NYSE:EL) is a one-stop beauty shop with products in skincare, fragrance, makeup, sun protection, and men's grooming. Estée Lauder reported revenues of $3.55 billion, down 9.9% year on year. This print topped analysts' expectations by 1.2%. It was a very strong quarter as it also put up a solid beat of analysts' EPS estimates and an impressive beat of analysts' EBITDA estimates. The stock is up 15.3% since reporting and currently trades at $69.05. Read our full, actionable report on Estée Lauder here, it's free. Thanks to the Fed's rate hikes in 2022 and 2023, inflation has been on a steady path downward, easing back toward that 2% sweet spot. Fortunately (miraculously to some), all this tightening didn't send the economy tumbling into a recession, so here we are, cautiously celebrating a soft landing. The cherry on top? Recent rate cuts (half a point in September 2024, a quarter in November) have propped up markets, especially after Trump's November win lit a fire under major indices and sent them to all-time highs. However, there's still plenty to ponder — tariffs, corporate tax cuts, and what 2025 might hold for the economy. Want to invest in winners with rock-solid fundamentals? Check out our Hidden Gem Stocks and add them to your watchlist. These companies are poised for growth regardless of the political or macroeconomic climate.
Tatler Asia
3 days ago
- Entertainment
- Tatler Asia
8 famous stars who built and sold high-value celebrity brands
2. George Clooney and Casamigos Tequila George Clooney co-founded Casamigos Tequila in 2013 with Rande Gerber and Mike Meldman, initially intended for personal use among friends. The brand emphasised smoothness and quality, gaining popularity through word-of-mouth and Clooney's celebrity influence. By 2017, Diageo acquired Casamigos for US$1 billion, paying US$700 million upfront and up to US$300 million in performance-based incentives. The acquisition marked one of the largest deals in the spirits industry. The sale only did great things for Casamigos, which continues to thrive under Diageo, maintaining its premium positioning in the tequila market. See more: How celebrities are raising the bar in the spirits industry 3. Jessica Alba and The Honest Company This was honestly one of the earliest celebrity brands to make a killing. Jessica Alba co-founded The Honest Company in 2011, aiming to provide eco-friendly and non-toxic household and baby products. Alba's vision was driven by a desire for safer products for families, and the brand quickly gained traction among health-conscious consumers. The Honest Company went public in May 2021, achieving a valuation of US$1.4 billion. Alba's stake in the company was valued at approximately US$120 million at the time of the IPO. In 2024, Alba stepped down as chief creative officer but remains a member of the company's board of directors. The Honest Company continues to expand its product offerings and retail presence, focusing on transparency and sustainability. 4. Dr Dre and Beats by Dre In 2006, hip-hop mogul Dr Dre teamed up with music executive Jimmy Iovine to create Beats by Dre, an audio brand that would redefine celebrity brands, celebrity-endorsed tech and consumer sound culture. The motivation: while Apple had its white earbuds, Iovine wanted Beats to feel like speakers for your ears. The duo set out to build stylish, bass-boosted headphones that reflected Dre's music pedigree and brought studio-level sound to the average listener. Beats became a full-blown cultural phenomenon. With sleek, oversized designs and aggressive celebrity marketing, Beats became synonymous with cool. From NBA stars to pop idols, everyone wore them. Strategic product placement (see the 2012 Olympics ads) and partnerships with artists like Lady Gaga and LeBron James cemented Beats as the must-have accessory. In 2014, Apple acquired Beats for a jaw-dropping US$3 billion, making it Apple's largest acquisition to date. Dr Dre famously (and prematurely) celebrated the deal on social media, calling himself 'the first billionaire in hip-hop'. While the final valuation post-deductions was reportedly slightly under the US$1 billion net worth mark for Dre, the acquisition was still historic, both in its scale and in what it said about the convergence of music, tech and personal branding. Beats has since been integrated into Apple's hardware ecosystem, influencing the design and sound profile of Apple's AirPods and other audio products. While the Beats brand still exists under Apple, it's shifted toward a sleeker, more minimalist design ethos. 5. Kylie Jenner and Kylie Cosmetics The youngest of the Kardashian-Jenners turned her makeup and fashion tips into celebrity brands, starting with Kylie Cosmetics. Kylie Jenner launched her beauty makeup line in 2015 with the release of the Kylie Lip Kit, leveraging her massive social media following to drive sales. The brand quickly expanded its product catalogue and became a significant player in the beauty industry. In 2019, Coty Inc acquired a 51 per cent stake in Kylie Cosmetics for US$600 million, valuing the company at approximately US$1.2 billion. Jenner retained a 49 per cent stake and continued to be involved in product development and marketing. Kylie Cosmetics has expanded its global presence, with products available in various international markets and continued product innovation. 6. Ryan Reynolds and Aviation American Gin Aviation American Gin was founded in 2006 in Portland, Oregon, by distillers Christian Krogstad and Ryan Magarian. In 2018, actor Ryan Reynolds officially acquired a significant ownership stake in the brand, becoming its creative director. Reynolds aimed to bring a fresh perspective to the gin industry, focusing on quality and unique branding. Reynolds then utilised his celebrity status and marketing acumen to elevate Aviation Gin's profile. He produced a series of humorous and viral advertisements that resonated with a broad audience, effectively distinguishing the brand in a competitive market. Under his influence, Aviation Gin's sales increased significantly, with a reported 100 per cent growth in 2019. One year later, in August 2020, Diageo acquired Aviation American Gin as part of a deal valued up to US$610 million. The agreement included an initial payment of US$335 million, with an additional US$275 million contingent on the brand's performance over the next decade. Reynolds retained an ongoing ownership interest and continues to be involved in the brand's marketing efforts. Despite the shift in ownership, Reynolds remains the public face of the brand, contributing to its ongoing popularity and market presence. 7. Ryan Reynolds and Mint Mobile Ryan Reynolds sure knows how to flip celebrity brands into millions. In 2019, the Deadpool actor acquired an ownership stake in Mint Mobile, a budget-friendly wireless carrier. Similar to what he did with Aviation Gin, Reynolds infused the brand with his signature wit, creating viral advertisements. His authentic and engaging marketing approach helped Mint Mobile stand out in a crowded telecom market. In March 2023, T-Mobile announced its acquisition of Mint Mobile's parent company, Ka'ena Corporation, in a deal valued at up to US$1.35 billion. Reynolds, holding an estimated 25 per cent stake, reportedly earned around US$300 million from the sale. With his marketing agency Maximum Effort, he continues to play a creative role in the company's marketing efforts post-acquisition. 8. Kim Kardashian and KKW Beauty Kim Kardashian launched KKW Beauty in 2017, capitalising on her personal brand and social media influence. The brand offered a range of cosmetics, including contour kits that mirrored Kardashian's signature look. In 2020, Coty Inc acquired a 20 per cent stake in KKW Beauty for US$200 million, valuing the company at US$1 billion. However, Kardashian rebranded her beauty brand to skincare with SKKN by Kim by 2022. In March 2025, Kardashian's SKIMS company acquired 100 per cent of SKKN, edging Coty out.
Yahoo
29-05-2025
- Business
- Yahoo
Concerns About Consumer Demand and Potential Tariff Impacted The Honest Company (HNST)
Meridian Funds, managed by ArrowMark Partners, released its 'Meridian Contrarian Fund' first quarter 2025 investor letter. A copy of the letter can be downloaded here. U.S. equities saw their weakest quarterly performance since 2022, as uncertainty about potential tariff policies affected investor sentiment and risk assets. In this environment, the fund returned -7.59% (net) during the quarter, slightly behind the -7.50% returns of the Russell 2500 Index and underperforming the -5.83% returns of the secondary benchmark, the Russell 2500 Value Index. In addition, please check the fund's top five holdings to know its best picks in 2025. In its first-quarter 2025 investor letter, Meridian Contrarian Fund highlighted stocks such as The Honest Company, Inc. (NASDAQ:HNST). Headquartered in Los Angeles, California, The Honest Company, Inc. (NASDAQ:HNST) manufactures and sells diapers and wipes, skin and personal care, and household and wellness products. The one-month return of The Honest Company, Inc. (NASDAQ:HNST) was 4.12%, and its shares gained 84.88% of their value over the last 52 weeks. On May 28, 2025, The Honest Company, Inc. (NASDAQ:HNST) stock closed at $4.88 per share, with a market capitalization of $552.839 million. Meridian Contrarian Fund stated the following regarding The Honest Company, Inc. (NASDAQ:HNST) in its Q1 2025 investor letter: "The Honest Company, Inc. (NASDAQ:HNST) is a consumer products company specializing in natural baby-care consumables, cosmetics, soaps, and other household supplies. We initially invested in Honest as a contrarian investment opportunity, following post-pandemic supply chain disruptions, seeing value in the brand's authenticity and in its history of generating growth in the face of operational challenges. Despite reporting quarterly results above expectations, the stock declined due to concerns about consumer demand and potential tariff impacts. Honest manufacturers diapers in Mexico, which is USMCA compliant, and baby and cleaning wipes in China. Management has demonstrated agility in adapting supply chains, as witnessed when it re-sourced its diaper portfolio in 2024." A close up of different packs of diapers and wipes, demonstrating the company's main product range. The Honest Company, Inc. (NASDAQ:HNST) is not on our list of 30 Most Popular Stocks Among Hedge Funds. As per our database, 24 hedge fund portfolios held The Honest Company, Inc. (NASDAQ:HNST) at the end of the first quarter, which was 25 in the previous quarter. In Q1 2025, The Honest Company, Inc. (NASDAQ:HNST) reported $97 million in revenues, up 13% from Q1 2024. While we acknowledge the potential of The Honest Company, Inc. (NASDAQ:HNST) as an investment, our conviction lies in the belief that AI stocks hold greater promise for delivering higher returns, and doing so within a shorter timeframe. If you are looking for an AI stock that is as promising as NVIDIA but that trades at less than 5 times its earnings, check out our report about the undervalued AI stock set for massive gains. In another article, we covered The Honest Company, Inc. (NASDAQ:HNST) and shared the list of best cosmetics stocks to buy for 2025. In its Q4 2024 investor letter, Meridian Contrarian Fund highlighted its belief in The Honest Company, Inc.'s (NASDAQ:HNST) growth potential. In addition, please check out our hedge fund investor letters Q1 2025 page for more investor letters from hedge funds and other leading investors. READ NEXT: Michael Burry Is Selling These Stocks and A New Dawn Is Coming to US Stocks. Disclosure: None. This article is originally published at Insider Monkey.
Yahoo
27-05-2025
- Business
- Yahoo
e.l.f. Beauty (ELF) To Report Earnings Tomorrow: Here Is What To Expect
Cosmetics company e.l.f. Beauty (NYSE:ELF) will be reporting earnings tomorrow after market hours. Here's what to expect. e.l.f. Beauty beat analysts' revenue expectations by 7.8% last quarter, reporting revenues of $355.3 million, up 31.1% year on year. It was a slower quarter for the company, with a significant miss of analysts' EBITDA estimates and full-year revenue guidance missing analysts' expectations. Is e.l.f. Beauty a buy or sell going into earnings? Read our full analysis here, it's free. This quarter, analysts are expecting e.l.f. Beauty's revenue to grow 1.6% year on year to $326.3 million, slowing from the 71.4% increase it recorded in the same quarter last year. Adjusted earnings are expected to come in at $0.72 per share. Analysts covering the company have generally reconfirmed their estimates over the last 30 days, suggesting they anticipate the business to stay the course heading into earnings. e.l.f. Beauty has missed Wall Street's revenue estimates twice over the last two years. Looking at e.l.f. Beauty's peers in the personal care segment, some have already reported their Q1 results, giving us a hint as to what we can expect. The Honest Company delivered year-on-year revenue growth of 12.8%, beating analysts' expectations by 5.7%, and Estée Lauder reported a revenue decline of 9.9%, topping estimates by 1.2%. The Honest Company traded down 8.5% following the results while Estée Lauder's stock price was unchanged. Read our full analysis of The Honest Company's results here and Estée Lauder's results here. Investors in the personal care segment have had steady hands going into earnings, with share prices flat over the last month. e.l.f. Beauty is up 35.2% during the same time and is heading into earnings with an average analyst price target of $87.21 (compared to the current share price of $83.80). When a company has more cash than it knows what to do with, buying back its own shares can make a lot of sense–as long as the price is right. Luckily, we've found one, a low-priced stock that is gushing free cash flow AND buying back shares. Click here to claim your Special Free Report on a fallen angel growth story that is already recovering from a setback. Error in retrieving data Sign in to access your portfolio Error in retrieving data Error in retrieving data Error in retrieving data Error in retrieving data
Daily Mirror
23-05-2025
- Entertainment
- Daily Mirror
Jessica Alba kisses mystery man in London three months after marriage split
US actress Jessica Alba may be embracing a fresh start after her recent separation from Cash Warren, as she was seen sharing affectionate moments with a new man in London's Regent's Park Jessica Alba appears to be stepping into a new chapter following her recent split from longtime partner Cash Warren. The 43-year-old actress was seen getting close with an unidentified man during a relaxed walk through London's Regent's Park on Sunday, May 19. In new footage, the Fantastic Four star is seen pulling the mystery man in by the hands, smiling and clearly enjoying the moment. An observer told said that the pair seemed to be completely smitten with one another as they took a stroll through the famous park. 'They looked very intimate. They were hugging and holding hands as they walked through the park together. They rented out some deck chairs and they were sitting on them kissing. It looked very much like a new relationship," the source told The Sun. Mum-of-three Jessica officially filed for divorce from Warren back in February, bringing their 16-year marriage to an end. Since then, her love life has sparked speculation, particularly after she was spotted leaving the Vanity Fair Oscars after-party in March alongside comedian Alex Edelman. She enlisted the help of Kim Kardashian's divorce lawyer, Laura Wasser, while Cash sought assistance from attorney Adam Lipsic. The couple, who married in 2008 and share three children - Honor, 16, Haven, 13; and Hayes, 7 - are seeking joint physical and legal custody. Jessica announced their separation in January, expressing a commitment to mutual respect and prioritising their children's well-being. Despite the significant financial stakes, sources told TMZ that the divorce proceedings are "extremely amicable." The couple first met on the set of Fantastic Four i n 2004, where Jessica portrayed Sue Storm (the Invisible Woman) and Cash worked as a director's assistant. In a September 2010 interview with Cosmopolitan, Jessica recalled their first meeting, describing how they instantly connected. Back in January, sources close to the couple told TMZ that after a lengthy marriage, they had decided to part ways. Although no official reason has been provided for the split, signs of trouble surfaced when both Jessica and Cash were seen without their wedding rings. Aside from her acting career, Jessica co-founded The Honest Company with her business partner, Christopher Gavigan in January 2012. Initially, the company sold natural and non-toxic household goods, diapers, and body care products. In 2015, she expanded her business to include Honest Beauty, a line of non-toxic skin care and beauty products. By 2014, The Honest Company was valued at $1 billion. She stepped down from her role as chief creative officer for the company in April last year.
