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NateF
Community Contributor
ODD Market Outlook
Consumer technology platform specializing in beauty and wellness products, leveraging artificial intelligence to offer personalized solutions through brands like Il Makiage and SpoiledChild. Operates in the beauty and personal care industry, focusing on direct-to-consumer (DTC) sales with a strong emphasis on technology and personalization.
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US$58.79
FV
8.7% overvalued
intrinsic discount
16.90%
Revenue growth p.a.
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5
users have followed this narrative
3 months ago
author updated this narrative
Kenvue
JU
julio
Community Contributor
J&J spinoff
Bulls With autonomy from its former parent, Kenvue can allocate resources to best fit its needs and grow the business. Macro drivers like an aging population and premiumization of health care will act as tailwinds for all of Kenvue ’ s brands.
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US$25.09
FV
4.5% undervalued
intrinsic discount
8.70%
Revenue growth p.a.
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1
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4
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6 months ago
author updated this narrative
e.l.f. Beauty
WA
WallStreetWontons
Community Contributor
ELF: Popular beauty brand among younger demographics has great growth and profitability
Catalysts e.l.f. Beauty has experienced tremendous growth in recent years, and several key catalysts have contributed to this success. Here are some of the most significant factors driving the company's expansion: Strong Brand Positioning and Product Innovation: e.l.f. Beauty has established itself as a leading brand in the masstige beauty category, offering high-quality products at affordable prices.
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US$251.03
FV
75.2% undervalued
intrinsic discount
16.16%
Revenue growth p.a.
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1
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0
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10
users have followed this narrative
10 months ago
author updated this narrative
Honest Company
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Enhanced Product Availability And Digital Distribution Will Drive Success
Key Takeaways Strategic shifts towards digital distribution and efficient operations aim to enhance net margins and profitability. Innovations and expanded distribution in baby care segments are poised to boost revenue and gross margins.
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US$7.42
FV
34.9% undervalued
intrinsic discount
5.06%
Revenue growth p.a.
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0
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0
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15
users have followed this narrative
1 day ago
author updated this narrative
Flora Growth
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
US Cannabis And European Beverage Markets Will Create Opportunities
Key Takeaways Regulatory changes and strategic U.S. expansion could significantly enhance Flora's presence and revenue growth in the cannabis industry. Expansion into the infused beverage market and European operations are expected to drive revenue growth and improve profit margins through innovation and strategic partnerships.
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US$4.00
FV
85.0% undervalued
intrinsic discount
4.05%
Revenue growth p.a.
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0
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0
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4
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1 day ago
author updated this narrative
Beauty Health
AN
AnalystConsensusTarget
Consensus Narrative from 6 Analysts
Sales Execution And Hydralock Booster Launch Will Strengthen Future Prospects
Key Takeaways Operational improvements and strategic market positioning are set to enhance profitability and boost revenue growth. Expanding product offerings and refining sales strategies may drive demand and strengthen market competitiveness.
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US$1.58
FV
34.6% undervalued
intrinsic discount
2.71%
Revenue growth p.a.
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0
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2
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1 day ago
author updated this narrative
Yatsen Holding
AN
AnalystConsensusTarget
Consensus Narrative from 3 Analysts
Skincare Focus And Color Cosmetics Will Drive Future Success
Key Takeaways Focus on balancing skincare and cosmetic segments to support growth and sustain market presence through innovative offerings. Investment in R&D and operational efficiency is likely to enhance profitability and long-term market competitiveness.
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US$4.65
FV
10.8% undervalued
intrinsic discount
8.23%
Revenue growth p.a.
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0
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2
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1 day ago
author updated this narrative
Waldencast
AN
AnalystConsensusTarget
Consensus Narrative from 5 Analysts
Expansion Into Ulta Beauty Stores Will Boost Future Success
Key Takeaways Strong growth in Milk Makeup and Obagi Medical, with store expansion and innovation driving increased future revenue and market share. Operational efficiencies and improved cash flow enhance financial flexibility, allowing for further sales and marketing investments, boosting top-line growth.
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US$4.88
FV
43.2% undervalued
intrinsic discount
14.61%
Revenue growth p.a.
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0
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0
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1 day ago
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LifeVantage
AN
AnalystConsensusTarget
Consensus Narrative from 2 Analysts
Global Expansion Will Continue With MindBody GLP-1 System And New Leadership
Key Takeaways Expansion of the MindBody system and enhancements to the Evolve plan are expected to drive significant revenue and profit growth. Recruitment of new leadership aims to improve operational efficiencies and boost margins through technology and digital enhancements.
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US$32.50
FV
64.0% undervalued
intrinsic discount
12.64%
Revenue growth p.a.
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0
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6
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1 day ago
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