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🪥Business Overview Founded in 1837, Procter & Gamble (P&G) is a global leader in household and personal care products. With a portfolio of trusted brands spanning personal care, cleaning, and healthcare, P&G is known for its brand strength, pricing power, and operational efficiency.

Price: $129.48 Willing To Pay: $120 I like ELF a lot, I do not think it is a stock I would currently buy right now; but that is just because I believe the price it is at right now I could not create as large returns by buying into it right now as I could in some other places. However it is a stock I will be holding for the foreseeable future.

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.

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.

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.

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.

Key Takeaways Skincare brand growth, product innovation, and premiumization efforts are driving sustained revenue momentum, margin expansion, and overall profitability improvement. Increasing digital and omni-channel capabilities, along with cash reserves, support market share gains, efficient scaling, and long-term category leadership.

Key Takeaways Macroeconomic pressures, regulatory complexities, and operational disruptions may limit revenue growth, margin improvement, and pace of international expansion despite favorable market trends. Strong brand innovation and digital strategies boost engagement, but rising competition, investment needs, and evolving retail dynamics expose Waldencast to ongoing volatility and margin pressure.

Key Takeaways Capitalizing on clean-label trends and omnichannel capabilities positions the company to benefit from rising consumer demand and e-commerce adoption. Expanding distribution, innovating in adjacent categories, and operational improvements support future growth, margin resilience, and business diversification.