e.l.f. Beauty’s Billion-Dollar Glow-Up: CFO Mandy Fields on rhode, Tariffs & Global Expansion
Description
On this episode of After Earnings, Ann Berry sits down with Mandy Fields, Chief Financial Officer of e.l.f. Beauty to unpack how the company balances celebrity-led brands, marketing spend and the business realities of tariffs, pricing and growth.
00:00 – Mandy Fields Joins
00:48 – How Marketing Spend Is Driving e.l.f. Beauty’s Growth
02:00 – Working With Celebrity Founders: Hailey Bieber and Alicia Keys
04:00 – Building a Platform for Female-Led Beauty Brands
06:15 – Where e.l.f. Beauty Sees the Strongest Marketing Returns
07:30 – Inside e.l.f. Beauty’s Three-Pillar Growth Strategy
09:20 – Skincare Expansion: rhode, Naturium and e.l.f. Skin
11:00 – Targeting Different Consumers Across the Portfolio
13:00 – How e.l.f. Beauty Approaches Global Expansion
15:10 – rhode’s Retail Debut at Sephora
17:00 – What’s Behind the $1 Billion rhode Deal
19:00 – Managing the Risks of Celebrity Brands
21:00 – Tariffs, China Exposure and Supply Chain Shifts
23:00 – How Shoppers Responded to the $1 Price Increase
24:15 – Investing in Growth: Cash, Technology and M&A
25:45 – Why e.l.f. Beauty Withheld Full-Year Guidance
28:00 – The Future of Beauty Retail Partnerships
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