Hailey Bieber's makeup brand, Rhode, received significant attention during ELF Beauty's 2026 second-quarter earnings call. The brand was mentioned 52 times throughout the discussion, showing its importance to ELF.
The earnings call was the first after ELF acquired Rhode in August, in a deal potentially valued at $1 billion if performance targets are met. Rhode contributed $110 million in net sales for the quarter, surpassing its $103 million total from the first half of the year.
Rhode's September debut in Sephora's North American stores marked the largest launch in Sephora's history in that region, boosting its sales significantly.
"I've been in the consumer space 34 years and continue to be blown away by what Hailey and her team are building," said ELF Beauty CEO Tarang Amin during the call.
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Summary: ELF Beauty is highly invested in Hailey Bieber's Rhode brand, which has rapidly grown through a major Sephora launch and a strategic acquisition, reflecting strong market confidence.