Hailey Bieber's makeup brand, Rhode, dominated the conversation during ELF Beauty's 2026 second-quarter earnings call. The line, known for its lip tints and glazing face creams, was referenced 52 times throughout the call, nearly once per minute, according to an AlphaSense transcript analysis.
The earnings period marked ELF’s first since acquiring Rhode in August. The deal could reach a value of $1 billion if Rhode meets its performance targets. During the quarter, Rhode generated $110 million in net sales, surpassing the $103 million it recorded across the entire first half of the year.
This strong performance is largely attributed to Rhode’s September launch in Sephora’s North American stores, which became the retailer’s largest regional release ever.
“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 on the call.
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Summary: ELF Beauty's financial report reveals strong confidence in Hailey Bieber's Rhode brand, driven by record-breaking sales following its major Sephora debut.