Retail’s Beauty Mark with Ulta & the Media-Scape with AMC 6/8/22
As most retailers struggle with a difficult quarter, cosmetics might be a bright spot. Alongside Elf Cosmetics, Ulta Beauty reported upbeat first quarter results despite rising inflation; Ulta CEO David Kimbell discusses the company’s year over year revenue growth and the relative strengths of beauty consumers and social media beauty influencers alike. As streaming stocks like Netflix have struggled, AMC CEO Matt Blank suggests the answer to media’s momentary woes might be linear. Plus, a high profile team is making a play for the Denver Broncos, and the FDA is giving Novavax a big vote of confidence. In this episode: David Kimbell, @UltaBeauty Matt Blank, @AMC_Networks Joe Kernen, @JoeSquawk Andrew Ross Sorkin, @andrewrsorkin Becky Quick, @BeckyQuick Cameron Costa, @CameronCostaNY
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Show Notes
As most retailers struggle with a difficult quarter, cosmetics might be a bright spot. Alongside Elf Cosmetics, Ulta Beauty reported upbeat first quarter results despite rising inflation; Ulta CEO David Kimbell discusses the company’s year over year revenue growth and the relative strengths of beauty consumers and social media beauty influencers alike. As streaming stocks like Netflix have struggled, AMC CEO Matt Blank suggests the answer to media’s momentary woes might be linear. Plus, a high profile team is making a play for the Denver Broncos, and the FDA is giving Novavax a big vote of confidence.
In this episode:
David Kimbell, @UltaBeauty
Matt Blank, @AMC_Networks
Joe Kernen, @JoeSquawk
Andrew Ross Sorkin, @andrewrsorkin
Becky Quick, @BeckyQuick
Cameron Costa, @CameronCostaNY
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