Episodes

  • Why these beauty companies struggled in 2025
    Dec 30 2025

    elf, Pat McGrath, Anastasia, and others struggled in 2025. In this video, The Devil Wears Data explores what happened, why it happened, and whether these companies are doomed long term or if they'll make a comeback.


    Support me on Patreon: https://www.patreon.com/c/TheDevilWearsData


    Tags: #beauty #business #makeup #elfbeauty #elfcosmetics #anastasiabeverlyhills #patmcgrathlabs #drunkelephant #shiseido #loreal #finance #economics

    Show More Show Less
    13 mins
  • How Rhode's $1 billion acquisition is going
    Nov 23 2025

    Patreon: https://www.patreon.com/c/TheDevilWearsData

    YouTube: www.youtube.com/@thedevilwearsdata


    You probably already know this by now, but earlier this year, elf acquired Hailey Bieber's Rhode for the price tag of $1 billion. At the time, a question I had was whether this would be successful long term, or whether it would flop like other celebrity beauty brands have in the past (like Kylie Cosmetics). In fact, I made a whole video exploring that question alone.

    A couple of weeks ago, we finally got some answers when elf's filing with the US SEC made clear what was happening behind the scenes with Rhode. I went through the document, and broke down some of the data in this video. This video is data heavy, but filled with a lot of useful info about how beauty companies operate behind the scenes.

    Tags: #beauty #rhode #elf #business #finance #economics #makeup

    Show More Show Less
    8 mins
  • Influencers are losing their battle against AI, data shows
    Nov 8 2025

    The fashion and beauty industries rely heavily on influencers for sales and marketing. But there are cracks to the foundation that have held up influencer power for the past 2 decades. In this episode, I explore the current state of influencing, the biggest threats to come, and what this will mean for the future. And of course, like in every The Devil Wears Data video, I do it all with data :)Patreon: https://www.patreon.com/c/TheDevilWearsDataTags: #businessofbeauty #business #finance #fashion #bloomberg #fashionbusiness #influencer #influencermarketing #shopping #contentcreation #content

    Show More Show Less
    25 mins
  • The rise and potential fall of Aritzia
    Oct 23 2025

    Aritzia has had a really great year, and I wanted to know why. So I dug into company data, listened to some calls, spoke to some friends who love the store, and here's what I gathered. Would love to hear what you think in the comments.You can support the work I do by joining my Patreon, where I do early uploads and provide further insights: https://www.patreon.com/c/TheDevilWearsData

    I post on LinkedIn too: https://www.linkedin.com/company/thedevilwearsdata/


    On Instagram I'm @thedevilwearsdata


    Listen on Spotify, Amazon, or wherever else you get your podcasts! Thanks so much for watching :)

    Show More Show Less
    22 mins
  • Will Rhode eventually flop like Kylie Cosmetics did?
    Jun 30 2025

    Rhode was acquired by elf, at a deal worth $1 billion. That's a pretty number. But what are the chances that this company continues to see success?

    After all, Kylie Cosmetics was acquired at a deal valuing the company at $1.3 billion, and look where it is now. It's struggling. And the company that acquired Kylie Cosmetics has seen its stock price decline significantly since 2019.

    In this episode of The Devil Wears Data, I compare and contrast these two companies. I talk to an expert in beauty investing, and dig into some interesting data around beauty M&A deals to figure out the possible eventual fate of Rhode.


    Find more perks, interview insights, and data on my Patreon!https://www.patreon.com/c/TheDevilWearsData

    I have a free newsletter where I update you on videos I've uploaded:

    https://thedevilwearsdatanews.beehiiv.com/subscribe

    LinkedIn where I update followers on new videos:https://www.linkedin.com/company/thedevilwearsdata

    Instagram:

    instagram.com/thedevilwearsdata

    Tags: #businessofbeauty #rhodeskin #rhode #haileybieber #kyliejenner #kyliecosmetics #elfcosmetics #elfbeauty #coty #acquisition #finance #business #mergersandacquisitions

    Show More Show Less
    17 mins
  • Hoka was doing so well. What happened?
    Jun 7 2025

    Hoka's sales growth is slowing, meanwhile another competitor is going in another direction. Some analysts think the shoe will make a comeback, and others think that Hoka's fall will be Nike's gain. Could it be true? In this video, I analyze the numbers around Hoka and what might happen to the shoe brand next. Watch related videos!Lululemon: • Why lululemon is struggling to stay relevant Abercrombie versus Victoria's Secret: • Why inclusivity helped Abercrombie but not... Other places you can find The DWD:Instagram (I will post here eventually): / thedevilwearsdata I posted on LinkedIn sometimes: / thedevilwearsdata I have an email list that alerts you of new videos! https://thedevilwearsdatanews.beehiiv...Thanks to all 29,981 subscribers for supporting!

    Show More Show Less
    16 mins
  • Why Gucci lost its customers
    Jun 2 2025

    Gucci, owned by Kering, had its sales fall for over a year, continuing an ongoing downtrend. The company's having a rough time right now. But other fashion houses aren't struggling. So why this brand? Why now? And who or what is to blame? In this video I explore these questions using data and analysis.If you're new here, welcome! The Devil Wears Data is your seat inside fashion and beauty's boardrooms. This community is for anyone who is curious about why and how things are sold to you, and for anyone who wants to make smarter decisions about how they spend their money on fashion and beauty. I have a newsletter so you can stay in touch outside of the YouTube world: https://thedevilwearsdatanews.beehiiv.com/subscribeInstagram (which I'm not posting on yet!) https://www.instagram.com/thedevilwearsdata/LinkedIn: https://www.linkedin.com/company/thedevilwearsdata/

    Show More Show Less
    11 mins
  • Drunk Elephant's fall and comeback plan, analyzed with data
    May 30 2025

    Drunk Elephant had a rough 2024, but it has a plan in place to turn things around this year! I went through that plan, and in this video I break it down step by step for you, and we analyze it together as we go. I don't yet have a Patreon, but you can find me on these other platforms in the meantime:The DWD newsletter where I alert you of new videos: https://thedevilwearsdatanews.beehiiv...LinkedIn is fun sometimes: / thedevilwearsdata I'm not posting on Instagram yet, but feel free to find me there: @thedevilwearsdata

    Show More Show Less
    14 mins