
Absolute Return Podcast
#216: Beauty Industry Investing with Waldencast CEO Michel Brousset
May 24, 2022
29:52
On today’s show we chat about beauty industry investing with Waldencast CEO Michel Brousset. Waldencast is building a global best-in-class beauty and wellness operating platform by creating, nurturing, and scaling conscious, purpose-driven brands.
On the show, Michel discusses:
-Key investment characteristics of the beauty industry including its recession-resistant nature
-Their thesis behind the acquisitions of Milk Makeup and Obagi
-The importance of ESG considerations for beauty brand consumers
-How social media and eCommerce transformed the industry
-And more
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