PETITION

PETITION

Busted Beauty: Giants Show Some Slow Down

Nov 13, 2017
∙ Paid

Revlon, Ulta Beauty and Sephora All Show Declines

Ruh roh. Blaming (i) a migration of consumers to specialty beauty retailers, (ii) ecomm, (iii) store closures, (iv) inventory reductions among mass retail partners, and (v) inventory rebalancing, Revlon Inc. ($REV) reported dogsh*t numbers this past week with EBITDA numbers posting nearly 49% below analys…

Keep reading with a 7-day free trial

Subscribe to PETITION to keep reading this post and get 7 days of free access to the full post archives.

Already a paid subscriber? Sign in
© 2026 Petition LLC · Publisher Privacy ∙ Publisher Terms
Substack · Privacy ∙ Terms ∙ Collection notice
Start your SubstackGet the app
Substack is the home for great culture