2026 beauty M&A predictions with industry vet Kimber Maderazzo

2026 beauty M&A predictions with industry vet Kimber Maderazzo

After a few sleepy years, beauty M&A had a gangbuster 2025, including three deals worth more than a billion each, leading many insiders to speculate on whether the momentum can continue in 2026. “We were excited to see what we saw last year; M&A had become so dormant for a while, we were getting a little concerned,” said Kimber Maderazzo, professor of marketing at Pepperdine Graziadio Business School and former Proactiv and L’Oréal Group executive. “But I think we’ll see something different [this year].” In 2025, E.l.f. Beauty purchased Hailey Bieber’s Rhode for $1 billion in May. Then in June, men’s care brand Dr. Squatch was acquired by Unilever for $1.5 billion, and L’Oréal Group bought clinical skin-care brand Medik-8 for approximately $1.1 billion. “When you see big deals like that, it sends a message out to private equity that strategics are looking for big, big brands that will last over time,” Maderazzo said. “And when we look at the history [of beauty M&A], a lot of those brands [acquired in the past] didn’t.” In this week’s episode of The Glossy Beauty Podcast, host Lexy Lebsack sits down with Maderazzo to discuss the new acquisition rulebook, as she sees it, what strategics are looking for today and what we can expect in 2026. Lebsack also taps Maderazzo to share her “2026 in and out” prediction list and an insider glimpse into the trends and topics most important to the beauty-industry-focused graduate students she teaches today.

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Episoder(400)

Is makeup back? Celeb makeup artist Jamie Greenberg unpacks what’s next

Is makeup back? Celeb makeup artist Jamie Greenberg unpacks what’s next

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Why Midi Health is expanding into 'hormone-informed skin care' with Chief Medical Officer Dr. Kathleen Jordan, MD

Why Midi Health is expanding into 'hormone-informed skin care' with Chief Medical Officer Dr. Kathleen Jordan, MD

Midi Health is betting on topical skin care and body care as it diversifies its telehealth offerings to capture more women. “Women in midlife go through amazing changes with their hormones, … [and] o...

20 Aug 32min

The ‘ins and outs’ of branded events with Bilal Kaiser

The ‘ins and outs’ of branded events with Bilal Kaiser

Behind every great in-person beauty or wellness event is an invisible team of insiders that has engineered the gathering for maximum impact. Bilal Kaiser, the founder and principal of Agency Guacamo...

13 Aug 31min

How awards show beauty partnerships between artists, brands and celebs come together, with PRTNRS’ Marissa Alfe and Lauren FitzGerald

How awards show beauty partnerships between artists, brands and celebs come together, with PRTNRS’ Marissa Alfe and Lauren FitzGerald

Have you ever wondered how awards show beauty partnerships come together to create big, splashy red carpet moments that seem to reverberate across social media for weeks or months? Award season partn...

6 Aug 36min

How Ulta Beauty is reaching Gen Zalpha teen boys through first men’s masstige fragrance launch

How Ulta Beauty is reaching Gen Zalpha teen boys through first men’s masstige fragrance launch

Teen boys have become an increasingly important consumer demographic over the past few years thanks, primarily, to their insatiable appetite for fragrance. This includes the accumulation of "fragran...

30 Jul 31min

Tower 28 spent $200k on an interactive billboard. Was it worth it?

Tower 28 spent $200k on an interactive billboard. Was it worth it?

As competition in the beauty industry heats up, leaders are looking for new ways to stand out. “I've worked in beauty for 24 years now, and I don't think I've ever seen it more competitive than it i...

23 Jul 26min

Gregg Renfrew is courting Gen Z with Beecee, but do young people care about clean beauty?

Gregg Renfrew is courting Gen Z with Beecee, but do young people care about clean beauty?

The beauty industry disruptor that brought clean beauty into the mainstream is back with a shiny new brand concept. Gregg Renfrew, the entrepreneur behind Beautycounter and Counter, is launching her...

16 Jul 36min

What makes a successful pop-up? (RERUN)

What makes a successful pop-up? (RERUN)

To discuss what makes a successful retail pop-up, Glossy is joined by three powerhouse executives in today’s roundtable episode: Jacquelin Barrett, Patrick Ta Beauty svp of marketing; Matte Projects p...

9 Jul 47min

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