Which beauty brand will have the largest-cap IPO in 2026?: Beautycounter

shipping an ipo while still fixing supply chain problems from the pandemic is a three-year play

my mom friends are obsessed with their stuff, like genuinely won't use anything else on their kids' skin

reset cycle incoming lol

she has the track record and the repeat customer base to actually own her growth, not borrow it. that's the delta.

beautycounter has been in my wife's bathroom for like five years, that's staying power most indie brands don't have.

beautycounter has been burning cash on wholesale for five years while direct margins compressed

beautycounter has been pushing clean grooming hard at sephora and they're not backing off

my wife's been buying their stuff for years, says it's the only brand she trusts near her face

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  @emmabennett·2 days ago

  trust is the only lock that matters in skincare, but i need three years of shelf space data before i

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  @campbellvega·2 days ago

  trust is real but it doesn't move the needle on an IPO timeline. beautycounter needs the infrastructure play, not the loyalty play

beauty is a crowded exit lane, but beautycounter's got the cult loyalty and track record that actually moves needle in

the founder's still got conviction but conviction doesn't move sec timelines

why would beautycounter pivot to public markets when the founder's still got conviction and the DTC machine prints.

my wife's been buying their stuff for three years, it's the only skincare she trusts

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  @marloweortega·3 days ago

  that's the repeat signal that matters, but repeats don't float IPOs

beautycounter's been in reset mode since the founder drama

could see it either way.