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Retail Direct-to-Consumer Beauty Brands sector

Strategic acquirers, private equity (buyout funds and growth funds) firms, and valuation benchmarks for Retail Direct-to-Consumer Beauty Brands

1.1 - About Retail Direct-to-Consumer Beauty Brands sector

Companies in the Retail Direct-to-Consumer Beauty Brands category are internet-native cosmetics and skincare businesses that design, manufacture, and sell beauty products primarily through their own ecommerce channels. They combine content, social commerce, and data-driven merchandising to launch formulations quickly, control brand storytelling, and build loyal communities, while leveraging marketplaces and selective retail partnerships to scale reach and optimize unit economics.

Typical capabilities include end-to-end product development and contract manufacturing, high-conversion ecommerce storefronts with subscription and auto-replenishment, mobile apps, AR-powered virtual try-on and shade matching, AI skin analysis to personalize routines, first‑party CRM and loyalty programs, influencer and affiliate management, 3PL-integrated fulfillment with fast shipping and easy returns, and omnichannel distribution spanning marketplaces, pop-up retail, and international expansion supported by compliant packaging and ingredient transparency.

These brands primarily serve digitally savvy beauty consumers, subscription members, and retail partners seeking differentiated assortments. Customers realize streamlined product discovery, personalized regimens with better shade and skin compatibility, reliable fast delivery, and transparent “clean” formulations. Channel partners gain incremental traffic and basket growth, premium-margin differentiation, and measurable sell-through driven by social proof and repeat purchase, making these strategic buyers attractive in omnichannel beauty.

2. Buyers in the Retail Direct-to-Consumer Beauty Brands sector

2.1 Top strategic acquirers of Retail Direct-to-Consumer Beauty Brands companies

Madison Reed Logo

Madison Reed

HQ: United States Website
  • Description: Provider of omnichannel at-home and in-salon hair color products and services, supplying subscription e-commerce kits and operating Hair Color Bars where licensed cosmetologists deliver permanent color, root touch-ups, glosses, highlights and other treatments for women and men.
  • Key Products:
  • Radiant Hair Color Kit: DIY permanent hair color package ordered online or via subscription, supplying salon-grade dye, tools and instructions for convenient, healthy at-home application
  • Hair Color Bar Services: In-store sessions where licensed cosmetologists provide permanent color, root touch-ups, glosses and highlights using Madison Reed formulations for personalized professional results
  • Men’s Hair Color Line: 2020-launched range tailored for men, offering easy application color products formulated with healthier ingredients to discreetly cover grays and refresh hair tone at home
  • Omnichannel Ordering & Subscription Platform: Website and pickup system enabling customers to purchase, schedule deliveries or subscribe to color kits, ensuring steady supply and flexible fulfillment options.
  • Company type: Private company
  • Employees: ●●●●●
  • Total funding raised: $●●●m
  • Backers: ●●●●●●●●●●
  • Acquisitions: ●●
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2.2 - Strategic buyer groups for Retail Direct-to-Consumer Beauty Brands sector

Description: Companies in this space are digitally native, internet-first skincare brands that develop and sell proprietary formulas directly to consumers through ecommerce and mobile channels. They pair data-driven skin diagnostics with personalized regimens, subscription fulfillment, and teledermatology support to deliver convenience and measurable results. Beauty Tech D2C Skincare Brands differentiate via transparent ingredients, clinical validation, and responsive customer care, driving trust and repeat purchases.
Kopari Beauty

Kopari Beauty

Website HQ: United States
  • Type: N/A
  • Employees: ●●●●●
  • Description: Provider of body, skin and hair care products, offering 24k gold-infused hydrating body oil, sheer mineral SPF 50 sunscreen for all skin tones, clinically proven retinol body cream to renew and firm, and quick-dry self-tanning solutions for a natural bronze glow.
  • Key Products:
  • Clean Vegan Skincare Products: High-performance formulations powered by proven actives and natural ingredients deliver clinically backed glow, nourishment and protection for facial skin
  • Clean Vegan Body Care Offerings: Cruelty-free, nutrient-rich products moisturize and protect the body, providing head-to-toe nourishment with nature-derived ingredients
  • Sun Care Range: Vegan, cruelty-free sun care products shield skin from UV damage while maintaining hydration and radiant appearance using naturally sourced components
  • Direct-to-Consumer Ecommerce Platform: Kopari sells prestige clean skincare and body care directly via its website, offering convenient online purchase and delivery to consumers.
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Key Products: ████████, ████████, ████████, ████████
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Key Products: ████████, ████████, ████████, ████████
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3. Investors and private equity firms in Retail Direct-to-Consumer Beauty Brands sector

3.1 - Buyout funds in the Retail Direct-to-Consumer Beauty Brands sector

Buyout Funds investing in Retail Direct-to-Consumer Beauty Brands companies

51+ funds
Description: Buyout funds focused on Retail Direct-to-Consumer Beauty Brands companies globally.

Verdane

Website HQ: Norway
  • Type: Buyout
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: Technology companies in Retail Direct-to-Consumer Beauty Brands
  • Relevant M&A transactions / similar portfolio companies:
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2.2 - Strategic buyer groups for Retail Direct-to-Consumer Beauty Brands sector

Growth Equity Funds in Retail Direct-to-Consumer Beauty Brands companies

41+ funds
Description: Growth equity funds focused on Retail Direct-to-Consumer Beauty Brands companies globally.

TCV

Website HQ: United States
  • Type: Growth
  • Fund Size: $●●●m
  • Investment Range: $●●-●●●m
  • Focus: High-growth companies in Retail Direct-to-Consumer Beauty Brands
  • Relevant investments / similar portfolio companies:
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4 - Top valuation comps for Retail Direct-to-Consumer Beauty Brands companies

4.2 - Public trading comparable groups for Retail Direct-to-Consumer Beauty Brands sector

Valuation benchmark group 1: Inventory-Led Specialty Online Retailers

3 companies View group →
Description: Companies in this group are inventory-led, vertical e-commerce retailers selling category-focused assortments across beauty, personal care, fashion apparel, health, and baby products. They monetize primarily through direct product sales, private-label lines, and selective marketplace take rates. Grouping them as public trading comparables provides consistent valuation benchmarks given shared D2C models, merchandising economics, fulfillment intensity, and customer cohorts typical of specialty online retail.
Brainbees Solutions logo

Brainbees Solutions

  • Enterprise value: $●●●m
  • Market Cap: $●●●m
  • EV/Revenue: ●.●x
  • EV/EBITDA: ●●.●x
  • Description: Provider of online and offline retail solutions for baby, kids, and maternity products, specializing in a broad range of items including diapering, toys, clothes, footwear, strollers, and school supplies, offering high-quality brands and a comprehensive shopping experience.
  • Key Products:
  • Baby Clothes: Wide range of clothing for infants and toddlers
  • Toys & Gaming: Educational and recreational toys for children
  • Diapering: Various diapering options for babies
  • School Supplies: Essential school products including bags and stationery
  • Moms & Maternity: Maternity wear and products for mothers
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Revenue growth
Median
15.7%
2025E
16.0%
2026E
EBITDA margin
Median
28.2%
2025E
28.6%
2026E
Cash EBITDA margin
Median
27.6%
2025E
28.0%
2026E
EV/Revenue
Median
8.4x
2025E
6.8x
2026E
EV/EBITDA
Median
28.9x
2025E
24.4x
2026E
EV/Cash EBITDA
Median
29.0x
2025E
25.5x
2026E
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4.3 - M&A Transactions in the Retail Direct-to-Consumer Beauty Brands sector

Selected M&A transactions

Date Target Description Buyer(s) Relevance EV EV/Revenue EV/EBITDA
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Frequently Asked Questions

Buyers & Acquirers in Retail Direct-to-Consumer Beauty Brands sector

Who are the top strategic acquirers of Retail Direct-to-Consumer Beauty Brands companies?

Top strategic buyers in this sector include Madison Reed, a provider of omnichannel at-home and in-salon hair color products and services, supplying subscription e-commerce kits and operating hair color bars where licensed cosmetologists deliver permanent color, root touch-ups, glosses, highlights and other treatments for women and men. .

Which buyer groups are most relevant for Retail Direct-to-Consumer Beauty Brands companies?

Relevant strategic buyer groups similar to the Retail Direct-to-Consumer Beauty Brands sector include Internet First Skin Care Brands because they share similar customer segments and product capabilities.

Financial Investors in Retail Direct-to-Consumer Beauty Brands sector

Which are the top PE firms investing in Retail Direct-to-Consumer Beauty Brands companies?

Potential investors in the broader Retail Direct-to-Consumer Beauty Brands space include TCV and Verdane.

Who are the top buyout funds acquiring Retail Direct-to-Consumer Beauty Brands companies?

Active PE funds and buyout funds acquiring companies in the Retail Direct-to-Consumer Beauty Brands space include Verdane.

Who are the top growth equity funds investing in Retail Direct-to-Consumer Beauty Brands companies?

Growth funds investing in the broader Retail Direct-to-Consumer Beauty Brands sector include TCV.

Valuation of Companies in Retail Direct-to-Consumer Beauty Brands sector

Which are the key public companies that are relevant trading comps for Retail Direct-to-Consumer Beauty Brands companies?

Key trading comparable groups include Brainbees Solutions, a provider of online and offline retail solutions for baby, kids, and maternity products, specializing in a broad range of items including diapering, toys, clothes, footwear, strollers, and school supplies, offering high-quality brands and a comprehensive shopping experience..

Which are the key trading comparable groups for Retail Direct-to-Consumer Beauty Brands companies?

Similar trading comparable companies include Inventory-Led Specialty Online Retailers. Our platform tracks detailed trading comparable groups in the Retail Direct-to-Consumer Beauty Brands sector with complete valuation multiples, growth metrics, and profitability data. Access the full database to benchmark your company against relevant public comparables.

What are recent M&A transactions in the Retail Direct-to-Consumer Beauty Brands sector?

Our platform tracks M&A transactions in the Retail Direct-to-Consumer Beauty Brands sector with complete deal terms, valuation multiples, and strategic rationale. Access the full database to benchmark pricing and identify active acquirers.

What are recent capital raises and funding rounds in Retail Direct-to-Consumer Beauty Brands?

Access recent funding rounds in the Retail Direct-to-Consumer Beauty Brands sector including growth equity, venture capital, and buyout investments. Our database includes round size, lead investors, valuations, and use of proceeds.

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