Jon Quast

Those who use cosmetics, they wind up trying it because it's cheaper, and then if they like it, they wind up switching.

Even though it's the low-cost leader, the profits are still pretty good here.

Now, profits are down a little bit right now, but we're going to talk about that.

The stock has some catalysts.

First, it just did some price increases back in October.

It's still pricing its products below competitors, but it's getting in about a 10% increase.

That's going to be nice.

Second, its profits have been hampered by tariffs.

Look, that game changes every 10 seconds.

But I think that the future is going to be better than the current reality over the long term.

So I think those are a couple of tailwinds.

It's still a small player, expects 18% to 20% growth this year.

Only trades at about four times sales.

I find that reasonable.

I'm not a user, but the ladies in my house love it.

I think that is very interesting.

The timing of two press releases right there together is a little bit suspect, but I don't think we need to be overly cynical here, Tyler.

On one hand, you have the Electron rocket from Rocket Lab.

That's been going just fine for a while now.

Rocket Lab is trying to get its larger Neutron rocket up and off the ground.