Haymaker

Haymaker

Friday POW!

Pick of the Week

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Haymaker
May 22, 2026
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"Beauty, to me, is about being comfortable in your own skin. That, or a kick-ass red lipstick."

-Gwyneth Paltrow


Key Points

  • A turnaround to growth story in an 80-year legacy brand

  • Improving margins, cash flows inflecting, and recovery on the way

  • A depressed valuation that can lead to a large re-rating of the multiple in the next 12-24 months

So, what’s this week’s Pick…?


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