Brew Markets
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Morning Brew
Inside PepsiCo’s Super Bowl Playbook & ELF’s Billion Dollar Beauty Bet
32 minutes Posted Feb 5, 2026 at 9:44 pm.
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E.L.F. BEAUTY + RHODE UPDATE
PepsiCo CMO Mark Kirkham Joins
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Show notes
Episode 118: Today, Ann digs into e.l.f. Beauty’s earnings to gauge the impact of Hailey Bieber’s Rhode, a year after e.l.f. bought the celebrity brand for a billion dollars in the thick of tariff turmoil.  Then, Ann is joined by PepsiCo CMO Mark Kirkham for a sneak peak inside the company’s advertising playbook going into Super Bowl weekend (hint: it features a polar bear).  Finally, we look at today’s market movers, including the public debut of Bob’s Discount Furniture… ticker: BOBS.
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