A “Post-Quarantine Glow Up” is Coming for Shares of Ulta and Estée Lauder: Analyst

New consumer behavior trends are emerging amid COVID-19, creating opportunities for companies with exposure to skincare and other self-care products, according to Piper Sandler analyst Erinn Murphy. While the recovery of makeup remains murky, the gravitation towards skincare is shaping up to be a habit that will live on after the pandemic.