Welcome to Industry Focus, the podcast that dives into a different sector of the stock market every day.

It's Tuesday, April 17th, and I'm your host, Vincent Shen.

First thing for today, I want to thank everyone who wrote in regarding our show last week and our coverage of Estay Louder.

Lots of great feedback and inspiration too for this episode.

So before we get into that though, let me welcome my guest for today calling into the full

HQ studio via Skype is senior Motley full contributor Acet Sharma great to have you back again

Thanks Vince and hey listeners I going to use a word to describe how I'm feeling today, which I rarely use.

I'm feeling fabulous.

Since I really feel that way, I think I can say that without too much embarrassment.

Yeah, well that is going to be following our theme in terms of the stocks and the companies we're going to talk about today.

So in case you missed our discussion last Tuesday, we dedicated

the episode to Estay Lowder. So that company came on to our radar as a result of being

one of the best performing stocks in the consumer retail space in the past year.

It was up almost 80%. And not only that, but this is a more than 50 billion dollar company,

so it's even rare to see a large cap name enjoy such an incredible run in just one year.

So that is a really interesting business and if you miss the show definitely go back and check it out.

But as a follow-up to that episode we have a related listener question and that brings us back to the

skin care and cosmetics industry.

So it's been a while since we've actually turned to the mailbag during our show.

So here is the question we received from listener Joseph.

He said, we hold Ulta and have watched its stock go on sale over these months, unfortunately.

It was interesting that Esta Lauter had enlisted them as a competitor.

...