Morphe Parent Company Forma Brands Said Mulling Options, Including Chapter 11

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Forma Brands, the parent company of Morphe, Lipstick Queen and Jaclyn Hill’s Jaclyn Cosmetics, is considering filing for Chapter 11 bankruptcy, sources confirmed.

Majority owner, private equity firm General Atlantic, declined to comment. The news was first reported by Reorg Research., which was at the time a popular brand run by brother and sister Chris and Linda Tawil that grew in large part due to partnerships with influencers. The deal valued the company at $2.2 billion.

The Tawils had already taken Morphe from being a trade-show makeup brush brand into a full-fledged operation by aligning themselves with the early makeup influencers such as Jeffree Star and James Charles. When General Atlantic became involved, the business was at a high and profitable — at the time of its investment, Morphe was said to be doing about $500 million in net sales, with about $130 million in earnings before interest, taxes, depreciation and amortization.

But then several factors occurred that weighed on Morphe’s performance. First, COVID-19 struck, leading \color cosmetics sales to decline industry wide. Then Morphe cut ties with Star and Charles amid allegations of inappropriate behavior. Plus, supply chain issues plagued the business. Forma, the parent company, was formed in 2020 as part of the business’ diversification efforts. The business also launched a sub brand, Morphe 2, and made several acquisitions, including Lipstick Queen and Playa, and incubated brands, including Bad Habit. In March, former Too Faced executive Eric Hohl joined Forma as chief executive officer, taking over from Myles McCormick, who led the business through its growth era.

 

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