Our revenue is growing, plus it’s nice to know that beauty has long held its ground, even when other consumer categories soften.
When markets become unpredictable, investors start looking for ways to diversify.
For investors seeking high-yield monthly income, those answers can be even harder to find.
And there’s no denying that current market trends leave real questions unanswered about where the broader economy is heading next.
What many are turning to are alternative investments with a solid footing—ideally, something built to provide monthly income, not just something they hope goes up over time and that they might sell higher later.
Our offering is structured around real brands with real revenue, not how the stock and bond markets are performing.
The category backs this up. In Q1 2026, U.S. beauty kept growing on both sides of the market—prestige sales up 6% and mass up 7% year over year—even as parts of retail slowed. More broadly, beauty, fragrance, and personal care tend to hold when other categories wobble. That steady demand is exactly what we built our distributions on.
Our Monthly Royalty Distributions
Each investment in Fundamental Brands is scheduled to receive monthly distributions based on the top-line revenue our portfolio of brands generates. Not their profits, and not a future liquidity event. Distributions target an annualized minimum return of 8%, and we had to cap them so that, as our revenue grows, we are not giving away the store, so to speak. Monthly returns are capped at 20% annualized, calculated on the amount invested.*
Bottom line: this is an income-focused investment designed to make monthly distributions, with returns linked to the sales performance of our brands rather than the ups and downs of the stock or bond markets.
While we can’t control the markets, we offer a way to diversify our investors’ portfolios into brands built to perform.
Please take a closer look at the offering and see if it fits your portfolio.
Investors of record by June 30th, 2026, will receive their first distribution of August. Learn more about investing using a self-directed IRA.
Webinar Replay
Our roll-up strategy, explained from the ground up. Watch our latest investor webinar on demand and see how we design every acquisition to work for the whole portfolio.
Interested in learning more about Fundamental Brands?
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