-16%

est. 2Y upside i

Series A

Vacation is an award-winning sunscreen company from Miami on a mission to make sunscreen fun. Founded by former advertising execs Lach Hall and Dakota Green.

Rank

#1314

Sector

Beauty and Personal Care

Est. Liquidity

~3Y

Data Quality

Data: Medium

Vacation presents a moderate upside opportunity for a job seeker, driven by its impressive 200% YoY revenue growth to a projected $80M in 2025 and current profitability.

Last updated: March 10, 2026

Bull (30%)+300%

Vacation successfully navigates regulatory hurdles and leverages its strong brand and retail partnerships to significantly expand market share, potentially through international expansion or new product categories beyond suncare. An acquisition by a major beauty conglomerate (e.g., Estee Lauder, L'Oreal) at a premium valuation of 5-7x projected 2027 revenue of ~$250M, leading to a $1.25B - $1.75B valuation, well above the current estimated $400M.

Base (30%)+50%

Vacation continues its strong growth trajectory, reaching ~$150M in revenue by 2027, maintaining profitability and its niche market position. However, intense competition from incumbents and moderate regulatory pressure limit multiple expansion. A minority investment or eventual acquisition at a ~4x revenue multiple, valuing the company at approximately $600M, providing a modest return for common shareholders.

Bear (40%)-80%

Regulatory issues around products like Classic Whip SPF 50 escalate, leading to product recalls or significant compliance costs. Dominant incumbents launch direct competitors mimicking Vacation's 'leisure-enhancing' approach, eroding market share and brand differentiation. Growth stalls, and the company struggles to raise further capital, leading to a down round or an acquisition at a distressed valuation of $50M-$80M, significantly impacting common stock value given liquidation preferences.

Est. time to liquidity~3.0 years

Preference Stack Risk

low

Investors hold $11M in liquidation preferences against an estimated current valuation of $400M.

Dilution Risk

high

As a Series A company, Vacation will likely require additional funding rounds, leading to further dilution for existing equity holders.

Secondary Liquidity

none

There is currently no active secondary market or tender offer for Vacation's shares, typical for a company at this stage.

Questions to Ask at the Interview

Strategic questions based on Vacation's data — designed to show you've done your homework.

  • 1

    “Given the high incumbent threat from major players like Coppertone and Neutrogena, what specific strategies is Vacation employing to not only maintain but expand its 1.2% market share in the coming years?”

  • 2

    “With the company exploring a minority stake deal, how do you envision this investment impacting Vacation's product development pipeline, particularly in addressing the regulatory questions around products like Classic Whip SPF 50?”

  • 3

    “Vacation has demonstrated impressive growth and profitability. How does the leadership team balance aggressive growth targets with maintaining profitability, especially as the company scales and potentially expands into new, adjacent categories?”

Community

Valuation Sentiment

Our model estimates -16% upside. What do you think?

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Disclaimer: This analysis is AI-generated and does not constitute financial or career advice. Always conduct your own due diligence.