As most retailers struggle with a difficult quarter, cosmetics might be a bright spot. Alongside Elf Cosmetics, Ulta Beauty reported upbeat first quarter results despite rising inflation; Ulta CEO David Kimbell discusses the company’s year over year revenue growth and the relative strengths of beauty consumers and social media beauty influencers alike. As streaming stocks like Netflix have struggled, AMC CEO Matt Blank suggests the answer to media’s momentary woes might be linear. Plus, a high profile team is making a play for the Denver Broncos, and the FDA is giving Novavax a big vote of confidence. In this episode:David Kimbell, @UltaBeautyMatt Blank, @AMC_NetworksJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinBecky Quick, @BeckyQuickCameron Costa, @CameronCostaNY