Tim Nash的动态

???What’s the latest news in beauty business? Bloomberg: Chris de Lapuente, the head of LVMH’s selective retailing division which includes Sephora, will retire on October 31. Beauty media: Bath & Body Works retail president Julie Rosen will step down on October 22, and the position will be eliminated. Analysts predict calming down of KOL-created beauty brands which are in fact, desperate to go offline. You will see them on taxis, trolleybuses, billboards .. and maybe one day ?? in physical retail. It’s a bit rainy for them now, outside of their comfort digital zone. #beauty #brand #strategy #online #offline

?? Rumor has it... rhode skin may expand beyond DTC and enter a major retailer this year, most likely #Sephora or #Ulta. Beauty Independent's latest piece by Erica La Sala features beauty leaders speculating on Rhode's move. Check it out in the comments. ?? Here's my take ?? ?? Rhode excels in branding and building love among fans. They've stood out in a sea of celeb-founded brands that flopped. Founder Hailey Bieber has landed among the ranks of Selena Gomez and Marianna Hewitt, in how they leverage their reputations and communities to drive success. ?? In simple terms: Brands often enter Sephora to boosts awareness and global reach vs. Ulta to focus on accessibility, sales, and market penetration. Sephora's focus is prestige brands, while Ulta offers a wider breadth, covering mass to masstige to prestige. ?? Rhode's high-end masstige pricing could lean towards Ulta, but with similar cult-favorite brands' successes at Sephora (Rare Beauty, Fenty Beauty by Rihanna, Summer Fridays), I'd say signs point toward Sephora. ?? Success at *either* retailer, though, requires strong infrastructure to support the logistical beast that is wholesale, choosing a retailer that will support them (e.g., end-caps, marketing opportunities), and not losing focus on nurturing their existing community. Where will rhode skin land? Drop your guess in the comments ?? #rhodeskin #beautyindustry #beautyretailers

Getting into a retailer like SEPHORA is a huge accomplishment. Once small brands get that initial yes they quickly get hit with the reality that they are in direct competition with 100s of other companies. Some of that competition is going to be multi-national companies that spend hundreds of thousands of dollars to support their brand’s success in Sephora alone. Indie brands cannot compete with that kind of financial power. It’s one of the reasons I support the merchandising effort this retailer has done under The Next Big Thing. The section highlights many of the new entries coming into the retailer. It gives a collective nod to the underdogs. It also becomes a pivotal benchmark for how much product will be sold from those shelves. Products that do well in this section...stay in the store. Products that do not sell well in this section....get discontinued from the store. I encourage customers to seek out The Next Big Thing sections in Sephora. There are separate sections for skin care and hair care in each store nationwide. Black and brown founded brands are being highlighted here. They must be supported to survive. #IndieBeauty #BlackBeautyBrands #Sephora

Sephora is in the middle of the largest capital project in its history, wherein it is redesigning every store in its fleet. A number of company insights are currently informing the redesigns, including examining heat maps and how people are shopping. The beauty retailer has?over 3,000 stores?worldwide #cosmetics #healthandbeauty #sephora #brandstrategy #operations https://lnkd.in/eF2mFgs3

If SEPHORA loves Signio, the CMS powered by Nanovo, you would too. And how about integrating some retail media to monetize your screens? With our smart in-store digital solutions, you can enhance the shopper experience and boost your budget 2025 ?? Ready for a retail talk? ?? #retail #retailmedia #customerjourney #retail #monetization #marketing #cx #customerexperience #pathtopurchase #shops

As Sephora continues to compete with Ulta Beauty, its focus on luxury, innovation, and personalized customer experiences keeps it distinct. Sephora’s curated range of high-end brands like Fenty Beauty, Dior, and Pat McGrath Labs appeals to those seeking premium products, establishing its position as a leader in the prestige beauty market. Its focus on luxury, exclusivity, and personalization sets Sephora apart from Ulta’s broader, mass-market approach. A key driver for Sephora is its tech-savvy strategy. Digital tools like Virtual Artist and Color IQ allow customers to virtually try on makeup and receive personalized recommendations. These features have elevated Sephora’s e-commerce experience, offering a cutting-edge advantage over Ulta in digital engagement. As consumers increasingly shop online, Sephora’s tech-driven shopping experience is helping to bridge the gap between physical and digital beauty retail. The “Clean at Sephora” initiative has been instrumental in attracting environmentally-conscious consumers who prioritize clean, vegan, and cruelty-free beauty. This program highlights Sephora’s commitment to sustainability, making it a top choice for consumers seeking ethical beauty products, a focus that contrasts with Ulta’s more inclusive, but less specialized, product offerings. Sephora’s partnership with Kohl’s is another significant move in its growth strategy. With plans to open 850 Sephora at Kohl’s locations by 2025, this partnership brings Sephora’s luxury beauty products to suburban markets, expanding its footprint. By strategically aligning with Kohl’s, Sephora not only increases accessibility but maintains its prestige branding, ensuring it reaches a wider audience without losing its premium appeal. This mirrors Ulta’s partnership with Target, but with a more refined focus on high-end products. While Ulta’s loyalty program is known for offering cash rewards, Sephora’s Beauty Insider program focuses on personalized perks like exclusive gifts, early access to new products, and curated beauty classes. This experience-first approach helps Sephora build deeper, long-lasting relationships with its customers, distinguishing it in a competitive marketplace. From a financial perspective, Sephora benefits from its parent company LVMH’s strong performance in the luxury sector, with LVMH’s stock continuing to grow steadily. As luxury demand recovers post-pandemic, Sephora is well-positioned to capture the resurgence in beauty spending, especially as travel and social activities ramp up. #Sephora #LuxuryBeauty #RetailInnovation #CleanBeauty #KohlsPartnership #StockMarket #DigitalBeauty #Skincare #Makeup #ContentEconomy

SEPHORA doesn’t just carry beauty products. The retailer — and, by extension, the Sephora consumer — is directly responsible for building many of the leading brands and trends that shape the market. Carolyn Bojanowski, evp of merchandising at Sephora U.S., has a direct sightline in seeing those new brands and categories emerge. “Our consumer lets us know right away if something will click or not,” she said. “We have this incredible community — not only of clients, but also of beauty advisors. They’re the first to tell us, ‘This thing is hot. Why aren’t you doing this?'” Read more: https://lnkd.in/eAsdXnAe

NRF REVIEW: SEPHORA IS PLANNING A MAKEOVER FOR ITS 700 STORES Sephora’s stores are getting a redesign, #Sephora CEO Artemis Patrick announced at the #NRF25 event, dubbed #RetailsBigShow. Details were limited but the company plans a greater shift to mobile, with retail staff checking people out from devices. Beauty studios will be off to the side, away from windows, and there will also be more lighting—all the better for flattering selfies to post on social. https://lnkd.in/giz8Z43z #retaildesign #storedesign #efficiency #beauty #cosmetics #retailtech #topretailexpert #RetailVoices

As the spending power of Gen Z grows, we observe heightened competition within the beauty retail sector. Recent studies highlight SEPHORA's ascent as the top choice for Gen Z, surpassing Ulta Beauty in 2023 and consistently expanding its market share. For further insights on beauty retailers resonating with Gen Z, such as TikTok Shop, explore our blog here: https://buff.ly/4fGODXs #WSLStrategicRetail #FutureRetail #RetailInsights #Shoppers #Trends #ShoppingTrends

The rise of brands like SKIMS, Savage X Fenty, Victoria’s Secret & Co. PINK, and Benefit Cosmetics isn't just about new products - it's evidence of a fundamental shift in how premium value is created and validated. These innovators understand that today's consumers demand authentic inclusivity and direct engagement. While traditional brands struggled with "accessible luxury," these newcomers redefined premium through: $ - True size inclusivity (not just marketing) $ - Direct consumer relationships $ - Celebrity founders who are genuine partners $ - Digital-first, omnichannel experiences $ - Content that celebrates diversity authentically Something unprecedented is happening. Brands that understand the evolving premium landscape are thriving: ; - PINK's successful pivot to Gen Z authenticity and inclusivity ; - SKIMS and Savage X Fenty achieving 3-5x growth through digital-first engagement ; -Benefit Cosmetics driving 50% higher engagement with omnichannel innovation Combined with the approaching $84.4T generational wealth transfer, these success stories aren't just about market evolution - they're evidence of fundamental social structural change reshaping how premium value is created and validated. The Great Value Shift white paper reveals: < - Why 30-40% of traditional market value is at risk < - How a $200B+ value creation opportunity is emerging < - Key timeline for the 24-36 month adaptation window < - Framework for navigating this transformation To obtain your copy: Visit: https://lnkd.in/eG7gMEwf Or email: [email protected] with subject "Value Shift Report" Because in times of fundamental change, the biggest risk isn't being wrong about the future - it's being right too late. #MarketEvolution #StrategicForecasting #FutureOfBusiness #innovative