Ulta's Makeup Weather (Part 2) | InvestED Podcast |
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- Опубліковано 3 жов 2024
- The digital age, with all of its monopolies and consolidation across various markets, has also seen a rise in innovation and small companies seeing success by having unprecedented access to consumers through new channels of commerce and communication.
With market stability and consumer confidence taking hits in recent years, small luxuries like makeup continue to do well despite the struggles of luxury brands in general. With the success of some niche brands in this highly competitive and specialized sector of cosmetics, what does the weather look like for some of the more established players in the makeup industry?
This week, Phil and Danielle wrap up their discussion about the beauty industry and the way that boutique brands might affect the bottom line for the big names in cosmetic products.
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Thanks Phil & Danielle. I've been looking at Ulta but hesitant because my daughters do not wear much makeup and one stepdaughter works at Sephora. Your discussion was very helpful. The end points that Phil makes about Rule one principles being based on some level of stability is part of the decision is a good reminder.
Haha Phil’s face when 25 lipsticks isn’t that much 😂
Good insight