Glossier

8 statements across 3 episodes · 5 bullish · 1 bearish · 3 people on the record · first statement Jan 12, 2018 by Henry Davis · said 70 times in 20 episodes since 2017 · across every show →

Mentions by year

brought up most by Harry Stebbings (42), Henry Davis (11), Nicole Quinn (3), Eurie Kim (2), David Tisch (2), Anu Duggal (2), Alex Taussig (2), Roseanne Wincek (1)

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2024 1 mention in 1 episode
2022 1 mention in 1 episode
2021 1 mention in 1 episode
2020 7 mentions in 2 episodes 4 per episode
2019 5 mentions in 3 episodes 2 per episode
2018 49 mentions in 9 episodes 5 per episode
2017 6 mentions in 3 episodes 2 per episode

every mention, scene by scene, with the transcript →

Everything said about Glossier, oldest first

Jan 12, 2018 bearish
Opinion
Davis: Amazon is destroying the traditional brand ecosystem
“I think Amazon is destroying the brand ecosystem. And that's the opportunity that we see at Glossier is to take digital and redefine it away from what Amazon is trying to make e-commerce.”
Henry Davis Jan 12, 2018 ▶ 17:17 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Jan 12, 2018 neutral
Disclosure
Davis: Glossier questions every VC firm it meets on diversity practices
“So every venture capital firm we meet, and we're fortunate enough now to have access to some really great firms, we ask about their approach to diversity. And we call them out when we get an answer about, yeah, we're trying to hire, but you know, we just can't…”
Henry Davis Jan 12, 2018 ▶ 27:30 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Jan 12, 2018 bullish
Prediction Not checkable as stated
Davis: The future of consumer brands will be entirely digital
“I believe that the future of brand will be entirely digital. I think brick and mortar will serve a purpose to be a touch point for brand, but I think that the fundamental tenant of what it means to be a brand in the world will be access and community in a way …”
Henry Davis Jan 12, 2018 ▶ 29:48 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Jan 12, 2018 bullish
Prediction Held up
Davis: Glossier has no intention of being acquired
“Well, just to put to bed any rumors, no one has moved on Glossier just yet, and we have no intention of being moved on.”
Henry Davis Jan 12, 2018 ▶ 18:04 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Jan 12, 2018
Disclosure
Davis: Glossier delayed UK expansion for three years due to infrastructure
“We're three years and six days old now, and it took us three years to come to the UK despite demand from the beginning. And we would have loved to have been able to do that right away. But as a company, we didn't have the infrastructure to be able to offer the…”
Henry Davis Jan 12, 2018 ▶ 23:20 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Jan 12, 2018 bullish
Prediction Not checkable as stated
Davis: Glossier aims to replace L'Oréal and Estée Lauder as conglomerates
“But we believe that that is very short-sighted of us to even think about that option, because actually what we want to do is replace L'Oreal or Estee Lauder as the massive conglomerate incumbent.”
Henry Davis Jan 12, 2018 ▶ 20:04 20VC: Why Risk Is Misunderstood In Entrepreneurship, Why Acquisitions Are Cheap For Incumbents Today & 3 Strategies To Improve Diversity In Your Team with Henry Davis, President & COO @ Glossier
Dec 2, 2019 positive
Assertion Not checkable as stated
Tisch: Glossier scales through organic core community rather than relying on paid channels
“Glossier is able to scale what they've done, not just through paid. Paid amplifies the community that they've built, this core community that is rabid about their products.”
David Tisch Dec 2, 2019 ▶ 24:50 20VC: BoxGroup's David Tisch on Whether Concentrated Investing At Seed Works, Do Founders Really Want Direct Feedback and Is It Good For Them & Why Consumer Social Is Interesting Again
May 4, 2021 positive
Assertion Partly supported
Stebbings: Box Group's seed portfolio includes Airtable, Glossier, Pillpack, and Plaid
“One of the leading seed-focused firms of the last decade, with a portfolio including the likes of Airtable, Glossier, Pillpack, Plaid, and many more incredible companies.”
Harry Stebbings May 4, 2021 ▶ 0:27 20VC: David Tisch on Why Ownership in Venture Does Not Matter, His Biggest Investing Misses and Hits and How His Investing Style Changed as a Result & 3 Core Reasons VCs Pass That Do Not Make Sense
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