Beauty
topic on 8 shows · 10 statements across 8 episodes · said 3 times in 1 episodes since 2023
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Lenny's Podcast 3
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10 statements about Beauty, every show
Modi: 80% of First-Time Beauty Purchases Happen in Offline Stores
“Consumers today still buy 80% of beauty for the first time in a store, in an offline environment, because the emotional touch, feel factor is still so huge in beauty”
Modi: Beauty Will Be 33% Online and 67% Offline by 2028
“By twenty-twenty-eight beauty will be 33% online and, ah, 67% offline.”
McAndrew: $100M Fund Requires $1B Exit Potential for Every Deal
“One of the reasons that I rarely invest in beauty is because we have a hundred million dollar fund. And the way that we think about returns for our fund is we want the opportunity for every company that we invest in to have the opportunity to return our whole …”
McAndrew: Beauty's Capped Upside Rarely Fits Venture Capital Returns
“And with beauty, that's rarely the right path to go. And so what you're talking about with building the business up into the tens of millions of revenue, and then getting it acquired in the hundreds of millions of revenue, I think that that is achievable. I th…”
Britt Morin: Pre-2014 non-tech brands can still flourish today
“Brands built prior to that era, especially in non-tech categories, so think CPG, beauty, retail, et cetera still can flourish. In fact, like What's old is new again.”
Beauchamp: Beauty E-Commerce Penetration Was Just 2% in 2010
“Two percent penetration on the internet for beauty in 2010 is definitely not going to be where it sticks.”
Suresh: India's home category is 2–3 years away from a major uptick
“I think beauty is At the start of that kind of inflection point, and we'll get there in a couple of years or sooner because the repeat rate is so high. I think home is like, A good two to three years from even starting to see a serious uptick.”
Taneja: Beauty unit economics work due to high gross margins and repeats
“It has got exceptionally high gross margins and therefore unit economics is easy to make work in this category. And then, you know, third, it has good repeat business. So, you know, once you acquire a customer, you keep getting the customer for over and over a…”
Emily Weiss: Beauty is not zero-sum because no single brand meets all needs
“Well, it's interesting because beauty is not that competitive in my mind because how many different brands are we all using every day? Like how many different lip products do I have in my purse right now? You don't want to know from like all, all different bra…”