Sephora
1 statements across 1 episodes · 0 bullish · 1 bearish · 1 people on the record · first statement Feb 21, 2022 by Benedict Evans · said 8 times in 8 episodes since 2020 · across every show →
Mentions by year
brought up most by Benedict Evans (8)
tap a year for its mentions
2025 1 mention in 1 episode
2023 1 mention in 1 episode
2022 4 mentions in 4 episodes 1 per episode
2020 2 mentions in 2 episodes 1 per episode
Everything said about Sephora, oldest first
Feb 21, 2022 bearish
Evans: Most DTC Brands Will Fail Independently and Face Acquisition
“Clearly a whole bunch of these aren't going to work. A whole bunch of these are going to get aggregated up into Amazons and so on. A whole bunch of them will reach a point scaling point where they need to get bought by Sephora or Procter & Gamble or whoever it…”