Sephora, every mention
8 scenes · ← back to Sephora
tap a year for its mentions
every year anyone Benedict Evans 8
Verbatim, from the transcripts: the passages where Sephora comes up
The AI presentation
- ▶ 27:38 Benedict Evans You know, what happens if I can just, you know, point my camera at a poster and it'll tell me, you know, which Sephora lipstick, which lipstick that is, and let me order it on Sephora.
The magic customer
- ▶ 15:56 Benedict Evans So you've got this sort of cliff and on both sides of those, and now you don't need to be in every Walmart or every Sephora in the country, and you don't need to do, um, the, the nationwide TV spot or, you know, the back page of Elle or…
A new wave of company creation
- ▶ 22:26 Benedict Evans There's a bunch of Sephoras to be created in here.
Stories in the noise
- ▶ 4:22 Benedict Evans To Walmart and Tesco and Sephora and Walgreens and everybody else.
The retail reset
- ▶ 30:47 Benedict Evans Scaling point where they need to get bought by Sephora or Procter & Gamble or whoever it is.
Asking the dumb questions
- ▶ 31:33 Benedict Evans Um, or something like half to two thirds of all the growth in CPG in the last 10 years has come from small brands, new brands, and it's, it's, it's just the possibility to create a new brand because of all of this sort of unbundling, you…
What comes next?
- ▶ 12:30 Benedict Evans And Walgreens and Sephora
Amazon and eCommerce
- ▶ 22:25 Benedict Evans Well, so like the number of makeup brands that there can be is in some sense is sort of constrained by like how much room there is in Sephora and how much room there is in Vogue, you know, not, not, not physically, but like, you know,…