Estee Lauder
4 statements across 4 episodes · 1 bullish · 0 bearish · 4 people on the record · first statement Nov 26, 2018 by Emily Weiss · across every show →
Everything said about Estee Lauder, oldest first
Nov 26, 2018 neutral
Weiss: Beauty brands sell to conglomerates primarily for retail distribution
“And typically when you sell to a larger conglomerate, it's because you need more distribution. Because the benefit of having, you know, being a L'Oreal or an Estee Lauder company or something like that is that they have the This vast network of retailers.”
Oct 24, 2022 positive
Marla Beck: Conglomerate acquisitions of indie brands created barriers protecting Bluemercury
“All of these independent brands were purchased by L'Oreal, by Estee Lauder, and Shiseido. So, overnight, we were then in business with the big companies, and that did two things for us. It provided a wall around us for new entrants, because the indie brands di…”
Mar 13, 2025
Hyman: Beauty Companies Profit on Repeat Purchases, Not Initial Trials
“Yeah, one of the secrets of beauty is that you make your money in the repeat. You don't actually make as much of your money in the first time trial, and so the big three in beauty, LVMH, L'Oreal, and Estee Lauder, win on creating products that have enough love…”