The Ledger

Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.

clear all ✕

why aren't all 21 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 1 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable

Insight
Weiss: Retail-first beauty brands design for shelf space, not consumer needs
“Beauty brands build products and clients for the needs of, you know, Macy's and, you know, Sephora and Ulta and CVS, and those are shelf space needs and seasonality needs and margin needs and all of these different needs that have nothing to do with you as the…”
Emily Weiss Nov 26, 2018 ▶ 26:26 Live Episode! Glossier: Emily Weiss
Assertion Partly supported
Masterson: Drunk Elephant was the fastest-growing skincare brand in Sephora history
“For becoming the fastest growing brand in the history of Sephora. The fastest growing skincare brand in the history of Sephora.”
Tiffany Masterson Jan 29, 2024 ▶ 1:18:49 Drunk Elephant: Tiffany Masterson
Disclosure
Masterson: Drunk Elephant gifted full sample kits to every Sephora employee
“I called Patrick and Charles, and I said, I think that we should put the money we just saved into sampling, and I think we should give every single employee at Sephora the littles kit, which was the whole line, but little version.”
Tiffany Masterson Jan 29, 2024 ▶ 1:14:42 Drunk Elephant: Tiffany Masterson
Assertion Open · timeframe Jan 2027
Masterson: Brands do not pay placement fees for Sephora's Favorites Wall
“So when I got the call, we're going in for free. Because you don't pay for the favorites wall.”
Tiffany Masterson Jan 29, 2024 ▶ 1:14:34 Drunk Elephant: Tiffany Masterson
Assertion Not checkable as stated
Weiss: 50% of Sephora Shoppers Use Their iPhones In-Store
“50% of people who go into a Sephora take out their iPhones.”
Emily Weiss Nov 26, 2018 ▶ 25:51 Live Episode! Glossier: Emily Weiss
Assertion Partly supported
Raz: Drunk Elephant secured early Sephora and Ulta meetings via trade shows
“What Tiffany did was, you know, she went to every trade show and eventually buyers from Sephora and Ulta came by and then she got meetings and it was just her and her sister at a trade show and a fold up table, you know.”
Guy Raz May 30, 2024 ▶ 21:48 Advice Line with Maureen Kelly of Tarte Cosmetics
Assertion Not checkable as stated
Masterson: Sephora rejected Drunk Elephant's first product for being a single SKU
“I've reached out to Sephora. They've told me, no, we would never carry a single SKU. Like, in other words, if you don't have a group of products, we're not interested.”
Tiffany Masterson Jan 29, 2024 ▶ 24:48 Drunk Elephant: Tiffany Masterson
Assertion Not publicly verifiable
Masterson: Sephora put Drunk Elephant in all stores by September 2015
“And it was Cindy, and she said, Tiffany, there's a thing called the favorites wall at Sephora, and we want you on it. And it's every door. By September of 2015. Every single Sephora. By September of 2015.”
Tiffany Masterson Jan 29, 2024 ▶ 1:13:14 Drunk Elephant: Tiffany Masterson
Assertion Not checkable as stated
Masterson: Sephora waived its $1M sales mandate to launch Drunk Elephant
“So it was there in Jackson Hole that she told me that, yes, we want to pick you up, all six products. She goes, if you don't sell a million in the first year, we won't kick you out.”
Tiffany Masterson Jan 29, 2024 ▶ 1:06:05 Drunk Elephant: Tiffany Masterson
Assertion Supported
Sephora agreed to test Briogeo in February 2014 after category expansion shift
“And then in February of 2014, I received an email that changed my life. I had sent the merchant buyer January's press summary, and a couple of weeks later, she responded and said, Nancy, it's so great to hear from you. The stars must have been aligned because …”
Nancy Twine Dec 4, 2023 ▶ 1:00:22 Briogeo Hair Care: Nancy Twine (2020)
Assertion Not checkable as stated
Twine used 200,000 Ipsy samples to drive massive Sephora sales conversions
“Getting that product in the hands of about 200,000 people translated into incredible conversions at Sephora.”
Nancy Twine Dec 4, 2023 ▶ 1:04:30 Briogeo Hair Care: Nancy Twine (2020)
Assertion Not checkable as stated
Sampling to 200,000 Ipsy Users Drove Briogeo's Sephora Retail Conversions
“Getting that product in the hands of about 200,000 people translated into incredible conversions at Sephora.”
Nancy Twine Aug 10, 2020 ▶ 59:45 Briogeo: Nancy Twine
Assertion Partly supported
Sephora Rolls Out In-Store Brands Twice Yearly
“Sephora has a cadence of twice a year in which they roll out brands into stores in March and in September.”
Nancy Twine Aug 10, 2020 ▶ 1:00:08 Briogeo: Nancy Twine
Assertion Not checkable as stated
Sephora Tested Briogeo Online With a Conditional 25-Store Retail Expansion
“So it was a test, and the test was online only. So if I hit my targets, the next step would be to launch Briogeo in 25 of the then 400 Sephora stores.”
Nancy Twine Aug 10, 2020 ▶ 56:34 Briogeo: Nancy Twine
Assertion Supported
Supergoop launched across all Sephora stores and 47 Nordstrom locations
“We launched in 47 stores. So I had full distribution in Sephora and 47 Nordstroms”
Holly Thaggard Jun 8, 2020 ▶ 1:00:01 Supergoop!: Holly Thaggard
Insight
Magazine press drove Sephora sales in 2008 before influencer marketing
“So in 2008, you know, this is before Instagram and influencer marketing, and it was all really about those press placements. That you'd get in the magazine that showed your product. They were very product driven, and that's what sold product in Sephora.”
Holly Thaggard Jun 8, 2020 ▶ 43:08 Supergoop!: Holly Thaggard
Disclosure
Investments from Jay-Z and the Smiths helped Carol's Daughter enter Sephora
“Yes, Jay-Z Will Smith, Jada Pinkett Smith, and the investment helped us to open up the additional store but also helped us to get into places like Sephora at the time and then subsequently Macy's.”
Lisa Price Aug 6, 2018 ▶ 27:46 Carol's Daughter: Lisa Price (2018)
Assertion Supported
Price: Jay-Z and Will Smith invested in Carol's Daughter
“Yes, Jay-Z Will Smith, Jada Pinkett Smith, and the investment helped us to open up the additional store but also helped us to get into places like Sephora at the time and then subsequently Macy's.”
Lisa Price Jun 12, 2017 ▶ 27:07 Carol's Daughter: Lisa Price
Assertion Not checkable as stated
Twine: Sephora promised 25 retail stores if Briogeo met online targets
“If I hit my targets, the next step would be to launch Briogeo in 25 of the then 400 Sephora stores.”
Nancy Twine Dec 4, 2023 ▶ 1:01:23 Briogeo Hair Care: Nancy Twine (2020)
Assertion Contradicted
Sephora was not yet in the US when Tarte launched
“No, so Sephora wasn't even in the United States yet at that point.”
Maureen Kelly Jan 23, 2023 ▶ 25:16 Tarte Cosmetics: Maureen Kelly
Assertion Not checkable as stated
Tsai: Tatcha could not afford Sephora until year five
“Our retail partner, Sephora, who did believe in us in day one. I just couldn't afford to be with them until year five because it requires more investment.”
Vicky Tsai Jul 13, 2020 ▶ 1:15:51 Tatcha: Vicky Tsai
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