Sephora
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Aug 19, 2016 by Julie Fredrickson · said 10 times in 8 episodes since 2016 · across every show →
Mentions by year
brought up most by Lionel Roux (2), Jeff Glueck (2), Shlomi Gian (1), Nathan Latka (1), Nathan Lackey (1), Julie Fredrickson (1), Dimitri Pavlov (1), Dennis Moore (1)
tap a year for its mentions
2023 1 mention in 1 episode
2021 1 mention in 1 episode
2020 3 mentions in 2 episodes 2 per episode
2019 1 mention in 1 episode
2017 3 mentions in 2 episodes 2 per episode
2016 1 mention in 1 episode
Everything said about Sephora, oldest first
Aug 19, 2016 positive
Fredrickson: Independent DTC cosmetics brands achieve 90% margins versus 50% incumbents
“So if you go into the 10 K's of these companies, they're looking at about 50% margin, whereas typically when you're independent and don't necessarily need to leave room for these resellers your margins in cosmetics can get up to 90%.”
Aug 16, 2017 positive