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The beauty industry had an eventful summer marked by changing retailer strategies, stark revenue tumbles and a flurry of pricey acquisitions. In this special episode of The Glossy Beauty Podcast, reporters Lexy Lebsack, Emily Jensen and Sara Spruch-Feiner walk through the stories that defined the season. This includes strategy shifts within retailers like Sephora, Ulta Beauty and Target, plus a look at disappointing revenue at conglomerates Shiseido and Estée Lauder Companies. The team also discusses the biggest acquisitions of the season — including Rhode, Dr. Squatch, Space NK and Touchland — and the tariff-related topics we're watching as fall approaches. To start (0:53), Glossy's beauty team digs into the industry's biggest summer investments, led by E.l.f. Beauty's May purchase of Hailey Bieber's Rhode for $1 billion. The team also walks through CPG company Church & Dwight's $700 million purchase of trendy hand sanitizer brand Touchland in May and Unilever's June purchase of digitally-native men's care brand Dr. Squatch for $1.5 billion. Beauty's top specialty retailers also had big summers. Sephora (8:37) is leaning deeper into a tried-and-true brand launch playbook: the celebrity artist. In the past few weeks, the retailer has rolled out new lines from celebrity makeup artists Hung Vanngo and Mary Phillips, plus hairstylist Chris McMillian. Meanwhile, Ulta Beauty (18:17) had a whirlwind summer as new CEO Kecia Steelman executed her “Ulta Unleashed” comeback plan. Steelman, who was appointed CEO in January after more than a decade with the company, announced her plan in March as a response to the company's 1.9% year-over-year holiday sales tumble. Glossy's team unpacks all the changes, including the acquisition of U.K. retailer Space NK, international expansion into Mexico and the Middle East, and the end of Ulta's shop-in-shop with Target. Finally (25:37), Glossy's team walks through can't-miss beauty conglomerate news: LVMH's splashy Louis Vuitton Beauté launch and Shiseido's sales tumble caused by Drunk Elephant's poor performance, plus turbulence at Waldencast and Estée Lauder Companies. Finally (36:27), team Glossy ends with a few autumn tariff predictions.
MIKE STEELY AND PARKER THUNE REACT TO BRENT VENABLES AND JOSEPH HARROZ THROWING SHADE AT MULESHOE
MIKE STEELY AND PARKER THUNE REACT TO JACKSON ARNOLD'S NIL DEAL WITH DUDE WIPES
MIKE STEELY AND PARKER THUNE BEGIN TO PREVIEW THE SOONERS' UPCOMING MATCHUP WITH ILLINOIS STATE
EVERYBODY'S DRINKING THE OU KOOL-ADE THIS SEASON AND MORE ATTENTION-SEEKING CLOWNS.
MIKE STEELY AND PARKER THUNE DISCUSS WHETHER THE BAND MONIKER "HOOTIE AND THE BLOWFISH" BEARS REFERENCE TO A SINGULAR BLOWFISH, OR MULTIPLE BLOWFISH. ALSO SOME OKLAHOMA FOOTBALL TALK
MIKE STEELY AND PARKER THUNE CONTINUE TO BREAK DOWN FALL CAMP AT THE UNIVERSITY OF OKLAHOMA
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MIKE STEELY AND PARKER THUNE CELEBRATE THE FOUR-YEAR ANNIVERSARY OF THEIR SHOW AS WELL AS STEELY'S BIRTHDAY, AND STEELY DEBUTS A SKIT CALLED "THE ORIGINS OF A YOUNG NARCISSIST"
Parker and Grayson share what has excited them through fall camp, reactions to the Michigan punishment, and the foolishness of betting on 11-year olds.
PARKER AND GRAYSON RECAP THE GOOD NEWS FROM OKLAHOMA'S LATEST SCRIMMAGE AND THE DRAMA AT AUBURN.
Bill Bedenbaugh heaps heavy praise on his young offensive linemen, and Josh Pate picks John Mateer to win the Heisman.
JOHN MATEER GAMBLING ACCUSATIONS ROCK THE OU WORLD.
STEELY DECLARES WAR ON TEXAS TECH, AND EXPERIENCES THREE OLD MAN MOMENTS IN THE FIRST HOUR ALONE
MIKE STEELY AND PARKER THUNE ATTEMPT TO FIND A SPONSOR FOR STEELY'S OLD MAN MOMENTS
IDK... I WAS GONE FOR HALF THE SHOW. SOME SPORTS TALK
MIKE STEELY AND PARKER THUNE DISCUSS KADEN HELMS' INJURY AND BATHWATER SALES ON ONLYFANS
MIKE STEELY DISCUSSES THE CULINARY APPEAL OF AN OSTRICH'S POSTERIOR
MIKE STEELY AND PARKER THUNE DISCUSS THE LENGTH AND GIRTH OF OKLAHOMA'S 2025 FOOTBALL ROSTER
MIKE STEELY AND PARKER THUNE DISCUSS THE SINS OF STEELY'S PAST, WHICH INCLUDE HIS ATTENDANCE OF AN AGGIE YELL REHEARSAL
MIKE STEELY AND PARKER THUNE BS THEIR WAY THROUGH ANOTHER TWO HOURS OF OFFSEASON RADIO
MIKE STEELY ATTEMPTS TO RECRUIT JESSE CRITTENDEN TO HIS METAL SUPERGROUP "GRATUITOUS HUMPING"
MIKE STEELY AND PARKER THUNE DISCUSS BILL PLASCHKE'S LATEST COLUMN EVISCERATING MULESHOE, DAVE ARANDA BEING WEIRD, AND JIM NAGY'S ROSTER CONSTRUCTION PRINCIPLES
MIKE STEELY AND PARKER THUNE DISCUSS THE HOUSTON OILERS FIGHT SONG, TALK OU FOOTBALL WITH JESSE CRITTENDEN AND MAKE FUN OF MULESHOE
MIKE STEELY AND PARKER THUNE ENGAGE IN A FRIENDLY GAME OF "WHO HE PLAY FOR," IN WHICH STEELY GOES 0-FOR-12
MIKE STEELY AND PARKER THUNE FIELD HOWARD SCHNELLENBERGER STORIES ON THE KNIPPELMIER CHEVROLET TEXT LINE AND REACT TO PAUL FINEBAUM'S TAKEDOWN OF MULESHOE
MIKE STEELY AND PARKER THUNE COIN THE TERM "MID-PLUS" AND DISCUSS THE PROMINENT MID-PLUS PLAYERS IN THE HISTORY OF OKLAHOMA FOOTBALL
MIKE STEELY AND PARKER THUNE DISCUSS THE PRESEASON ALL-SEC TEAM, TALK WITH BRANDON DRUMM AND DISCUSS WHETHER BILLY LIUCCI OR GEOFF KETCHUM WOULD WIN IN A FIGHT
MIKE STEELY AND PARKER THUNE DISCUSS SEVERAL OF THE BIZARRE QUESTIONS POSED TO BRENT VENABLES BY YOUTUBE YAHOOS AT SEC MEDIA DAYS
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Steely, Parker, and Grayson discuss recruiting losses for the Sooners and outlooks on OU's upcoming season.
MIKE STEELY AND PARKER THUNE TALK WITH BOTH BRANDON DRUMM AND BRANDON RAHBAR, AND STEELY DISCUSSES HIS CHILDHOOD CELEBRITY CRUSHES
MIKE STEELY AND PARKER THUNE DISCUSS THE SCORE ACT, THE FUTURE OF COLLEGE FOOTBALL AND STEELY'S FADING MEMORY
MIKE STEELY AND PARKER THUNE DISCUSS SEC UNFILTERED'S OPINION THAT JOHN MATEER IS THE 10TH-BEST QUARTERBACK IN THE CONFERENCE
MIKE STEELY AND PARKER THUNE TALK WITH LEGENDARY OKLAHOMA WISHBONE QUARTERBACK JAMELLE HOLIEWAY
MIKE STEELY AND PARKER THUNE REACT TO THE NEWS OF JOE CASTIGLIONE'S RETIREMENT
MIKE STEELY AND PARKER THUNE TALK ABOUT PAUL FINEBAUM'S ABSURD ARCH MANNING TAKE, AND STEELY DECLARES WAR ON TRAVIS DAVIDSON
MIKE STEELY AND PARKER THUNE DISCUSS JOHN MATEER, STEVE SPURRIER, ARCH MANNING AND MORE
Grayson and Parker talk Phil Steele's assessment of Oklahoma heading into 2025. Guest: Jesse Crittenden
Parker Thune and Grayson Singleton ask who is most likely to go into the Red River Rivalry Game unbeaten.
Regional Radio Star Mike Steely and Blake Gamble wrap up this special edition of The Plank Show with a recap of the NBA Draft featuring Jeremiah Fears going to the New Orleans Pelicans and the OKC Thunder drafting Thomas Sorber. And the conversation continues on, more and more tales of old come out and the question has to be asked - Was Steely an Attention Seeking Clown growing up?
Mike Steely and Blake Gamble start your Thursday off with a recap of the 1st round of the 2025 NBA Draft. OU guard Jeremiah Fears was selected by the Pelicans 7th overall and the Thunder drafted Gerogetown center Thomas Sorber with the 15th pick before making a trade of their other selection. The guys also turn back the clock and get into some of Steely's shenanigans of yesteryear.
Hour 2 continues with more talk on the NBA Champion Oklahoma City Thunder (they're kind of a big deal) before the sports talk gets completely derailed by the textline. Blake Gamble and Mike Steely then go on to discuss the days of SteelMan's youth - cruisin' in his Silverado, blaring tunes, and disgusting, cheap adult beverages.
Grayson Singleton and Parker Thune ask who the most under talked-about player is for the Sooners, react to Jeremiah Fears going to the Pelicans, and Grayson's take on Baker Mayfield.
Regional Radio Star Mike Steely fills in for the vacationing Chris Plank this Wednesday - and is joined by Blake Gamble. The guys go over some audio gold from yesterday's remarkable celebration in OKC as the Thunder once again showed why they are Champions on and off the court.
Mike Steely and Blake Gamble discuss the current situations for the Sooners in the offensive backfield and the D-Line, along with the massive shift in momentum on the recruiting trail - might we see yet another Blue Chip commitment soon. Plus, the 1st Round of the NBA Draft is Tonight - will the Thunder make trades or stand pat, and what about Jeremiah Fears?
Steelman and The Gambler (Mike Steely and Blake Gamble) wrap up The Plank Show with a grab bag of topics in Hour 3
Parker Thune and Grayson Singleton react to Jay Bilas's comments on the state of college football and preview the boost that RB Jaydn Ott could give the Sooners.
The show goes on with Mike Steely and Blake Gamble in hour 2 as the discussion gears toward the potential for a Thunder dynasty, SGA's potential to be the Greatest Oklahoma Athlete EVER, and more praise continues to roll in for John Mateer.
Parker Thune and Grayson Singleton react to Barstool's comments on the Thunder's championship and talk to Sooner-commit DE Brian Harris.