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#920: Join us as we sit down with Sam Cutler – also known as The Fit Fatale, and the founder & CEO of MINDFULL. Renowned for helping women overcome chronic inflammation, gut issues, & burnout through clear, science-backed, sustainable habits – Sam has helped thousands of women reclaim their health & energy. In this episode, Sam gets real about her personal healing & transformation, breaks down the foundational lifestyle shifts that actually move the needle, opens up about navigating viral content that sparked conversation, shares the daily rituals that keep her grounded, & reveals how she approaches nutrition to truly live her best self. To Watch the Show click HERE For Detailed Show Notes visit TSCPODCAST.COM To connect with Sam Cutler click HERE To connect with Lauryn Bosstick click HERE To connect with Michael Bosstick click HERE Read More on The Skinny Confidential HERE Head to our ShopMy page HERE and LTK page HERE to find all of the products mentioned in each episode. Get your burning questions featured on the show! Leave the Him & Her Show a voicemail at +1 (512) 537-7194. To learn more about MINDFULL visit http://mindfull.so and use code SKINNY for 50% off annual memberships for a limited time. To shop Clarins Total Eyelift visit Ulta, Sephora and on https://Clarins.com. To shop YourReformer visit https://yourreformer.com. This episode is sponsored by WOO More Play Visit https://woomoreplay.com to learn more about WOO More Play. This episode is sponsored by Synergy Ready to get started on your very own gut health journey? Visit http://SYNERGYDRINKS.com to find your SYNERGY flavor today. This episode is sponsored by Wayfair Get last-minute hosting essentials, gifts for all your loved ones, and decor to celebrate the holidays for WAY less. Head to http://Wayfair.com right now to shop all things home. This episode is sponsored by Cymbiotika Go to http://Cymbiotika.com/TSC today to get 20% off plus free shipping. This episode is sponsored by HERS Visit http://forhers.com/skinny to get a personalized, affordable plan that gets you. This episode is sponsored by Rebel Spread some holiday cheer (and serious savings) at http://FromRebel.com. This episode is sponsored by Mizzen+Main Go to http://Mizzenandmain.com and use promo code SKINNY20 to get 20% off your first purchase. This episode is sponsored by Primal Kitchen You can find Primal Kitchen in Walmart stores or online at Walmart.com and http://PrimalKitchen.com. Produced by Dear Media
In this special bonus episode closing out Season 11 of The Remarkable Retail Podcast and the year 2025, hosts Steve Dennis & Michael LeBlanc complete the second half of their annual predictions review—one of the most popular and anticipated episodes of the year. The episode opens with brief but timely discussion on two high-profile retail-adjacent experiences. First us Dennis shares insights from Amazon's first-ever grocery analyst day in Seattle, offering a clearer picture of the company's “one grocery” vision and it's already substantial online presence, now being accelerated as they invest in same day deliver of perishable items.The conversation then turns to Netflix House, following Dennis's visit to the newly opened Dallas location, the second of three that are planned. Positioned in a former department store anchor, Netflix House blends immersive experiences, branded merchandise, gaming, and a restaurant. While customer traffic was encouraging, Dennis offered a frank critique of execution, citing confusing layouts, weak wayfinding, and inconsistent merchandising. The takeaway is cautiously optimistic: the concept has potential, but it is not yet operating at the level that would warrant significant expansion.The core of the episode is Part 2 of Dennis' annual predictions reckoning. Dennis revisits his forecast that department stores would continue “running to stand still,” awarding himself an A-minus as most banners remain stuck in negative or flat comps with limited progress on profitability. His prediction of significant change at Target earns a B-plus, correctly anticipating leadership transitions and the end of the Ulta partnership, though anticipated store closures did not materialize.Dennis also scores highly on his prediction that store closures would once again exceed store openings in the U.S., driven by bankruptcies and retrenchment across drugstores, mid-market apparel, and specialty retail. Predictions around Amazon's physical grocery strategy are largely validated, while expectations for a surge in retail dealmaking and IPO activity fall short, earning a candid C-minus.The episode closes with a nuanced reassessment of the so-called “Ozempic recession.” While the term itself overstated the impact, Dennis and LeBlanc agree that GLP-1 drugs are reshaping consumption patterns—particularly in food, alcohol, and apparel—with long-term implications retailers can no longer ignore. SPECIAL OFFER for our listeners! SAVE 20% on registration for the all new Shoptalk Luxe event in Abu Dhabi January 27-29.For more info go to https://luxe.shoptalk.com/page/get-ticket and then register using our special code : RRLUXE20 About UsSteve Dennis is a strategic advisor and keynote speaker focused on growth and innovation, who has also been named one of the world's top retail influencers. He is the bestselling authro of two books: Leaders Leap: Transforming Your Company at the Speed of Disruption and Remarkable Retail: How To Win & Keep Customers in the Age of Disruption. Steve regularly shares his insights in his role as a Forbes senior retail contributor and on social media.Michael LeBlanc is the president and founder of M.E. LeBlanc & Company Inc, a senior retail advisor, keynote speaker and now, media entrepreneur. He has been on the front lines of retail industry change for his entire career. Michael has delivered keynotes, hosted fire-side discussions and participated worldwide in thought leadership panels, most recently on the main stage in Toronto at Retail Council of Canada's Retail Marketing conference with leaders from Walmart & Google. He brings 25+ years of brand/retail/marketing & eCommerce leadership experience with Levi's, Black & Decker, Hudson's Bay, CanWest Media, Pandora Jewellery, The Shopping Channel and Retail Council of Canada to his advisory, speaking and media practice.Michael produces and hosts a network of leading retail trade podcasts, including the award-winning No.1 independent retail industry podcast in America, Remarkable Retail with his partner, Dallas-based best-selling author Steve Dennis; Canada's top retail industry podcast The Voice of Retail and Canada's top food industry and one of the top Canadian-produced management independent podcasts in the country, The Food Professor with Dr. Sylvain Charlebois from Dalhousie University in Halifax.Rethink Retail has recognized Michael as one of the top global retail experts for the fourth year in a row, Thinkers 360 has named him on of the Top 50 global thought leaders in retail, RTIH has named him a top 100 global though leader in retail technology and Coresight Research has named Michael a Retail AI Influencer. If you are a BBQ fan, you can tune into Michael's cooking show, Last Request BBQ, on YouTube, Instagram, X and yes, TikTok.Michael is available for keynote presentations helping retailers, brands and retail industry insiders explaining the current state and future of the retail industry in North America and around the world.
This segment of the Omni Talk Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso, analyzes Target's new permanent Soho store featuring "The Drop" rotating seasonal styles, a Broadway Beauty Bar, and influencer-curated selections. Anne sees potential if Target can solve the technology and operational challenges needed to scale this concept, especially as Ulta departs Target stores. Chris pushes back hard, calling it "pure PR sizzle" that's designed for Instagram photos rather than operational scalability. The debate gets heated as they discuss whether New York City is the right testing ground. ⏩ Tune in for the full episode here: https://youtu.be/RjBUyfWgxzY #Target #TargetSoho #retailinnovation #storeconcept #experientialretail #retailstrategy #omnichannel
Justin Nielsen and Mike Webster walk through Friday's market action and discuss key stocks to watch in Stock Market Today. Learn more about your ad choices. Visit megaphone.fm/adchoices
DIBS Beauty went from zero to one of America's fastest-growing makeup brands in just four years, with founder Jeff Lee scaling the business into the mid–8 figures and landing a top spot on the Inc. 5000. In this interview, Jeff breaks down the strategy behind their explosive growth, the creator-led launch that built a 20,000-person waitlist, and how DIBS is winning in one of the most competitive categories in ecommerce. You'll hear exactly how Jeff built a 50-state beauty brand, expanded into retail with precision, and created a customer base with a 60%+ 90-day repurchase rate — all while keeping a founder-led obsession with product, community, and customers. What you'll learn in this interview: • The exact social strategy that built a 20,000-person waitlist pre-launch • Why creator-led distribution outranked traditional paid marketing • How DIBS achieved a 60%+ 90-day repurchase rate • The retail playbook behind their breakout performance in Ulta and Revolve • How Jeff validates product–market fit using creator metrics and in-store behaviour • Why “comfortable inauthenticity” beats the current social media playbook • What founders get wrong about community building • How to hire, structure, and scale a team at hypergrowth speed • The real dark side of entrepreneurship that nobody talks about • Jeff's approach to AI, product discovery, and future-proofing your brand This episode is a masterclass for founders building in ecommerce, beauty, or any saturated category. You'll walk away with a clear understanding of how to launch, differentiate, and scale a brand using content, retail expansion, and customer-obsessed execution. SAVE 50% ON OMNISEND FOR 3 MONTHS Get 50% off your first 3 months of email and SMS marketing with Omnisend with the code FOUNDR50. Just head to https://your.omnisend.com/foundr to get started. HOW WE CAN HELP YOU SCALE YOUR BUSINESS FASTER Learn directly from 7, 8 & 9-figure founders inside Foundr+ Start your $1 trial → https://www.foundr.com/startdollartrial PREFER A CUSTOM ROADMAP AND 1-ON-1 COACHING? → Starting from scratch? Apply here → https://foundr.com/pages/coaching-start-application → Already have a store? Apply here → https://foundr.com/pages/coaching-growth-application CONNECT WITH NATHAN CHAN Instagram → https://www.instagram.com/nathanchan LinkedIn → https://www.linkedin.com/in/nathanhchan/ CONNECT WITH JEFF LEE Instagram → https://www.instagram.com/jefflee108/ LinkedIn → https://www.linkedin.com/in/jefflee108/ DIBS Beauty → https://dibsbeauty.com/ FOLLOW FOUNDR FOR MORE BUSINESS GROWTH STRATEGIES YouTube → https://bit.ly/2uyvzdt Website → https://www.foundr.com Instagram → https://www.instagram.com/foundr/ Facebook → https://www.facebook.com/foundr Twitter → https://www.twitter.com/foundr LinkedIn → https://www.linkedin.com/company/foundr/ Podcast → https://www.foundr.com/podcast
In January, Kecia Steelman became one of the most powerful executives in beauty. After more than a decade at Ulta Beauty in positions like COO and head of international, she stepped into the president and CEO role with an uphill battle ahead of her. That's because sales at Ulta tumbled during the 2020 pandemic, and despite an uptick in 2021, year-over-year sales had been steadily falling for nearly three years. She took over as CEO in January, and by March, she unveiled her Ulta Beauty Unleashed comeback plan — and in just 11 months, her strategy has paid off. As part of her vision, Steelman expanded Ulta's e-commerce and product assortment with a new online marketplace, led the acquisition of U.K. specialty beauty retailer SpaceNK, expanded internationally into Mexico and the Middle East, and shepherded a shop-in-shop breakup with Target, all while dramatically improving revenue. Sales at Ulta Beauty have been on a continuous upward swing since Steelman took over as CEO in January. In May, the retailer reported 4.5% net sales growth. This doubled to a 9.3% net sales spike, reported in August, and the company nearly tripled that growth in last month's earnings report. Host Lexy Lebsack sat down with Steelman to unpack her first year in charge and look ahead to 2026 (16:50). But today's episode also celebrates Glossy 50, our annual award list honoring business leaders, changemakers and insiders behind the beauty, wellness and fashion industries. Steelman's interview is a special Glossy50 preview with the full list publishing next week. But first, Lebsack is joined by co-host Emily Jensen to break down the news of the week. This includes the novel launch of a new "bedtime fragrance" from the U.K. sleep-solution company This Works. The brand is known for its pillow spray and body oil, which include ingredients such as lavender and magnesium, but this week it expanded into fine fragrance designed to be applied before bed to improve sleep. Lebsack and Jensen also discuss the newest spokesperson for Estée Lauder-owned M.A.C. Cosmetics, pop star Chappell Roan, and the mixed response from her fans online. In addition, they analyze an unexpected collaboration between The Gap and beauty brand Summer Fridays, which includes clothing but not beauty. And finally, the duo discusses the latest moves in the supplement space, including Sephora's rollback of the category from its selection, and a buzzy new launch from the co-founder and former CEO of Allbirds.
In today's episode, I'm cozying up with a cup of something warm and chatting through the big fitness trends coming in 2026. Think of this as your friendly forecast for what's ahead in wellness, movement, and taking care of your body in a way that actually fits your life. Before we dive in, I'm sharing a little bit of what's been going on behind the scenes… including my old-school Black Friday adventure at Ulta (the makeup sets were calling my name), my Holiday Hustle free event next week, and how I'm prepping for post-Christmas travel which means hunting down actual winter clothes. Florida girl problems. Then we jump straight into the good stuff: the shifts happening in the fitness world next year and how they might impact your own routine. What We Talk About This Week ✨ Holiday Hustle & Life Lately A quick catch-up on what I've been watching, shopping, and prepping for as we head into the busiest stretch of the season.
Visibility on Purpose, founded by Lydia Bagarozza and Bridget Sicsko, is redefining how founders and small business owners approach PR. In this episode, they break down how their PR strategy studio helps brands get seen, featured, and remembered—without relying on expensive agencies or guesswork.Lydia has led campaigns for top consumer brands sold at Ulta, Target, Amazon, and Whole Foods, while Bridget brings the storytelling expertise of a former book publisher and speaker, helping founders craft narratives that consistently land in USA Today, Time Magazine, Yahoo, Fortune, mindbodygreen, and leading podcasts.We dive into:• The gap between DIY PR and traditional agencies• What founders truly need to secure meaningful media• How to build story angles that attract journalists• What Visibility on Purpose teaches that most PR pros don't• Real examples of brand features and how they happenedThe PR Podcast is a show about how the news gets made. We talk with great PR people, reporters, and communicators about how the news gets made and strategies for publicity that drive business goals. Host Jody Fisher is the founder of Jody Fisher PR and works with clients across the healthcare, higher education, financial services, real estate, entertainment, and non-profit verticals. Join the conversation on Facebook, Twitter, Instagram, and TikTok at @ThePRPodcast.
Shawn and Daniel break down DoorDash (ticker: DASH), America's dominant meal-delivery company that's rapidly expanding into all forms of local commerce. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:47 - How DoorDash came out of nowhere to become America's leading meal-delivery service, usurping Uber Eats and Grubhub 00:07:57 - What opportunity DoorDash's founders saw and the story of its origins as Palo Alto Delivery 00:10:26 - What DoorDash has done to finally crack the code of positive unit economics in restaurant delivery 00:19:21 - Why DoorDash is well-positioned to continue growing both domestically and internationally 00:28:41 - How a tipping scandal nearly destroyed the brand 00:16:21 - Why the COVID-19 pandemic was such a significant boon to DoorDash's business 01:15:35 - The company's approach to management comp 01:21:07 - How to think about modeling DASH's intrinsic value *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Business Breakdowns' coverage of DoorDash The Acquired podcast's coverage of DoorDash Modern MBA on DoorDash and the myth of profitable food delivery Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com - See the full disclaimer here. Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Linktree: https://linktr.ee/AnalyticJoin The Normandy For Additional Bonus Audio And Visual Content For All Things Nme+! Join Here: https://ow.ly/msoH50WCu0K Analytic Dreamz examines the fifth fragrance in the blockbuster Sweet Tooth collection: a bright citrus-gourmand masterpiece blending candied lemon, Italian bergamot, neroli, jasmine, orange blossom, and violet over a creamy graham cracker crust, vanilla whipped cream, and tonka bean base. Packaged in the iconic pastel-yellow chocolate-bar bottle, Sabrina calls it “a slice of sunshine you can wear.” Full pricing (10 ml $9.99 / 30 ml $35 / 75 ml $55 + 236 ml body spray $9.99), exact launch timeline (Dec 2 exclusive on FragranceBySabrina.com, Dec 3 Ulta presale, Dec 15 Ulta.com, Dec 26 nationwide Ulta stores), and collection context covered. From its nostalgic country-kitchen vibe to its positioning as the line's most joyful, winter-ready scent, Analytic Dreamz analyzes why Sweet Tooth remains one of the fastest-growing celebrity fragrance empires. Notorious Mass Effect – powered by Analytic Dreamz.Support this podcast at — https://redcircle.com/analytic-dreamz-notorious-mass-effect/donationsPrivacy & Opt-Out: https://redcircle.com/privacy
Lots of up arrows filled the screens of Wall Street Friday morning. Diane King Hall points to Rubrik's (RBRK) surprise earnings profit muscling a 25% rally in the stock at the opening bell. The lipstick trade also saw strength through a beat and raise in both Victoria's Secret (VSCO) and Ulta Beauty (ULTA). ======== Schwab Network ========Empowering every investor and trader, every market day. Subscribe to the Market Minute newsletter - https://schwabnetwork.com/subscribeDownload the iOS app - https://apps.apple.com/us/app/schwab-network/id1460719185Download the Amazon Fire Tv App - https://www.amazon.com/TD-Ameritrade-Network/dp/B07KRD76C7Watch on Sling - https://watch.sling.com/1/asset/191928615bd8d47686f94682aefaa007/watchWatch on Vizio - https://www.vizio.com/en/watchfreeplus-exploreWatch on DistroTV - https://www.distro.tv/live/schwab-network/Follow us on X – https://twitter.com/schwabnetworkFollow us on Facebook – https://www.facebook.com/schwabnetworkFollow us on LinkedIn - https://www.linkedin.com/company/schwab-network/ About Schwab Network - https://schwabnetwork.com/about
Send us a textThis show contains a trio of interviews about holiday theater events in Houston. We talk to Mitchell Greco about WHITE CHRISTMAS, which will show in the Hobby Center from Theatre Under the Stars, Elizabeth Bunch talks A CHRISTMAS CAROL from the Alley Theatre, and Zoe Parkinson lets us know about A DRUNK CHRISTMAS CAROL. Additionally, Lee and Brett discuss holiday shopping. We found these companies super supportive of the LGBTQIA+ community: Levi's, Nike, Starbucks, Costco, Bath & Body Works, Delta, United, MGM Resorts, Apple, Microsoft, PayPal, Chase Bank, Wells Fargo, Coca-Cola, PepsiCo, Ulta, Absolut Vodka, Mercedes, Home Depot and Sephora. Local to Houston - Eclectic Home, Antiques on 19th, AG Gallery, Silverlust, Dramatika, Bliss, and Vinal Edge. These were midling right now: Amazon and Walmart Companies to Avoid: Chick-fil-a, Shen Yun, and the Salvation ArmyQueer Voices airs in Houston Texas on 90.1FM KPFT and is heard as a podcast here. Queer Voices hopes to entertain as well as illuminate LGBTQ issues in Houston and beyond. Check out our socials at:https://www.facebook.com/QueerVoicesKPFT/ andhttps://www.instagram.com/queervoices90.1kpft/
We might be starting a commune and Hannah learns something new about Paige.Thanks to Ulta Beauty for supporting this episode. Find the perfect gift for yourself or your BFF this holiday season at Ulta Beauty. To shop our holiday selections, shop in-store, ULTA app or at ulta.com. #SponsoredByUltaBeautysubscribe to our newslettershop merch Hosted on Acast. See acast.com/privacy for more information.
On this week's episode, we're deinfluencing recent beauty launches to help save you money this holiday season! Also discussing Wicked For Good, dreams, and how underconsumption is leading to a makeup overflow at TJMaxx!CHAPTERS:Seeing Wicked For Good Soon: 01:44TJMaxx is STOCKED: 06:00Cosmic Brushes Starlight Collection: 12:17Merit Solo Cream Eyeshadow: 16:07Patrick Ta Holiday Blush Sets: 18:13Lineage Blue Lemonade Lip Mask: 20:07 SHEGLAM Butter Highlight & Contour Sticks: 25:25BEIS x Rare Beauty Makeup Bags: 28:17NYX Jelly Job Lip Gloss: 30:29 Kevin Doesn't Work at Ulta: 35:17Prada Infusion de Santal Chai: 36:41Anastasia Mini Haze Palette: 38:04L'Oreal Lumi Bronze Le Stick Soleil Bronzer: 41:23Charlotte Tilbury Airbrush Flawless Blur Concealer: 44:22Revlon Photo Ready Lift & Fill Skin Tint: 45:52SHEGLAM Lock and Go Cushion Foundation: 48:26Give Me Glow Cosmetics: 49:28
Má tá spéis agat uasghrádú a dhéanamh ar do theach ó chúrsaí fuinnimh de. Beidh ócáidí eolais in Ionad Pobail Mhachaire Rabhartaigh amárach ar 10:30 agus 6.30 tráthnóna le tuilleadh eolais a thabhairt don phobal.
Daniel and Shawn dive into S&P Global – the data and benchmark giant that is best-known for the S&P 500 index. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:03:02 - About S&P's Rating Business 00:03:56 - What businesses S&P Global operates 00:04:32 - About S&P's Market Intelligence Business 00:07:54 - About S&P Global's founding story 00:38:52 - About S&P's Index Business 00:48:45 - About S&P's Commodity Insight Business 00:58:10 - About S&P's Mobility Business 01:03:45 - How S&P thinks about Capital Allocation 01:24:43 - Whether Shawn & Daniel add SPGI to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Barron's Interview with Former SPGI CEO Doug Peterson. S&P Global Investor Day Presentation 2025. TIVP Episode on MSCI. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Black Friday is here - but does it still pack the same punch in an age of online deals, early sales, and shifting shopper habits? Travelers can also score big this holiday shopping weekend with deals on hotels, airfares, cruises, and vacation packages. And from pre-lit trees to signature scents - we meet a true holiday products trailblazer.
Two Hot Takes host, Morgan, is joined by guest co-host Gigi Gorgeous! We are diving into stories where there's some ugly actions occurring! Are they just jokes and accidents or are they showing an UGLY side of the person involved?! From a man who dangled his wife as a prank to a guy who wants his ex at his new partners baby shower.. some of these will elevate your blood pressure! Can't wait to hear your thoughts. Gigi's Content!!: https://www.youtube.com/channel/UCzco9CewPf0F-SP1p6LhWrw https://www.instagram.com/gigigorgeous/?hl=en Partners: Olly: https://www.olly.com Promo code: THT30 for 30% off! Redken: Shop Redken A B C leave in treatment at Ulta.com ! NEW MERCH: https://shop.twohottakes.com Bonus Content on Patreon including FREE stories: https://www.patreon.com/TwoHotTakes MERCH HERE ! https://shop.twohottakes.com Send us a letter? Our PO Box!! Two Hot Takes. 5042 Wilshire BLVD. #470. Los Angeles, CA 90036 WRITE IN TO US!!! https://reddit.app.link/twohottakes Full length Video episodes available on YouTube: https://www.youtube.com/c/TwoHotTakes Index: 00:00 -- Start Learn more about your ad choices. Visit podcastchoices.com/adchoices
Emma and Isabel get into a great trio of episodes this week - the return of Monique Samuels in full force on RHOP, another wild luncheon for the RHOSLC ladies, and the first two episodes of Southern Charm where they are returning to their roots.Our gift guide: https://shopmy.us/shop/collections/3039519 Bollandbranch.com/comments code comments for 25% off. Exclusions apply.For a limited time, visit AuraFrames.com and get $45 off Aura's best-selling Carver Mat frames by using promo code CBC at checkout. Terms and conditions apply. Head to Saks Fifth Avenue for inspiring ways to elevate your personal style, every day. Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta!Go to Wayfair.com and shop Wayfair's Black Friday deals for up to 70% off. Sale ends December 7thSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Before getting into the episode, the Britney Spears slumber party, All's Fair renewal, and Kylie & Timothée Thanksgiving plans were discussed. There's also a SLOMW tangent, in light of Jessi's recent podcast appearances. The highlight of episode 6 is the MET Gala BTS. ShopMy: https://shopmy.us/commentsbycelebsCodes:Bollandbranch.com/comments code comments for 25% off. Exclusions apply.For a limited time, visit AuraFrames.com and get $45 off Aura's best-selling Carver Mat frames by using promo code CBC at checkout. Terms and conditions apply. Head to Saks Fifth Avenue for inspiring ways to elevate your personal style, every day. Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta!Go to Wayfair.com and shop Wayfair's Black Friday deals for up to 70% off. Sale ends December 7thSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Paige breaks her silence on Hannah's fashion controversy.Thanks to Ulta Beauty for supporting this episode. Find the perfect gift for yourself or your BFF this holiday season at Ulta Beauty. To shop our holiday selections, shop in-store, ULTA app or at ulta.com. #SponsoredByUltaBeautysubscribe to our newsletterget merchour book Hosted on Acast. See acast.com/privacy for more information.
Emma and Isabel sit down with author, substacker, and legendary Real Housewife of New York, Carole Radziwill, in her iconic NYC apartment. They get into Carole's first BravoCon, her time on RHONY, dating, and so much more.Carole's Substack: https://substack.com/@caroleradziwill ShopMy: https://shopmy.us/commentsbycelebsBollandbranch.com/comments code comments for 25% off. Exclusions apply.For a limited time, visit AuraFrames.com and get $45 off Aura's best-selling Carver Mat frames by using promo code CBC at checkout. Terms and conditions apply. Head to Saks Fifth Avenue for inspiring ways to elevate your personal style, every day. Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta!Go to Wayfair.com and shop Wayfair's Black Friday deals for up to 70% off. Sale ends December 7thSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Shawn O'Malley and Daniel Mahncke break down Booking Holdings (ticker: BKNG), the world's largest travel company. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:24:07 - What are the subtle differences between Expedia, Booking, and Airbnb 00:26:18 - How Booking.com established a foothold in Europe despite Expedia's dominance in North America 00:55:59 - What Alphabet could do to seriously disrupt Booking 01:01:14 - How Booking uses price parity to protect its value-add to customers 01:03:56 - Whether Booking can be disrupted by AI 01:09:50 - About the flawed approach the company has taken with its management comp 01:19:04 - Why the global travel industry should continue to outpace GDP growth 01:22:09 - How to think about modeling BKNG's intrinsic value 01:23:53 - Whether Shawn and Daniel add BKNG to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! Our colleagues Clay Finck and Kyle Grieve's discussion of BKNG on We Study Billionaires. How Booking's management thinks about stock-based comp. Interview with Booking's CEO on the promise of AI in travel. Booking's CEO interview with Time Magazine. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Most founders focus on selling their products, but few take the time to teach people why they matter. For Shizu Okusa, that difference has become her biggest advantage in business. A former Wall Street trader turned wellness entrepreneur, Shizu is the founder and CEO of Apothékary–a brand known as "Mother Nature's Pharmacy." What started in her kitchen, mixing herbs like maca and ashwagandha, has grown into a nationwide brand stocked in Ulta, Sprouts, and 500+ stores across the U.S. Shizu's lessons in business will change your approach to connecting with customers. Education Over Persuasion If you want people to trust your brand, stop selling and start teaching. Shizu discovered that most consumers don't reject wellness products because they don't care; they reject them because they don't understand them. By focusing on education instead of persuasion, she turned curiosity into loyalty. From breaking down the science behind adaptogens to teaching why liquid tinctures outperform pills, Apothékary built authority through honesty — and showed that sharing knowledge is the strongest form of marketing. Growth Without Burnout Fast growth means nothing if you burn out in the process. Shizu's journey is a reminder to pace your ambition. She shares how defining her investor relationships, protecting her energy, and staying rooted in purpose helped her scale Apothékary without losing herself. Her approach challenges every founder to ask: Are you building something that grows fast, or something that lasts? Enjoy this episode with Shizu Okusa… Soundbytes 08:23 - 08:31 "And so there's just a lot of education that actually is marketing. We primarily think ourselves as an education company more than anything else." 30:54 - 31:13 "The company will grow exponentially, and people grow linearly. So, when I say that, what that basically means is, your company is going to be pacing with consumer demand or market growth. And so if your company and your market's growing exponentially, there is no way you can have the same expectation for people to grow exponentially." Quotes "The company will grow exponentially, and people grow linearly." "There really is a cost that comes with growth." "I think of myself as an editor of the brand, more than a face of the brand." "Our bodies are really powerful compasses, and it takes one to quiet down and really listen and tune in." Links mentioned in this episode: From Our Guest Website: https://www.apothekary.com/ Connect with Shizu on LinkedIn: https://www.linkedin.com/in/shizu-okusa-87a25415/ Connect with brandiD Find out how top leaders are increasing their authority, impact, and income online. Listen to our private podcast, The Professional Presence Podcast: https://thebrandid.com/professional-presence-podcast Ready to elevate your digital presence with a powerful brand or website? Contact us here: https://thebrandid.com/contact-form/
On today's episode, Kara welcomes Lindsay Holden, Co-Founder of Odele Beauty — the clean, inclusive, and high-performing haircare brand redefining prestige beauty for all.After more than a decade in retail — including eight years as a merchant at Target — Lindsay and her two co-founders set out to build something different: a gender-neutral, salon-grade haircare brand that was affordable, transparent, and designed for real people. They launched Odele in 2020, reaching profitability within six months, and have since grown into more than 12,000 retail doors nationwide, including Target, Ulta, and CVS.In this episode, Lindsay shares how she turned her corporate experience into founder grit, the challenges of breaking into a crowded beauty aisle, and why progress over perfection has become her personal and professional mantra. We also dive into the brand's Odele For Good platform and how purpose, inclusion, and community are at the heart of everything they do. This episode is packed with lessons on leadership, building with intention, and creating products that make people feel seen. Don't miss it! Are you interested in sponsoring and advertising on The Kara Goldin Show, which is now in the Top 1% of Entrepreneur podcasts in the world? Let me know by contacting me at karagoldin@gmail.com. You can also find me @KaraGoldin on all networks. To learn more about Lindsay Holden and Odele Beauty:https://www.odelebeauty.comhttps://www.instagram.com/odelebeautyhttps://www.tiktok.com/@odelebeautyhttps://www.instagram.com/lindsayroseholdenhttps://www.linkedin.com/in/lindsay-holden-b44b941 Sponsored By:AG1 - Head to DrinkAG1.com/KARAGOLDIN to get a FREE Welcome Kit, including a bottle of Vitamin D and free AG1 Travel Packs, when you first subscribe!AuraFrames - Visit AuraFrames.com and get $45 off Aura's best-selling Carver Mat frames by using promo code KARA at checkout.Function Health - My first 1,000 listeners get a $100 credit toward their membership. Go to FunctionHealth.com/KARA or use code KARA100 at sign-up.LinkedIn Jobs - Head to LinkedIn.com/KaraGoldin to post your job for free. Check out our website to view this episode's show notes: https://karagoldin.com/podcast/768
Daniel Mahncke and Shawn O'Malley dive into TransDigm — the aerospace supplier that turned “boring parts” into a compounding machine. Built around proprietary, often sole-source components installed across nearly every commercial and military aircraft in service, TransDigm monetizes decades of aftermarket demand through premium pricing and enviable margins. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:01:19 - What TransDigm does, and how was it founded 00:14:45 - What makes TransDigm's founders and philosophy so special 00:18:05 - How TransDigm uses debt to leverage returns 00:34:34 - Why TransDigm is basically a monopoly 00:49:41 - What TransDigm's M&A Playbook looks like 00:54:14 - Where future growth is coming from 01:16:15 - Whether TransDigm is fairly valued 01:20:06 - Whether Shawn & Daniel add TDG to The Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio. Howley Interview with William Thorndike at the 50x Podcast. Clay's Deep Dive into TransDigm Competitor Heico. Clay's Interview with Niklas Sävås about Serial Acquirers. TransDigm 2024 Analyst Day Webcast. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
Snoozing San Fran train conductor joyride, new Epstein emails mention Trump, Being Eddie Murphy on Netflix, drunk driver gets stuck in Ulta, Marshawn Kneeland's suicide, Maz joins us as the NCAA punishes MSU, and Jim's Picks: Top 10 Songs the Beatles covered. Check out our YouTube...Subscribe...And turn on notifications! We're about to pass Guru Jugat. Howard Stern talked about Doug Podell on his show yesterday. RIP Cleto Escobedo. Jimmy Kimmel cried hard over his friend. Merch is on its way! Go to CallHallFirst.com/game to win tickets to the Michigan vs Ohio State game. Being Eddie on Netflix is out now. Check it out. The worst story of the year, the suicide of Dallas Cowboy Marshawn Kneeland, takes a turn for the worse... San Francisco train operator falls asleep at the wheel? Then gives the perfect excuse. That's the only excuse we'd expect. Crazy video of a drunk lady driving through Ulta in Royal Oak. Some people are saying they'll be temporarily closed. Szott Ford brings you a new Bonerline. Lesbian Tish Hyman argues in front of Californians about dudes (aka trans men and women) in locker rooms. Somehow, the black lesbian woman gets shot down by everyone. Trans people are the most important. We get Tom Mazawey on the phone to talk some Detroit Lions. Aidan Hutchinson hurt his elbow holding his phone too much like Maz. Jamo had his "sex" hat blurred. Detroit Lions vs Philadelphia Eagles predictions. Scott Boras waxes poetic about Tarik Skubal. MSU has to vacate football wins for cheating. Dave Landau's show, Normal World, is officially over today. More Island Boys news, as Flyysoulja breaks his silence and is 6 days sober. Jennifer Aniston is looking hot as hell on the cover of Elle magazine. Timothy Chalamet is catching heat for saying something about women and children. Drew feels bad for James Charles. His following is dwindling. Donald Trump is in hot water for the newest Jeffrey Epstein email drop. Meghan Markle is quite possibly the worst actor ever. But make sure to watch her Christmas Special on Netflix December 3. Jim's Picks: Top 10 Songs the Beatles cover. If you'd like to help support the show… consider subscribing to our YouTube Channel, Facebook, Instagram and Twitter (Drew Lane, Marc Fellhauer, Trudi Daniels, Jim Bentley and BranDon).
The lightning round gets personal as Kelly reveals she'd trade her data to Ulta for holiday discounts (with three sisters and multiple gift exchanges, who can blame her?), Waqas picks "Things to Do in Denver When You're Dead" as his favorite Andy Garcia film, and the panel mourns the potential disappearance of Italian pasta from US shelves. Plus: middle-aged men are the biggest holiday spenders, Waqas's dishwasher crisis becomes his holiday budget, and we learn about Korean vs. German appliances, the superiority of rigatoni and pappardelle, and why ChatGPT has become Ella's "best friend." Sponsored A&M Consumer and Retail Group, Mirakl, Ocampo Capital, Infios, and Quorso. For the full episode head here: https://youtu.be/j0UulTYE5_8 #HolidayShopping #RetailTrends #LightningRound #ConsumerBehavior #RetailPodcast
#892. Tayler Byrd joins Kaitlyn on Off the Vine for a candid, unfiltered conversation about life after reality TV. She dives into her experience on Netflix's Temptation Island, why she knew her relationship wasn't going to last, the drama on set, and what she learned about love, boundaries, and authenticity.Beyond reality TV, Tayler opens up about her fitness and wellness journey, sharing her weekly workout routines, recovery tips, morning coffee habits, favorite wellness hacks, and how she built her platform SOAR (Strength Overcomes All Resistance) to help women take a holistic approach to health. Packed with laughs, embarrassing stories, and practical advice, this episode is a mix of real talk, inspiration, and Tayler's signature honesty.Tune in to hear Tayler's story, from reality TV drama to fitness guru, and why authenticity is her ultimate superpower!If you're LOVING this podcast, please follow and leave a rating and review below! PLUS, FOLLOW OUR PODCAST INSTAGRAM HERE!Thank you to our Sponsors! Check out these deals!Booking.com: Head over to booking.com and start your listing today! Get Seen. Get Booked on Booking.com!Dime: Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta! Bombas: Head over to Bombas.com/vine and use code vine for 20% off your first purchase.Quince: Go to Quince.com/vine for free shipping on your order and 365-day returns. Now available in Canada, too! Progressive: Visit Progressive.com to see if you could save on car insurance!EPISODE HIGHLIGHTS: (2:39) Tayler spills the behind-the-scenes drama from Temptation Island and why she knew her relationship wasn't going to last.(11:12) Hear how Tayler navigates modern dating, sets boundaries, and deals with the public eye after a reality show.(37:12) Get her top fitness and wellness tips, including weekly workouts, recovery, morning coffee rituals, and favorite health hacks.(59:51) Laugh along with Tayler's hilarious gym mishap in our Confession segment!See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Julia and Drew are back to discuss Season 7, Episode 3 of The Kardashians. The girls slurp down some Erewhon smoothies and dish about Glenn Close overdosing on Valium in front of Michael Douglas, Khloe's rancid protein popcorn, feeling othered at Ulta for being a boy even though James Charles said it was ok, Rob's alarming tales of cookies and printer cartridges, and Kris' 70th birthday bash serving as a backdoor retcon of the James Bond universe. Konspiracies abound. XOXO, Girls Room.Follow Girls Room on TikTok.Follow Drew on Twitter and Instagram.Follow Julia on Twitter and Instagram.
Shawn & Daniel discuss how Robinhood transformed investing with commission-free trading, overcame controversies, and now aims to become a full-service financial platform through Robinhood Gold. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:00:40 - How Robinhood disrupted the entire brokerage industry 00:32:05 - How Robinhood can offer commission-free trading 00:05:34 - Why Robinhood Gold may be the financial services equivalent of Amazon Prime 00:46:55 - What makes Robinhood so well-positioned to capitalize on the passing down of wealth from Baby Boomers to Millennials and Gen Z 00:28:10 - How the company is revolutionizing finance again with prediction markets, fractionalized shares, 24/5 trading, stock tokens, crypto, and more 00:50:40 - What to make of Robinhood's controversial CEO and co-founder, Vlad Tenev 01:30:03 - How to think about modeling HOOD's intrinsic value 01:38:16 - Whether Shawn and Daniel add HOOD to their Intrinsic Value Portfolio *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Sign up for The Intrinsic Value Newsletter to track our Portfolio Shawn & Daniel use Fiscal.ai for every company they research — use their referral link to get started with a 15% discount! How Robinhood revolutionized retail investing (Quartr article) Vlad Tenev's 2025 interview with Barron's on the future of Robinhood Vlad Tenev's interview describing the Robinhood super app to Ark Invest Robinhood's 2024 Investor Day Vlad Tenev's All-In podcast interview on stock tokenization and the future of fintech Derek Pilecki's interview on We Study Billionaires discussing Robinhood Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
When you think about transformation in beauty, few stories are as fascinating as the one unfolding at Rodan + Fields. In this episode, Rose Hamilton, CEO of Compass Rose Ventures, sits down with Anncy Rowe, Chief Commercial Officer, who is leading the company through one of the most ambitious reinventions in the industry — evolving from a billion-dollar direct-selling brand into a modern omni-channel powerhouse. Anncy's background includes some of the most iconic names in beauty — Maybelline, Garnier, and IT Cosmetics — and she's now using that experience to bridge legacy and innovation at Rodan + Fields. What struck me most about Anncy's leadership is her ability to balance conviction and curiosity. She's fiercely protective of the brand's DNA — its female-founded roots, dermatology-driven credibility, and loyal consultant community — while introducing fresh storytelling, modern retail partnerships, and a bold "Love What You See" campaign that redefines clinical luxury for today's consumer. Here are a few highlights from our conversation: * Purpose Meets Reinvention: How Rodan + Fields is blending its heritage of women-led dermatology with a new omni-channel model that meets consumers wherever they shop — from consultants to DTC to Ulta. * Clinical Luxury, Redefined: The brand's unique formulation philosophy — "no more, no less" — and why restraint, not volume, is the most powerful form of innovation. * Storytelling with Conviction: Anncy's approach to brand transformation is rooted in founder DNA, purpose, and authenticity rather than chasing trends. * Female-Founded Advantage: How being the #1 female dermatologist-founded skincare brand is both a point of pride and a call to elevate more women in science and leadership. * Culture as the Growth Engine: Inside the company's transformation — from hiring and leadership mindset shifts to building agility, clarity, and confidence across teams. Join us in listening to this episode to hear how Anncy Rowe and the Rodan + Fields team are proving that legacy and reinvention can coexist beautifully — and that true transformation starts with purpose, people, and belief. For more on Rodan & Fields, visit: https://www.rodanandfields.com/en-us/ If you enjoyed this episode, please leave The Story of a Brand Show a rating and review. Plus, don't forget to follow us on Apple and Spotify. Your support helps us bring you more content like this!
We've got practical advice on how much to save for unexpected life events, where to keep the money, and why it matters far beyond simple budgeting. Today's Stocks & Topics: Ulta Beauty, Inc. (ULTA), Market Wrap, DICK'S Sporting Goods, Inc. (DKS), SSR Mining Inc. (SSRM), Emergency Savings: More Than Just a Cushion, Relative Strength, Lumen Technologies, Inc. (LUMN), Best Market Performance, Bitcoin, PureCycle Technologies, Inc. (PCT), Sentiment.Our Sponsors:* Check out Gusto: https://gusto.com/investtalk* Check out Progressive: https://www.progressive.com* Check out TruDiagnostic and use my code INVEST for a great deal: https://www.trudiagnostic.comAdvertising Inquiries: https://redcircle.com/brands
ULTA Beauty, the largest beauty retailer in the United States, will open its first Middle East store in Kuwait later this week. The company has been on a trajectory of global expansion since its international debut earlier this year, with the opening of the first stores in Mexico and the major acquisition of the leading British beauty retailer SpaceNK. CEO Kecia Steelman sat down with Fortune's Diane Brady and Kristin Stoller to discuss what her first months as CEO have been like, her leadership style, and how social media has charted the way for doing business overseas.
We're starting this episode with a quick check-in for our California listeners about Prop 50 and a look at how the government shutdown is impacting SNAP recipients — plus real, actionable ways to help. Then we dive into a packed news rundown: Ulta's invite-only marketplace and why more K-beauty is popping up, reports that LVMH may sell its stake in Fenty Beauty (and what that could mean for Kendo), MAC heading into select Sephora locations, the “clean”/Conscious Beauty lawsuit aimed at Ulta, and the FDA's new communication on RF microneedling and why provider experience really matters. And before we get to all the beauty… can we talk about the wild amount of product placement in this season of Nobody Wants This?!Watch our episodes!CALL or TEXT US: 424-341-0426Instagram: @glossangelspod, @kirbiejohnson, @saratanTwitter: @glossangelespod, @kirbiejohnson, @saratanEmail: glossangelespodcast@gmail.com Hosted on Acast. See acast.com/privacy for more information.
Daniel Mahncke and Shawn O'Malley dive into Salesforce — the company that practically invented modern enterprise software and is now trying to reinvent it again through AI. From its origins as the pioneer of the Software-as-a-Service model in the late 1990s, Salesforce has grown into the world's #1 CRM provider, powering customer relationships for over 90% of the Fortune 500. IN THIS EPISODE, YOU'LL LEARN: 00:00:00 - Intro 00:02:43 - What exactly Salesforce does? 00:03:49 - How Salesforce dominates the CRM market and revolutionizes AI Agents 00:10:23 - Who Founder and CEO Marc Benioff is and how he thinks 00:44:06 - How the management and executives are compensated and incentivized 00:47:08 - Where Salesforce's moat comes from and whether it's sustainable 00:53:29 - Where Salesforce invests its money 01:01:24 - Whether Salesforce is fairly valued 01:08:16 - Whether Shawn & Daniel add CRM to The Intrinsic Value Portfolio And much, much more! *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES The Investors Podcast Network is excited to debut a new community known as The Intrinsic Value Community for investors to learn, share ideas, network, and join calls with experts: Sign up for the waitlist(!) Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Dreamforce Conference 2024. Dreamforce Main Keynote 2025. Marc Benioff Interview at Lenny's Podcast. VIC Article on Salesforce. Explore our previous Intrinsic Value breakdowns: Paypal, Uber, Nike, Reddit, Amazon, Airbnb, TSMC, Alphabet, Ulta, LVMH, and Madison Square Garden Sports. Related books mentioned in the podcast. Ad-free episodes on our Premium Feed. NEW TO THE SHOW? Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try Shawn's favorite tool for picking stock winners and managing our portfolios: TIP Finance. Enjoy exclusive perks from our favorite Apps and Services. Learn how to better start, manage, and grow your business with the best business podcasts. SPONSORS Support our free podcast by supporting our sponsors: Public.com Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm
#901: Sit down with Dee Ocleppo Hilfiger – former model, visionary designer, entrepreneur, & philanthropist. Known for her effortlessly sophisticated style & attention to luxurious detail, Dee creates designs that empower confidence & individuality. In this episode, she shares her journey from modeling & Wall Street to leading as a creative director & entrepreneur, including revitalizing Judith Lieber with viral designs & launching her own brand, DO by Dee Ocleppo. Plus, get an exclusive look at the iconic Hilfiger Homes, her secrets to a thriving marriage, & how she collaborates with Tommy Hilfiger on design & vision. To Watch the Show click HERE For Detailed Show Notes visit TSCPODCAST.COM To connect with Dee Ocleppo Hilfiger click HERE To connect with Lauryn Bosstick click HERE To connect with Michael Bosstick click HERE Read More on The Skinny Confidential HERE Head to our ShopMy page HERE and LTK page HERE to find all of the products mentioned in each episode. Get your burning questions featured on the show! Leave the Him & Her Show a voicemail at +1 (512) 537-7194. To learn more about Dee and shop DO by Dee Ocleppo visit https://deeocleppo.com. This episode is sponsored by The Skinny Confidential For a limited time shop 20% off our non-toxic clean candle at http://bit.ly/4nuyHLZ. This episode is sponsored by SYNERGY Ready to get started on your very own gut health journey? Visit http://SYNERGYDRINKS.com to find your SYNERGY flavor today. This episode is sponsored by Branch Basics Shop Branch Basics in 600+ Target stores nationwide, or http://Target.com. You can also use my code SKINNY15 to get 15% off at https://branchbasics.com/SKINNY15. This episode is sponsored by Clarins Available at Ulta, Sephora and on http://Clarins.com. This episode is sponsored by Just Thrive Visit https://justthrivehealth.com/discount/TSC and use promo code TSC for 20% off your first order. This episode is sponsored by Bon Charge Just head to http://boncharge.com and your 25% off code will be automatically added to your order. This episode is sponsored by Square Get up to $200 off Square hardware when you sign up at http://square.com/go/skinny! Produced by Dear Media
This week's Quickie proves that spooky season hits different when you're a mom, a workaholic, and apparently… the only one going to a Halloween party. Becca kicks things off with a hilarious story about Ford's firm refusal to be “cute” — because nothing says independence like a toddler rejecting your Pinterest dreams. Meanwhile, Keltie faces a terrifying truth: she might be the only ladygang memeber dressing up and going out on Halloween night. Are we in a reverse universe? We have SPOOKY deals for YOU!!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Macys: Check out Macy's Friends and Family Sale from 10/27 thru 11/3! Shop at Macys.com or in-store!Apretude: Prevent HIV! Talk to your doctor and learn more at Apretude.com or call 1-888-240-0340See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Entrepreneur Barbie (vintage… from 2014), and her sidekick Bratz bring you the second annual Gal-oween! These aren't last-minute looks; they're planned, perfected, and deeply researched (by Brooke, obviously). We all have our dolls. Maybe you're Bratz, maybe you're Barbie, maybe you're Polly Pocket. The gals don't do spooky, but they DO love nostalgia. We dive into old toys, iconic commercials, big dolls, tiny dolls, and… chewing Polly Pocket clothes?? No? Just us? Brooke reads the new Hunger Games book (throwback to high school) literally all of the time, like 5 a.m. all of the time, and can't put it down. Danielle checks in on Brooke's sports era (yes, we have two official GOTG football fans) before the gals toy with the idea of an improv class intensive and plot future GOTG community events. A retreat? Maybe. Look, in this episode, we laugh, we cry, we Bratz, we Barbie.Please support the show by checking out our sponsors!Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Squarespace: Check out squarespace.com/GALS to save 10% off your first purchase of a website or domain using code GALSWayfair: Get organized, refreshed, and ready for the holidays for way less. Head to Wayfair.com right now to shop all things home. GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: GalsOnTheGoGroup@caa.comDanielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Just in time for the Sephora Savings Event (October 31st - November 10th), we're sitting down with finance‑savvy beauty creator Rachel Wiseman — the brain behind the viral “Beauty Math” series — to decode the real cost of beauty products and the smartest ways to shop the season. Listen in to discover why beauty math literacy matters and how it can prevent you from feeling like you “got robbed” whenever you leave the store.Subscribe and watch this episode on YouTube!In this episode you'll discover:How do sneakflation and shrinkflation apply in the beauty industry? The way brands shrink their product sizes or inflate “deal” prices while selling the same product.What “anchor price” means and how it affects your purchase decisions.The 2025 version of the “Lipstick Index” – does it still hold?How tariffs and loyalty programs are influencing beauty pricing and whether refill products truly save you money.Her category‑by‑category cheat sheets: the best value skincare, eyeshadow palettes, multi‑use makeup, and packaging that gives you the most bang for your buck, explained.Holiday shopping tips you'll want to bookmark: mini vs jumbo sizes, Advent calendars, and what deals are genuinely worth it.For any products or links mentioned in this episode, check out our website: https://breakingbeautypodcast.com/episode-recaps/ Get social with us and let us know what you think of the episode! Find us on Instagram, Tiktok,X, Threads. Join our private Facebook group. Or give us a call and leave us a voicemail at 1-844-227-0302. Subscribe to our Sign up for our Substack here. Related episodes like this: The #DamnGood Loyalty Shopping Guide! From Sephora to Ulta, Drugstores and MoreIt's Our #DamnGood Haul of Fame Update! Fave New Finds That Stand the Test of Time#DamnGood Under $20 Budget Beauty Special! PROMO CODES: When you support our sponsors, you support the creation of Breaking Beauty Podcast! Medik8Medik8's new Advanced Pro-Collagen+ Peptide Cream is an anti-wrinkle moisturizer, clinically proven to visibly improve skin firmness, elasticity, and reduce the appearance of deep-set wrinkles. Visit Medik8.us to discover more and use code BREAKING20 to save 20% off your order.QuinceFind your fall staples at Quince. Go to Quince.com/breakingbeauty for free shipping on your order and 365-day returns. Now available in Canada, too. NutrafolSee thicker, stronger, faster-growing hair with less shedding in just 3–6 months with Nutrafol. For a limited time, Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code BREAKING. CanopyGo to getcanopy.co to save $25 on your Canopy Humidifier purchase today with Canopy's filter subscription. And look for other Canopy products such as the Canopy Bath and Shower Filter. Even better, use code BEAUTY at checkout to save an additional 10% off your Canopy purchase. Your skin will thank you! *Disclaimer: Unless otherwise stated, all products reviewed are gratis media samples submitted for editorial consideration.* Hosts: Carlene Higgins and Jill Dunn Theme song, used with permission: Cherry Bomb by Saya Produced by Dear Media Studio See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Jac and Keltie have officially lived out every Hot Topic teen's fantasy, they went to the When We Were Young festival and saw their entire emo adolescence come alive on stage. From eyeliner nostalgia to screaming along with their old crushes in studded belts, it's pure scene-kid serotonin. But of course, it wouldn't be a LadyGang episode without Keltie managing to humiliate herself both on the internet and in person (yes, there's photographic evidence). Meanwhile,a brand-new LadyGang baby is on the way!We have SPOOKY deals for YOU!!Hers: Are you dealing with perimenopause? Visit ForHers.com/lady for a personalized treatment plan!Origins: Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm! Available now at Origins.com and ULTA!Macys: Check out Macy's Friends and Family Sale from 10/27 thru 11/3! Shop at Macys.com or in-store!Peloton: Explore the new Peloton Cross Training Tread+ at OnePeloton.comSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
It's officially cozy girl season, and the LadyGang is wrapping themselves (and their trauma) in a throw blanket.
Discover the butter way to cleanse with Origins Youthtopia™ Apple Butter Cleansing Balm. Available now at origins.com and ULTA! Get 20% OFF your first order and FREE SHIPPING by using checkout code BASIC at naturessunshine.com Shop my favorite bras and underwear at https://www.skims.com/basic #skimspartner After you place your order, be sure to let them know we sent you! Select "podcast" in the survey and be sure to select our show in the dropdown menu that follows.
Does anyone else still have Taylor's new album on repeat? The gals are Taylor OBSESSED this week (as is… literally everyone) as they learn all about her wedding plans and discover she has her own *little voices*, just like the gals!! HoLy CoW (new bit alert)…Danielle comes in with allll of the ACL tea + Brooke recaps her Universal trip with the family! AND WARNING: if you live in the penthouse of their buildings, they are nosy and WILL find your place on StreetEasy. Grab a snack (we recommend an apple…iykyk), sit back, and dive into this TMI-packed episode!!Please support the show by checking out our sponsors!Baked by Melissa: Our listeners get 20% off your order at Bakedbymelissa.com/GALSONTHEGOFunction Health: Our first 1000 listeners get a $100 credit toward their membership. Visit www.functionhealth.com/GALS or use gift code GALS100 at sign-up to own your health.Origins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Nutrafol: Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code GALSSkims: Shop the SKIMS Ultimate Bra Collection and more at SKIMS.com. After you place your order, select "podcast" in the survey and be sure to select our show in the dropdown menu that follows. GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: GalsOnTheGoGroup@caa.comDanielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
Why the hell are we buying so many special-event dresses?!
Buckle up, because we're taking you behind the glitter curtain for a full inside look at LadyWorld—and trust us, it's as chaotic, emotional, and iconic as you imagined.
Danielle turns 27 and no longer feels much, much younger than Brooke. As fall kicks into gear, Brooke learns the art of shutting up (moving in silence, if you will). She dives into self-improvement: builds her morning routine, hits the gym, and practices acting with confidence. Meanwhile, Danielle stays confident she's getting ghosted…by her THERAPIST?! It's a classic Gals episode as Brooke takes her running era to the next level (this time it's more than a block) and hits another John Summit concert. She insists she isn't obsessed, but we let you be the judge. And of course Danielle plots a prank, and what starts as a ‘small' birthday gathering quickly becomes a full-blown party!!Please support the show by checking out our sponsors!Cowboy Colostrum: For a limited time, our listeners are getting 25% off their entire order. Just head to CowboyColostrum.comand use code Gals at checkout.BetterHelp: This show is sponsored by BetterHelp. Our listeners get 10% off their first month at BetterHelp.com/GALSOrigins: Discover the butter way to cleanse with Origins Youthtopia Apple Butter Cleansing Balm. Available now at Origins.com and ULTA.Nutrafol: Nutrafol is offering our listeners $10 off your first month's subscription and free shipping when you go to Nutrafol.com and enter the promo code GALSSkims: Shop the SKIMS Ultimate Bra Collection and more at SKIMS.com. After you place your order, select "podcast" in the survey and be sure to select our show in the dropdown menu that follows. GOTG LTK https://www.shopltk.com/explore/Gals_on_the_Go GOTG Newsletter https://gotg.substack.com/ Gals On The Go Instagram https://www.instagram.com/galsonthegopodcast/ Brooke's Youtube Channel https://www.youtube.com/brookemiccio Brooke's Instagram https://www.instagram.com/brookemiccio/ Danielle's Youtube Channel https://www.youtube.com/c/daniellecarolan Danielle's Instagram https://www.instagram.com/daniellecarolan/ Business inquiries can be sent to: GalsOnTheGoGroup@caa.comDanielle's LTK: https://www.shopltk.com/explore/daniellecarolan/productsets/11ee5d6284a6acf19fd50242ac110003 Brooke's LTK: https://www.shopltk.com/explore/brookemiccio/productsets/11ee5d662bea0b67931d0242ac110004 GOTG YouTube Channel (watch full episodes with video!) https://www.youtube.com/channel/UCkCy3xcN257Hb_VWWU5C5vASee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
#882. She came, she played, she lawyered her way to $750,000. Fresh off her Big Brother 27 win, Ashley Hollis joins Kaitlyn to spill all the secrets from inside the house — the lies, the alliances, the chaos, and the strategy that made her the newest reality TV queen! From hiding her career as an attorney to surviving multiple nominations and delivering a game-winning final speech, Ashley breaks down every move that led to her victory.Plus, Kaitlyn gets her to open up about the behind-the-scenes moments fans never saw, her most cringe-worthy house memory, and what life is really like after 24/7 cameras.This one's for ALL the Big Brother fans!If you're LOVING this podcast, please follow and leave a rating and review below! PLUS, FOLLOW OUR PODCAST INSTAGRAM HERE!Thank you to our Sponsors! Check out these deals!Audible: Your first great love story is free when you sign up for a free 30-day trial at Audible.com/vine.Bombas: Head over to Bombas.com/vine and use code vine for 20% off your first purchase.Dime Beauty: Head to DimeBeauty.com and get 20% off your first order with code PODCAST20 – or shop DIME at Amazon and Ulta!Progressive: Visit Progressive.com to see if you could save on car insurance.See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.
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