Podcasts about Ulta Beauty

When I think of founder stories that move me to my core, Octavia Morgan's journey is right at the top.  In this episode, I sit down with Octavia Morgan, CEO and Creative Director of Octavia Morgan, to discuss building a fine fragrance brand rooted in intention, courage, and community. From her early mornings in meditation to the emotional moment a customer cried after finally finding a scent she could wear, this is a conversation about listening to your calling, even when it's scary. Octavia left a stable nursing career to create a fragrance brand for people like her—those with scent sensitivities who still wanted complexity, boldness, and beauty in what they wear. She shares how she took her brand “to the streets,” grew through word of mouth, and developed a fragrance line that's now carried by Ulta Beauty nationwide. This isn't just about perfume—it's about purpose. Here are a few highlights from the interview: * The meditation that sparked Octavia's leap from nursing to entrepreneurship—and the fear she had to face head-on.   * How a tearful customer showed her the deep emotional impact her product could have.   * Why Octavia sells $100+ fine fragrances at upscale markets—and how it built a grassroots community of superfans.   * The real reason so many people suffer from scent sensitivity, and how her clean, filler-free formulations are changing that.   * Her powerful advice for anyone with a dream they're too scared to pursue: “Why not you?”   Join me, Ramon Vela, as I listen to the episode and discover the story of a founder who's redefining what it means to follow your intuition and create beauty with integrity. You'll walk away inspired and probably wanting to smell every scent she's ever made. For more on Octavia Morgan, visit: https://octaviamorgan.com/ 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! * Today's Sponsors: 1 Commerce: https://1-commerce.com/story-of-a-brand Scaling a DTC brand gets harder the bigger you grow, especially when you're stuck selling on just one channel.  While you're focused on day-to-day ops, your competitors are unlocking marketplaces like Amazon, Walmart, and even retail shelf space—and capturing customers you're missing. That's where 1-Commerce comes in.  They help high-growth brands expand beyond their sites, handle end-to-end fulfillment, and scale through a revenue-share model that means they only win when you do.  As a Story of a Brand listener, you'll get one month of free storage and a strategy session with their CEO, Eric Kasper.    Color More Lines: https://www.colormorelines.com/get-started Color More Lines is a team of ex-Amazonians and e-commerce operators who help brands grow faster on Amazon and Walmart. With a performance-based pricing model and flexible contracts, they've generated triple-digit year-over-year growth for established sellers doing over $5 million per year. Use code "STORY OF A BRAND” and receive a complimentary market opportunity assessment of your e-commerce brand and marketplace positioning.

In this episode of Skin Anarchy, host Dr. Ekta sits down with Sarah Chung Park—CEO of Landing International and the visionary behind K-Beauty World—for a behind-the-scenes look at how K-beauty is evolving from trend to global benchmark. What began as quirky packaging and novelty ingredients has matured into an innovation-driven category focused on real efficacy, formulation transparency, and cultural inclusivity. Sarah shares how she went from building a matchmaking platform for emerging beauty brands to launching over 180 K-beauty lines into U.S. retail—and how that journey reshaped her understanding of skin, culture, and global beauty standards.K-Beauty World has launchd at Ulta Beauty, a curated ecosystem that blends education, community, and inclusive storytelling. From pushing Korean brands to expand shade ranges for Western consumers to reframing the conversation around “glass skin,” Sarah is raising the bar for what modern beauty should look like—accessible, results-driven, and deeply human. She also touches on how today's ingredient-literate consumers are demanding more from formulations, and why K-beauty's pipeline of skin science is driving a broader industry shift.This episode offers more than a look into a beauty category—it's a conversation about raising standards, bridging cultures, and reimagining what skincare can be when powered by empathy and innovation.Tune in to hear how Sarah Chung Park is redefining the future of beauty—one brand, one shade, and one thoughtful launch at a time.To learn more about Sarah Chung Park visit her website and social media. CHAPTERS:(0:00) Introduction to Sarah Chung and Her Journey(1:03) From Business Plans to K-Beauty: Sarah's Path(3:02) The Early Days of K-Beauty in the U.S.(5:02) The Growing Respect for K-Beauty Technology(7:02) Finding Unique Products: The Gaps Sarah Aimed to Fill(10:02) Innovating with Spicule, PDRN, and Exosomes(14:15) Shifting the Focus from Glass Skin to Healthy Skin(17:59) K-Beauty World: A Platform for Innovation and Inclusivity(22:05) K-Beauty's Role in Raising Standards for Skincare(27:17) The Intersection of Food, Wellness, and Beauty in Korean CultureLearn more about Function Health and join using our link. Visit www.functionhealth.com/SKINANARCHYPlease fill out this survey to give us feedback on the show!Don't forget to subscribe to Skin Anarchy on Apple Podcasts, Spotify, or your preferred platform.Reach out to us through email with any questions.Sign up for our newsletter!Shop all our episodes and products mentioned through our ShopMy Shelf! Hosted on Acast. See acast.com/privacy for more information.

While in Singapore for NRF APAC 2025, Paula Macaggi sits down with Josh Friedman, SVP of Digital & E-commerce at Ulta Beauty, to explore how the iconic beauty retailer is blending personalization, AI, and omnichannel innovation to shape the future of shopping. From the Shop My Store feature and 45 million–strong loyalty program to a thriving online community and an upcoming curated marketplace, Josh shares how Ulta is creating seamless, relevant, and inspiring experiences that connect customers online and in-store.Subcribe to our newsletter: https://offbounds.substack.com

On this episode of Fox Across America, Jimmy Failla gives his take of the severity of the recently declassified documents relating to the Russiagate investigation. Oklahoma Republican Senator Markwayne Mullin explains why certain members of former President Obama's administration could be in significant legal trouble over these new allegations. PLUS, co-host of “The Big Money Show” on Fox Business Brian Brenberg stops by to share his thoughts on President Trump's intensifying feud with Fed Chairman Jerome Powell. [00:00:00] New revelations about how the Trump-Russia collusion hoax started [00:38:03] Kamala announces she won't be running for governor of California [00:56:30] Senator Markwayne Mullin [01:15:45] ULTA Beauty didn't learn any lessons from Bud Light [01:34:14] Brian Brenberg Learn more about your ad choices. Visit podcastchoices.com/adchoices

On this episode of Fox Across America, Jimmy Failla gives his take on the insanity of the left-wing outrage over Sydney Sweeney's eye-catching American Eagle ad campaign. Host of the “Kennedy Saves The World” podcast Kennedy explains how the people making the most noise online about this jeans advertisement are really doing so because they're jealous of Sweeney's good looks. Fox News Real Estate contributor Katrina Campins pushes back on this new war being waged by liberals against hot conservative women. PLUS, former UPenn swimmer Paula Scanlan talks about why Democrats still haven't learned any lessons from 2024 on how voters feel about biological men competing against women in sports. [00:00:00] Liberals are trying to demonize Sydney Sweeney [00:37:150 Good GDP news [00:56:15] Kennedy [01:14:50] ULTA Beauty facing boycott [01:25:10] Katrina Campins [01:34:20] Paula Scanlan Learn more about your ad choices. Visit podcastchoices.com/adchoices

Liberals are freaking out about American Eagle's ad campaign with Sydney Sweeney. Ulta Beauty is taking heat after partnering with the star of "GenderQueer" show. ICE announces arrests of 214 illegal alien child sex offenders in Houston. Alligator Alcatraz is almost completely full. Kathy Hochul defended Mamdani's "Defund the Police" rhetoric even after the NYC shooting this week. Cory Booker publicly clashed with fellow democrats in the Senate in a dramatic meltdown.    Join UNGOVERNED on LFA TV every MONDAY - FRIDAY from 10am to 11am EASTERN!    www.FarashMedia.com www.LFATV.us www.OFPFarms.com www.MyPatriotSupply.com/UNGOVERNED www.SLNT.com/SHAWN www.PatriotMobile.com/FARASH   

What happens when you follow your creativity, DM boldly, and let your anxiety fuel your innovation? Meet Krysten Kauder, founder of Candier—the empowering candle brand now sold at Ulta, Urban Outfitters, Barnes & Noble, and Target.com. In her first-ever podcast interview, Krysten shares how panic attacks led her home, alphabet bead bracelets opened unexpected doors, and how one wildly popular candle turned her business into a brand with national reach. From quiet leadership to joyful hustle, Krysten's journey proves that success doesn't need to be loud, it just needs to be real.

Ulta Beauty enters the UK, Target goes big on back-to-school, AI hits a trust challenge, cannabis beverages gain ground, and Walmart eyes tween fashion. Alex Rezvan and Jill Dvorak (SVP of Content, NRF) decode five major trends reshaping retail in America:Ulta Beauty's Global Move: Expanding internationally with 83 new stores in the UK.

On this week's episode of Beautiful and Bothered, Johnny and Kevin discuss James Charles' viral TikTok video after being captured filming in the wild, the tone-deaf video he posted, Johnny quitting smoking, Ulta Beauty buying Space NK, COTY being up for sale, and what that means for COVERGIRL and Rimmel!

Neste episódio do [varejocast] News, Fred Alecrim e Caio Camargo destrincham os principais movimentos do varejo:Por que 9 em cada 10 brasileiros compram sempre no mesmo lugar? Será que isso é fidelidade ou só conveniência?O que explica o crescimento do varejo físico especialmente no Nordeste?E a desaceleração do digital?Danoninho cortando açúcar: será que é saúde ou medo de exposed?78% pulam propagandas. Então como comunicar sem ser ignorado?O consumidor de luxo tá no TikTok? Tá sim, e comprando!Onda coreana: K-Beauty, K-Pop e o consumo global que já dominou o Brasil.Ouça agora e venha refletir com a gente: o seu negócio tá mesmo preparado para esse consumidor multifacetado?----(00:00:00) Introdução(00:05:54) 9 em cada 10 brasileiros compram no mesmo lugar(00:10:20) Resultado do varejo em maio mostra ticket médio mais alto(00:12:34) Danoninho terá menos açúcar(00:15:29) 78% dos brasileiros evitam propagandas quando podem(00:20:12) Patrocinadores(00:22:05) Consumidores de luxo vão ao TikTok para buscar produtos(00:24:24) Ulta Beauty expande mix pensando em K-sumers(00:28:12) Dinamarca combate IA dando direitos sobre rosto, voz e corpo(00:31:43) Conclusão----

Shakira BioSnap a weekly updated Biography.The past week has been a significant one for Shakira, marked by both setbacks and milestones, underscoring her resilience and ongoing global influence. The biggest headline, reported by AOL and USA TODAY, is the cancellation of two key North American shows back in May—the Boston and Washington, D.C., dates of her highly anticipated Las Mujeres Ya No Lloran World Tour—due to logistical and production complications, notably structural issues at Fenway Park. As a result, the D.C. show, part of WorldPride DC 2025's Welcome Concert, was axed at the last minute, with Shakira expressing heartbreak on social media and promising to return as soon as possible. Despite this, the tour's North American leg continued, with a major upcoming stadium show now slated for August 4 at SoFi Stadium in Inglewood, California, a venue change and date shift from the original June scheduling, according to JamBase. The Las Mujeres Ya No Lloran tour is notable for being her first world tour since 2018, featuring a massive production with 145 crew members, 13 costume changes, and new music created specifically for the show, reflecting her ambition to deliver a career-defining experience for fans.Beyond music, Shakira is making business moves. On Instagram, she celebrated the expansion of her hair care brand, Isima, now available at Ulta Beauty stores across America. She personally thanked Ulta and fans in a dedicated post, highlighting the brand's growth as a significant step in her entrepreneurial portfolio. This kind of direct engagement with both fans and business news is a hallmark of her personal brand, as is her continued openness about her personal life; she recently spoke to GQ about how music became a healing process for her following her high-profile split from Gerard Piqué, sharing that her perspective on love has changed but she's now focused on her children and creative endeavors.Socially, Shakira is not in the news for dramatic relationships, but for more positive, everyday moments—like being photographed drawing along New York's High Line after a tattoo session and sharing behind-the-scenes glimpses of her birthday rehearsals for the Grammy's, where she's nominated for Best Latin Pop Album. Her willingness to show both polished and candid sides continues to endear her to millions.As for future touring, while there is much speculation and excitement among fans—the UK's Hospitality Centre reports rumors of a possible 2025 UK leg—there are no official announcements yet. Shakira herself posted on Instagram that after returning to South America at year's end, European and Asian dates may follow, so fans should keep an eye out for official news. In the meantime, the star's ability to juggle global tours, brand growth, and authentic fan engagement keeps her in the spotlight, even on weeks without a single scandal—just Shakira being Shakira.Get the best deals https://amzn.to/3ODvOta

Rhode is officially landing at Sephora — but what does that mean for other brands at the retail store? Kirbie and Sara dive into Rachel Strugatz's report on Puck and unpack how Hailey Bieber's buzzy brand could disrupt the Sephora ecosystem. Plus, Ulta Beauty has acquired beloved UK beauty retailer Space NK — is this the first step toward UK expansion, or a move to solidify Ulta Beauty's luxury ambitions stateside? Tune in as we explore what's next in the beauty retail landscape.Shop this episodeWatch 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.

Shakira BioSnap a weekly updated Biography.Shakira has commanded headlines over the past few days with a blend of compassion, business savvy, and continued global superstardom. Following the devastating floods in Kerr County, Texas, she landed in San Antonio for a sold-out concert as part of her blockbuster Las Mujeres Ya No Lloran World Tour, which is already lauded as the most successful of her career. Shakira took to Instagram and X to express heartfelt condolences to affected families, saying she was “devastated to hear the news of the flooding, the deaths, and the girls still missing,” and offering her prayers. What set her actions apart was her decision to donate a portion of her San Antonio concert proceeds to disaster relief funds through Catholic Charities, making headlines in Fox San Antonio and Fierce by Mitú for turning the show into “a moment of healing.”Fan accounts and music magazines, including The Heart Sounds, captured the energy outside the Alamodome as fans raved about her performance and her commitment to the community. According to Wikipedia, fundraising was not a one-off gesture—her pledge and outreach were widely praised as an example of a megastar leveraging her platform for urgent humanitarian causes.Business-wise, Shakira has been busy expanding her brand footprint. She made waves on Instagram and in entertainment news by highlighting her new haircare line, Isima, now available nationwide at Ulta Beauty locations. She personally thanked Ulta on Instagram and gushed about the product's look and scent, fueling buzz among her fanbase and beauty followers. According to Geo TV, her recent posts also reflect a spirit of gratitude and personal growth, with Shakira openly sharing reflections on healing after her widely publicized split from Gerard Piqué. She told GQ and Us Weekly that writing music has been her lifeline and that “the healing process is long,” though she's now embracing new beginnings with her sons.Tour-wise, demand continues to surge. Shakira recently announced additional dates in Mexico and the US—including new shows at SoFi Stadium in Los Angeles and in Fresno, fueled by overwhelming ticket sales—according to her official Instagram and press outlets. Anticipation is also building over speculation about a UK tour, with industry sources suggesting negotiations are underway for Shakira's first major UK return since 2018.As July unfolds, Shakira stands at the intersection of music, philanthropy, and entrepreneurship, generating headlines for both her onstage triumphs and her offstage empathy.Get the best deals https://amzn.to/3ODvOta

Today's episode of The Buzz on Supply Chain Now embarks on a profound exploration of contemporary supply chain dynamics and the transformative impact of innovative supply chain strategies that prioritize consumer experience and operational efficiency. Welcome to The Buzz!Hosts Scott Luton and Sofia Rivas dive into the critical issues of the day including:Ulta Beauty's significant market presence and innovative approach towards enhancing consumer experience through strategic partnerships and supply chain resilienceThe Gartner Supply Chain Top 25 and the trends identified by Gartner in the supply chain space, highlighting the importance of water stewardship and AI integrationThe importance of managing burnout within supply chain professionals, emphasizing the need for sustainable workplace practices and support systemsThe successful collaboration of Ruby Laboratories with Walmart in creating carbon-negative textiles from captured CO2, showcasing innovative solutions to environmental challengesHow companies like Someone Somewhere are fostering fair labor practices by connecting artisans with major brands, thereby promoting sustainability and social impactFood trends emerging from the Summer Fancy Food Show, emphasizing the evolving tastes and preferences in consumer food productsWhat's to come on the upcoming season of Supply Chain Now en EspanolJoin us as we provide actionable insights and strategies to navigate the complexities of modern supply chains, emphasizing the importance of adaptability and innovation in achieving sustained success.Additional Links & Resources:With That Said: https://bit.ly/4eygL04 Sofia's LI perspective on Ulta Beauty: https://bit.ly/4lpVzvV Gartner Announces 2025 Rankings of the Global Supply Chain Top 25: https://bit.ly/4eCjRQR Walmart to Test Carbon-Capture Apparel With California Startup: https://bit.ly/3TMpd2t From mustard makeovers to beef tallow, six food and beverage trends that could take over: https://bit.ly/3Iemv34Sofia on LinkedIn: https://www.linkedin.com/in/sofia-rivas-herrera/ Supply Chain Now En Español on LinkedIn: https://www.linkedin.com/company/supply-chain-now-en-espanol https://supplychainnow.com/program/supply-chain-now-en-espanol/EasyPost: Why Peak 2025 Is Not Business as Usual: https://bit.ly/4lKGmpcLearn more about Supply Chain Now: https://supplychainnow.comWatch and listen to more Supply Chain Now episodes here: https://supplychainnow.com/program/supply-chain-nowSubscribe to Supply Chain Now on your favorite platform: https://supplychainnow.com/joinWork with us! Download Supply Chain Now's NEW Media Kit:

Welcome to Omni Talk's Retail Daily Minute, sponsored by RetailClub and Mirakl. In today's Retail Daily Minute:Ulta Beauty enters the UK market through its acquisition of leading British beauty retailer Space NK, marking a major milestone in the company's international expansion strategy.Ferrero sweetens its North American presence with a $3.1 billion acquisition of cereal giant WK Kellogg, adding Froot Loops and Frosted Flakes to its portfolio amid ongoing packaged food consolidation.Glossier joins TikTok Shop to chase Gen Z customers, expanding its multi-platform strategy as the beauty brand seeks to reignite growth and investor interest.The Retail Daily Minute has been rocketing up the Feedspot charts, so stay informed with Omni Talk's Retail Daily Minute, your source for the latest and most important retail insights. Be careful out there!

Vistazo a Delta Air Lines, Conagra Brands, Freeport-McMoRan, Walt Disney, Ulta Beauty y Levi Strauss & Co. con Rafael Ojeda, analista independiente.

What if your selfie could unlock the perfect skincare routine that was tailored just for you? In this future-forward conversation, I'm joined by Anastasia Georgievskaya, scientist and CEO of Haut.AI, the company powering next-gen skin analysis and AI-driven skincare recommendations for retailers like Ulta Beauty.We're talking with Anastasia about how AI is transforming skincare, from personalized product recommendations to inclusive algorithms that work across all skin tones. Anastasia also shares insights on sustainability, ethical AI, and how tech is democratizing beauty knowledge for all.Whether you're a skincare lover, a beauty brand founder, or just AI-curious, this episode is packed with eye-opening ideas about what's next in beauty tech and how to use it to glow smarter.

In this week's Mom Stomp episode (S4, EP37 - Product Placement & Big Bear Lake, CA), Annie and Jo dive headfirst into hydration mania—from late-night survivalist binge-watching and water-jug car hacks to Yosemite hikes and school water fountains breaks. They also unpack a flying car malfunction at the Beyoncé concert and Annie has a Millennium-concert update straight from Backstreet Boy Kevin. Plus! The Bezos wedding GUEST LIST, Big Bear Lake, CA, the girl singing Moana on the Delta flight and why this pod is lasting FOREVER. Oh, and PRODUCT PLACEMENT. Are you listening, Pepsi, Jurassic Park, Hallmark Channel, Kohl's, Old Navy, Gap, Fenty Beauty, Ulta Beauty, Benefit Cosmetics, Gorilla Glue, Paper Mate, Amazon, The Sphere, Five Below, Walgreens and Dollar Tree?!*This podcast is not appropriate for kids.Instagram and TikTok - momstomppodcastEmail - thismomstomps@gmail.comVM hotline - 213-640-7494Weekly memo and episode recap (which includes links to all things referenced in the ep) here: https://momstomppodcast.substack.com/

On this week's episode of Beautiful and Bothered, Johnny and Kevin reveal the best drugstore and affordable beauty launches of 2025 so far! From L'Oreal, Ulta Beauty, Maybelline, and more, they'll help you navigate through the viral makeup videos and hidden gems to discover the best products for you!Find all of our Favorite Makeup: www.youtube.com/beautifulandbothered

In hour two of today's show, Mark, Melynda, and Ed discuss a Houston man being named in lawsuit in relation to his death in a Tesla Cybertruck burning, an illegal immigrant tried in a molotov cocktail attack, and thieves targeting Ulta Beauty stores.See omnystudio.com/listener for privacy information.

Daniel and Shawn step back for a mid-year review of the Intrinsic Value Portfolio, revisiting each holding to test the strength of their original theses and weigh what's changed. From ride-hailing to beauty retail, this episode covers the full lineup: why Uber's cross-sell flywheel and Waymo partnership reinforce its moat; how Alphabet's latest earnings measure up against the growing threat of AI-native search; and why Reddit may succeed where Snapchat struggled, turning engagement into monetisation. You'll hear updates on Q1 earnings, commentary on management execution, and discussions on whether current valuations still offer upside or warrant trimming. They re-evaluate Airbnb's evolving strategy as it expands into services and experiences, break down Ulta Beauty's standout results, and revisit early convictions in new names like Nubank. They also debate the long-term outlook for consumer brands like Nike. Along the way, they reflect on where they've been right, where they've been early, and how to think about sizing, patience, and risk-reward in a concentrated portfolio. Prefer to watch? Click ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠ to watch this episode on YouTube. IN THIS EPISODE, YOU'LL LEARN 00:00 - Intro 03:14 - Why the Ulta Beauty position was being trimmed 17:47 - How Alphabet is holding up against AI competition 28:10 - Why Uber could benefit from autonomous vehicles 58:57 - How Airbnb overcomes regulatory hurdles and expands into experiences 1:06:17 - How Adobe used the AI revolution to strengthen its ecosystem 1:10:10 - Why Reddit might become more of a second Meta than a second Snapchat 1:20:46 - How Nike could overcome the recent headwinds 1:27:39 - Why initiating a position in Nubank is worth the risks *Disclaimer: Slight timestamp discrepancies may occur due to podcast platform differences. BOOKS AND RESOURCES Get smarter about valuing businesses in just a few minutes each week through our newsletter, ⁠⁠⁠⁠⁠⁠⁠⁠⁠The Intrinsic Value Newsletter⁠⁠⁠⁠⁠⁠⁠⁠⁠. Sign Up for ⁠⁠⁠⁠The Intrinsic Value Community.⁠⁠⁠ Ulta Beauty: Check out the Podcast and Newsletter. Alphabet: Check the Podcast & Newsletter. Airbnb: Check the Podcast & Newsletter. Adobe: Check the Podcast & Newsletter. Reddit: Check the Podcast & Newsletter. Uber: Check the Podcast & Newsletter. Nike: Check the Podcast & Newsletter. Explore our previous Intrinsic Value breakdowns: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Nintendo⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Airbnb⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠AutoZone⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Alphabet⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠Ulta⁠⁠⁠⁠⁠⁠⁠⁠⁠, ⁠⁠⁠⁠⁠⁠⁠⁠⁠John Deere⁠⁠⁠⁠⁠⁠⁠⁠⁠, and ⁠⁠⁠⁠⁠⁠⁠⁠⁠Madison Square Garden Sports⁠⁠⁠⁠⁠⁠⁠⁠⁠. Check out the books mentioned in the podcast ⁠⁠⁠⁠⁠⁠⁠⁠⁠here⁠⁠⁠⁠⁠⁠⁠⁠⁠. Enjoy ad-free episodes when you subscribe to 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: • ⁠Airbnb Connect with Shawn: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠ Connect with Daniel: ⁠⁠⁠⁠⁠⁠⁠⁠⁠Twitter⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠Email⁠⁠⁠⁠⁠⁠⁠⁠⁠ HELP US OUT! Help us reach new listeners by leaving us a ⁠⁠⁠⁠⁠⁠⁠⁠⁠rating and review⁠⁠⁠⁠⁠⁠⁠⁠⁠ on ⁠⁠⁠⁠⁠⁠⁠⁠⁠Spotify⁠⁠⁠⁠⁠⁠⁠⁠⁠! It takes less than 30 seconds and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it!  Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm

In the latest episode of the Remarkable Retail podcast, co-hosts Steve Dennis and Michael LeBlanc return with Part Two of “The Analysts," which featues three of the retail industry's most respected thought leaders—Sucharita Kodali (VP & Principal Analyst, Forrester Research), Neil Saunders (Managing Director, GlobalData Retail), and Simeon Siegel (Managing Director, BMO Capital Markets).But first, Michael and Steve unpack a news cycle packed with volatility. They begin by exploring the ripple effects of renewed Middle East conflict and its impact on oil prices, inflation, and economic sentiment. From there, the duo tackle the Trump administration's intensifying immigration enforcement and its chilling effect on the U.S. labor force—particularly in agriculture, hospitality, and retail. Shoppers are anxious, workers are disappearing, and companies are bracing for cost spikes.The episode then zooms into earnings season, with fresh data from RH (Restoration Hardware), Inditex (Zara), and Victoria's Secret. RH defies expectations with revenue gains despite a sluggish home goods sector, while Zara and Victoria's Secret warn of tariff-related turbulence ahead. Steve and Michael also sound the alarm on a string of cyberattacks, including the Victoria's Secret hack and a Whole Foods supplier breach, painting a stark picture of retail's digital vulnerabilities.Then it's time for “The Analysts” segment. Sucharita Kodali explains the hype—and the misunderstanding—around Agentic AI, warning retailers of its disintermediating potential if shopping bots take hold. The panel weigh in on the future of department stores, urging traditional retailers to rethink their value proposition, especially as beauty shifts to standalone players like Sephora, Blue Mercury, and Ulta.From TikTok's uncertain future to retail media network fatigue, the lightning round keeps the insights flowing with wit and depth. The panel also lifts up up-and-coming remarkable brands like Vuori, Alo Yoga, and Eleventy as ones to watch. Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. 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.

On this week's episode of Beautiful and Bothered, Johnny and Kevin bring you a GIANT Purchase or Pass! With new beauty launches from Charlotte Tilbury, NYX Cosmetics, elf, Morphe, and more! Which viral new makeup launches are worth your money, and which one's are better off left on the shelves of Sephora and Ulta Beauty!PATREON Family: http://www.patreon.com/BeyondBothered

Josh and special guest Monica Khan, Partner & Head of Digital at Strand, tackle everything that's fit to discuss in the creator economy this week. They discuss the increasing presence and influence of creators at major industry events like VivaTech and Cannes Lions. The conversation also covers a significant forecast from WPP, predicting that creator platforms will surpass traditional media in ad revenue by 2025. We also explore YouTube's substantial economic impact, contributing $55 billion to the U.S. GDP in 2024, and the broader implications of this growth for creators.Then: innovative brand partnerships, including Lowe's collaboration with MrBeast and their new Creator Partner Program, as well as Starbucks' new full time hire initiative, all in comparison to Ulta Beauty's employee ambassador initiative.0:00 Welcome Monica Khan to Creator Upload 0:44 Monica Khan at VivaTech in Paris 1:41 The Growing Creator Presence at VivaTech 2:50 Anticipation for Cannes Lions and Creator Impact 4:21 Cannes Lions: Business Gets Done for Creators 5:01 Creators Gaining a Seat at the Table 5:29 Creators Choosing Cannes Over VidCon 6:48 Traditional Media vs. Creator Platforms 7:34 WPP Predicts Creator Platforms to Exceed Old Media Ad Revenue by 2025 8:57 Validation for the Creator Economy 10:08 WPP's Influence on Ad Spend Towards Creators 11:32 The Future of Brand Investment in Creators 12:06 The Rise of Creator-Driven Platforms 13:37 YouTube's Economic Impact: $55 Billion to US GDP in 2024 14:55 The Ripple Effect of the Creator Economy 15:18 Creators Building Economic Value and Sustainability 16:46 Supporting the Creator Middle Class 18:04 The Bell Curve vs. Barbell Curve in the Creator Economy 19:52 Small Business Education for Creators 20:18 Why Brands are Working with Niche Creators 21:42 Studio-Led vs. Creator-Led Content 22:56 The Future of Cinema and Creator Influence 24:00 Studios Leveraging Social Platforms for Content Development 24:55 Lowe's Partners with Mr. Beast for Beast Games Season 2 27:05 Lowe's Creator Partner Program 27:33 Institutionalizing Creator Partnerships 28:49 Ulta Beauty's Employee Ambassador Program vs. Lowe's Scaled Program 31:38 Starbucks' 12-Month Creator Sponsorship 33:03 Upload: Major League Baseball Invests in Jomboy Media 35:28 MLB Embracing Fan-Led Storytelling 36:21 The Evolution of Creator Partnerships to Investment 36:46 Creative Freedom vs. Investment in Creator Partnerships 38:12 Upload: Mr. Beast Hires Former YouTube, TikTok, and Meta Exec Beau Avril 39:03 Beau Avril's Expertise and Impact on Mr. Beast's Partnerships 40:19 Connecting with Monica Khan on LinkedIn 41:01 Future of Creator Upload and Listener EngagementCreator Upload is your creator economy podcast, hosted by Lauren Schnipper and Joshua Cohen.Follow Lauren: https://www.linkedin.com/in/schnipper/Follow Josh: https://www.linkedin.com/in/joshuajcohen/Original music by London Bridge: https://www.instagram.com/londonbridgemusic/Edited and produced by Adam Conner: https://www.linkedin.com/in/adamonbrand

The cybersecurity company saw its stock shoot up 10% on Friday. Is that dumb luck or something more? (00:21) Andy Cross and Asit Sharma discuss May's market bounce, plus earnings from ZScaler and Ulta Beauty. Companies discussed: ZS, NOW, ULTA, ELF Host: Andy Cross Guest: Asit Sharma Producer: Anand Chokkavelu Engineer: Dan Boyd Advertisements are sponsored content and provided for informational purposes only. The Motley Fool and its affiliates (collectively, "TMF") do not endorse, recommend, or verify the accuracy or completeness of the statements made within advertisements. TMF is not involved in the offer, sale, or solicitation of any securities advertised herein and makes no representations regarding the suitability, or risks associated with any investment opportunity presented. Investors should conduct their own due diligence and consult with legal, tax, and financial advisors before making any investment decisions. TMF assumes no responsibility for any losses or damages arising from this advertisement. Learn more about your ad choices. Visit megaphone.fm/adchoices

Plus: Costco and Gap see different impacts of tariffs on their businesses. Shares of Ulta Beauty rally after the cosmetics retailer raises its annual outlook. And an experimental lung-disease treatment by Sanofi and Regeneron delivers mixed results. Victoria Craig hosts. Sign up for the WSJ's free What's News newsletter. Learn more about your ad choices. Visit megaphone.fm/adchoices

U.S. Trade Representative Jamieson Greer explains the current state of negotiations with America's trade partners, including Treasury Secretary Scott Bessent's comment that trade talks with China are “stalled” and President Trump's latest accusation that China violated its preliminary trade agreement. Ambassador Greer discusses the seesaw of politcy progress around the world. Elon Musk is winding down his time at DOGE, and Ulta Beauty is upbeat on consumer spend. Plus, wellness and supplement company AG1 is worth over $1B, and CEO Kat Cole is aiming for even more medicine cabinets. Amb. Jamieson Greer - 17:17Kat Cole - 38:30 In this episode:Jamieson Greer, @USTradeRepKat Cole, @KatColeATLJoe Kernen, @JoeSquawkAndrew Ross Sorkin, @andrewrsorkinKatie Kramer, @Kramer_Katie

In this episode of "IR in Focus," host Carmen Lilly welcomes Kiley Rawlins, Senior Vice President of Investor Relations at Ulta Beauty. The discussion explores the intersection of investor relations, corporate strategy, and messaging, particularly in the dynamic beauty retail market. More S&P Global Content: It All Starts With Data Webinar: The Expanding Reach of Investor Relations S&P Global Research and Insights: Trade Tensions Credits: ·       Host/Author: Carmen Lilly ·       Guest: Kiley Rawlins ·       Producer: Carmen Lilly www.spglobal.com www.spglobal.com/market-intelligence

Donald Trump betont in einem Post auf Truth Social, dass die Handelsgespräche mit China nicht gemäß den Erwartungen verlaufen. Man sei bei den Gesprächen in Genf „Mr. Nice Guy“ gewesen, während sich China an die dort getroffenen Absprachen nun absolut nicht halten würde. Die Wall Street leidet unter diesen Kommentaren genauso, wie unter den zumeist negativen Reaktionen auf die seit gestern Abend gemeldeten Quartalszahlen. Bis auf die Aktien von Zscaler und Ulta Beauty, tendieren Dell, Marvell Technology, NetApp, Elastica, Costo und insbesondere GAP schwächer. Abonniere den Podcast, um keine Folge zu verpassen! ____ Folge uns, um auf dem Laufenden zu bleiben: • X: http://fal.cn/SQtwitter • LinkedIn: http://fal.cn/SQlinkedin • Instagram: http://fal.cn/SQInstagram

Werbung | Handelsblatt mit 30 % Rabatt – exklusiv für unsere Hörer: Sichert euch jetzt das Handelsblatt – gedruckt oder digital – für 12 Monate mit 30 % Rabatt. Alle Infos zum Angebot findet ihr unter: www.handelsblatt.com/wallstreet30 Donald Trump betont in einem Post auf Truth Social, dass die Handelsgespräche mit China nicht gemäß den Erwartungen verlaufen. Man sei bei den Gesprächen in Genf „Mr. Nice Guy“ gewesen, während sich China an die dort getroffenen Absprachen nun absolut nicht halten würde. Die Wall Street leidet unter diesen Kommentaren genauso, wie unter den zumeist negativen Reaktionen auf die seit gestern Abend gemeldeten Quartalszahlen. Bis auf die Aktien von Zscaler und Ulta Beauty, tendieren Dell, Marvell Technology, NetApp, Elastica, Costo und insbesondere GAP schwächer. Ein Podcast - featured by Handelsblatt. +++Erhalte einen exklusiven 15% Rabatt auf Saily eSIM Datentarife! Lade die Saily-App herunter und benutze den Code wallstreet beim Bezahlen: https://saily.com/wallstreet +++ +++EXKLUSIVER NordVPN Deal ➼ https://nordvpn.com/Wallstreet Jetzt risikofrei testen mit einer 30-Tage-Geld-zurück-Garantie!+++ +++ Alle Rabattcodes und Infos zu unseren Werbepartnern findet ihr hier: https://linktr.ee/wallstreet_podcast +++ Der Podcast wird vermarktet durch die Ad Alliance. Die allgemeinen Datenschutzrichtlinien der Ad Alliance finden Sie unter https://datenschutz.ad-alliance.de/podcast.html Die Ad Alliance verarbeitet im Zusammenhang mit dem Angebot die Podcasts-Daten. Wenn Sie der automatischen Übermittlung der Daten widersprechen wollen, klicken Sie hier: https://datenschutz.ad-alliance.de/podcast.html

A jam-packed session unfolds across DC, earnings, and the broader market. Our Megan Cassella breaks down the political fallout from the latest tariff ruling, while Neuberger Berman CIO Joseph Amato explains why the market favors small and mid-cap names. On the earnings front, we hear from Dell, Marvell, Zscaler, Ulta Beauty, American Eagle, and Gap. Retail analyst Dana Telsey reacts to the retail names and what they reveal about the consumer. Eric Sheridan of Goldman Sachs weighs in on the tech sector's trajectory after another earnings wave. CEO Joanna Geraghty on the new partnership with United 

Maison Louis Marie (20:00) was founded in 2012 and has never taken on investment, which, according to the married couple behind the brand, Marie du Petit Thouars and Matthew Berkson, has allowed it to focus on slow and steady growth. It is profitable and does not spend excessively on influencer marketing. "We want to be careful with the brand. We really want to create a legacy brand," Berkson said. In 13 years, Maison Louis Marie has grown to sell eau de parfums, perfume oils, candles, diffusers, body wash, lotion and deodorant, among other products. It entered Sephora in 2017. A little over six months ago, it opened its first dedicated retail space, at Platform, an open-air shopping center in Los Angeles's Culver City. According to the founders, Maison Louis Marie's community members love the space and the chance to shop the brand's full collection — a smaller selection of products is carried at Sephora. "People want to smell [things IRL] — yet what each store can carry is so limited, as there are so many brands," said du Petit Thouars. "[At our store] the customer is so excited to [discover] all the things we offer that they're not aware of and to be able to touch, smell and look," said du Petit Thouars. In this week's episode of the Glossy Beauty Podcast, Sara Spruch-Feiner speaks with Berkson and du Petit Thouars about how Maison Louis Marie is meeting the current moment of fragrance mania, how it's working to attract a younger audience with its soon-to-launch hair and body mists, and what drove its first-ever celebrity endorsement. But first, co-hosts Sara Spruch-Feiner and Lexy Lebsack chat about the different ways customers discover new products nowadays, including ChatGPT's updated shopping capabilities, Wirecutter's new beauty vertical and Ulta Beauty's program transforming its salespeople into content creators.

Lauren deVane is back (for the fifth time!) to help us make sense of the AI landscape—minus the tech bro energy. She and Michelle unpack what GPT-4o actually means for creative work, how to use AI tools with taste, and why brand builders can't afford to sit on the sidelines. From custom bots to off-label use cases, this conversation is a sharp, strategic look at where branding and AI intersect. Lauren deVane is the founder of The Bemused Studio, where she builds strategic, scroll-stopping brand identities for bold creatives. With 60+ client projects under her belt, she now teaches designers how to integrate AI into their workflows. Formerly leading creative at Ulta Beauty and Walgreens, Lauren's worked with celebs like Kim Kardashian and Tracee Ellis Ross, and designed for brands like Hyatt and Chicago Fire. ------------------------ In today's episode, we cover the following: Choosing the right AI tool Understanding AI models AI for brand designers Why using AI isn't a threat to your business Taste vs tools Creative direction with AI Postproduction AI hacks Democratizing branding Ethics and optimism Custom instructions and training Off-label use cases ----------------------- RESOURCES: Use the code ITSGONNABEMAY for $400 off BAIS CAMP Episode 117: Midjourney & AI with Lauren deVane Episode 133: Midjourney & AI Part 2 with Lauren deVane Episode 162: Leveraging AI Tools for Innovative Marketing with Lauren deVane Episode 192: Authenticity and AI with Lauren deVane Episode 215: Client Case Study: FRG Real Estate (Part 2) ----------------------- GUEST INFO: To learn more about Lauren and her distinct style, follow her on Instagram @TheBemusedStudio, or visit her websites, TheBemusedStudio.com and JoinBaisCamp.com. ----------------------- Your designs deserve the front page—literally. Searchlight Digital is the women-led SEO and Google Ads agency that helps creative businesses get seen, not just admired. Use code KMA100 at searchlightdigital.ca for $100 off a 60-minute Pick My Brain call and finally get found. ----------------------- WORK WITH MKW CREATIVE CO.   Connect on social with Michelle at: Kiss My Aesthetic Facebook Group Instagram Tik Tok ----------------------- Did you know that the fuel of the POD and the KMA Team runs on coffee? ;) If you love the content shared in the KMA podcast, you're welcome to invite us to a cup of coffee any time - Buy Me a Coffee! ----------------------- This episode is brought to you by Zencastr. Create high quality video and audio content. Get your first two weeks free at https://zencastr.com/?via=kma. ----------------------- This episode of the Kiss My Aesthetic Podcast is brought to you by Audible. Get your first month free at www.audible.com/kma.   This episode was edited by Berta Wired Theme music by: Eliza Rosevera and Nathan Menard

Welcome to S3E012 of IMpulse, the Influencer Marketing Podcast — brought to you by Phyllo.

Susan Yara's journey to redefining skincare didn't start in a lab—it started in front of a camera. From reporting news in the Bronx to becoming a trusted beauty voice on YouTube, Susan built a community before she ever built a brand. With her platform Mixed Makeup, she offered something rare: expert-backed, educational content for women who were underserved by the beauty industry's hype-driven approach.But Susan wasn't just creating content. In 2019, she co-founded Naturium Skincare. Just four years later, she made headlines when she sold her company to e.l.f. Beauty for $355 million—and became one of the first content creators to successfully scale and exit a skincare brand.In this episode, Nancy and Susan go deep on the realities of building a digital-first beauty brand: funding operations before revenue, pivoting from an influencer to a founder mindset, and how it's so important to build authentic relationships with your community and retail partners. Susan shares the failures that shaped her, the influencer marketing tactics that actually work, and how she's balancing life as a founder, mom, and now solo parent.This is a story of vision, resilience, and reinvention. It's proof that you don't need to start with a perfect plan—you just need to start with purpose.Timestamps:[00:00] Introduction[03:12] Joining Forbes and building their first video network[04:55] Learning the power of early digital media[06:03] Getting into beauty and lifestyle content[07:24] Launching Mixed Makeup to serve older audiences[08:30] Early challenges funding high-quality content[09:45] Lessons from Susan's failed first business[11:15] Trying to bootstrap her own skincare brand[12:20] How COVID shut down her original plan[14:42] Joining Naturium and shaping brand direction[15:55] Why Susan moved away from “clean” marketing[17:02] Creating formulas that simplify skincare routines[18:08] Transitioning from influencer to business operator[19:20] Why pricing strategy matters for repeat customers[20:22] The shift in influencer strategy that changed everything[21:30] How nano influencers built authentic community[22:40] Using whitelisting to amplify UGC as ads[23:50] What brands get wrong about influencer selection[25:02] The power of founder-creator relationships[26:05] Getting into Target and making it work[27:15] Building a bold pitch retailers can't ignore[28:30] Launching Naturium body washes with intention[29:45] Hiring a CMO who can become your future CEO[30:58] The expanded role of modern CMOs[32:00] What to look for when hiring key leaders[33:12] Why Susan sold Naturium to e.l.f. Beauty[34:25] Balancing work and motherhood during scale[35:40] How moving to Miami created work-life structure[36:45] Advice for founders scaling fast or slow[38:00] The real reason behind building a brandResources Mentioned:Naturium | Websitee.l.f Beauty | WebsiteMixed Makeup | YouTube ChannelFollow Susan on Instagram and X, and check out her YouTube Channel.Follow Nancy Twine:Instagram: @nancytwinewww.nancytwine.comFollow Makers Mindset:Instagram: @makersmindsetspaceTikTok: @themakersmindset

In this episode of the Remarkable Retail podcast, hosts Michael LeBlanc and Steve Dennis begin by dissecting the week's most important retail news, highlighting the Trump administration's UK trade deal. They discuss the more consequential negotiations with China befor examining how Chinese e-commerce giants Temu and Shein are experiencing sales drops of 17% and 23% respectively after implementing pricing changes.April's surprising 7% jump in US core retail sales indicates consumers are pulling forward purchases ahead of expected tariff impacts. The hosts discusss positive earnings news from Tapestry (Coach's parent company), which increased profit guidance despite economic uncertainty, and Warby Parker, which delivered its first profitable quarter in its history. They conclude the news segment with Skechers' unexpected $9 billion acquisition by private equity firm 3G Capital, noting that the footwear giant operates in 180 countries with 5,300 stores.The interview segment features Josh Friedman, Senior Vice President of Digital and E-commerce at Ulta Beauty. Friedman brings extensive experience from previous roles at Dell, JCPenney, and Neiman Marcus. He discusses Ulta's 35-year journey and upcoming expansion into Mexico and the Middle East, emphasizing their mission to be "all things beauty, all in one place."When asked about Ulta's success factors, Friedman points to three key elements: comprehensive brand assortment, their powerful loyalty program with 44 million members, and Ulta's collaborative company culture. Personalization is a major focus for Ulta, built on their loyalty program foundation. Friedman explains how Ulta leverages search and virtual try-on technology to help deliver relevant customer experiences. Under new CEO Kecia Steelman Ulta is recalibrating its structure and focus. Friedman shares details about their upcoming curated marketplace launch, emphasizing it will be invitation-only and focused on carefully selected beauty and wellness brands that complement their existing offerings. The marketplace will allow Ulta to test new products and extend into additional categories while maintaining quality control.  Here is a 10% off code for the CommerceNext Growth Show exclusive to Remarkable Retail listeners: REMARKABLE. 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.

Robyn Nissim began her career on the agency side of advertising, launching social channels for global brands like Michelin and Nissan. After five years in the Ad World and winning a Webby Award, she realized she could make waves on social platforms using zero brand dollars, which led her to launch an independent freelancing business.During this time, Robyn built out Ulta Beauty's entire influencer marketing program, leading strategy and execution for their team. She went on to build and manage some of the largest social communities in the world, in-house on the brand side, taking Anastasia of Beverly Hills to its peak (24M Followers on Instagram) and building out Alo Yoga's entire social footprint, sprouting to +4M in less than one year.After driving massive results at both brands and receiving acknowledgments from Instagram, Robyn founded Social Proof Agency (SPA) and began facilitating training programs designed to help individuals, teams, and organizations adopt a social-first mindset. Through interactive workshops and hands-on learning, SPA equips teams with the knowledge and tools to execute Social Media and Influencer Marketing strategies in-house.

In this episode, we go behind the scenes with Kamara Turner, Communications Manager at Walgreens, to explore what it takes to build a PR strategy that actually moves the needle. With experience across top-tier brands like PepsiCo, Ulta Beauty, and Coca-Cola, Kamara shares how her agency and in-house roles have shaped her approach to storytelling, retail strategy, and media impact. We dive into what makes a successful retail campaign, how she approaches product launches, and the emerging trends every brand should be watching. Whether you're leading comms for a Fortune 500 or a growing brand, Kamara offers tactical insight and strategic clarity to elevate your next campaign.Key Takeaways:// How to craft retail communications strategies that actually drive customer engagement and sales// The storytelling elements that matter most in merchandising and product launches// Inside a recent Walgreens campaign: lessons in execution, media strategy, and results// Emerging trends in retail communications and how to adapt to a rapidly changing PR landscape// Skills every communicator needs to thrive in today's fast-moving retail worldConnect with Kamara: LinkedIn____Say hi! DM me on Instagram and let us know what content you want to hear on the show - I can't wait to hear from you! Please also consider rating the show and leaving a review, as that helps us tremendously as we move forward in this Marketing Happy Hour journey and create more content for all of you. ⁠Join our FREE Open Jobs group on LinkedIn: ⁠Join now⁠Get the latest from MHH, straight to your inbox: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Join our email list!⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Follow MHH on Social: ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Instagram⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠LinkedIn⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ |⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠TikTok⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠ | ⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠Facebook⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠⁠

Few beauty brands have had an evolution quite like Southern California-based ColourPop cosmetics (20:50).  Launched in 2014 at the height of the DTC era, the brand once released around 40 collections per year. “That's how consumers were shopping,” Vivian Weng, ColourPop brand president, told Glossy. “For a number of years, consumers were looking for the latest launch … and looking to get their hands on limited quantities of something that was very, very specific and timely.”  Flash forward to its eleventh birthday this month and things look very different. “[Beauty shoppers] are looking for newness, but in a different way,” Weng said. “The consumer has evolved, and we're trying to evolve with that community.”  So far, ColourPop's omnichannel evolution has become a case study for formerly-DTC brands: The brand launched into Ulta Beauty in 2018, then every Target store in 2023, and has cut its annual launches in half. “Especially post-Covid, consumers were starting to get fatigued with so many launches,” Weng said. “It felt very cluttered and noisy, and they were looking for more core, hero products.”  But hero need not mean boring: ColourPop's top seller in Target is a $9 body glitter gel ,and its super-pigmented $7 Super Shock pressed eyeshadow is the retail's No. 6 top eyeshadow, Weng told Glossy. The latter is also the first product the company ever made and continues to be its bestseller.  “We like to say that ColourPop is an overnight success story 70 years in the making,” Weng said. That is, the brand was born in Spatz Labs, a family-owned contract manufacturer in Oxnard, California.  ColourPop co-founders Laura and John Nelson, whose father started Spatz Labs decades before, grew up watching the top cosmetics in the country being quietly made in their family's factory. Seed Beauty, the parent company of ColourPop, is also well-known for being the original manufacturer of Kylie Cosmetics' first Lip Kit. However, due to the demand of ColourPop, Weng told Glossy that Spatz Labs no longer contracts for the industry. Weng joined the company in 2022. Previously, she held executive roles at Anastasia Beverly Hills and L'Oréal; she got her start at Goldman Sachs and McKinsey & Co. In today's episode, Weng discusses the brand's strategic evolution, the challenges along the way and the future of the prolific beauty brand. But first in today's episode, hosts Lexy Lebsack and Sara Spruch-Feiner discuss the top headlines of the week. This includes Walmart's plan to test new high-touch beauty bars in 40 stores, the growing marketing opportunity at Formula 1 events, the rise in clinical testing among leading supplement brands and MET Gala highlights. 

On this week's episode of Beautiful and Bothered, Johnny and Kevin discuss their purchases form the Sephora Savings Event and bring you a giant Purchase or Pass! Including new launches from Rihanna's Fenty Beauty, Ariana Grande's R.E.M. Beauty, Anastasia Beverly Hills, Colourpop, Charlotte Tilbury, Pat McGrath, and many more! Which viral new makeup launches are worth your money, and which one's are better off left on the shelves of Sephora and Ulta Beauty!PATREON Family: http://www.patreon.com/BeyondBothered

In this week's Omni Talk Retail Fast Five news roundup, sponsored by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital, Infios, and ClearDemand, Chris and Anne discussed: - Ulta Beauty's decision to pause its Target shop-in-shop expansion Walmart's new Trend-to-Product AI tool to speed up product development - Sam's Club's expansion plans - DoorDash's AI enhancements to help its quick-service restaurant partners - And closed with a look at what Hy-Vee's decision to close its bars and to end its full-service dining offering means for the “experiential” retail trend There's all that, plus faceplants, crosswalk hacks, and Anne also asks Chris to design his very own Omni Talk uniform. Music by hooksounds.com

Pact Collective isn't the first company to try to solve the beauty industry's waste problem. But in four short years, it's already become the most successful.  “It feels like a really exciting time for the industry, but we've still got a lot of work to do,” Carly Snider, executive director of Pact Collective, told Glossy. “We [as an industry] are creating 120 billion units of beauty packaging globally and only a fraction of those are recycled or reused.”  This widely-shared statistic was one catalyst for Pact's launch in 2021 as a nonprofit industry collective founded by retailer Credo Beauty and clean cosmetics brand MOB Beauty.  Today, Pact has many pillars. First, it serves as a recycling alternative to city-run curbside bins and private recycling initiatives. The concept is simple: Educate consumers about their products' end-of-life while creating a data-driven, closed-loop system that reduces waste through in-store collection bins and consumer-friendly mail-back programs.  Pact has been embraced by the industry and actively has 3,300 collection bins across the U.S. and Canada in retailers like Sephora, Ulta Beauty, Credo Beauty, Nordstrom and many more. It also works with brands like L'Oréal USA, Fenty Beauty and Summer Fridays.  Growth across its packaging collection program has helped the company meet volume collection requirements for its biggest program of 2024: a closed-loop manufacturing initiative called New Matter. The initiative debuted in September with pumps made from recovered plastic. “I didn't imagine this level of growth so soon,” Snider said. “Right now we have 150 members across the entire supply chain [including] brands, retailers, packaging suppliers, media, you name it. … If you're working within this space, we want you to have a seat at the table. We want to have your voice heard, because it's an all-hands-on-deck situation.” In today's episode, Snider discusses Pact's growth, including its plans to get recycle bins into non-retail locations like colleges and libraries and exactly what happens to the empty packaging it collects. Snider also addresses how brands and retailers can lessen their environmental footprint and educate consumers on recycling nuances. But first in today's episode, Glossy senior reporter Emily Jensen joins host Lexy Lebsack to address the industry's top headlines. This includes backlash over buzzy fragrance brand Boy Smells' new rebrand; Sephora as a bright spot in LVMH's disappointing earnings; and Amorepacific's plans to reshore manufacturing to the U.S. amid mounting tariffs. 

From Boston to Seattle and soon heading To the Midwest, Francisca Moliere is a first-generation Haitian American with over 9 years of experience in Media Advertising. Throughout her career, she has worked with major brands such as Dunkin' Donuts, Ulta Beauty, Amazon Fresh, and BECU, helping clients navigate complex business challenges and drive impactful audience engagement.In addition to her professional work, Francisca is deeply passionate about community-building. She is the co-founder of Serenity Urban Retreat, an event bringing young professionals of color together, and the former Marketing Director of Queens Co., a membership organization for women of color.Outside of work, Francisca loves to travel, collecting foreign currency along the way, and is an active participant in a flag football league.

Esteemed beauty marketer Michelle Miller knows a thing or two about a successful TikTok strategy. Miller served as CMO of K-18 during its gangbuster rise and 2023 strategic acquisition by Unilever. Her CV also includes Kosas, Too Faced and, as of January, CMO of Vegamour hair care.  “[TikTok has] an algorithm that is able to democratize beauty in a way that makes it a lot more accessible [to the average consumer],” Miller said. “With the platform being so uncertain, it's emotionally hard for brands that have invested so much time into creator communities, into content on Tiktok. And most of all, it's really, really hard for creators that have built their entire living and livelihoods on the platform.”  Miller joined Glossy podcast hosts Lexy Lebsack and Sara Spruch-Feiner (23:21), plus Glossy managing editor Tatiana Pile, to discuss the latest movement in TikTok's ongoing sell-or-be-banned legal predicament and what it means for the beauty industry.  As previously reported by Glossy, concern over TikTok's algorithm and its ability to influence Americans through disinformation campaigns, as well as the large amount of data being collected by ByteDance about Americans, are the top concerns of those behind the ban. This conversation goes back to 2020 when President Trump said he planned to ban the app, but it wasn't until TikTok added commerce with TikTok Shop in September of 2023 that momentum rebuilt. Then-President Biden signed a law into effect in April of 2024 that gave TikTok owner Bytedance a window to sell the majority of the business to an American owner or be banned from being downloaded in the U.S.  Despite numerous legal challenges, including one heard by the Supreme Court, Bytedance unsuccessfully fought the legislation, and the app briefly went dark in January before garnering an extension by President Trump.  On April 4, TikTok received a second extension to find a buyer until June 19. Until then, the app is safe. However, alongside a developing trade war with China, TikTok's fate hangs in the balance with a meaningful impact on the beauty and wellness industries.  “It really puts into place — not only for big brands in beauty, but also for smaller brands that are just getting started — [the questions] of: ‘How do you future-proof your brand? How do you work virality today, and what's next if TikTok does go away in 75 days?” Miller said.  Also included in this episode is a news rundown on the top stories of the week. The team discusses President Trump's escalating global tariffs, Beyoncé-founded Cécred's splashy launch into Ulta Beauty and the latest celebrity beauty brand to hire bankers to explore an exit, ahead. 

Vanessa Bryant congrats the UConn women's basketball team, her late daughter Gianna loved the UConn women's basketball team and many speculated she wanted to go to college there. Beyoncé launches a haircare line available at Ulta Beauty. Lastly, the Los Angeles Dodgers visit the White House to celebrate their 2024 World Series win.See omnystudio.com/listener for privacy information.

Feat. Josh FriedmanLive from Shoptalk Spring in Las Vegas, Phillip and Brian sit down with Josh Friedman, VP of Digital & eCommerce at Ulta Beauty, for an insider look at how one of America's leading beauty retailers is evolving its digital experience. From launching a curated, invitation-only marketplace to expanding into wellness and enhancing in-app experiences, Josh shares how Ulta is blending personalization, innovation, and culture to deepen customer relationships. If you're in ecommerce or retail, this episode is packed with insights on community, category expansion, and retail media.Extending the Endless AisleKey takeaways:Curation Over Clutter: Ulta's invitation-only marketplace prioritizes strategic brand extension over endless assortment, reinforcing its role as a tastemaker rather than a commodity platform.Wellness as a Growth Frontier: Ulta is capitalizing on consumer perception and search behavior to deepen its presence in wellness, positioning beauty and wellbeing as an integrated lifestyle category.Omnichannel Experience, Reinvented: The Ulta app serves as a central digital companion—bridging AR try-ons, real-time inventory, and event discovery to create a seamless, pre- and post-store journey.Community-Led Commerce: Ulta's growing in-app community fosters peer-to-peer engagement and brand interaction, transforming customer relationships into participatory ecosystems.Tech-Enabled Personalization at Scale: Leveraging Adobe, Miracle, and Databricks, Ulta is advancing real-time personalization, AI-powered merchandising, and a retail media network that integrates seamlessly into its broader ecommerce infrastructure.“We're not going after an endless aisle. We're really just going after an extender.” – Josh Friedman“We want the app to be the destination to have beauty and wellness.” – Josh Friedman“We owe it to our customers to requite them with a personalized experience that's relevant to them.” – Josh Friedman“Marketplace should be a gateway into experimenting, growing a bit of a business, and becoming a candidate for our physical shelves.” – Josh Friedman“We all have to understand AI-driven commerce as a totally new mode of shopping—it's not just a new channel.” – Phillip JacksonAssociated Links:Order LORE by Future CommerceCheck out Future Commerce on YouTubeCheck out Future Commerce+ for exclusive content and save on merch and printSubscribe to Insiders and The Senses to read more about what we are witnessing in the commerce worldListen to our other episodes of Future CommerceHave any questions or comments about the show? Let us know on futurecommerce.com, or reach out to us on Twitter, Facebook, Instagram, or LinkedIn. We love hearing from our listeners!

In the latest edition of Omni Talk's Retail Fast Five, sponsored by the A&M Consumer and Retail Group, Mirakl, Simbe, Infios and Ocampo Capital Chris Walton and Anne Mezzenga discuss: Ulta Beauty going big with a new curated online marketplace—what does this mean for customers, loyalty, and retail media? Chris and Anne break down why this is a savvy move for Ulta, how Mirakl enables quick marketplace rollouts, and why 2025 is shaping up as the year of marketplace dominance in retail in this latest episode of the Omni Talk Retail Fast Five, brought to you by the A&M Consumer and Retail Group, Simbe, Mirakl, Ocampo Capital and Infios. (0:02) – Ulta Beauty's official marketplace announcement (0:20) – “Curated” marketplaces—real or just marketing? (1:02) – Why this is a smart move for Ulta's customers (2:08) – Retail media revenue and loyalty points as key drivers (3:14) – The role of Mirakl in accelerating marketplace adoption (4:30) – 2025: The year of the marketplace (Best Buy, Janie and Jack, Ulta) (5:46) – Data value in high-frequency beauty purchasing (6:03) – How Ulta's platform could attract CPG advertisers If you're in retail or beauty, this is one trend you can't afford to miss. Ulta's move could reshape the future of digital commerce in beauty and wellness. For the full episode head here: https://youtu.be/K-LainhQQyY #ultabeauty #ecommercetrends #retailinnovation #beautyindustry #retailmedia #customerloyalty #OmnichannelRetail #digitalcommerce #retailtech #beautytech

The latest Remarkable Retail podcast delivers a compelling mix of current market news and expert analysis from returning guest Jason "Retail Geek" Goldberg, Chief Commerce Strategy Officer at Publicis.Hosts Michael LeBlanc and Steve Dennis kick off with the week's headlines, spotlighting the chaos caused by shifting tariff policies. They note that consumer confidence has plummeted amid economic uncertainty, creating leadership challenges across the retail landscape. Steve reflects that while the COVID crisis taught resilience, today's volatility requires leaders to embrace agility as "the New Black" while avoiding recklessness.The retail news segment highlights several struggling players, most notably Kohl's with its disastrous twelfth consecutive quarter of sales decline. The hosts detail how new CEO Ashley Buchanan is pivoting back to private labels after previous leadership had emphasized national brands, while also apparently abandoning the once-touted Amazon returns program. Steve recounts visiting Kohl's stores filled with heavily discounted merchandise, describing them as "a train wreck" requiring both strategic and executional overhauls.The hosts continue with Ulta Beauty posting modest growth, signaling a slowdown in a category that had performed exceptionally well post-pandemic. Dick's Sporting Goods delivered strong quarterly results but projected significantly slower future growth, reflecting a broader trend of caution across retail.In what the hosts call the "wobbly unicorn corner," they examine former high-flyers facing existential challenges. Allbirds has lost nearly all its market value since IPO, with declining revenue despite shifting from direct-to-consumer to wholesale. Meanwhile, Stitch Fix shows modest signs of recovery under CEO Matt Baer's strategy of focusing on core customers rather than casting too wide a net.When Jason Goldberg joins the conversation, he identifies three dominant client concerns: retail media networks (which he views skeptically), artificial intelligence (both transformative and overhyped), and economic uncertainty creating both challenges and opportunities.Goldberg then provides illuminating analysis of retail market data, revealing that a small handful of giants—primarily Walmart, Amazon, Costco, and Chinese newcomers like Temu and  Shein—capture the vast majority of all growth. While e-commerce growth has slowed from pandemic highs, it still significantly outpaces brick-and-mortar retail.Most significantly, Goldberg explains retail's "bifurcation" between digital winners and losers, and between two successful business models: massive "everything stores" and highly curated specialty retailers. The traditional wholesale model caught in between—particularly department stores—is struggling regardless of execution quality or market position.The episode ends with a teaser for part two, promising Goldberg's insights on the future of wholesale, Amazon's grocery ambitions, social commerce, and TikTok Shops—compelling reasons for listeners to return for the continuation of this insightful conversation.Links:https://www.forbes.com/sites/stevendennis/2017/12/04/retail-reality-its-death-in-the-middle/ 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.

Carl Quintanilla and Jim Cramer wrapped up another volatile week for stocks, with the S&P 500 entering Friday's trading session in correction territory.  How should investors navigate this market environment? Tariffs in the spotlight along with a major vote in the Senate: Passage of a House funding bill would avert a government shutdown. The anchors discussed Apple shares on track for their worst week in five years. Jim and Carl celebrated the 20th anniversary of Cramer's CNBC "Mad Money" program. Also in focus: Nvidia gears up for next week's GTC conference, Tesla on retaliatory tariffs, Elon Musk reposts a message on X about Hitler, Ulta Beauty jumps on an earnings beat.   Squawk on the Street Disclaimer

In today's episode, Stig Brodersen is talking stocks with Tobias Carlisle and Shawn O'Malley. Tobias is pitching VeriSign, a business that prints money with high certainty year after year. Stig's pick is the serial acquirer LIFCO, a wonderful company priced for perfection that he is on his watch list. Shawn's stock of choice is the compounder, Ulta Beauty.  IN THIS EPISODE YOU'LL LEARN: 00:00 - Intro 03:19 - Why Toby is bullish on VeriSign (Ticker on NASDAQ: VRSN) 07:29 - The bear case of VeriSign, including the threat of AI 26:40 - Stig's bull case is for Lifco (Ticker on the Swedish Stock Exchange: Lifco-B)  42:35 - The bear case for Lifco, including what it implies to be priced for perfection.  1:07:45 - Why Shawn has invested in Ulta Beauty (Ticker on NASDAQ: ULTA) 1:26:46 - The bear case for Ulta includes competitive pressure from Sephora and the CEO stepping down. Disclaimer: Slight discrepancies in the timestamps may occur due to podcast platform differences. BOOKS AND RESOURCES Join the exclusive TIP Mastermind Community to engage in meaningful stock investing discussions with Stig, Clay, Kyle, and the other community members. Stig Brodersen's Portfolio and Track record. Listen to Mastermind Discussion Q4 2024 or watch the video.  Listen to Mastermind Discussion Q3 2024 or watch the video. Listen to Mastermind Discussion Q2 2024 or watch the video. Tune in to the Mastermind Discussion Q1 2024 or watch the video. Listen to Mastermind Discussion Q4 2023 or watch the video. Tune in to the Mastermind Discussion Q3 2023 or watch the video. Listen to Mastermind Discussion Q2 2023 or watch the video. Tune in to Mastermind Discussion Q1 2023 or watch the video. Tobias Carlisle's podcast, The Acquirers Podcast Tobias Carlisle's ETF, ZIG. Tobias Carlisle's ETF, Deep. Tobias Carlisle's book, The Acquirer's Multiple – read reviews of this book. Tobias Carlisle's Acquirer's Multiple stock screener: AcquirersMultiple.com. Tweet directly to Tobias Carlisle. Tweet directly to Shawn O'Malley. Check out The Intrinsic Value Podcast on X (Twitter). Check out all the books mentioned and discussed in our podcast episodes here. Enjoy ad-free episodes when you subscribe to our Premium Feed. NEW TO THE SHOW? Get smarter about valuing businesses in just a few minutes each week through our newsletter, The Intrinsic Value Newsletter. Check out our We Study Billionaires Starter Packs. Follow our official social media accounts: X (Twitter) | LinkedIn | Instagram | Facebook | TikTok. Browse through all our episodes (complete with transcripts) here. Try our tool for picking stock winners and managing our portfolios: TIP Finance Tool. 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: Found Netsuite Unchained Vanta The Bitcoin Way Fintool PrizePicks TurboTax HELP US OUT! Help us reach new listeners by leaving us a rating and review on Spotify! It takes less than 30 seconds, and really helps our show grow, which allows us to bring on even better guests for you all! Thank you – we really appreciate it! Learn more about your ad choices. Visit megaphone.fm/adchoices Support our show by becoming a premium member! https://theinvestorspodcastnetwork.supportingcast.fm