Special Crossover Episode: The Shopper’s Black Friday Playbook

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.

On this week's episode of the Glossy Beauty Podcast, we're exploring what teens are hoping to receive for the holidays. To do so, Sara Spruch-Feiner speaks to 13-year-old Indy (whose last name is omitted for privacy), based in Los Angeles, who shares her full wishlist with us, as well as the picks of members of her volleyball team. But to get a broader look at the gifting landscape in 2025, Spruch-Feiner also interviewed Anna Andreeva, managing director of footwear, beauty and brands at Piper Sandler. Piper Sandler, a financial services company, is well-known for its biannual teen survey, which, this fall, tapped 11,000 teens, most of whom were 15-18 years old and had an average household income of about $70,000. But first, a look at some of this week’s headlines, including results of this year's Black Friday and Cyber Monday spending, the FDA's decision to withdraw a proposed rule that would have required beauty brands to test talc-based cosmetics for asbestos contamination, and, finally, the news that LVMH Ventures Fund has invested in the niche perfume brand BDK Parfums.

How can shoppers, brands and retailers win Black Friday?  In this week’s special holiday crossover episode, Glossy Beauty Podcast host Lexy Lebsack is joined by Danny Parisi, host of the Glossy Podcast, and Gabi Barkho, host of the Modern Retail podcast, to unpack all things Black Friday.  The three reporters start by sharing their own experiences and plans for navigating Black Friday as a shopper, then unpack some of the buzziest activations and sales strategies today. This includes both discounting and non-discounting strategies, value-focused sales, bundles and collaborations, among other tactics. The trio also walks through emerging and reemerging trends, like catalogs, gift guides and fragrance-focused experiential events.

Few beauty executives currently compete in a category they created, but that’s the case for Dr. Julie Chung and Kent Yu, the married co-founders behind T3 hair tools (19:00).  The duo created the luxury hair tool category back in 2004 when they launched T3 with the first lightweight, sleek and quiet blowdryer that delivered smoother, faster results. T3’s Featherweight model was the first luxury dryer on the market and the most expensive at the time, priced at $200. Dr. Chung and Yu quickly found a consumer, and before long, T3 was the first hair tool sold in stores like Sephora.  Fast forward 21 years, and they still own and operate 100% of their Los Angeles-based business. The success of T3 created a runway for a category now filled with brands like Dyson and Shark Beauty.  So what is it like to compete in a category you created? Host Lexy Lebsack sat down with Dr. Chung and Yu to learn about their journey to becoming beauty founders, including making time for Dr. Chung’s first career as an eye doctor. They also discuss how they're navigating their biggest challenges, balancing retail and DTC, maintaining NPD standards in a faster-is-better world, and competing within the category.  But first, Lebsack is joined by co-host Emily Jensen to break down the news of the week. This includes the controversial launch of Rini, a line of skin-care products made for kids aged 2-12 and sold DTC. The line was launched earlier this month by actress Shay Mitchell, boyfriend Matte Babel and Esther Song, and received immediate backlash.  Lebsack and Jensen also discuss the launch of Dua by AB, a diffusion line from skin-care founder Augustinus Bader and fronted by singer Dua Lipa. Unfortunately, diffusion lines — defined as secondary, lower-priced product lines from a higher-end brand — rarely find success in the beauty industry. Finally, the duo discusses L’Oréal Group’s new investment in Chinese mass clean beauty brand Lan and Estée Lauder Companies’ investment in Mexican niche fragrance brand Xinú.

Reuben Carranza knows a good brand when he sees it.  Bansk Beauty, where he serves as executive chairman, made headlines in September after acquiring the buzzy, clinical skin-care brand Byoma. It’s part of the late-stage private investment firm’s growing beauty roster, which includes Amika, Eva NYC and Ethique.  “No. 1, they're on a tear, right? They're growing rapidly. But I think what we loved about them was the story,” he told Glossy on stage at this week’s annual Glossy Beauty and Wellness Summit about its Byoma acquisition. “It's the story: they've de-complicated complicated skin-care routines.”  Carranza kicked off the Summit with a special live podcast recording, where he shared insights into the firm’s investment philosophy and growth plans for its brands. He also shared career advice from his stacked CV, which includes more than two decades at P&G and leadership roles at R+Co Hair, Kate Somerville skin care, and more.  This special session is ahead, but first, hosts Lexy Lebsack and Emily Jensen share highlights from the Summit and dig into the news of the week.  First up, the hosts break down the latest from Tylenol- and Neutrogena-owner Kenvue. Kimberly-Clark Corp. will acquire Kenvue Inc. in a deal valued at $48.7 billion. Kimberly-Clark's portfolio includes consumer brands like Huggies, Kleenex and Cottonelle. Next up, a look at Skims’s buzzy new hire. Diarrha N’Diaye was named evp, beauty and fragrance of Kim Kardashian’s upcoming Skims Beauty. N’Diaye has worked in marketing and branding for the likes of Glossier and L’Oréal, and was most recently the founder of Ami Colé, which shuttered in July. She will lead product development, innovation and brand strategy for Skims's upcoming beauty launch.  Finally, an analysis of a hefty investment in Blueprint, the supplement company from American entrepreneur and biohacker Bryan Johnson. The company has taken on $60 million in funding from investors like Kim Kardashian, Ari Emanuel, Cameron and Tyler Winklevoss, and many more big names. Johnson is best known for documenting his quest to age in reverse on YouTube and through the Netflix film “Don’t Die.” Blueprint currently offers a variety of products DTC, including drink mixes, supplements and skin care.

Allison Kent-Gunn knows good beauty packaging when she sees it.  The Los Angeles-based aesthetician-turned-packaging consultant has become one of the leading voices in beauty packaging on social media thanks to her "hot takes" on packaging wins and misses. She’s a former cosmetic packaging instructor at the Fashion Institute of Design and Merchandising, and outside of her social media, where she goes by @AllisonTurquoise, her insights can be seen in an upcoming Cosmetic Science Textbook used in packaging courses.  Today’s episode of the Glossy Beauty Podcast —  a special episode dedicated to the best, and worst, beauty packaging — concludes our three-part, deep-dive series on the world of beauty and wellness packaging. Kent-Gunn provides an in-depth hall of fame and shame for several packaging categories, including sustainability, accessibility, celebrity brands' packaging and more.  But first, Lexy Lebsack is joined by Emily Jensen to run down the beauty and wellness news of the week.  First up is a look at the growing wellness data economy, including a look at the value of data collection and aneb analysis of Rebook’s new health tracker ring. The hosts also discuss fragrance news from Unilever-owned Dove. The mass body-care brand is launching its first-ever body mists as part of a limited-edition holiday collection released with the Rockettes. The iconic New York dancers recently partnered with Sephora, as well. Next up are details about POV Beauty’s foray into color cosmetics. POV is the buzzy new line from influencer and TikTok star Mikayla Nogueira. The line launched this spring with skin prep products and, in news announced this week, will expand into lip products with a November 4 launch.

The Glossy Beauty Podcast is back with its second of three deep dives into beauty packaging. Today, our guest is Helen Steed, a veteran in the field, whose resume includes a 10-year stint leading creative at Bumble & Bumble, and a gig as Glossier's founding creative director before striking out on her own. Now, she helms Steed & Friends, which has worked with brands including Rhode, Lore, Sakara and Ursa Major. On today's episode, she takes listeners through mini case studies, examining her work on products like Rhode's iconic phone case, Glossier's first foray into body care and Merit's logo. But first, a look at some of this week’s headlines, including the news of L’Oréal's biggest acquisition ever, which broke on Sunday — it is purchasing all of Kering's beauty holdings for $4.6 billion. Kering owns brands like Creed, and the deal will grant L’Oréal 50-year exclusive licenses for Gucci, Bottega Veneta and Balenciaga's beauty ranges.

This week’s episode of the Glossy Beauty Podcast introduces a three-week series dedicated to beauty packaging. Despite daily interacting with beauty products — including face wash, body wash, lipstick or shampoo — consumers rarely spend time thinking about the countless decisions that go into a brand’s packaging. From sustainability (Are refills offered? Is the plastic PCR?) to color (think: the pull of millennial pink) to font, every packaging element is carefully considered. As our first guest in the series, FIT Professor Sebba Alqetrani, said, “The first thing the consumer sees, touches and interacts with is the package. [It] is your first opportunity to have a first impression.” Over the next two weeks, we will explore just why packaging is so important and what factors can make it impactful, whether it has to do with a product’s efficacy, branding or deeper emotional resonance. But first, a look at some of this week’s headlines including the launch of Ulta Beauty’s UB Marketplace, a curated third-party marketplace that will allow the mega beauty retailer to integrate many new brands into its existing e-commerce site; Sephora’s growth, bolstered in part by Rhode’s buzzy launch, according to LVMH’s recent earnings; and The Body Shop’s return to U.S. sales , launching online through a direct-to-consumer site and Amazon.

On this week’s episode of “The Glossy Beauty Podcast,” co-hosts Sara Spruch-Feiner and Lexy Lebsack dive into one of beauty’s buzziest topics: Gen Alpha’s rapid emergence as consumers in their own right.  They discuss Spruch-Feiner’s reporting on Sephora tweens and teens, as well as Sephora’s first two brands geared directly at Gen Alpha: Sincerely Yours, brought to market by father-daughter mega-influencer duo Jordan and Salish Matter, and Evereden, which will hit Sephora.com on October 14. They examine what will happen, on Sephora's shelves and beyond, as Gen Alpha grows into its purchasing power. The demographic, born between 2010-2024, is currently 15 years old and younger — and already showing a voracious appetite for consuming beauty products, while also starting brands they want to see hit the market. See: Sincerely Yours and Yes Day. But first, a look at some of this week’s headlines, including Coperni’s introduction of C+, a collection of athleisure clothes infused with pre- and probiotic properties, meant to help support the skin’s microbiome. The brand claims that the benefits last through 40 washes.  They also discuss CeraVe becoming the NBA's official skin- and hair-care partner. The brand has previously dabbled in partnerships with basketball players, working with Anthony Davis and Paige Bueckers for its "Head of CeraVe" campaign to promote its anti-dandruff shampoo in February. It will promote the new partnership through digital and physical activations throughout the season. Finally, they talk about fitness trackers, specifically rings, which continue to gain traction — U.S. sales are up 88% year-over-year. More than 1.3 million fitness tracker devices were purchased during the first seven months of 2025, a 35% increase over last year. The same growth has not been seen for devices worn on the wrist, however — sales of these devices were down 6% year-over-year.

What does it take for a beauty campaign or brand to cut through the noise in 2025?  Our second-annual Glossy Pop Awards is one place where our team recognizes the best and most culturally relevant beauty and fashion campaigns, people, products, and brands.  In today’s episode of The Glossy Beauty Podcast, we welcome three esteemed beauty executives to discuss the secret sauce behind their Glossy Pop Award-winning campaigns.  These winning campaigns drove audience engagement, generated buzz and successfully met their set business goals.  To start, host Lexy Lebsack welcomes Leslie Ann Hall, founder and CEO of Iced Media (18:50). She and her team partnered with hair-care brand Moroccanoil to launch the brand’s first fine fragrance. The teams at Iced Media and Moroccanoil executed a campaign that levered social media for awareness and sales. They took home the Glossy Pop Award for "Best Use of TikTok." Next, Lebsack sits down with Dana Paolucci, head of PR and influencer at Unilever-owned Dove North America (30:02). Paolucci and her team worked with communications firm Edelman to take home two Glossy Pop Awards for its Dove x Crumbl cookies body-care collaboration. They won "Best Product Launch Campaign" and "Best Community Engagement Strategy." In our final mini interview, Lebsack welcomes Nilofer Vahora, Amika’s CMO, to discuss the hair-care brand’s "Best Use of Video" award win for its Superfruit Star Lightweight Hairstyling Oil launch with marketing company January Digital (40:03).  But first, Lebsack is joined by host Emily Jensen to discuss this week’s top beauty and wellness news.  Squishmallows, the TikTok-famous plush toy brand launched in 2017, made headlines this week for its foray into fine fragrance. Squishmallows parent company Jazwares, a Florida-based toymaker that was purchased by Warren Buffet’s Berkshire Hathaway in 2022, has tapped longtime beauty executive Joel Ronkin, current founder and CEO of Jennifer Aniston’s LolaVie hair care, to lead the project. The scents launched at Ulta Beauty this week in two sizes, priced $38 and $58.  Lebsack and Jensen also discuss rumors that beauty conglomerate Coty is looking to sell heritage mass color cosmetics brands CoverGirl, Rimmel and Max Factor.  Gwyneth Paltrow’s Goop is also in the news this week for the closure of its 2-year-old mass beauty experiment, Good Clean Goop, which sells under-$40 skin care through Target and Amazon. The duo discusses the closure and what it means for masstige skincare.  Finally, the hosts walk through Amazon’s new ambitions in K-Beauty with this week’s launch of a dedicated storefront. It's a smart move considering the rise in popularity of K-Beauty products and the stunning sales on the channel. To wit: K-Beauty is growing three times faster than Amazon’s average beauty category.