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HBO and The Ringer's Bill Simmons hosts the most downloaded sports podcast of all time, with a rotating crew of celebrities, athletes, and media staples, as well as mainstays like Cousin Sal, Joe House, and a slew of other friends and family members who always happen to be suspiciously available.
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Beauty is where culture, commerce, and creators sharpen each other. This episode exposes the real machinery behind a $677B industry that has quietly set the playbook for every modern creator-driven business. We map how influence becomes product, how product becomes identity, and why beauty remains the most unforgiving but highest-leverage market for operators who understand attention, community, and trust.
Things you’ll learn:
- Why beauty is the clearest model of creator-led distribution—moving more product, shifting more culture, and building more community than any other consumer category.
- Sellers who move markets, makers who build brands, tastemakers who set cultural tempo, and consumers who turn products into identity markers.
- How to dominate a market: How Fenty redefined inclusivity as strategy; how Rhode sold discipline, not volume; how Prose built a personalization engine with venture-grade infrastructure.
- The rise of expert channels: Dermatologists, pharmacists, estheticians, and trainers transforming medical credibility into a new layer of creator trust.
- Retail’s pivot: Why Sephora treats creators as its real storefronts and why brands now need long-term creator ecosystems, not one-off influencer posts.
- The operator’s lesson: Beauty punishes sloppiness—product, supply chain, fulfillment, audience relationship, and storytelling must be flawless. The upside: beauty teaches you the exact skill stack required to run any modern consumer business at scale.
We cover:
- (00:00) - If You Want to Make Real Money, Study The Beauty Industry.
- (01:56) - How Big Is The Beauty Industry
- (06:01) - The Players
- (09:34) - Categories of Beauty
- (14:23) - Types of Beauty Businessess and Models
- (21:57) - The Supply Chain Game
- (30:50) - Inventory Management
- (34:06) - The 4 P's: Product, Price, Place & Position
- (41:04) - How Beauty Integrates with Creators
- (43:42) - The Genius of Jackie Aina
- (50:34) - The Rise of the 'Expert' Creator
- (53:47) - The Tastemaker: Jay Tibbits
- (58:10) - A New Yorker w/ Influence: Kelly Augustine
- (01:00:29) - Sephora's Long Game
- (01:06:25) - Investing in Real Influence
- (01:07:41) - Having Influence vs. Being an Influencer
- (01:09:42) - Key Lessons for Founders
- (01:12:50) - Credits and Outro
Relevant Links
Jay Tibbits - https://www.instagram.com/jaytibbitts/
McKinsey State of Beauty Report, 2025 - https://www.mckinsey.com/industries/consumer-packaged-goods/our-insights/state-of-beauty
Jackie Aina - More than a woman Tutorial
Kelly Augustine - https://www.kellyaugustine.com/
00:46:44 - More Than A Woman
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