024 - Midweek Mini-Byte: Tuesday, September 16th.
From Pop Mart’s $13B tumble to Rhode cracking Sephora’s Top 10, ramen perfumes, presbyopia eye drops, and the future of TikTok.
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⭐️ = What excites me most this week.
🗞 NEWS & PRODUCTS
WSJ: America’s ‘buy now, pay later’ economy. Signs of an emerging debt crisis are everywhere—from credit cards and mortgages to government budgets.
BoF: Fading Labubu frenzy wipes $13 Billion from Pop Mart shares. Pop Mart sees stock tumble nearly 9 percent after JPMorgan downgraded the Chinese toymaker due to concerns over fading hype for its Labubu dolls.
Just for fun:
🦋 The monarch butterfly’s migration through NYC.
🇯🇵 🍜 If you love ramen, there are fragrances that are built around it.
🎃 Mental Floss: America’s most-searched pumpkin spice recipes for fall.
🇮🇹 Each time I see Redbox on my social feed, I stop scrolling, their pop-up designed displays are so cool…I personally have no use for them:
👩🎤 Celebrity Brands:
Beauty Independent: Rhode quickly breaks into Sephora’s top 10 skincare brands Online
🧴 Skin / Personal Care:
Supersuite - a new fragrance led body care brand from Tru Fragrance & Beauty launching at Ulta with three different scents that will be in scrubs, body mists, body whips, and a shave gel [Instagram].
Loops expanded its offering into body hydrogel patches with four targeted products - dry spots, healing, brightening, and breakouts [Instagram].
natureofthings is back - acquired by Carisa Janes (founder of Hourglass), and is relaunching their body, skin, and bath products [WWD; Instagram].
🇦🇺 MISTR - skincare with active ingredients for active men [Instagram].
Voesh, a clean body care brand from second generation spa-owners [Instagram].
🇳🇿 Milou - skincare from New Zealand, with an emphasis on sustainability and clinical efficacy [Instagram].
🇵🇹 UNII - Portugal based organic personal care products since 2009 [Instagram].
The New York Times: Bobbi Brown tells her beauty comeback story. The cosmetics mogul reveals how she started all over again, with Jones Road, after leaving Estée Lauder.
Allure: Why people are freaking out about "sunscreen doping".
Your mineral sunscreen might not be 100% mineral. Does it matter?
👩🦱 Haircare:
Squigs is launching shampoo & conditioner.
Blu & Green - celebrity hairstylist, James Pecis, is adding a concentrated shampoo & conditioner to the range. The original range has mostly waterless products that are worth checking out [Instagram].
👃 Fragrance:
BoF: Tinder swipes right on fragrance. LoveShackFancy partnered with the dating platform to launch its new perfume, Secret Crush, founder Rebecca Hessel Cohen exclusively told The Business of Beauty. Tinder says it’s just the beginning of beauty’s “big integration” into the app.
😅 Deodorant:
🇬🇧 Fussy is a UK refillable deodorant…but I have to say there ad, even though it is meant to show they are independent kind of looks like free advertising for Unilever:
💊 Supplements:
NYT: Can supplements boost longevity? Many anti-aging influencers say yes. Here’s what doctors and scientists think.
👩🔬 Femtech:
PR Newswire: Nutrafol launches ‘The Menopause Edit’ to reclaim the narrative around menopause and hair health.
🛍 Retail: DTC, Brick + Mortar, Social Commerce, and more...
An interesting look at how the rise of Sephora amongst teens/tweens has led to the demise of Claire’s. In many ways Claire’s probably would not have survived despite the rise of Sephora, but it probably did not help.
🩺 Digital Health: Wearables, Smart Devices, and more...
👓 Fast Company: Doctors say the answer to reading glasses may already be in a bottle. Researchers in Buenos Aires say pilocarpine drops could change the way presbyopia is treated worldwide.
🗣 Social Media: News about TikTok, Meta, BeReal, Snapchat, X...
TechCrunch: US, China reach ‘framework’ deal for TikTok.
💸 M&A, IPOs, SPACs, Bankruptcies, Closings...
Nudestix has been acquired [BoF].
🔬RESEARCH
Science: Dividends from death. Rapid autopsies on people infected with HIV may help researchers find a cure.
Scientists have uncovered Inocles, a hidden layer of DNA in your mouth bacteria that boosts their survival under stress and could even serve as a non-invasive saliva test for early cancer detection [Nature Communications].
We are getting closer to understanding how we perceive optical illusions, in terms of how our brains use top-down processing to fill in information that is not there. These findings may also help to inform diseases like schizophrenia [Nature Neuroscience].
🧐 REPORTS
🇨🇳 Daxue Consulting: Despite lingering stigma, the male beauty market in China remains resilient.
⭐️ Pew Research Center: Most adults across 24 countries are online at least several times a day.
⭐️ McKinsey: An update on US consumer sentiment — Settling in for a tepid holiday season.
💡 Enjoy,
-Anne