032 - What I'm Reading: Week of February 25th
👋 Hello everyone.
🔗 Every link in this newsletter routes back to my blog where I provide a summary, my opinion, and access to the original content.
⭐️ = What excites me most this week.
💭 It has been one heavy week, to lighten the mood…this week’s newsletter includes a section on 🦖 news… several articles on China’s beauty expansion, T-Beauty, a device using micro-current to stimulate the vagus nerve, exciting new research on acne and retanioc acid, our inability to distinguish between GANS and real faces, a study showing microdosing LSD may not be all its cracked up to be, and so much more…
But first, some thoughts on the use/abuse of ‘scientific’ language in beauty…
It is impossible to not notice the number of up & coming beauty brands playing into claims around ‘scientifically backed’ formulas or ‘clinically tested’, and like in many past newsletters, I have called out the loose usage of this language. As a backlash to clean, brands are now putting themselves in a space that would seem more credible, if there were actual data to support it, by saying their products are based on science. This is an important step forward, but I fear this is quite misleading to a consumer.
Take for example the brand Habitual Wellness, featured in this week’s newsletter, the brand is ‘science backed’. To their credit they have specifically chosen formulas with well researched ingredients, including a supplement where they are using the same amount of hydrolyzed protein found in a placebo controlled double-blind study. Do not be fooled, the double-blind study is on the ingredient in isolation, not their formulas, which to a lay consumer is not clear due to the language.
Habitual Wellness is not alone in this, it is an industry wide issue, and exists because there is simply NO regulations/definition around what this wording actually means.
There is no regulation around the phrase ‘scientifically backed’ and the retailers have not stepped up and provided their own definitions. Neither are there strict regulations/definitions around what is defined as a ‘clinical test’ vs ‘consumer test’ in the cosmetic world, which is an area that has become increasingly murky if you dig one-step deeper on many brand sites. For example a brand may claim they conducted ‘clinical testing’ on 8 people, where the actual questions are self-perception, not skin measurement nor dermatologist ratings, and there is no control product for comparison. If you look at many brands this is not uncommon.
Ourself Skin, a new brand from Glo Pharma, launched this week. Glo Pharma is a healthtech startup with deep pockets and has the funding to put in the research to develop new ingredients, file patents, and conduct the testing. For their product launch they did conduct perception and clinically tests. A number of their products have been put through both clinical testing and consumer perception studies. Some products are tested on 59 people (a healthier number of individuals for a clinical or consumer test), and other products are tested on 14 or 15 people (a pretty small consumer set to be truly representative of a population).
Testing is expensive and time intensive whether it is consumer perception studies or clinical testing, so it is understandable why so many small brands cannot do this. The challenge I put forth is around looking deeper at brands when they make overarching claims around science, and product efficacy, to see whether their data really measures up to what they say. Just as consumers have smartened up to the ‘clean’ movement and are beginning to question ingredient inclusion & exclusion, I believe there will be a larger reckoning around testing, where companies will have to show the methodology and share the data (beyond the cherry picked data used for claims).
Now to the weekly news…
🗞 NEWS & PRODUCTS
🇨🇳 South China Morning Post looks at why Chinese beauty brands are expanding their digital presence to Southeast Asia for growth.
🇹🇼 Jing Daily discusses the growth opportunity for T-Beauty (Taiwanese Beauty) in the West.
🇫🇷 French home and personal care startup WhatMatters raised €4M to expand category offering and broader growth. All products are refillable and even come in travel sizes. They currently offer hair, skin, body, deos, oral care, and home products with subcategories for baby & kids.
⭐️ Neo.Life - Hacking Mother’s Milk - a deep dive into increased demand for breastmilk, banking, the black market, and the startups leading the research into developing better breast milks.
🦖🦕 ICYMI in Dinosaur news (oddly these stories all dropped this week), entirely irrelevant to the world of beauty, but likely to impress peers or a kid at a dinner party:
Dinosaurs most likely were killed by a “6-mile wide asteroid” in the spring.
Paleontologists in Argentina identified a new species of dinosaur Guemesia ochoa, remarkable both for its tiny skull size & tiny arms (making T-Rex’s baby arms look massive).
Researchers in Scotland discovered the world’s largest Jurassic pterosaur who’s wingspan is larger than a kingsize bed.
🧴 Skin:
⭐️ Ourself Skin is the newly launched subtopical skincare brand from Glo Pharma. It is the first brand from this biotech/healthtech company, founded by founders from Alastain, SkinMedica, and the former CMO of Equinox. The brand holds two patents. Products target lips and skin, offering clinical results without lasers or needles. There are also 30-minute esthetician sessions to assist with regimen building.
This is not your typical new brand launch in the skincare space, the funding ($22M) and experience is significantly more than a typical brand’s first launch.
👁 CorneaCare: an eye care company linking skincare to dry eyes.
MINU a dermatologist developed, moisturizing, no-cast, mineral sunscreen developed by Nova Ventures is currently testing out its concept.
Dr. Base, is a dermatologist led brand whose first product ‘HSP (Heat Shock Protein) Boosting Multi-Action Barrier Serum’ claims to mimic the effects of laser treatments by boosting collagen production.
Namesake, a new clinical skincare brand, developed for melanin skin by a daughter and her renowned dermatologist mother. While on the outside the mother-daughter duo seems like a sweet pairing, Dr. Lynn McKinley-Grant is the in-house dermatologist to her daughter, which creates a bit of an ethical quandary when it comes to objective assessment.
Habitual Beauty - a supplement & skincare brand backed by ‘science’. The brand sells hydrolyzed collagen powder along with a skincare line based on well known ingredients. In terms of the science, the ingredients are well researched, but the products are not actually consumer tested which makes this all very confusing from the consumer perspective.
Scarlett Johansson’s clean skincare line, The Outset, a new line went live on Instagram.
👩🦱 Hair:
BOF looks at what drove to Olaplex’s $10 Billion Buyout Bonanza
💊 Supplements:
Younited Wellness, a Canadian based supplement startup offering plant-based multi-vitamins with dose-based benefits.
Rookie. is making wellness approachable with five different supplement sticks.
Pow, matcha powder + lions mane for healing, claiming to reduce inflammation and increase focus, energy, and creativity.
Greenfilled, phytoplankton powered supplements for energy, memory, and performance.
🛍 Retail:
Retail Dive: ~6 in to 10 consumers shopped DTC in 2021.
👩🔬 Femtech:
⭐️ FemTec Health launched its first product called Awesome Woman, a subscription-based telehealth platform & digital pharmacy, using at-home diagnostics.
FemTec Health also launched the At-Home Skin Lab by Birchbox (who they acquired back in October), this service consists of a set of three consecutive boxes which include at-home diagnostics paired with products & supplements to improve hydration, pH, and lines.
Riley House Seoul a female wellness company based on Korean traditions.
🩺 Digital Health: Wearables, Smart Devices, and More...
⭐️ Nurosym: a non-invasive, vagus nerve neuro-modulator is found to help relieve the symptom of long-term COVID by using electrical micro-pulses.
🔬RESEARCH
L’Oreal’s Vichy looked at the efficacy of a new serum formula to shield against exposomal induced signs of aging (hyperpigmentation & wrinkles). The results are promising.
Researchers out of UCLA, UCSD, the University of Michigan looking at the role of fibroblasts in acne propagation found retinoic acid results in the production of an antimicrobial peptide which stops the formation of acne caused lesions.
Retinoic acid’s use as a solution for acne is not new, but the underlying mechanism for how it works is noteworthy.
⭐️♻️ Researchers at Northwestern engineered bacteria to convert CO2 into acetone and isopropanol.
⭐️ 😵💫 GANS are becoming so realistic one study found individuals mistook AI generated images are real people more often than chance and found these images more trustworthy than images of humans. The authors suggest the inability of people to distinguish between the images poses a threat to potential fraud, leading the authors to propose watermarks or other indicators that could help individuals distinguish these images.
🌈 Psychedelics and microdosing have been growing momentum for their ability to boost mood and cognitive performance. However, a new study out of UCLA & The University of Chicago using a placebo and blinded stimuli, found when subject’s were given LSD without their knowing it, there were no benefits to mood or performance. The study found microdosing to be safe, but no improvements were reported in these areas.
🧐 REPORTS
Wunderman Thompson shares the new vocabulary that will define 2022.
⭐️ Bain & Co. X Temasek X Google: e-Conomy SEA 2022 - Roaring Twenties the SEA Digital Decade.
⭐️ 2PM - Digital Commerce Global Summit Presentation for Deloitte Digital: a look into digital to physical retail, physical to digital retail, CAC, supply chain, privacy, Web3, and more.
⭐️ ChinaSkinny: White Paper - 2022 China Skincare & Beauty Trends
BeautyMatter: 2022 Forecast for the Beauty Industry
MIT Tech Review: 2022 10 Breakthrough Technologies
💡Enjoy,
-Anne