Seriously ulta is the coolest!!! They’re innovating all the time and it feels like Sephora is just staying stagnant. I’m curious to see how that works for them in 2-3 years time
The Sephora retreat versus Ulta's expansion here says a lot about how differently those two retailers think about risk. Sephora pulling back on toys entirely while Ulta leans into wellness feels less about demand and more about who's willing to be first mover on a still-slightly-taboo category. Do you think Ulta's move actually pulls Sephora back in, or does Sephora just cede this one long term?
Seriously ulta is the coolest!!! They’re innovating all the time and it feels like Sephora is just staying stagnant. I’m curious to see how that works for them in 2-3 years time
Stay tuned for news...
YESSS email us hello@expresscheckout.co please :)
The Sephora retreat versus Ulta's expansion here says a lot about how differently those two retailers think about risk. Sephora pulling back on toys entirely while Ulta leans into wellness feels less about demand and more about who's willing to be first mover on a still-slightly-taboo category. Do you think Ulta's move actually pulls Sephora back in, or does Sephora just cede this one long term?