LVHM Blames Amazon for Gradual Sephora Gross sales

So, LVHM is over there blaming Amazon for gradual Sephora gross sales. As for me, I’m all, say what now? In line with LVHM CFO 2025’s Q1 earnings report was down 3% as a result of Amazon’s aggressive pricing technique. Shops are thriving however e-commerce is taking a smaller hit within the US due to Amazon which isn’t truly beating Sephora costs however does match them on the identical value. Nevertheless, that being stated choose gadgets are displaying at higher costs on Amazon resembling Kérastase’s Gloss Absolu which is bought at Sephora for $36 however on Amazon at $26. Though, they’ve seen an general income fall the corporate says they’re nonetheless feeling very sound throughout turbulent instances and feels gross sales will enhance.

Sephora hasn’t addressed the Spring Financial savings Occasion and sure gained’t however in line with Magnificence Unbiased gross sales there was a slide in gross sales throughout the occasion this 12 months. They reported that Ulta’s Spring Magnificence Haul had extra natural site visitors than Sephora’s Spring Financial savings Occasion and had a decline general count on within the tub, physique, and haircare classes. I do know I personally didn’t do a significant sale haul this 12 months. I simply didn’t discover something of curiosity I wanted or wished. I additionally, suppose the sale got here at a somewhat unhealthy time throughout the tariff struggle discussions. Magnificence manufacturers are scrambling to determine find out how to survive in these unsure instances. Many smaller indie manufacturers are simply closing up store which is unhappy and much more fashionable ones from the youTube period are closing down (Glam Glow is one which went down just lately).

We’ll have to attend and see if gross sales enhance however I can’t say that Amazon is Sephora’s largest situation. Ulta being Sephora’s largest competitors with a greater money again rewards program, higher gross sales, and excellent model progress (they’ve introduced in so many manufacturers within the final 5 to 6 years). Additionally, Tiktok has been an enormous supply of direct model buying making it straightforward sufficient to bypass Sephora utterly, purchase from the model direct with free transport, and generally a good cheaper value.

I want Sephora success however the previous couple of years has been very turbulent for them. I’m nonetheless a Sephora girlie however I’ll readily admit the majority of cash spent on magnificence isn’t with Sephora these days. I’m curious how issues will go within the subsequent few months particularly because the Holidays develop nearer!

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