The 3 Moves That Decide Who Wins Peak 2025

Plus: How Rhode’s instant success at Sephora is changing the wider beauty industry

Skincare Unboxed

Here's what's happening this week in the world of skincare and beauty marketing:
- TikTok Live scales creator-led selling and revenue
- Rhode rewrites Sephora launch and pricing playbooks
- CeraVe takes dermatologist skincare courtside with NBA
- Ninja fronts 24-hour stream for skin cancer checks.
- Klairs drops TikTok Shop-only skin flooding trio.

⏱️THE MINUTE READ

Juvenon suspected upper-funnel spend were fueling growth, but pixel reporting undervalued them, pushing spend to the bottom funnel.

With Fospha’s Halo, they unified DTC and Amazon sales and uncovered the truth: TikTok was 9X stronger than reported, DTC performance was under-credited by 2.9X, and upper funnel became their growth engine.

  • 📈 +18% revenue growth QoQ

  • 📉 20% CAC improvement YoY

  • 🚀 10X upper-funnel SoW growth

📌WEEKLY MUST-KNOWS

TikTok Shop’s live selling has become a core revenue engine, with 8 million hours of Lives in 2024 and brands posting seven-figure results via creator and seller streams. This shifts budgets toward live, affiliate, and creator-hosted commerce while proving success beyond “instant-result” categories. CMOs and performance teams must build live-specific launch plans, inventory holds, creator enablement, and measurement.

Rhode did an estimated $10 million in its first two days at Sephora, capturing 35% of day-one sales and shifting 40% of buyers from Ulta, Target and DTC. The launch resets acquisition and retail playbooks: community-led brands can scale fast in prestige with accessible pricing and unified brand merchandising. Strategics, buyers and operators will revisit timing of exits, category adjacency, and value pricing.

CeraVe struck a multiyear deal as the NBA’s Official Skincare and Haircare Partner, blending co-marketing and community initiatives. The move targets younger, diverse, active consumers and pushes derm-developed care deeper into sports culture. Expect cross-season activations, education, and sampling that lift brand equity and retail velocity.

ACNE INNOVATION
Byoma Launches Barrier-First Blemish System
Byoma debuts a clinically tested blemish line powered by patent-pending Clearamide Complex and salicylic acid, extending barrier science to both face and body acne. The six-SKU system aims to reduce irritation while delivering efficacy, backed by extensive third-party trials and measurements. This raises the bar on claims and shifts acne care toward long-term skin health rather than aggressive short-term clearing.

⚡QUICK READS

La Roche-Posay Launches 24-Hour Gaming For Cause: Partnering with Ninja, the livestream funds global mole checks and prevention, signaling the power of gaming-native health education and cause marketing at scale.(More)

Bubble Names Leighton Meester Global Ambassador: The ‘Radical Joy’ 360 campaign brings aspirational-yet-accessible storytelling across social, OOH, retail and e-commerce to drive mass prestige perception.(More)

Klairs Debuts TikTok Shop-Exclusive Skin Flooding Trio: A platform-only bundle aligned to seasonal hydration trends shows how creators and brands can test DTC kits and conversion on TikTok Shop ahead of Q4.(More)

ClickZ is a ClickZ Media publication in the DTC eCommerce division