Episode

659: How Molly Sims is Disrupting a $200 Billion Industry

Podcast
The Foundr Podcast with Nathan Chan
Published
May 7, 2026
Duration seconds
3171
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Markdown
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Summary

Molly Sims spent nearly six years modeling in Europe, graced the cover of Sports Illustrated, and starred in Las Vegas and The Carrie Diaries—then quietly spent three years and over $2 million of her own money developing a skincare brand nobody asked for. When she launched YSE Beauty on April 24, 2023, she had no idea if it would work. It did. The brand hit close to $30 million in revenue, is growing nearly 100% year-on-year, landed an exclusive partnership with Sephora, and closed a $15 million Series A with Silas Capital—all in under three years. In this interview, Molly breaks down why she launched DTC before she was ready, how she turned her podcast into a brand-building machine two years before she had a product to sell, and the hard-won lessons on ops, retail margins, and building a team that can survive when things go wrong. What you'll learn in this interview: • Why Molly self-funded over $2 million of her own money into product development—and the Christmas moment she nearly didn't • How three years of testing 100+ formulas to solve her own melasma led to genuine product-market fit in a crowded category • Why she launched DTC-first and treated social media as her brick-and-mortar before ever approaching a retailer • How starting her podcast Lipstick on the Rim two years before launch built the community and credibility that made YSE possible • The ops reality nobody tells you: being sold out on five products isn't a good problem—it's a sign of broken demand planning • Why she sold the Home Edit show to Netflix in 2015—and how producing taught her to spot talent and build content that converts • The exact mindset she brings to Sephora: be raggedy, negotiate your margins, and never just take what the retailer gives you • How she chose Silas Capital over larger f…