The Foundr Podcast with Nathan Chan

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


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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 funds—and why alignment on the
customer is more important than the size of the check
• Why the third year of a brand is "disciplined growth"—and how she's
shifting from whack-a-mole survival mode to a three-year roadmap
• The hiring mistake most fast-growth founders make: assuming who got
you here will get you there
If you're building a DTC beauty or lifestyle brand, trying to navigate
the leap from direct-to-consumer into retail, or looking for the no-BS
truth about what founder-led growth actually looks like in year one,
two, and three, this conversation will fundamentally change how you
think about product, community, and when to jump off the cliff.


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CONNECT WITH NATHAN CHAN
Instagram → ⁠⁠https://www.instagram.com/nathanchan⁠⁠
LinkedIn → ⁠⁠https://www.linkedin.com/in/nathanhchan/⁠⁠

CONNECT WITH MOLLY SIMS
Instagram → https://www.instagram.com/mollybsims/
YouTube → https://www.youtube.com/mollysims
Website → https://www.ysebeauty.com/
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The Foundr Podcast with Nathan ChanBy Foundr Media

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