Brand breakdown · Gen Z skincare

Bubble built for Walmart shelves, not its own site.

Bubble launched in 2020 under $20, picked Walmart as its first retailer and now sells in 17,000 doors. Its founder says most sales happen in stores.

BLOOM10X did not work with Bubble Skincare. This breakdown uses public sources only, linked below.

  1. Launches; picks Walmart as first retailer 2
  2. Walmart store sales double after a viral TikTok 1
  3. About 9,000 US stores, 1.1M TikTok followers 1
  4. $100M+ a year, 17,000+ stores 2
  5. $500M lifetime retail sales; stays independent 3
  6. Half its active Meta ads link to Ulta 5
$500MLifetime retail salesBeauty Independent · Jun 2026
17,000Retail doors across Walmart, Target, Ulta and CVSBeauty Independent · Jun 2026
100,000+Ambassadors in its communityBeauty Independent · Jun 2026
15M+Moisturizers soldBeauty Independent · Jun 2026

Bubble is independent and majority-owned by its founder. It sells mostly through stores, not its own site. Figures are company-stated.

The numbers, with our math

What the public figures add up to.

1.9×Retail doors, from about 9,000 in 2023 to 17,000Our math: 17,000 ÷ 9,000 = 1.89Modern Retail 2023 · BI 2026
14×Ambassadors, from 7,000 in 2023 to 100,000+Our math: 100,000 ÷ 7,000 = 14.3Modern Retail 2023 · BI 2026
3.6×TikTok followers, from 1.1M to 4M+Our math: 4M ÷ 1.1M = 3.6Modern Retail 2023 · BI 2026
$29KLifetime retail sales per current doorOur math: $500M ÷ 17,000 = $29,412Beauty Independent · Jun 2026
50%Of its active Meta ads send shoppers to UltaOur math: 10 ÷ 20 = 50%Meta Ad Library · Nov 10, 2026
17%Brand awareness, vs 85–90% for legacy rivals, per the founderOur math: 85% − 17% = 68 points of headroom, at the low endBeautyMatter · Nov 2025
The plays

Five things Bubble did on purpose.

  1. Price for the mass aisle

    Bubble set out to sell prestige-quality skincare at mass prices (3). Its site sells “skincare under $20”, and its Slam Dunk moisturizer is $16 (4).

    Copy this: price for the shelf your buyer already shops, then make the pack look worth twice that.

  2. Walmart first, on purpose

    Most major retailers approached Bubble in its first four weeks. Eisenman picked Walmart, saying 90% of the US lives within 30 minutes of one (2). Target, Ulta and CVS followed (3).

    Copy this: choose the first retailer by where your buyer shops on a weekday, not by prestige.

  3. The community writes the brief

    Ambassadors pick names, packaging and mood boards, and a product moves to production only with 90% approval (2). Bubble researches with them every two weeks (3). In 2023 the program had 7,000 members and a 41,000-person waitlist (1).

    Copy this: put the next launch to a vote of your best customers and set a pass mark before you look.

  4. TikTok as the store’s ad

    In 2023 all of Bubble’s TikTok reach was organic, and Walmart store sales doubled in January after a user’s video went viral (1). Eisenman calls shoppers who research online and buy in store “the new DTC consumer” (3).

    Copy this: track store sales by week next to your social posts, and credit content for the lift.

  5. Paid ads point at the retailer

    On Nov 10, 2026, 10 of Bubble’s 20 active Meta ads linked to ulta.com, mostly for Ulta-only holiday sets. Eight linked to hellobubble.com (5).

    Copy this: make a set only one retailer sells, then run your own ads to that retailer’s product page.

“Most of our sales happen in-store and in retail and Walmart and CVS and Ulta.”
Shai Eisenman, founder and CEO. Modern Retail, Jul 24, 2023
How it worked

A community loop that ends on a shelf.

2023 vs 2025–26

Retail doors ~9,000 · 2023 17,000 Ambassadors 7,000 · 2023 100,000+ TikTok followers 1.1M · 2023 4M+ Dark bars: Nov 2025 (doors) and Jun 2026
Our chart. Sources: Modern Retail 2023 (1), BeautyMatter 2025 (2), Beauty Independent 2026 (3).

The retail-first loop

1 · Community 100,000+ members 2 · Vote 90% yes to launch 3 · TikTok 4M+ followers 4 · Shelf 17,000 doors Retail-first loop “Most of our sales happen in-store” · founder, 2023
Our diagram. Sources: Modern Retail (1), BeautyMatter (2), Beauty Independent (3).
“Ask the community. They will tell you exactly what they want.”
Shai Eisenman, founder and CEO. BeautyMatter, Nov 19, 2025
Seen live · Nov 10, 2026

The $16 moisturizer page sells routines.

Screenshot: Bubble Slam Dunk moisturizer product page on mobile, thumbnails blurred

Tap a number to see what it does.

  1. 1
    Reviews before the name.4.9 stars from 10,616 reviews sit above “Slam Dunk”.
  2. 2
    One clear price.$16 for the full 1.7 oz jar, set large next to the name.
  3. 3
    Who it’s for, in three icons.Normal to dry skin, AM and PM, and “Safety tested on ages 9+”.
  4. 4
    Sticky add to cart.A bar with the jar and “Add to cart · $16” follows the scroll.
  5. 5
    A cheaper way in.Full 1.7 oz or a 1.0 oz mini, listed at $10 in the page’s routine block.
  6. 6
    Subscribe tagged “Popular”.One-time purchase stays selected; subscribe and save 10% shows $14.40.
  7. 7
    Routine, not a single jar.“Pairs best with” a $17 cleanser and $17 serum, then a four-step “Build Your Routine”.
hellobubble.com/products/slam-dunk-hydrating-moisturizer, mobile · Nov 10, 2026

Our math: $16 × 0.9 = $14.40 on subscribe · cleanser $17 + serum $17 + moisturizer $16 = $50 for the three-step routine, about 3× the jar alone.

Their ads now

The Ad Library showed about 20 active US ads on the Bubble page on Nov 10, 2026, all started between Oct 19 and Nov 10. Ten linked to ulta.com, eight to hellobubble.com and two to Instagram.

A set no other store sells.

“A $63 value for $48 … Limited edition, only at Ulta.” Headline “The gift they’ll ask for by name”, linking to ulta.com. Our math: $15 off, 23.8%.

Started running Nov 7, 2026 · Library ID 2085081052146269 · See it in the Ad Library

Homepage hero: “Turn up the joy”, limited-edition gift sets. A year-supply giveaway runs in the top bar.hellobubble.com, mobile · Nov 10, 2026

Copy this: if a retailer carries you, give it an exclusive set and send your own paid traffic there in gifting season.

Ad anatomy

How a retailer-bound gift ad is built.

Our wireframe of the pattern in its 10 Ulta-bound ads (Nov 7–9, 2026), built from their copy and cards, not their footage.

  1. 1
    Hook: the buyer’s problem, not the skin’s“Skip the gift card this year.” “The older they get, the harder they are to shop for.”
  2. 2
    Name the set, list the contentsTriple Trick is “3 of our lip serums”; Show Stopper is cleanser, mist and moisturizer in a caddy.
  3. 3
    Value math in the copy“$63 value for $48”, “$36 value for $22”. The saving does the selling.
  4. 4
    Say where to buyEvery one of the 10 names Ulta in the copy, from “Get yours at Ulta” to “only at Ulta”.
  5. 5
    Headline as the gift promise“Better than a gift card” or “The gift they’ll ask for by name”, then Shop now to ulta.com.
Watch

Three official Bubble Shorts.

A creator’s Halloween makeup removal with two Bubble cleansers. 1,675,813 views on a 628K-subscriber channel; our math: 2.7× its subscribers.Bubble’s YouTube · Oct 28, 2026
Meet Show Stopper, the Ulta-only set in 13 seconds. 67,869 views.Bubble’s YouTube · Nov 5, 2026
A 6-second joke written to the community: “LEAVE THE WHITE PART ALONE”. 73,241 views.Bubble’s YouTube · Oct 16, 2026
What doesn’t transfer

What we’d do differently.

  • Bubble ran out of stock as demand rose in 2023 (1). Mass retail needs inventory cash first; we’d model it before the first purchase order.
  • Many ambassador applicants are under 18 and need parent consent (1). For an adult brand, a customer panel from your email list is faster.
  • Its cost of goods sits close to prestige, which makes deep discount channels hard (3). We’d check margin before any discount-led channel.
Copy this

Six Bubble moves for a $1M–$10M Shopify brand.

  • Run every launch past a customer panel and kill anything under your pass mark. Email and retention
  • Reply to comments and repost customer videos before you buy reach. Creator seeding
  • Write gift ads around the buyer’s problem and put the value math in the copy. Static ads
  • Bundle the routine on the product page so one jar becomes three. Raise AOV
  • Add a sticky add-to-cart bar on mobile product pages. Conversion
  • Before a retail deal, model margin after the retailer’s cut and the inventory it ties up. Contribution margin calculator

In stores, but your ads only point home?

Which of your ads should send buyers to the retailer?

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Sources

Where every number comes from.

  1. “‘They love being heard’: How Bubble built an avid fan base via TikTok and brand ambassadors.” Modern Retail, Jul 24, 2023. modernretail.co
  2. “Bubble Skincare’s $100 Million Formula: Community First and Joy as a KPI.” BeautyMatter, Nov 19, 2025. beautymatter.com
  3. “Bubble Founder Shai Eisenman On Winning Across Generations, Gen Alpha And Not Selling (For Now).” Beauty Independent, Jun 11, 2026. beautyindependent.com
  4. Slam Dunk Hydrating Moisturizer product page, mobile. Bubble, seen Nov 10, 2026. hellobubble.com
  5. Bubble page, active US ads. Meta Ad Library, seen Nov 10, 2026. facebook.com/ads/library
  6. Bubble Shorts of Oct 16, Oct 28 and Nov 5, 2026. YouTube, views seen Nov 10, 2026. youtube.com

Find the leak before you buy more traffic.

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