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The Weekly Recap · Issue №11Category Deep Dive · Jun 8 – Jul 6

Lip Care & Cosmetics

A stable crown sat over achurning floor.

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By the Radar desk·6 min read·throughAIGoogle

Seventy-six percent of the top ten turned over in five weeks. That is the highest reshuffle rate of any category tracked. Chanel climbed 49 spots. YSL Beauty climbed 46. MAC climbed 45. Something moved under the surface here, fast, while the top spot never budged.

Three hundred fifty brands sit in this category now. One hundred eighty-three of them showed up since tracking began. The old names held the top of the chart. But the floor under them cracked. Watch the incumbent share of the top ten: 100% in week one, 60% by week five. The fresh brands took the other 40 points and didn't ask permission.

We take one category apart in depth as our history deepens. This season, Lip Care & Cosmetics earned the slot: more of its top ten turned over than any other corner of the catalogue.

Fig. 1Why Lip Care & Cosmetics, this season?
Most-reshuffled category · Jun 8 – Jul 6
Everyday Basics
82%
Toys & Games
81%
For Women
79%
Lip Care & Cosmetics
76%
Jewelry
73%
Sports Nutrition
72%
Share of each category's top ten that changed places over the tracked window. We open every issue on whichever corner moved most.
Source · Rank turnover over the tracked window, by category
350
brands tracked in the category
5
buyer intents underneath it
0
times the #1 changed in 5 weeks
183
brands debuted since tracking began
76%
of the top ten turned over
The movement

Who climbed, who slipped, who arrived.

Chanel went from #57 to #8. YSL Beauty went from #58 to #12. MAC went from #60 to #15. NYX Professional Makeup fell from #7 to #22. Clarins fell from #9 to #21. Burt's Bees slipped from #11 to #19. ETUDE arrived cold at #29 on June 15 and stayed.

Fig. 2Movement across the window, at a glance?
Risers
Chanel
Chanel▲ 49
#57 → #8

Climbed 49 places over the window

#58 → #12

Climbed 46 places over the window

MAC
MAC▲ 45
#60 → #15

Climbed 45 places over the window

Fallers
#7 → #22

Slipped 15 places over the window

Clarins▼ 12
#9 → #21

Slipped 12 places over the window

Burt's Bees
#11 → #19

Slipped 8 places over the window

Newcomers
ETUDE
ETUDENew · Jun 15
now #29

Arrived at #29 during the window

Every brand that moved three or more places, or arrived new to the board, grouped by direction.
Source · Net rank change & debuts over the tracked window

as of July 6 · vs June 29 · 10 intents

Lens 01 · The AI panel

The leaderboard churned.

Dior and Fenty Beauty anchor the rank race, with Laneige and Rare Beauty in the field. The #1 spot never changed. Zero times in five weeks. Whatever churn hit the rest of the top ten, the crown held still.

Fig. 3The rank race, week by week?0Changes of the #1 spot in 5 weeks
#1#11#21#31#32Jun 8Jun 15Jun 22Jun 29Jul 6DiorFenty BeautyLaneigeRare BeautyCharlotte TilburyRhode
climbedslippednewcomerheld
Rank week by week, #1 at the top. Solid lines are established brands; the dashed line marks a newcomer's debut. Watch the crossings.
Source · ChatGPT · Claude · Gemini · Perplexity · AI Mode leaderboard

as of July 6 · vs June 29 · 10 intents

The split of the season

Same question, different answers.

Ask the assistants for the best long-wear lipstick and you get five different answers. OpenAI picked Super Stay Matte Ink Liquid Lipstick. Claude picked SuperStay Matte Ink Liquid Lipstick. Google-AI-Mode picked Decay Vice Lip Bond Glossy Longwear Liquid Lipstick. Perplexity picked Powermatte Lipstick. Gemini picked SuperStay Matte Ink ComfortLock, Gen 3. Five models, five picks. No consensus exists on what long-wear even means.

Fig. 3a"Best Long-Wear Lipsticks"?
When the assistants answer the same question with different products, the disagreement itself is the signal — the human cross-check shows whose pick the buyers and reviewers actually back.
Source · Each assistant's #1 for one buyer-question · cross-checked vs reviewers + buyers

as of July 6 · vs June 29 · 5 AI models

Lens 02 · Google reviews

The crowd saw it first.

Chanel scores 4.8 stars across 96,000 reviews and sits at #8. Rom&nd scores 4.8 stars across 406,000 reviews and sits at #18, ten spots lower despite four times the review count. YSL pulls 4.7 stars from 78,000 reviews but ranks #28. The crowd loves these three roughly the same. The models don't.

Fig. 4Where the crowd and the models disagree?4.5★Category average across tracked SKUs
The crowd's early picks
ChanelChanel4.8
96k

models ranked it #8

rom&nd4.8
406k

models ranked it #18

YSL4.7
78k

models ranked it #28

Where the AI rates them higher

No coverage

Left: brands reviewers rated highly before the models caught up. Right: names the models stayed bullish on after the crowd cooled.
Source · Google review ratings & volume

as of July 6 · vs June 29

The cross-check

Where the machines and the room part ways.

The panel rates Gloss Bomb Universal Lip Luminizer #1. Humans run cooler on it. The panel puts Peptide Lip Tint at #2. Humans run cooler there too. Meanwhile Juicy Lasting Tint sits at #15 in the AI rankings while humans rate it warmer, and Lip Glow Oil sits at #17 with the same gap. The two sides do agree somewhere: Lip Butter Balm at #7, Soft Pinch Tinted Lip Oil at #9. Consensus exists. It's just narrow.

Fig. 4aAI rank vs the humans, product by product?
Overrated by the machines

AI ranks them high — reviewers + buyers cooler.

Sleepers the AIs miss

Humans rate them top — the models rank them low.

Where they agree

AI and the humans land in the same place.

Overrated = the AIs rank it well above what reviewers and buyers do; sleepers = the humans' favourites the models still rank low; consensus = where both land together.
Source · AI aggregate rank vs reviewer score + buyer rating

as of July 6 · vs June 29 · 16 reviewed products

The rivalries

Two fights that defined the window.

The crown

Dior and Fenty Beauty sit at the top of the category.

The structural fight
Incumbents
vs
Fresh / upstart

The fresh-upstart band took 40 points of the top ten from the incumbents over the window.

The shape of the shift

What actually moved underneath the leader.

The crown never moved. Dior and Fenty Beauty held the top of the rank race for all five weeks, zero changes. But under that fixed point, the top ten bled share. Incumbents ran the whole table at 100% in week one. By week five they held 60%. The fresh and upstart brands took the rest, 40 points, brand by brand, without touching the throne.

Fig. 7Share of the top ten, by segment?
0%25%50%75%100%Incumbents60% → was 100%Fresh / upstart40% → was 0%Jun 8Jun 15Jun 22Jun 29Jul 6
Each band is a segment's share of the ten leading slots, week by week. Forget the #1 — the story is the drift between bands.
Source · Segment share of the Lip Care & Cosmetics top ten · Jun 8 – Jul 6

as of July 6 · vs June 29 · 2 segments

The editor's read

Read the two numbers together. Zero changes at #1. Seventy-six percent turnover in the top ten. That is not contradiction. That is a category where the crown is settled business and everything below it is up for grabs. Chanel, YSL Beauty, and MAC didn't unseat anyone at the top — they climbed into the room. The next mover with a same-shape run could do it again. The incumbents holding on at #19, #21, #22 look exposed.

What to watch next season
  • 01Whether Chanel, YSL Beauty, or MAC keep climbing toward the top four.
  • 02Whether Dior or Fenty Beauty finally trades places after five flat weeks.
  • 03Whether ETUDE and the next wave of newcomers keep eating incumbent share past 40%.
See the full Lip Care & Cosmetics ranking →
The Weekly Recap · Issue №11 · Deep dive into Lip Care & Cosmetics · Jun 8 – Jul 6Reported throughChatGPT · Claude · Gemini · Perplexity · AI Mode leaderboardGoogle review ratings & volumeCaptured July 6How we do this →

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