There’s something quietly revealing about watching a new generation discover skincare.
A few weekends ago, I found myself walking through Ulta Beauty with my tween daughter. This wasn’t a casual browse, it was targeted. She had a list. Not products, but brands. Ones she had heard about from friends and group chats. She went straight for Bubble Skincare, scanning the display, picking things up, reading ingredient callouts, and, most interestingly, explaining to me why they were “good.”
Not “this works,” but “this is clean,” “this is gentle,” “this is what everyone is using.”
And what struck me even more came later, outside the store.
“Oh that’s the good brand.”
“I heard that one is really good for your skin.”
The gift isn’t just the product. The experience is in the shared validation. And that moment reveals something important for R&D:
The rise of indie cosmetic brands is not just about new formulations. It’s about designing products that live inside social rituals.
From formulation to inference
Indie brands such as Bubble Skincare, Drunk Elephant, and The Ordinary are particularly effective at engineering these expectations:
- Ingredient-led storytelling (“niacinamide,” “hyaluronic acid,” “barrier repair”)
- Packaging that signals simplicity, transparency, or clinical credibility
- Claims that are both specific and easily shared within peer groups
A growing body of research shows that these types of cues do more than inform; they actively shape perception. Verbal context alone can alter how a scent is experienced (Herz, 2003; de Araujo et al., 2005), while visual and tactile cues such as packaging and product texture influence perceived quality and effectiveness (Spence, 2011; Krishna, 2012). In other words, what a product signals can be as important as what it does.
What’s different in today’s indie landscape is how early these expectations are formed, and how socially they are reinforced.
By the time a product is opened at a birthday party, it has already been interpreted, validated, and often collectively endorsed.
For R&D, this raises a critical shift:
Performance is no longer experienced in isolation. It is anticipated, shared, and interpreted within a social context.
Designed for sharing, not just using
- Instantly recognizable
- Easy to explain (“this is good for your skin barrier”)
- Visually distinct and “giftable”
From a behavioral standpoint, this ties into cognitive fluency (Daniel Kahneman; Alter & Oppenheimer, 2009), but also something slightly different: communicability. Ease of understanding often drives perceived credibility.
Can a product be easily talked about, explained, and validated by others?
Brands like Bubble Skincare and Drunk Elephant succeed not because they are the simplest, but because they are simple to share. At the same time, they often introduce just enough complexity (ingredients, routines, rituals) to signal expertise, something Robert Bjork would describe as desirable difficulty (Bjork & Bjork, 2011).
My daughter and her friends aren’t overwhelmed by this. They are engaged by it.
For R&D, this suggests a shift: design not just for usability, but for shareability.
Identity, reinforced in real time
- Preferences are observed
- Brands are validated or rejected
- Norms are established
“This is what people like us use.”
And because this validation happens in real time, it is:
- Immediate (no delay between choice and feedback)
- Emotional (driven by peer reactions and social reward)
- Reinforcing (strengthening both preference and identity)
This aligns with broader behavioral research showing that social norms and peer influence strongly shape consumer behavior, particularly in adolescence (Cialdini & Goldstein, 2004). In these moments, preferences are not just revealed, they are formed and stabilized.
What indie brands have tapped into, whether intentionally or not, is this micro-social environment where meaning is created collectively, not individually. This is far more powerful than traditional advertising or even influencer content. Influencers suggest what to buy. These group rituals determine what sticks.
For R&D, this reframes the role of the product:
It’s not just delivering a benefit—it’s participating in a social system, where identity, validation, and meaning are continuously negotiated.
The hidden variable: are we testing the right experience?
We bring a consumer into a controlled setting, remove the social context, strip away the narrative, and ask them to evaluate the product on its own. One person, one product, one set of questions. Clean, controlled… and incomplete.
Because indie brands are not experienced that way in the real world. They live in high-expectation environments, shaped by peer conversations, shared rituals, and collective interpretation. The product is not just applied; it is introduced, observed, and validated.
This creates a kind of hidden variable in how we think about performance.
What we measure as “preference” could just as easily be the result of expectations that were set before use, reinforced in a social setting, and aligned with a desired identity. The formulation matters, of course, but it may not be the only, or even the primary, driver of what we’re observing.
Which raises a difficult but important question for R&D:
Are we testing the product or the experience it’s meant to live within?
What this means for R&D
That has implications for how we approach development.
It suggests that we need to start thinking about products not just as functional solutions, but as participants in social environments. How does this product look when it’s unwrapped in front of others? How easily can someone explain what it is and why it’s “good”? What cues does it provide that others can quickly understand, validate, or question?
It also challenges the way we test.
If the real-world experience includes anticipation, peer feedback, and shared interpretation, then evaluating products in isolation risks missing a meaningful part of what drives preference. There may be value in exploring more socially grounded approaches, whether that’s small group settings, simulated environments, or even designing studies that capture how products are discussed and recommended, not just used.
At the same time, this shift makes it even more important to disentangle what is driving outcomes. When a product performs well, is it the formulation itself, or the expectations and context surrounding it? Likely both. But without deliberately separating those effects, it becomes difficult to know what to optimize.
In that sense, the rise of indie brands is less a call to replicate what they are doing, and more a prompt to rethink how we define, and measure, product experience.
Because increasingly, that experience doesn’t live in the product alone.
Walking out of Ulta, my daughter didn’t just have products. She had stories about them. About who uses them, why they matter, and how they’re shared.
And at those birthday parties, those stories are reinforced: one gift, one reaction, one shared moment at a time.
In today’s cosmetics landscape, the product is no longer just something you use. It’s something you open, talk about, validate and experience together.
References and notes
- Alter, A. L., & Oppenheimer, D. M. (2009). Uniting the tribes of fluency to form a metacognitive nation. Personality and social psychology review, 13(3), 219-235.
- Bjork, E. L., & Bjork, R. A. (2011). Making things hard on yourself, but in a good way: Creating desirable difficulties to enhance learning. Psychology and the real world: Essays illustrating fundamental contributions to society, 2(59-68), 56-64.
- Cialdini, R. B., & Goldstein, N. J. (2004). Social influence: Compliance and conformity. Annu. Rev. Psychol., 55(1), 591-621.
- Clark, A. (2013). Whatever next? Predictive brains, situated agents, and the future of cognitive science. Behavioral and brain sciences, 36(3), 181-204.
- De Araujo, I. E., Rolls, E. T., Velazco, M. I., Margot, C., & Cayeux, I. (2005). Cognitive modulation of olfactory processing. Neuron, 46(4), 671-679.
- Friston, K. (2010). The free-energy principle: a unified brain theory?. Nature reviews neuroscience, 11(2), 127-138.
- Herz, R. S. (2003). The effect of verbal context on olfactory perception. Journal of Experimental Psychology: General, 132(4), 595.
- Kahneman, D. (2011). Thinking, fast and slow. macmillan.
- Krishna, A. (2012). An integrative review of sensory marketing: Engaging the senses to affect perception, judgment and behavior. Journal of consumer psychology, 22(3), 332-351.
- Spence, C. (2011). Crossmodal correspondences: A tutorial review. Attention, Perception, & Psychophysics, 73(4), 971-995.
- Summerfield, C., & De Lange, F. P. (2014). Expectation in perceptual decision making: neural and computational mechanisms. Nature Reviews Neuroscience, 15(11), 745-756.
- Tajfel, H., Turner, J., Austin, W. G., & Worchel, S. (2001). An integrative theory of intergroup conflict. Intergroup relations: Essential readings, 94-109.
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