Kering has the brand power, but L'Oréal has the infrastructure. Kering’s retail and eCommerce revenue fell 16%, exposing a deeper issue: beauty doesn’t scale without strong data and distribution systems. Meanwhile, L’Oréal’s integrated ecosystem, from Pinterest and Shopee to Google and Meta, keeps it winning in beauty tech and omnichannel retail. The difference is; 📍 L’Oréal builds scalable systems. 💡 Kering licenses prestige. In beauty, brand isn’t enough, infrastructure decides who leads. 𝗧𝗼 𝗮𝗰𝗰𝗲𝘀𝘀 𝗮𝗹𝗹 𝗼𝘂𝗿 𝗶𝗻𝘀𝗶𝗴𝗵𝘁𝘀 𝗳𝗼𝗹𝗹𝗼𝘄 ecommert® 𝗮𝗻𝗱 𝗷𝗼𝗶𝗻 𝟭𝟳,𝟯𝟬𝟬+ 𝗖𝗣𝗚, 𝗿𝗲𝘁𝗮𝗶𝗹, 𝗮𝗻𝗱 𝗠𝗮𝗿𝗧𝗲𝗰𝗵 𝗲𝘅𝗲𝗰𝘂𝘁𝗶𝘃𝗲𝘀 𝘄𝗵𝗼 𝘀𝘂𝗯𝘀𝗰𝗿𝗶𝗯𝗲𝗱 𝘁𝗼 𝗲𝗰𝗼𝗺𝗺𝗲𝗿𝘁® : 𝗖𝗣𝗚 𝗗𝗶𝗴𝗶𝘁𝗮𝗹 𝗚𝗿𝗼𝘄𝘁𝗵 𝗻𝗲𝘄𝘀𝗹𝗲𝘁𝘁𝗲𝗿. About ecommert® We partner with CPG businesses and leading technology companies of all sizes to accelerate growth through AI-driven digital commerce solutions. #ecommertInsights #DigitalCommerce #BeautyTech #Luxury #FMCG The Estée Lauder Companies Inc. LVMH La Prairie Switzerland CHANEL Parfums Christian Dior Coty Charlotte Tilbury Beauty E.L.F. BEAUTY NARS Cosmetics Bluemercury Beauty Shop Unilever Procter & Gamble Kao Corporation Beiersdorf Henkel Revlon MAC Cosmetics
Sharp contrast, Mert Damlapinar. Do you think the next advantage in beauty tech comes from owning richer data ecosystems or from embedding AI deeper into distribution?
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