HeyJaredElisabetta Borghi
Practice Lead Retail, Fashion and Wellness at Amati & Associates
- Indexed issues, last 90 days
- 4
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- Sep 27, 2026
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- Jul 24, 2026
Latest issues
The New Shelf: How AI Is Redefining Discoverability for Beauty, Fashion and Luxury (opens the original)
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🤖 AI is now the FIRST shelf for beauty, fashion and luxury — not your homepage, not the store window.53% of AI-shopping happens at inspiration and discovery. Only 1% after purchase. Translation: the moment you used to fight for with content and PR now happens inside a chat window you don’t control.The data gets sharper:📉 Only 9% of consumers want AI to buy for them 📈 But AI-referred shoppers convert 60% more, and spend 53% more per visit 🧴 Apparel scores 76% on AI “readability.” Cosmetics? 66%.
Beyond Fragrances: Why Puig’s Complete Acquisition of ISDIN Signals a New Era for the Beauty Powerhouse (opens the original)
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While the market was busy watching falling revenues in luxury or potential megadeals with legacy giants, Puig quietly executed a strategic masterclass: taking 100% control of ISDIN after a legendary 50-year joint venture. This isn’t just another acquisition. It’s a bold statement on where the future of beauty margins really lives.Why this move changes the gameFrom Fragrance Powerhouse to Dermocosmetics Titan: Puig is aggressively rebalancing its portfolio, aiming to lift Skincare to 15–20% of re
Agentic Commerce: Are Automatic Payments generating further complexity for retailers? (opens the original)
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We are officially moving from physical stores to e-commerce, and now to a Third Channel: Agentic Commerce.AI agents are browsing, comparing, and buying on our behalf. McKinsey, Visa, and Mastercard are already building the payment rails.Payments infrastructure is ready. Disputes are NOT.Read why : https://www.linkedin.com/pulse/agentic-commerce-automatic-payments-generating-further-borghi-sel4c/<a class="image-link image2 is-viewable-img" href="https://substackcdn.com/image/fetch/$s_!ARXI!,f_a
From Glass Skin to Olfactory Art: Decoding the K-Fragrance Boom and South Korea’s Next Export Frontier (opens the original)
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In 2025, South Korean cosmetics exports reached a record-breaking $11.43 billion (+12.3% YoY), making Korea the second-largest cosmetics exporter globally, surpassing the United States ($10.8B) and trailing only France ($24.3B).While basic skincare continues to anchor the industry, generating nearly 75% ($8.54 billion) of total shipments, there is a new category growth engine is rapidly emerging from Seoul’s creative core: K-Fragrance.Though currently representing a modest fraction of total cosm
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