Brands
DS Group taps O9’s AI engine to turn supply chain chaos into a crystal-clear command centre
MUMBAI: When your empire stretches across 15 lakh retail outlets and five different sales channels, you don’t use spreadsheets—you use AI. DS Group, one of India’s heavyweight FMCG conglomerates, has teamed up with enterprise AI platform O9 to turbocharge its digital transformation and planning muscle across its business verticals.
The DS Group-O9 partnership will roll out AI-powered forecasting, demand planning, and supply chain visibility enhancements across DS Group’s sprawling distribution ecosystem. That includes general trade, modern trade, ecommerce, quick commerce, and institutional channels—a web of more than 100 super stockists, 5,000+ distributors, and a direct-to-retail reach of over 15 lakh stores nationwide.
“Our partnership with O9 marks a significant step in DS Group’s digital transformation journey. We aim to leverage their cutting-edge Enterprise Knowledge Graph and agile platform to drive scalability, enhance collaboration, and unlock predictive insights, crucial for navigating the dynamic Indian FMCG landscape and future growth,” said DS Group SVP, information technology Santosh K Singh.
DS Group becomes one of the first major Indian FMCG players to tap into O9’s enterprise-grade AI suite—known for its modular setup, machine-learning forecasts, and sector-savvy Consumer Products Reference Model.
O9’s predictive dashboards and planning algorithms will sit at the core of DS Group’s supply strategy, helping teams visualise performance, respond to disruptions, and unify siloed data sets in real time. PwC India is spearheading the implementation, with teams from all three organisations working like a single organism to get things live.
“Multiple teams from DS Group, PwC and O9 came together as ‘one team’ throughout the journey that helped in smooth go live. We will now help in adoption through user engagement, training and support so that DS Group fully embraces the solution,” said PwC India director Rohit Saxena.
O9’s co-founder & CEO Chakri Gottemukkala added, “We are extremely proud to partner with DS Group as they modernise their planning capabilities across core business units. The company’s focus on unifying data, teams and planning processes reflects a clear commitment to agility and long-term value creation.”
The digitisation push comes at a time when India’s FMCG sector is sprinting to keep pace with shifting demand signals, inflation tremors, and rising consumer expectations. With its new AI toolkit in play, DS Group looks ready to turn planning paralysis into predictive precision.
Brands
Estée Lauder to shed 10,000 jobs as new boss bets on digital shift
The cosmetics giant raises its profit outlook but stays silent on a possible merger with Spain’s Puig, as job cuts deepen and a three-year sales slump weighs on the turnaround
NEW YORK: Stéphane de La Faverie is not done cutting. Estée Lauder announced on Friday that it plans to eliminate as many as 3,000 additional jobs, taking its total redundancy programme to as many as 10,000 roles, up from a previous target of 7,000 announced a year ago. The company, which owns La Mer, The Ordinary, Tom Ford, and Aveda, employs roughly 57,000 people worldwide. The mathematics of what is now being contemplated is stark.
The fresh round of cuts is expected to generate a further $200 million in savings, bringing the total annual savings from the programme to as much as $1.2 billion before taxes. That money, De La Faverie has made clear, will be ploughed back into the turnaround.
A CEO in a hurry
De La Faverie, who took the helm in January 2025, inherited a company that had endured three consecutive years of annual sales declines. His response has been to move fast and cut deep. A significant portion of the latest redundancies reflects his push to reduce headcount at US department stores, long a cornerstone of Estée Lauder’s distribution model but now a channel in structural decline. In their place, he is accelerating the shift toward faster-growing online platforms, including Amazon.com and TikTok Shop, a pivot that is reshaping not just where Estée Lauder sells but how it thinks about its customers.
The numbers are moving in the right direction
Despite the pain, there are signs the medicine is working. Estée Lauder raised its profit outlook for the remainder of the fiscal year, guiding for adjusted earnings per share in the range of $2.35 to $2.45, above analyst estimates and a notable step up from the $2.05 to $2.25 range it had guided for in February. Organic net sales growth is expected to come in at 3 per cent, the company said, at the high end of the range it set out in February.
The share price tells a mixed story. After De La Faverie took charge, the stock surged nearly 60 per cent, buoyed by investor optimism that a longtime company insider could finally arrest the decline. But 2026 has been rougher: the shares have fallen 27 per cent this year, weighed down by disappointing February results and the overhang of unresolved merger talks with Spanish beauty giant Puig Brands SA. The company gave no additional details about those discussions on Friday, leaving the market to guess.
Silence on Puig
The proposed tie-up with Puig remains the most consequential unknown hanging over Estée Lauder. A deal with the Barcelona-based group, which owns brands including Carolina Herrera and Rabanne, would reshape the global luxury beauty landscape. But with nothing new to say and a turnaround still very much in progress, De La Faverie is asking investors to trust the process.
Three years of sales declines, 10,000 job cuts, and a merger that may or may not happen. At Estée Lauder, the overhaul has barely started.
