Sunday Business: Talking Tech – Global Cosmetics News

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In this monthly roundup, artificial intelligence is no longer a future-facing concept for beauty and personal care—it is rapidly becoming embedded across the entire value chain. From product development and ingredient science to retail, health and enterprise operations, partnerships between beauty giants and technology leaders are accelerating a shift toward smarter, faster and more predictive business models.

Retail and consumer experience are at the forefront of this transformation. Ulta Beauty partnered with Google to launch AI-powered shopping experiences, signalling a move toward more intuitive, personalised discovery at scale. Similarly, Sephora launched an AI-powered shopping app within ChatGPT, marking a significant step in integrating conversational commerce into the beauty journey—where product recommendations, education and purchase can happen seamlessly in one interface.

Enterprise-wide AI adoption is also deepening. Unilever and Google Cloud forged a five-year partnership to advance agentic commerce, highlighting how AI is moving beyond marketing into supply chain, operations and decision-making systems. In parallel, Coty entered a strategic collaboration with OpenAI to expand enterprise AI use, reinforcing how global beauty players are embedding AI across functions—from product innovation to internal productivity.

Innovation at the formulation level is advancing just as rapidly. Amorepacific developed an AI-designed peptide to strengthen hair keratin, demonstrating how machine learning is accelerating ingredient discovery and performance validation. Likewise, Shiseido is using AI systems to assess ingredient biodegradability and safety, aligning technological capability with sustainability and regulatory demands.

Strategic partnerships between beauty and tech giants are becoming increasingly central. L’Oréal expanded its collaboration with NVIDIA to advance AI-driven beauty innovation, reinforcing its long-term commitment to digital transformation and scientific leadership. These alliances reflect a broader trend: the convergence of computational power, data and beauty science is unlocking new frontiers in product development and consumer engagement.

Beyond beauty, adjacent sectors are also influencing the pace of change. Novo Nordisk partnered with OpenAI to accelerate drug development, highlighting how AI breakthroughs in healthcare and pharmaceuticals are likely to spill over into skin health, longevity and wellness-driven beauty categories. Meanwhile, Amazon is reportedly in talks to invest up to US$50 billion in OpenAI, underlining the scale of capital being directed toward AI infrastructure—investment that will inevitably shape the tools and platforms available to beauty companies.

Consumer health technology is also gaining momentum. Oura is exploring an IPO as growth accelerates in wearable health tech, reflecting rising demand for data-driven wellness solutions. As wearables become more integrated with beauty routines, insights around sleep, stress and recovery are increasingly informing personalised skincare and holistic wellbeing approaches.

Taken together, this monthly roundup shows an industry moving rapidly into an AI-defined era. The focus is no longer on experimentation, but on integration—embedding intelligence into every layer of the business. In 2026, competitive advantage in beauty will increasingly be determined by how effectively companies harness AI to drive innovation, personalise experiences and build scalable, future-ready systems.

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