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Scentsible

Estée Lauder’s Jo Malone is launching an “AI Scent Advisor” to convince people to buy perfumes without smelling them

Gen Z is driving a perfume and fragrance boom.

Claire Yubin Oh

Gen Z is driving something of a fragrance boom at the moment, and Estée Lauder is looking to continue cashing in by debuting an “AI Scent Advisor,” developed with Google Cloud, that it hopes will convince online shoppers to spend north of $100 on fragrances through a chatbot conversation that tries to capture the intangible experience of smelling. Perhaps a dream-come-true moment for the so-called “frag heads” who look for seriously unique scents to match bizarre situations, or even memes.

The launch of the AI scent stylist gives another avenue for Estée Lauder to grow its stable of fragrance and perfume brands — a roster that includes Tom Ford, Frederic Malle, Le Labo, and Kilian. Indeed, the debut marks a pivotal step for a company that was late to go all in on online retail, but has been catching up quickly, with its fragrance division now the company’s fastest-growing segment, growing its sales 14.4% year on year as of the latest quarter.

Fragrance is driving Estee Lauder’s growth
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In fact, it’s the only division of the 79-year-old company that has managed constant, meaningful growth for the past few years, with fragrances notching an 89% jump in net sales since the first three months of 2018 — even as the wider beauty industry slumped.

Fragrance drove EL’s growth since 2018
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Smells like teen spirit

Fragrance’s digital focus is not new: Spanish beauty giant Puig, whose fragrance and fashion segment, with labels like Carolina Herrera and Byredo, accounts for 73% of its entire business, is also doubling down on the visual appeal of perfume to attract younger consumers online. Last year, 26% of Puig’s revenues came from digital channels, more than the company had anticipated five years ago, thanks to the brand’s film-like marketing strategy… and teenage boys who became “obsessed with fragrance” through TikTok, in CEO Marc Puig’s words. 

In fact, it’s very much not just girls driving the growth for the latest hype, too — annual fragrance spending reportedly jumped some 44% for teenage boys last year, per Piper Sandler research. And thanks to increasingly popular review websites like Fragrantica and big perfume houses’ push for visual focus and greater exposure in TikTok shops, many of these new, younger consumers love to “blind buy,” buying fragrances without even smelling them.

Teens wanting to be unique and special is certainly not a new thing, but in the perfumery world, that youthful desire, combined with new terms and trends like “scent layering” and “smellmaxxing” (meaning enhancing one’s own body scent, if you had to google), translates into, well, a lot of money.

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Hims to stop offering copy of Wegovy pill following FDA scrutiny

Hims & Hers said it has decided to stop offering its newly launched copycat version of Novo Nordisk’s Wegovy pill, after the telehealth company drew criticism from the Food and Drug Administration. 

“Since launching the compounded semaglutide pill on our platform, we’ve had constructive conversations with stakeholders across the industry. As a result, we have decided to stop offering access to this treatment,” Hims wrote on X.

Shares of Hims are down double digits in premarket trading on Monday, while Novo Nordisk ADRs are up more than 6% as of 5:20 a.m. ET.

On Friday afternoon, the FDA said it would take “decisive steps” to restrict GLP-1 compounding. Department of Health and Human Services General Counsel Mike Stuart said on social media Friday he had referred Hims to the Department of Justice “for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.”

Hims launched the product last week, a seeming copy of a recently released and patented drug, which immediately drew fire from Novo Nordisk and regulators.

Shares of Hims are down double digits in premarket trading on Monday, while Novo Nordisk ADRs are up more than 6% as of 5:20 a.m. ET.

On Friday afternoon, the FDA said it would take “decisive steps” to restrict GLP-1 compounding. Department of Health and Human Services General Counsel Mike Stuart said on social media Friday he had referred Hims to the Department of Justice “for investigation for potential violations by Hims of the Federal Food, Drug, and Cosmetic Act and applicable Title 18 provisions.”

Hims launched the product last week, a seeming copy of a recently released and patented drug, which immediately drew fire from Novo Nordisk and regulators.

Hims oral semaglutide

Hims, long flying under regulators’ radar, finally strikes a nerve with its Wegovy pill copy

It’s unclear if the pill Hims is selling works or if the FDA will allow it.

$1.3M

There’s still plenty of money to be made in brainrot. The top 1,000 Roblox creators earned an average of $1.3 million in 2025 — up 50% from the year prior — according to CEO Dave Baszucki on the company’s fourth-quarter earnings call.

Roblox paid out $1.5 billion to creators last year, meaning its top 1,000 creators took home about 87% of the total pool.

Like other creator economy giants, Roblox rewards its biggest creators for their contributions to user engagement. Creator-made titles like “Grow a Garden” and “Steal a Brainrot” substantially boosted playing time over the course of the year. In September, the company increased its developer exchange rate, or the ratio of in-game currency to cash payout, by 8.5%.

Texas Governor Abbott And Google Make Economic Development Announcement In Midlothian

Alphabet could buy some pretty huge businesses with the amount of money it plans to spend this year

AI outlays have gone full nut-nut. Even Google, one of the most capital-efficient businesses of all time in its heyday, is spending like there’s no tomorrow.

Tom Jones2/6/26
2025 WWD Beauty CEO Summit - Day 2

CFO Mandy Fields sees e.l.f. Beauty in growth mode, as company beats on sales and earnings

The new owner of rhode beat estimates for its fiscal third quarter and boosted its guidance for the full year, even as headwinds in the UK and Germany continued.

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