Swetha Ramachandran

Swetha Ramachandran, a strategist at Artemis focusing on consumer brands, dives into the fascinating world of EssilorLuxottica, a $130 billion eyewear giant formed from a merger. She unpacks the benefits and challenges of vertical integration in the eyewear industry, discussing the competitive landscape with upstarts like Warby Parker. The conversation extends to the impact of emerging technologies like Smart Glasses and evolving consumer preferences, as well as the strategic growth opportunities presented by iconic brands such as Ray-Ban.

Swetha Ramachandran, a fund manager at Artemis Investment Management, shares her insights on Pernod Ricard, the world’s second-largest spirits producer. She delves into the company's impressive journey, including strategic acquisitions and its resilience post-COVID. Swetha highlights the luxury segment's appeal, particularly in emerging markets like India and China, where local consumption patterns influence trends. The conversation reveals how family control fosters innovation and long-term growth in a competitive landscape.