I saw someone posted this 60 Minutes mini-doc on Reddit and thought I would repost here as Luxottica represents a market position and business model that is ripe ripe ripe for creative competitors to eat away at it from all sides. Of course, Warby Parker is already doing this, but I thought this could be a good place to hear other people's thoughts on alternative niches in the Luxottica empire that can be nibbled at.
From the 60 mins piece, it's clear that their dominant power comes from their vertical integration, owning the every step in the process from design to production to retail and even getting into areas such as Eye insurance.
Anyway I think this is an interesting case study and was wondering if anyone could think of other modern examples of bohemoths in similar positions and how they were disintermediated (or not).
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[ 0.21 ms ] story [ 15.4 ms ] threadFrom the 60 mins piece, it's clear that their dominant power comes from their vertical integration, owning the every step in the process from design to production to retail and even getting into areas such as Eye insurance.
Anyway I think this is an interesting case study and was wondering if anyone could think of other modern examples of bohemoths in similar positions and how they were disintermediated (or not).