€475M in one day: Google and Shein hit by CNIL fines — the end of negotiable consent?

After Shein earlier this summer, Google has now been sanctioned by the CNIL. On 1 September 2025, France’s data protection authority issued two record fines: €325 million against Google (Delib. SAN-2025-004) and €150 million against Shein (Delib. SAN-2025-005).
👉 Total: €475 million in a single day. This is a clear signal: user consent is not optional.

⚖️ Sanctioned breaches — what the CNIL found

Google

  • Placement of tracking cookies without valid prior consent (breach of Article 82 of the French Data Protection Act — transposition of the ePrivacy Directive);
  • Use of advertising inserted between users’ Gmail messages (CNIL relied on Article L.34-5 of the French Postal and Electronic Communications Code regarding direct electronic marketing);
  • Implementation of so-called “cookie walls” or account-creation flows that make refusal of advertising traceurs materially harder than acceptance, thereby invalidating consent.
    Practical note: the €325M fine is allocated across Google entities (e.g. €200M against Google LLC and €125M against Google Ireland Limited), and the CNIL imposed a compliance injunction (6 months) with daily penalties of €100,000 for failure to comply.

Shein

  • Continued deployment of advertising traceurs despite explicit user refusals;
  • Failure to provide clear, prior information about the purposes of tracking;
  • Use of opaque consent interfaces that do not meet the RGPD standards for valid consent (Art. 4(11) and Art. 7 GDPR).

📜 Doctrinal line: CNIL’s consolidated approach
The CNIL frames these sanctions in continuity with its traceurs action plan (2019 onwards). Key takeaways:

  • Consent must meet the RGPD definition (free, specific, informed, and unambiguous — Art. 4(11), Art. 7 GDPR);
  • Cookie walls are tightly scrutinized and are only lawful if a real, non-penalizing alternative is offered;
  • The CNIL combines legal bases (GDPR, national Data Protection Act provisions such as Art. 82 LIL, and CPCE Art. L.34-5) to strengthen enforcement reach.

This pattern follows prior enforcement against large platforms (e.g., enforcement actions in recent years) and cements a strict French administrative approach that will carry weight in European enforcement discussions.

💡 Google vs Shein — different profiles, same principle

  • Google: systemic issue across an integrated ecosystem (account creation, Gmail ads, cross-service tracking) — enforcement targets structural practices tied to market power.
  • Shein: classic large-scale opaque tracking on an e-commerce platform — enforcement targets continuous non-compliance with user refusals.

Although distinct in mechanics, both cases converge on the single legal principle: the centrality of valid consent.

🔭 What this means for the market and compliance teams

  • France is applying the law cumulatively and robustly; these fines are not symbolic.
  • Regulatory authorities (CNIL, EDPB) are aligning toward stricter cookie and tracking enforcement.
  • Businesses must integrate legal controls into marketing product design — compliance cannot be an afterthought.

📈 These record fines mark a turning point: warnings have given way to financial enforcement of the consent principle. The CNIL’s approach shows that both market leaders and fast-growing platforms are within reach of aggressive administrative enforcement. For legal teams, the question is no longer if enforcement will occur — it is how to prevent being the next target.

 

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