Luxury Briefing: Luxury’s recovery has a value-for-money problem
In this week's Luxury Briefing, I take a deep dive into the most significant group of earnings from recent months from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein's Luca Solca. It seems like as brands are adjusting to slow growth, they're trying to meet customers at all price points, not always successfully. Also, how Frasers is buying up, or buying into more of the U.K. luxury space, and what Arnault said on X in reply to the Le Monde investigation.
本条来自 Glossy（Luxury / Beauty），聚焦 奢侈品行业、财报分析、价格策略、市场复苏。 In this week’s Luxury Briefing, I take a deep dive into the most significant group of earnings in recent months, from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein’s Luca Solca. It seems that as brands are adjusting to slow growth, they’re trying to meet customers at all price points, not always successfully. Also, how Frasers is buying up and buying into more of the U.K. luxury space, and what Arnault said on X in reply to the Le Monde investigation. For tips or comments, email me at zofia@glossy.co .
In this week's Luxury Briefing, I take a deep dive into the most significant group of earnings from recent months from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein's Luca Solca
- In this week’s Luxury Briefing, I take a deep dive into the most significant group of earnings in recent months, from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein’s Luca Solca
In this week's Luxury Briefing, I take a deep dive into the most significant group of earnings from recent months from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein's Luca Solca
It seems like as brands are adjusting to slow growth, they're trying to meet customers at all price points, not always successfully
Also, how Frasers is buying up, or buying into more of the U
In this week’s Luxury Briefing, I take a deep dive into the most significant group of earnings in recent months, from LVMH, Kering, Hermés, Prada Group, Brunello Cucinelli and EssilorLuxottica – with analyst takes from Bernstein’s Luca Solca. It seems that as brands are adjusting to slow growth, they’re trying to meet customers at all price points, not always successfully. Also, how Frasers is buying up and buying into more of the U.K. luxury space, and what Arnault said on X in reply to the Le Monde investigation. For tips or comments, email me at zofia@glossy.co .