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Rafael Carlesso
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Rafael Carlesso
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LVMH H1 2026: The Margin Held, Desire Did Not
Results Readings Rafael Carlesso 27/07/2026 Results Readings Rafael Carlesso 27/07/2026

LVMH H1 2026: The Margin Held, Desire Did Not

LVMH spent the first half proving it can defend a number. It did not prove it can still make people want.

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Chanel and Charvet: The Address Was the Asset
Luxury Real Estate Rafael Carlesso 02/07/2026 Luxury Real Estate Rafael Carlesso 02/07/2026

Chanel and Charvet: The Address Was the Asset

The most valuable thing Chanel acquired is not a shirtmaker. It is an address on Place Vendôme.

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Rafael Carlesso

Luxury Strategist & Analyst | Writing from Milan | LinkedIn

rafael@rafaelcarlesso.com