Intelligence Briefs and Reports read the corporate narrative of luxury: earnings, governance, succession and pricing, and how the market and the financial press receive them, with image and desire before the numbers.
The C-Branded Era Passes Its First Test: Kering H1 2026
When the sector's most disciplined communicators start selling proximity, it is not a slip. It is a channel.
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.