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.
LVMH: The Margin Held. Desire Did Not.
Discipline is a finite lever and LVMH spent it well this half. What it cannot do is buy back the desire that leather goods stopped selling.
The C-Branded Era: The Executive Is the Campaign Now
Luxury's scarcest asset has always been distance. This summer, its executives began spending it, deliberately.
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.
Dior: The Memory Dior Did Not Own
Borrowed love does not transfer at the till. Dior's licensed childhood carried the talk, and the archive carried the quarter.