Strategic intelligence on luxury brand systems, AI governance and market dynamics.
Published independently under Rafael Carlesso.
Reports are distributed to executives, financial analysts, institutional investors and media contacts covering the luxury sector.
Kering Group & Gucci
This report examines the anatomy of a crisis: executive and creative leadership changes, the divestiture of strategic assets, and the high-stakes appointment of Demna Gvasalia as Gucci's new Artistic Director. It includes a critical analysis of the AI-generated teaser campaign for the Primavera show (Milan, February 2026), developing the argument that the fundamental question for luxury is not whether to use AI, but whether the governance exists to use it without destroying brand authority.