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: Capital Markets Day 2026 Strategic Roadmap Assessment
A strategic reading of Kering's Capital Markets Day in Florence, examining the group's transformation roadmap and the gap between the stated recovery agenda and the structural challenges facing its brand portfolio.