Luxury Strategic Notes
Decision-ready intelligence on how luxury builds desire and defends pricing power, across goods, experiences, lifestyle and branded residences.
The open Intelligence Briefs are the public layer of this work. Luxury Strategic Notes opens the full Briefs behind them: the complete working layer, the competitive reading across the major houses, and the forward view. Full Reports are commissioned work, scoped directly.
Why this exists
The public Intelligence Briefs give you the cultural read and the argument. The subscription opens the working layer beneath them:
Every Brief in full, archived and searchable.
The full evidence behind each read.
The competitive reading across groups and houses.
The forward view, with the indicators to watch before they surface in results.
What you get behind the brief
The public Intelligence Briefs give you the cultural read and the argument. The subscription opens the working layer beneath it:
The full evidence base behind each read.
The competitive map across groups and houses.
The forward view, with the indicators to watch before they surface in results.
Every Note in full, archived and searchable.
Plans
Individual
For analysts, advisors and operators who read luxury closely.
Full access to every Brief, with the working layer beneath.
EUR 1,500 / year, plus VAT.
Institutional
For strategy, insight and investment teams.
Annual licence, multiple seats, and a quarterly briefing with the team.
Commissioned Reports are scoped separately.
Press
Access for working journalists covering the sector is by invitation.
Credibility
Cited by Reuters on LVMH and aspirational pricing.
Briefs produced across the major luxury groups and houses, from Kering and LVMH to Brunello Cucinelli and Zegna.
Written by Rafael Carlesso, who reads luxury culturally and has carried brand, pricing and P&L in premium real estate. Based in Milan.
Who reads it
Leadership and strategy teams at luxury groups and maisons. Insight and brand functions. Investors and analysts covering the sector. Advisory firms briefing luxury clients.