Luxury Strategic Notes
Ask a question you have to answer on Monday. A house, a print, a read you need to defend in a room. You get a written answer, with sources, within two working days.
That is The Desk. It comes with the reading that produces it: every Intelligence Brief in full, as the major houses report, with the evidence base, the competitive reading and the forward view behind each one.
One question open at a time. Everything in writing.
The Desk
A subscriber question comes back as a one page answer in a fixed form: the verdict, the evidence with full attribution, the trade-off named, and what would change the read. Fact-checked line by line before it reaches you, the same discipline behind every Brief. Reuters has quoted this work twice this year.
One question open at a time, per subscriber. A question that needs more than a written answer becomes commissioned work, scoped directly.
What you get behind the brief
The public Intelligence Briefs give you the verdict and the argument. The subscription opens the working layer beneath them:
Every Brief in full, archived and searchable.
The full evidence base behind each read.
The competitive reading across groups and houses.
The forward view, with the indicators to watch before they surface in results.
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.
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
Quoted twice by Reuters on LVMH, on the Marc Jacobs disposal and on its Q2 results. Cited three times by LinkedIn News in 2026, on Chanel, LVMH and Tapestry.
Briefs produced across the major luxury groups and houses, from Kering and LVMH to Brunello Cucinelli and Zegna.
Written by Rafael Carlesso, who reads where desire is built or lost 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.