Intelligence Briefs and commentary on LVMH, Kering, Hermès and other luxury groups and brands, open in full. Where desire is built or lost, from image to price. The financial results follow, and they test the reading.
PUBLISHED ELSEWHERE
What LVMH buys, and what it lets go
Article. CPP-Luxury, October 2026.
LVMH under pressure as China's tax crackdown hits luxury spending
Quoted. Fibre2Fashion, October 2026, on LVMH's third quarter and China's tax crackdown.
Read on Fibre2Fashion (subscribers) →
Chanel Is Doubling Down On China While Luxury Rivals Shut Their Stores
Quoted. Fibre2Fashion, September 2026, on Chanel's China strategy.
The C-Branded Era Passes Its First Test: Kering H1 2026
When the sector's most disciplined communicators start selling proximity, it is not a slip. It is a channel.
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.
REPORT
The Outlook for 87 Luxury Houses
A Strategy Study that rates 87 luxury brands and brand lines in fashion, jewellery, watches and beauty on three horizons.
PDF, 10 pages, October 2026. US$390.