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 only prove it.
PUBLISHED ELSEWHERE
What LVMH buys, and what it lets go
Article. CPP-Luxury, October 2026.
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.
Kering: After The Arithmetic, A Pulse At Gucci
A pulse, not a turn. Gucci narrowed through fewer doors, and the margin that met it was still built from cost.