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.
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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.
When a Street Stops Getting More Expensive, Watch Who Buys It
Via Montenapoleone stopped getting more expensive. It also became the most contested piece of ground in the industry. Only the second one matters.
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.
The C-Branded Era: The Executive Is the Campaign Now
Luxury's scarcest asset has always been distance. This summer, its executives began spending it, deliberately.