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.
LVMH: The Margin Held. Desire Did Not.
Discipline is a finite lever and LVMH spent it well this half. What it cannot do is buy back the desire that leather goods stopped selling.
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.
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.
Dior: The Memory Dior Did Not Own
Borrowed love does not transfer at the till. Dior's licensed childhood carried the talk, and the archive carried the quarter.