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.
Moncler: the largest store in its history is for clients who do not live in New York
Moncler opened a 23,680-square-foot flagship on Fifth Avenue in a quarter when the Americas slowed where the brand is least known. The store draws most of its traffic from other states, and the atelier that comes with it stays at two addresses. A read on where Moncler puts its largest store, and where it puts its next clients.
Who Competes With a Luxury House Now
For most of the last cycle a luxury house competed with other luxury houses. Today the client’s desire has suppliers outside the sector, inside the house’s own past and inside its own price ladder.
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.