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.
EssilorLuxottica: The Face Is the Last Display
Luxury's last public display is the face. EssilorLuxottica grew it for the houses this quarter and reported a health company.
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.