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.
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.