FSW Markets

Real-time market intelligence & data strategy

The Fashion Strategy Weekly Markets service (FSW Markets) delivers real-time insights tailored specifically for the luxury industry. By tracking key economic indicators, consumer sentiment, and global market shifts, we provide an exclusive view into the cyclical and structural trends shaping luxury consumer behavior and purchasing power. FSW Markets produces forecasts for the industry using our own structural, econometric forecasting model as well as select machine learning algorithms. We also prepare our own All Luxury stock market index to give a clear picture on major industry market movements.

What lies ahead for luxury in 2025?

What lies ahead for luxury in 2025?

As was widely anticipated a year ago, the retail luxury industry saw the end of the post-pandemic supercycle in 2024. Despite reasonable global economic growth and positive “wealth effect” contributions from generally good global equity market performance, luxury...

A Look at Brunello Cucinelli

A Look at Brunello Cucinelli

In this week's Fashion Strategy Weekly, we analyze Brunello Cucinelli's content strategy after the recent launch of its holiday campaign and considers what the brand's approach to content suggests about the future of luxury experience. With much of the luxury industry...

LVMH Market Share Ticks Down in 2024

LVMH Market Share Ticks Down in 2024

As we are in the process of updating our year-end and 2025 luxury industry sales and stock price forecasts, we updated our figure on the level of industry concentration. As the below line plot illustrates, LVMH's share of industry sales has, so far, ticked down...

Luxury Asset Have Performed Poorly This Year

Luxury Asset Have Performed Poorly This Year

The Q3 premium market earnings have been a bit of a mixed bag as we have been reporting over the past two weeks. To take another cut, let's look at the year-to-date returns for a wide variety of global asset classes and compare with them with our FSW Markets All...