Jan 6, 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...
Dec 17, 2024
Luxury is set for its worst sales performance in the last 15 years apart from the pandemic-hit 2020. Yet, the downturn has not been universal, and some brands have continued to perform well, especially those that have continued to succeed in China despite the...
Dec 15, 2024
Luxury assets had one of their best weeks of the year during December 13-20. The FSW Markets Market All Luxury Index closed up almost six percent. Gainers heavily outweighed losers as 13 of the index’s 18 constituents had positive simple returns during the...
Nov 25, 2024
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...
Nov 17, 2024
Luxury equities had another tough go around last week. The FSW Markets All Luxury Index was down 4.3 percent. This was just over 2 points lower than returns for the S&P 500 and the CAC 40. There was quite a bit of diversity among top luxury names, however, and the...
