Jan 17, 2024
Now that the 2024 forecasts for the luxury industry have been laid out (including that of FSW: https://lnkd.in/eD6FtP4v) we start the job of observing and acting on those trends. Looking a bit backwards in the hope that it gives a small glimpse of future trends, the...
Jan 15, 2024
This nice piece shares BoA’s 2024 outlook for the luxury sector, which finds that while the whole sector will be coming off the post-pandemic bull market to growth rates that are more in line with historical experience, there will be more heterogeneity generally with...
Jan 10, 2024
Seeking Alpha reports that, after some uncertainty, China’s regulators have approved Tapestry’s $8.5 billion purchase of Capri (https://lnkd.in/e9fyPRb7). It is not clear whether or how severe concerns may be been over the implications of the merger that...
Jan 8, 2024
As reported by Glossy, 2023 was a stronger than expected year for Brunello Cucinelli, reporting Q4 growth of 15.6% y/y, slightly higher than consensus expectations. Looking ahead, Bryce Quillin PhD commented: “Brands like Cucinelli should be able to generate strong...
Jan 6, 2024
The first week of the year was a weak one for most major luxury stocks as investors began acting on repeated warnings from analysts (including FSW High Frequency Luxury) and luxury CFOs that this year, particularly H1, would represent a return to normal growth rates...
