The start of the year looks, for a potentially brief moment, like a reboot for luxury after some strong earnings releases from Brunello Cucinelli and Richemont over the past week. The sour mood surrounding the retail luxury industry, particularly luxury fashion, for...
Brunello Cucinelli continues to outperform most of the luxury industry, announcing full-year 2024 revenue growth of 12.4 percent (constant exchange rates) on January 13. With much of the luxury industry slowing from the rapid rates of growth experienced during the...
There was a lot of global macro news released during the first full trading week of the year with the potential to impact the retail luxury and premium sector. The FSW All Markets Index is now up 4.5 percent on the year with 14 of the 18 index constituents gaining....
Kering has been the sick man among major luxury conglomerates for a number of years. There are many ways to measure its relative underperformance. Looking at its share price, it has fallen almost 40 percent since the start of the pandemic. This compares...
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...
