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.
Chinese regulators approve Tapestry-Capri deal
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 will bring...
Brunello Cucinelli earnings crush analyst expectations
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...
Luxury stocks struggle though MasterCard points to some reason for optimism
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...
Luxury stocks take a beating
On the back of expectations for a weak of revenue growth this year, luxury stocks have started the year with a beating as the Stoxx Europe 10 index continued the downward trend that started in mid-December and is down by over 200 basis points today (chart below). We...