IWT Markets Wire
Real-time market intelligence & data strategy
The It’s A Working Title Markets Wire service (IWT Markets Wire) 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 behaviour and purchasing power. IWT Markets Wire produces forecasts for the industry using our own structural, econometric forecasting model as well as select machine learning algorithms to explore consumer trends across developed and emerging market economies. We also prepare our own All Luxury stock market index to give a clear picture on major industry market movements.
Brunello Cucinelli Reports Industry Beating 2024 Revenues
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...
The New Year Brings Key Macro News for the Luxury Industry
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....
The New Year Brings Key Macro News for the Luxury Industry
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....
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...
To what extent is China pulling down the luxury industry?
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...
Luxury assets have one of their best weeks of the year
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...
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...
Luxury Suffers Another Poor Week with Some Exceptions
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...
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...
What Did the Jul-Sep Earnings Reports Teach Us About the Luxury Slowdown?
With a few exceptions, we have come to the end of the latest luxury earnings season, and it was not all doom and gloom. As the bar chart below displays, Prada and Hermès recorded strong double-digit revenue growth (blue bar) that exceeded market expectations (red dot)...