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...
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....
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...