Agenda-setting intelligence, analysis and advice for the global fashion community.

Luxury Stocks Look Ready for a Stronger Year After Their ‘Detox’

Optimism is building that a second-half rally in Europe’s luxury-goods sector can extend into the new year as signs point to better times for the continent’s flagship equity sector.

The 19-story façade of the Louis Vuitton luxury store in Manhattan, New York City. (Getty Images)

Bloomberg

05 December 2025

BoF PROFESSIONAL

Upbeat third-quarter earnings, a recovering Chinese market and a wave of newly installed creative directors have all spurred confidence that the post-pandemic hangover could soon be over, leading a slew of analysts to turn more positive in recent weeks.

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5 Big Questions About Luxury | The Debrief

Luxury editor Robert Williams joins The Debrief to discuss the latest developments in luxury, from Prada’s acquisition of Versace to fashion’s favourite restaurants.

Chanel Takes the Subway, LVMH’s Management Shakeup

What’s going on at luxury’s two biggest brands, Chanel and Louis Vuitton? Plus, Sant Ambroeus opens in Paris.

Luxury Set for 2026 Revival but Shoppers ‘Betrayed’ by Pricing, Bain Says

The global luxury goods industry is likely to sell 3 percent to 5 percent more next year after stagnating in 2025.

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Hermès ‘Game’ Leaves a Bad Taste

In this week’s High Margin luxury newsletter: A softening resale market for Birkin and Kelly bags poses questions for luxury powerhouse Hermès. Plus, a run on Chanel’s stores during Paris Fashion Week.

LVMH Names Béatrice Goasglas CEO of Tag Heuer

Goasglas is set to head the luxury conglomerate’s biggest watch label after the sudden exit of former chief executive Antoine Pin in January.

Harrods Hasn’t Fully Reckoned With Former Owner’s Abuse, Victims Say

Harrods is still grappling with the dark legacy of former owner Mohamed Al Fayed’s serial sexual abuse, facing ongoing internal investigations, compensation negotiations and calls for greater accountability.

Missoni’s Plans Under New Ownership

The Italian knitwear house joins a growing list of heritage brands sold to outside investors. Chief executive Livio Proli discusses the strategy behind Missoni’s next phase.

The Season That Was: Signals From Fashion’s Front Lines

From the impact of the war in the Middle East to the future of Saks to the Kering conundrum, Imran Amed shares his intel and insight from the trenches of the latest ‘fashion month.’

Lanvin Deputy CEO Siddhartha Shukla Exits Brand

Owner Lanvin Group said it is ‘fully committed’ to the French label’s development under creative director Peter Copping, with CEO Andy Lew in charge of management.

The Designers and Brands That Defined the Season | The BoF Podcast

In a post-fashion month debrief, BoF founder Imran Amed and editor-at-large Tim Blanks assess how the biggest houses are bedding in under new creative leadership at Chanel, Gucci, Dior and more.

Is Quince Really Worth $10 Billion?

From $50 cashmere to Dom Pérignon champagne, the everything store for the aspirationally bougie is outrunning the ghosts of DTC past.

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