Agenda-setting intelligence, analysis and advice for the global fashion community.
The recent rally in the shares of luxury goods makers will be put to the test this earnings season, as valuations are already back at demanding levels.
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Kering and LVMH rose as much as 7.4 percent and 3.7 percent, respectively, on Tuesday. Morgan Stanley analysts say Kering is their top pick in the luxury space.
HSBC upgraded stocks of luxury industry giants LVMH and Kering SA as it anticipates Chinese spending will pick back up and hurdles in the US market will prove short-lived.
The luxury industry is facing another lost year, according to Bain’s latest luxury update, but investors are being too gloomy on the sector’s long-term prospects, argues Andrea Felsted.
The 98th Academy Awards, and Vanity Fair’s revamped after-party, bring luxury brands’ red-carpet strategies to a crescendo. Plus, Lululemon reports quarterly results with the CEO job still vacant.
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.
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 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.
Beauty brands must rethink upselling with smarter value plays, from curated bundles to jumbo sizes and subscriptions, to keep their customers from switching to the competition.
Check out this week’s new partner and job openings on BoF Careers, the global marketplace for fashion and beauty talent.
The Savannah, Ga.-based pajama brand has developed a devoted following for its super-soft pyjamas. With their first daywear collection, they’re hoping that loyalty will apply in a much more competitive category
Sunday night’s Oscars concluded an awards season that fashion’s biggest labels used to show off their new creative game. BoF breaks down what we learned about brands’ celebrity strategies.
