All Daily Analyses

Browse all daily summaries and stay up to date with every luxury news analysis.
DateSummaryTop Companies
2025-10-06
Legal and creative pivots dominated luxury: Farfetch won full dismissal of a U.S. securities suit, lifting a key…
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2025-10-04
A U.S. court handed Louis Vuitton a record damages award and permanent injunction against an Atlanta marketplace,…
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2025-10-03
Renewed buy-side confidence in LVMH ahead of Q3, Brunello Cucinelli’s billion-euro nine-month milestone, and Stella…
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2025-10-02
A tougher luxury backdrop is exposing brand-level dispersion: LVMH-owned Loewe grew 9% in 2024 but saw net profit drop…
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2025-10-01
Artemis, the Pinault family office behind Kering, is tightening investment after leverage climbed to €7.1B and dividend…
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2025-09-30
Deal talk around Armani underscores how beauty and eyewear licenses, not its core fashion, anchor valuation, drawing…
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2025-09-29
Policy and reputational risk took center stage as Rolex confronted a US tariff overhang tied to Swiss imports while…
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2025-09-27
Valentino’s covenant breach underscores mounting pressure on discretionary luxury, contrasting with Hermès’ disciplined…
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2025-09-26
Deal chatter intensifies as L'Oréal signals interest only in Armani Beauty while Armani's heirs weigh a 15 percent…
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2025-09-25
LVMH signaled renewed China focus as Bernard Arnault visited Laopu Gold and Songmont in Shanghai, while Loewe advanced…
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2025-09-24
LVMH deepens group synergies by scaling Adyen’s unified payments across 50 Maisons and 1,000+ stores, sharpening…
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2025-09-21
Price power and channel agility are front and center: Swatch Group is lifting U.S. prices 5–15% to counter new tariffs…
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2025-09-19
Armani Group’s broader €4.25B scale — driven by licensed beauty and eyewear — spotlights the outsized role of partners…
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2025-09-18
LVMH’s indirect 4% stake in Moncler, built via Remo Ruffini’s Double R, tightens strategic optionality around one of…
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2025-09-17
Kering grapples with a significant data breach and a tough earnings reset even as it deepens verticalization via a new…
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Showing 1 to 15 of 79 results

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