All Daily Analyses

• Bain warns luxury must rethink price-led strategies as growth is set to resume in 2026 after… • Mulberry posts H1 margin expansion and sharply lower losses despite a 4% revenue decline,… • Prosecutors target Tod’s with a probe over alleged labour abuses and seek a six-month… • Celine opens a 600 sqm flagship in Milan’s Golden Triangle, reinforcing luxury positioning…

• LuxExperience posts Q1 sales decline and sharply wider losses as YNAP drags, while Mytheresa… • Prada’s Lorenzo Bertelli to become executive chairman of Versace upon completion of the… • Saint Laurent opens a larger Avenue Montaigne flagship to elevate experience and win back… • Chanel debuts a two-level Peter Marino-designed boutique at Bloomingdale’s NYC to deepen…

• Kering’s CEO outlines a downsizing plan, reduced Gucci dependence, and synergy push after… • Lugano Diamonds files for Chapter 11 amid alleged accounting irregularities and seeks a… • Chinese consumers increasingly choose premium local labels over Western luxury as… • IWC Schaffhausen expands retail footprint with a new immersive boutique in Fukuoka-Hakata to…

• Westfield Topanga builds a luxury powerhouse after a $200M wing conversion, growing to 30… • Bulgari reopens an expanded two-story flagship in Miami Design District with an exclusive… • Loewe opens Casa Loewe on Avenue Montaigne, fusing full-category retail with an art-led… • Celine debuts a new 600 m² flagship on Via Montenapoleone with a curated art program in a…

• U.S. and Switzerland agree to cut tariffs on Swiss watches from 39% to 15%, easing cost… • Richemont delivers 10% constant FX H1 sales growth to 10.62 billion euros, with Q2… • Audemars Piguet wins the GPHG Iconic Watch prize for the Royal Oak Perpetual Calendar… • Rolex opens its first Montreal boutique at Royalmount with partner Raffi Jewellers and an…

• Balmain appoints Antonin Tron as creative director, signaling a brand code reset amid… • Burberry returns to growth with Q2 comps up 2 percent and China improving, lifting shares… • Chaumet opens its first Lisbon boutique on Avenida da Liberdade, extending its European… • Loro Piana reopens an enlarged New Bond Street flagship, reinforcing quiet luxury…

• Authentic Brands Group is in exclusive talks to acquire Missoni, aiming to scale the Italian… • Aeffe delays its nine-month update and advances a negotiated crisis settlement amid steep… • LVMH takes a minority stake in La Joux-Perret to secure Swiss movement supply and deepen… • Alaïa opens at The Avenues in Kuwait, extending its Middle East retail footprint with a…

• U.S. may cut tariffs on Swiss exports to 15%, easing near-term pressure on Swiss… • Kering and Mayhoola to inject €100m into Valentino after a loan covenant breach, shoring up… • Geneva auctions set a new watch-sale record as rare pieces drive a CHF 66.8m total and 100%… • Investors file an amended complaint to keep securities fraud claims against Farfetch alive…

• Coty sues Kering over the Gucci beauty license, raising execution risk and revenue… • Carolina Herrera strengthens brand voice with new marketing and communications leadership to… • Omega opens a two storey Edinburgh flagship as it extends clienteling and experiential… • Richard Mille debuts in Australia with a Sydney boutique that blends retail and hospitality…

• Dior opens its first Swedish store in Stockholm, extending its Northern Europe retail… • Reklaim launches on Amazon Luxury Stores, expanding pre-owned watches and accessories to… • Saks Global will close select Saks Off 5th locations in 2026 as part of a portfolio… • Omega to open an Omega House in Milan’s Galleria during the 2026 Winter Olympics for…

• Rolex and Richemont leaders discuss tariff relief prospects with the U.S. President amid 39%… • Watches of Switzerland beats expectations as U.S. demand stays strong despite price hikes,… • Kering partners with Shanghai Fashion Week to launch a China-focused creative residency,… • Tapestry posts record Q1 revenue and raises full-year outlook, led by double-digit growth at…

• Balmain ends the 14-year Rousteing era, ushering in a high-stakes creative succession with… • Hermès acquires a 15% stake in Lanificio Colombo to lock in ultra-premium cashmere,… • IWC Schaffhausen launches an immersive Ingenieur pop-up in Hong Kong to fuel demand and… • Saint Laurent tops Lyst’s hottest brands for the first time, signaling strong cultural…

• Capri Holdings posts a surprise loss and warns tariffs will compress margins despite a new… • Analysts lift estimates and target prices for Kering after a better-than-expected quarter,… • Balenciaga debuts a high-tech 2025 skiwear line, blending performance materials with urban… • LVMH begins a multi-year renovation of its Avenue Montaigne HQ with a circular design…

• Kering taps Bain & Company and BCG to audit Gucci and key maisons, laying groundwork for… • Bucherer launches a UK app integrating collection management, market value estimates, and… • Chalhoub Group debuts Makette, shifting from distributor to brand owner with NFC-enabled… • Loro Piana opens a Taipei 101 flagship with private client space, elevating clienteling and…

• US tariffs drive a sharp September slump in Swiss watch exports despite strength in other… • Signs of a thaw in US-China ties and a market rebound point to improving luxury demand in… • Gucci enters technical mountainwear with "Altitude" and taps Jannik Sinner, expanding into… • Roger Dubuis debuts "Le Lounge" in Geneva to deepen clienteling and experiential retail in…