All Daily Analyses

• 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…

• LuxExperience, parent of Mytheresa, will sell The Outnet to streamline off-price under Yoox… • Dior unveils its largest global flagship in Beijing’s Sanlitun, doubling down on… • Cartier reopens a redesigned Miami Design District flagship, blending cultural storytelling… • Armani opens a new ICONSIAM boutique in Bangkok, expanding Southeast Asia footprint with an…

• Globus faces mounting debt and delayed profitability, highlighting structural strain across… • Saks Global shakes up leadership to cut costs, repair vendor relations, and advance Neiman… • Gucci streamlines commercial and regional leadership to back Demna’s creative reset and… • Roberto Cavalli appoints Tomorrow to run global wholesale from Fall 2026 to expand…

• Bernard Arnault steps up LVMH share buying (~€1.4B) during market softness, tightening… • Moncler’s Q3 revenue fell 1% at constant FX but beat consensus, with Americas growth… • Luxury brands intensify VIP experiences in China to capture a fragile demand recovery and… • Ferragamo family rebuffs M&A speculation, reiterating no interest in extraordinary deals…

• Kering strengthens market-facing messaging as CEO Luca de Meo appoints a Renault veteran to… • Marc Jacobs is likely to leave LVMH via a sale to Authentic Brands, signaling a portfolio… • Brunello Cucinelli stages a Shanghai live presentation, reaffirming commitment to China… • Fendi expands and refurbishes its Harrods presence, adding RTW space and securing a…

• Kering confirms Alexander McQueen will cut 20% of London HQ staff amid weak sales as a wider… • A. Lange & Söhne will reopen with a directly operated three-storey flagship on Old Bond… • Gucci wins a $1.3M judgment and permanent injunction against Lord & Taylor in a counterfeit… • Vestiaire Collective and Ganni launch a branded resale service with instant gift-card…