Daily Analyses

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Headlines

• Saks Global faces escalating vendor lawsuits and restructuring speculation after missed interest… • Phoebe Philo forecasts 2025 sales above £32 million as it expands wholesale and APAC, while continuing… • Cartier plans a three-story Rodeo Drive “Temple” flagship for 2027, one of its biggest US retail… • Jacquemus appoints Clarisse Godbillon as COO to strengthen finance and operations as it targets €280…

Headlines

• Christian Louboutin UK posts lower FY25 sales but protects margins and balance sheet amid a weakening… • Prada reopens its transformed Landmark Hong Kong flagship as its largest Asia-Pacific boutique,… • Chloé debuts its first standalone Australian boutique in Sydney as part of a broader Asia-Pacific… • Jimmy Choo expands its lifestyle footprint in Japan with a London-inspired café concept inside Hankyu…

Headlines

• Saks Global is preparing a bankruptcy filing after missing a $100+ million interest payment tied to… • Audemars Piguet under CEO Ilaria Resta delivered a 12% sales increase to over CHF 2.3 billion in 2025,… • UK jeweller Pragnell surpassed £100 million in annual sales for the first time and overtook Bucherer… • LaoPu Gold is disrupting the luxury jewelry market with a culturally anchored, value-retention…

Headlines

• Saks Global faces a critical $100m interest payment amid heavy Neiman Marcus acquisition debt and… • Saks Global CEO Marc Metrick is reportedly preparing to step down just as the group weighs Chapter 11… • Salvatore Ferragamo will let its shareholders’ agreement with Peter Woo’s Majestic Honour lapse in… • Jacquemus strengthens its digital and beauty push by hiring ex-Coty executive Alexandra Larrue as…

Headlines

• Cartier surpasses £250 million in UK sales with double-digit growth and aggressive Mayfair real-estate… • Christie's reports $6.2 billion in 2025 sales as luxury auctions jump 17%, cementing luxury as a key… • Brioni parts ways with design director Norbert Stumpfl as Kering reshapes its tailoring strategy amid… • Tudor caps 2026 U.S. price increases at roughly 4–8% as it balances tariffs, inflation, and fragile…

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Headlines

• Rolex will raise US retail prices by an average of 7% in January 2026, with gold watches up nearly 9%… • Dunhill posted deeper UK-reported losses on falling revenue but secured a £130m capital injection and… • Boucheron formed a strategic joint venture with Gulf luxury powerhouse Al Tayer Group to accelerate… • Omega opened its first boutique in Verbier, extending its presence across elite Swiss ski resorts as…

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Headlines

• EU–Mercosur trade deal delays heighten uncertainty for Italian luxury exporters seeking growth in… • Louis Vuitton rolls out an immersive, city-defining retail ecosystem across major Chinese cities,… • LVMH appoints Laura Burdese as Bulgari managing director to steer the jewelry house after a period of… • Chanel will restage Matthieu Blazy’s first Métiers d’Art show in Seoul, reinforcing its long-term…

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Headlines

• Hilldun extends its pause on Saks Global purchase-order financing past Christmas, deepening inventory… • Plaintiffs abruptly drop several proposed U.S. class actions against Dior over a Salesforce-linked… • Tiffany & Co. opens an art-driven flagship in Beijing’s Taikoo Li Sanlitun, reinforcing its China… • Burberry and EssilorLuxottica extend their eyewear licensing deal to 2035, securing long-term category…

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Headlines

• Kering will acquire Italian jewelry manufacturer Raselli Franco in stages, securing key fine jewelry… • Etro brings in Rams Global, Mathias Facchini and SRI Group as new investors while L Catterton remains… • Speculation mounts that Alaïa creative director Pieter Mulier could move to Versace under Prada Group… • Saint Laurent opens its first Rive Droite cultural concept store in Beijing’s Sanlitun district,…

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Headlines

• Kering monetizes a $900 million Fifth Avenue property via joint venture with Ardian, raising $690… • Stella McCartney reports a 27% revenue drop and sharply higher operating losses in 2024 just as its… • Vacheron Constantin opens new boutiques in Atlanta and Palm Beach, reinforcing its US footprint with… • Omega opens a new boutique in London’s Selfridges Wonder Room while closing its Edinburgh store,…

Headlines

• Richemont UK grows watches and jewelry sales 5% with a 155% profit surge, sharply outperforming LVMH… • Watchfinder & Co. lifts sales nearly 18% but remains loss-making amid volatile pre-owned watch prices… • Prada, Dior, Louis Vuitton, Omega and other luxury brands race to expand and upgrade Cortina retail… • Dior launches a high-impact Selfridges Corner Shop pop-up to debut Jonathan Anderson’s Summer 2026…

Headlines

• Saks Global faces deepening financial distress as its debt plunges and a $100 million interest payment… • JW Anderson launches a dedicated homeware flagship on London’s Pimlico Road, extending the label from… • Hermès, Goyard and The Row top Rebag’s Clair Report for second-hand value retention, with certain… • Bottega Veneta opens a new Meatpacking District boutique in New York, reinforcing its physical…

Headlines

• Style Capital exits LuisaViaRoma as the CEO assumes greater control and accelerates a restructuring… • Breitling’s UK revenue drops 24% despite network expansion, highlighting intense watch market… • Boucheron opens its first Chinese flagship in Shanghai’s Xintiandi, blending French heritage with… • Louis Vuitton launches its first full make-up collection via a dedicated La Beauté corner at Galeries…

Headlines

• Kering, via Kering Ventures, acquires a small minority stake in Chinese filigree specialist Borland to… • Buccellati, backed by Richemont, brings a major heritage retrospective and silverware showcase to… • Brunello Cucinelli raises its 2025 guidance, targets another circa 10% growth year thereafter, and… • Celine opens a three-floor flagship on Zurich’s Bahnhofstrasse, showcasing womenswear, beauty, haute…

Headlines

• Saks Global’s late payments have put it on factor Hilldun’s temporary do-not-approve list, amplifying… • Hermès’ founding family has expanded its Krefeld family office via Breithorn Holding to deploy… • A. Lange & Söhne has opened a four-storey flagship boutique on London’s Old Bond Street to deepen its… • Cartier has opened a permanent, architecturally significant boutique in Palm Beach’s Royal Poinciana…

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