All Daily Analyses

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DateSummaryTop Companies
2025-09-27
…pressure on discretionary luxury, contrasting with Hermès’ disciplined capacity expansion and resilient sales.…
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2025-09-19
…valuation debates and buyer dynamics versus LVMH. Hermès’ antitrust win preserves its scarcity playbook, while…
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2025-09-16
…Tag Heuer secures 2026 Spanish Grand Prix title rights, Hermès opens in Arizona to extend U.S. reach, and Mulberry renews…
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2025-09-05
…of brand rotation even as the core Prada label softens. Hermès doubles down on Korea, JW Anderson leans into DTC with a…
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2025-08-02
…categories with price adjustments and targeted alliances—Hermès saw 9% sales growth but flagged market softness, while LVMH…
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2025-07-29
…decision to keep Vaucher Manufacture Fleurier, with Hermès upping its stake, secures critical supply for luxury…
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2025-07-11
…another twist to Kering’s takeover saga, even as Hermès proves the lasting allure of luxury with a Birkin fetching…
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2025-07-10
…homeware, art and even honey, diversifying beyond apparel. Hermès is doubling down on its Swiss watchmaking pedigree by…
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2025-06-19
…stalled Michael Kors sales post-Versace divestment, while Hermès invests in a sustainable leather-goods workshop in France…
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