Today we are breaking down Moncler, the high-end outerwear brand. Known for their down jackets and stylized M logo, it’s a mix of style and substance that blends into the brand history and evolution of Moncler.

I am joined by Chris Davies, investment manager at Baillie Gifford to cover Moncler’s story, particularly in the hands of Remo Ruffini. We get into its push to define luxury outerwear and extend outward into other product categories while keeing that core DNA of fashion and function. This is a particularly interesting episode for anybody interested in the luxury market generally, and Moncler’s push to carve out its own niche. Please enjoy this Breakdown on Moncler.

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Show Notes

(00:00:00) Welcome to Business Breakdowns

(00:04:31) Moncler’s Iconic Products

(00:06:47) Historical Evolution of Moncler

(00:11:48) Moncler’s Three Pillars

(00:24:58) The Stone Island Acquisition

(00:32:39) Estimating the Luxury Outerwear Market

(00:33:58) Moncler’s Market Influence and Growth

(00:35:48) Defining Quality in Luxury Brands

(00:36:47) Moncler’s Down Integrity and Customer Experience

(00:41:46) Managing Supply and Demand in Luxury

(00:47:18) Capital Allocation and Growth Opportunities

(00:55:03) Risks and Challenges in the Luxury Market

(00:58:46) Key Lessons from Moncler

David Clements with Guest Dana Wefer 6PM EST.